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 |
Microsoft
MSFT
|
$146M |
| 2 |
DISCK
Discovery, Inc. Series C Common Stock
DISCK
|
$143M |
| 3 |
American International
AIG
|
$104M |
| 4 |
Ross Stores
ROST
|
$103M |
| 5 |
Bank of America
BAC
|
$103M |
Top Sells
| 1 |
MCRS
MICROS SYSTEMS INC
MCRS
|
$131M |
| 2 |
Fidelity National Financial
FNF
|
$130M |
| 3 |
Walmart
WMT
|
$71.1M |
| 4 |
Williams Companies
WMB
|
$71.1M |
| 5 |
Public Service Enterprise Group
PEG
|
$70.2M |
Sector Composition
| 1 | Financials | 15.74% |
| 2 | Real Estate | 12.9% |
| 3 | Technology | 11.93% |
| 4 | Healthcare | 10.85% |
| 5 | Industrials | 9.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Apple
AAPL
$3.45T
| $921M | 1.56% | 9,136,854 -541,399 | -6% | -$54.5M |
|
2
Simon Property Group
SPG
$59B
| $699M | 1.19% | 4,248,416 +262,776 | +7% | +$43.2M |
|
|
3
Microsoft
MSFT
$3.77T
| $694M | 1.18% | 14,969,911 +3,151,637 | +27% | +$146M |
|
4
Exxon Mobil
XOM
$487B
| $661M | 1.12% | 7,025,875 +41,480 | +0.6% | +$3.9M |
|
5
Wells Fargo
WFC
$263B
| $617M | 1.05% | 11,903,087 +147,868 | +1% | +$7.67M |
|
6
Alphabet (Google) Class C
GOOG
$2.58T
| $530M | 0.9% | 908,622 +25,714 | +3% | +$15M |
|
7
Johnson & Johnson
JNJ
$427B
| $514M | 0.87% | 4,822,423 -53,912 | -1% | -$5.75M |
|
8
Brookfield
BN
$98.3B
| $476M | 0.81% | 10,588,232 -6,964 | -0.1% | -$313K |
|
9
Pfizer
PFE
$141B
| $471M | 0.8% | 15,914,370 +1,152,259 | +8% | +$34.1M |
|
10
O'Reilly Automotive
ORLY
$88B
| $399M | 0.68% | 2,653,378 -105,622 | -4% | -$15.9M |
|
11
Intel
INTC
$107B
| $374M | 0.63% | 10,740,417 +20,824 | +0.2% | +$725K |
|
12
Chevron
CVX
$324B
| $352M | 0.6% | 2,949,428 -242,752 | -8% | -$29M |
|
13
TJX Companies
TJX
$152B
| $349M | 0.59% | 5,893,146 +74,170 | +1% | +$4.39M |
|
14
JPMorgan Chase
JPM
$829B
| $344M | 0.58% | 5,710,252 +71,267 | +1% | +$4.29M |
|
15
Markel Group
MKL
$24.8B
| $334M | 0.57% | 525,799 +19,081 | +4% | +$12.1M |
|
|
GGP
16
DELISTED
GGP Inc.
GGP
| $332M | 0.56% | 14,095,569 -166,140 | -1% | -$3.91M |
|
17
ConocoPhillips
COP
$124B
| $327M | 0.55% | 4,274,426 +270,305 | +7% | +$20.7M |
|
18
GE Aerospace
GE
$292B
| $322M | 0.55% | 12,551,293 -314,666 | -2% | -$8.06M |
|
19
Verizon
VZ
$186B
| $317M | 0.54% | 6,344,326 -126,280 | -2% | -$6.31M |
|
20
Berkshire Hathaway Class B
BRK.B
$1.09T
| $317M | 0.54% | 2,294,654 +51,030 | +2% | +$7.05M |
|
21
Comcast
CMCSA
$125B
| $308M | 0.52% | 5,728,680 -211,603 | -4% | -$11.4M |
|
|
22
Bank of America
BAC
$376B
| $306M | 0.52% | 17,952,337 +6,018,239 | +50% | +$103M |
|
23
Gilead Sciences
GILD
$140B
| $301M | 0.51% | 2,830,873 +152,146 | +6% | +$16.2M |
|
24
Procter & Gamble
PG
$368B
| $300M | 0.51% | 3,580,686 -35,294 | -1% | -$2.96M |
|
25
Air Products & Chemicals
APD
$65.5B
| $299M | 0.51% | 2,297,865 -16,223 | -0.7% | -$2.11M |
|