Principal Financial Group Portfolio holdings
Principal Financial Group, founded in 1879 as the Bankers Life Association by Edward Temple and headquartered in Des Moines, Iowa, is a global financial services firm specializing in retirement solutions, insurance, and asset management, overseeing more than $709 billion in assets under management as of late 2024. Serving over 62 million customers across individuals, businesses, and institutions, Principal offers 401(k) plans, group insurance (life, disability, dental), annuities, and investment products through its Principal Global Investors arm, with a strong focus on U.S. and international markets like Asia and Latin America. Known for its stability and customer-centric approach, the publicly traded company (NASDAQ: PFG) under CEO Dan Houston has expanded through acquisitions like Wells Fargo’s retirement business in 2019, emphasizing long-term financial security. With a workforce of over 19,000 and a legacy of resilience, Principal remains a trusted name in retirement and wealth management.
Top Buys
| 1 |
Apple
AAPL
|
$768M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$266M |
| 3 |
Aon
AON
|
$237M |
| 4 |
EOG Resources
EOG
|
$197M |
| 5 |
Intel
INTC
|
$146M |
Top Sells
| 1 |
Lamar Advertising Co
LAMR
|
$148M |
| 2 |
BRE
BRE PROPERTIES INC CL A
BRE
|
$122M |
| 3 |
Norfolk Southern
NSC
|
$111M |
| 4 |
OA
Orbital ATK, Inc.
OA
|
$100M |
| 5 |
Gentex
GNTX
|
$91.6M |
Sector Composition
| 1 | Financials | 15.65% |
| 2 | Real Estate | 12.39% |
| 3 | Technology | 11.3% |
| 4 | Healthcare | 10.5% |
| 5 | Industrials | 10.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Apple
AAPL
$3.45T
| $899M | 1.51% | 9,678,253 +8,260,917 | +583% | +$768M |
|
2
Exxon Mobil
XOM
$487B
| $703M | 1.18% | 6,984,395 +284,122 | +4% | +$28.6M |
|
3
Simon Property Group
SPG
$59B
| $663M | 1.11% | 3,985,640 +331,961 | +9% | +$55.2M |
|
4
Wells Fargo
WFC
$263B
| $618M | 1.04% | 11,755,219 +125,354 | +1% | +$6.59M |
|
|
5
Alphabet (Google) Class C
GOOG
$2.58T
| $512M | 0.86% | 882,908 +459,178 | +108% | +$266M |
|
6
Johnson & Johnson
JNJ
$427B
| $510M | 0.86% | 4,876,335 -349,002 | -7% | -$36.5M |
|
7
Microsoft
MSFT
$3.77T
| $493M | 0.83% | 11,818,274 +5,952 | +0.1% | +$248K |
|
8
Brookfield
BN
$98.3B
| $466M | 0.78% | 10,595,196 +48,505 | +0.5% | +$2.14M |
|
9
Pfizer
PFE
$141B
| $438M | 0.74% | 14,762,111 +980,683 | +7% | +$29.1M |
|
10
Chevron
CVX
$324B
| $417M | 0.7% | 3,192,180 +344,843 | +12% | +$45M |
|
11
O'Reilly Automotive
ORLY
$88B
| $416M | 0.7% | 2,759,000 -44,737 | -2% | -$6.74M |
|
|
12
EOG Resources
EOG
$68.2B
| $391M | 0.66% | 3,342,117 +1,682,530 | +101% | +$197M |
|
13
Williams Companies
WMB
$70.7B
| $371M | 0.62% | 6,372,731 +44,600 | +0.7% | +$2.6M |
|
14
Prologis
PLD
$106B
| $349M | 0.59% | 8,501,751 +2,241,398 | +36% | +$92.1M |
|
15
ConocoPhillips
COP
$124B
| $343M | 0.58% | 4,004,121 -293,858 | -7% | -$25.2M |
|
16
GE Aerospace
GE
$292B
| $338M | 0.57% | 12,865,959 -256,578 | -2% | -$6.74M |
|
|
GGP
17
DELISTED
GGP Inc.
GGP
| $336M | 0.57% | 14,261,709 +2,564,538 | +22% | +$60.4M |
|
18
Markel Group
MKL
$24.8B
| $332M | 0.56% | 506,718 +2,633 | +0.5% | +$1.73M |
|
|
19
Intel
INTC
$107B
| $331M | 0.56% | 10,719,593 +4,739,776 | +79% | +$146M |
|
20
JPMorgan Chase
JPM
$829B
| $325M | 0.55% | 5,638,985 -1,277,379 | -18% | -$73.6M |
|
21
Comcast
CMCSA
$125B
| $319M | 0.54% | 5,940,283 +23,237 | +0.4% | +$1.25M |
|
22
Verizon
VZ
$186B
| $317M | 0.53% | 6,470,606 +1,172,220 | +22% | +$57.4M |
|
23
Liberty Media Series A
FWONA
$22.5B
| $316M | 0.53% | 2,312,953 +48,083 | +2% | +$6.57M |
|
24
TJX Companies
TJX
$152B
| $309M | 0.52% | 5,818,976 +87,487 | +2% | +$4.65M |
|
25
Air Products & Chemicals
APD
$65.5B
| $298M | 0.5% | 2,314,088 +371,660 | +19% | +$47.8M |
|