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 |
Brookfield
BN
|
$264M |
| 2 |
Signet Jewelers
SIG
|
$185M |
| 3 |
Alexandria Real Estate Equities
ARE
|
$136M |
| 4 |
Public Storage
PSA
|
$133M |
| 5 |
SBA Communications
SBAC
|
$99.5M |
Top Sells
| 1 |
Williams Companies
WMB
|
$220M |
| 2 |
Extra Space Storage
EXR
|
$143M |
| 3 |
Vornado Realty Trust
VNO
|
$141M |
| 4 |
Kinder Morgan
KMI
|
$136M |
| 5 |
Charles Schwab
SCHW
|
$101M |
Sector Composition
| 1 | Financials | 16.84% |
| 2 | Real Estate | 13.83% |
| 3 | Technology | 11.71% |
| 4 | Healthcare | 11.51% |
| 5 | Consumer Discretionary | 10.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Apple
AAPL
$3.45T
| $1.12B | 1.68% | 8,968,897 +120,137 | +1% | +$15.1M |
|
2
Simon Property Group
SPG
$59B
| $886M | 1.32% | 5,119,250 -153,065 | -3% | -$26.5M |
|
3
Exxon Mobil
XOM
$487B
| $692M | 1.03% | 8,312,406 +406,632 | +5% | +$33.8M |
|
4
Wells Fargo
WFC
$263B
| $683M | 1.02% | 12,149,009 -348,882 | -3% | -$19.6M |
|
5
Microsoft
MSFT
$3.77T
| $677M | 1.01% | 15,329,664 +98,376 | +0.6% | +$4.34M |
|
|
6
Brookfield
BN
$98.3B
| $662M | 0.99% | 18,959,257 +7,556,909 | +66% | +$264M |
|
7
JPMorgan Chase
JPM
$829B
| $578M | 0.86% | 8,527,598 -189,473 | -2% | -$12.8M |
|
8
Berkshire Hathaway Class B
BRK.B
$1.09T
| $573M | 0.85% | 4,207,628 +186,433 | +5% | +$25.4M |
|
9
Alphabet (Google) Class C
GOOG
$2.58T
| $571M | 0.85% | 1,076,829 +61,270 | +6% | +$32.5M |
|
10
Markel Group
MKL
$24.8B
| $483M | 0.72% | 602,805 +27,253 | +5% | +$21.8M |
|
11
Pfizer
PFE
$141B
| $473M | 0.71% | 14,114,069 -2,559,847 | -15% | -$85.8M |
|
12
O'Reilly Automotive
ORLY
$88B
| $452M | 0.67% | 1,999,812 +20,119 | +1% | +$4.55M |
|
13
Bausch Health
BHC
$2.74B
| $439M | 0.65% | 1,976,306 -412,451 | -17% | -$91.6M |
|
14
GE Aerospace
GE
$292B
| $411M | 0.61% | 15,460,830 +2,282,140 | +17% | +$60.6M |
|
15
Essex Property Trust
ESS
$17.4B
| $404M | 0.6% | 1,901,702 -5,309 | -0.3% | -$1.13M |
|
16
Johnson & Johnson
JNJ
$427B
| $401M | 0.6% | 4,119,485 -207,081 | -5% | -$20.2M |
|
17
Aon
AON
$79.1B
| $400M | 0.6% | 4,008,848 +267,808 | +7% | +$26.7M |
|
|
18
Public Storage
PSA
$51.7B
| $397M | 0.59% | 2,151,560 +720,848 | +50% | +$133M |
|
19
Air Products & Chemicals
APD
$65.5B
| $361M | 0.54% | 2,641,835 +163,926 | +7% | +$22.4M |
|
20
Ventas
VTR
$30.9B
| $353M | 0.53% | 5,678,528 +478,410 | +9% | +$29.7M |
|
21
Gilead Sciences
GILD
$140B
| $348M | 0.52% | 2,976,511 +370,309 | +14% | +$43.4M |
|
22
Moody's
MCO
$91.4B
| $342M | 0.51% | 3,166,221 +112,861 | +4% | +$12.2M |
|
23
TJX Companies
TJX
$152B
| $338M | 0.5% | 5,107,159 -539,959 | -10% | -$35.7M |
|
24
Prologis
PLD
$106B
| $318M | 0.47% | 8,566,364 +48,077 | +0.6% | +$1.78M |
|
25
Zoetis
ZTS
$69.3B
| $313M | 0.47% | 6,488,222 +479,246 | +8% | +$23.1M |
|