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 |
Zoetis
ZTS
|
$182M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$175M |
| 3 |
Visa
V
|
$155M |
| 4 |
STI
SunTrust Banks, Inc.
STI
|
$120M |
| 5 |
Cisco
CSCO
|
$114M |
Top Sells
| 1 |
Labcorp
LH
|
$127M |
| 2 |
DFS
Discover Financial Services
DFS
|
$96.7M |
| 3 |
Bank of America
BAC
|
$96.2M |
| 4 |
TCO
Taubman Centers Inc.
TCO
|
$91M |
| 5 |
Jones Lang LaSalle
JLL
|
$89.5M |
Sector Composition
| 1 | Financials | 15.86% |
| 2 | Real Estate | 15.38% |
| 3 | Technology | 11.87% |
| 4 | Healthcare | 11.21% |
| 5 | Consumer Discretionary | 10.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Apple
AAPL
$3.45T
| $1.1B | 1.64% | 8,848,760 +130,254 | +1% | +$16.2M |
|
2
Simon Property Group
SPG
$59B
| $1.03B | 1.54% | 5,272,315 +472,988 | +10% | +$92.5M |
|
3
Wells Fargo
WFC
$263B
| $680M | 1.01% | 12,497,891 +194,103 | +2% | +$10.6M |
|
4
Exxon Mobil
XOM
$487B
| $672M | 1% | 7,905,774 -47,036 | -0.6% | -$4M |
|
5
Microsoft
MSFT
$3.77T
| $619M | 0.92% | 15,231,288 -190,097 | -1% | -$7.73M |
|
6
Brookfield
BN
$98.3B
| $611M | 0.91% | 11,402,348 +383,775 | +3% | +$20.6M |
|
|
7
Berkshire Hathaway Class B
BRK.B
$1.09T
| $580M | 0.86% | 4,021,195 +1,215,394 | +43% | +$175M |
|
8
Pfizer
PFE
$141B
| $580M | 0.86% | 16,673,916 -663,495 | -4% | -$23.1M |
|
9
Alphabet (Google) Class C
GOOG
$2.58T
| $560M | 0.83% | 1,015,559 +37,357 | +4% | +$20.6M |
|
10
JPMorgan Chase
JPM
$829B
| $528M | 0.79% | 8,717,071 +1,456,286 | +20% | +$88.2M |
|
11
Bausch Health
BHC
$2.74B
| $474M | 0.71% | 2,388,757 +62,308 | +3% | +$12.4M |
|
12
Markel Group
MKL
$24.8B
| $443M | 0.66% | 575,552 +26,085 | +5% | +$20.1M |
|
13
Essex Property Trust
ESS
$17.4B
| $438M | 0.65% | 1,907,011 +132,113 | +7% | +$30.4M |
|
14
Johnson & Johnson
JNJ
$427B
| $435M | 0.65% | 4,326,566 +34,823 | +0.8% | +$3.5M |
|
15
O'Reilly Automotive
ORLY
$88B
| $428M | 0.64% | 1,979,693 -401,024 | -17% | -$86.7M |
|
16
TJX Companies
TJX
$152B
| $396M | 0.59% | 5,647,118 +97,379 | +2% | +$6.82M |
|
17
Ventas
VTR
$30.9B
| $380M | 0.57% | 5,200,118 +632,609 | +14% | +$46.2M |
|
18
Air Products & Chemicals
APD
$65.5B
| $375M | 0.56% | 2,477,909 +88,479 | +4% | +$13.4M |
|
19
Prologis
PLD
$106B
| $371M | 0.55% | 8,518,287 +642,921 | +8% | +$28M |
|
|
GGP
20
DELISTED
GGP Inc.
GGP
| $370M | 0.55% | 12,514,815 +331,066 | +3% | +$9.78M |
|
21
Aon
AON
$79.1B
| $360M | 0.54% | 3,741,040 +355,331 | +10% | +$34.2M |
|
22
Welltower
WELL
$113B
| $350M | 0.52% | 4,522,233 +1,332,571 | +42% | +$103M |
|
23
Boston Properties
BXP
$11.5B
| $347M | 0.52% | 2,472,454 +198,838 | +9% | +$27.9M |
|
24
SL Green Realty
SLG
$4.04B
| $334M | 0.5% | 2,600,004 -16,735 | -0.6% | -$2.15M |
|
25
GE Aerospace
GE
$292B
| $327M | 0.49% | 13,178,690 +376,107 | +3% | +$9.33M |
|