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 |
Welltower
WELL
|
$193M |
| 2 |
SRC
SPIRIT REALTY CAPITAL, INC.
SRC
|
$130M |
| 3 |
Regency Centers
REG
|
$128M |
| 4 |
Extra Space Storage
EXR
|
$115M |
| 5 |
Walmart
WMT
|
$91.2M |
Top Sells
| 1 |
Ventas
VTR
|
$223M |
| 2 |
Willis Towers Watson
WTW
|
$177M |
| 3 |
Public Storage
PSA
|
$177M |
| 4 |
Signet Jewelers
SIG
|
$144M |
| 5 |
Host Hotels & Resorts
HST
|
$128M |
Sector Composition
| 1 | Real Estate | 16.66% |
| 2 | Financials | 16.07% |
| 3 | Technology | 11.9% |
| 4 | Consumer Discretionary | 10.37% |
| 5 | Healthcare | 10.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Simon Property Group
SPG
$59B
| $1.14B | 1.65% | 5,483,776 +22,196 | +0.4% | +$4.61M |
|
2
Apple
AAPL
$3.45T
| $997M | 1.45% | 9,144,251 -13,729 | -0.1% | -$1.5M |
|
3
Microsoft
MSFT
$3.77T
| $848M | 1.23% | 15,358,206 +720,627 | +5% | +$39.8M |
|
4
Brookfield
BN
$98.3B
| $762M | 1.11% | 21,905,430 -275,548 | -1% | -$9.59M |
|
5
Exxon Mobil
XOM
$487B
| $652M | 0.95% | 7,797,975 +66,919 | +0.9% | +$5.59M |
|
6
Aon
AON
$79.1B
| $554M | 0.8% | 5,306,633 +99,504 | +2% | +$10.4M |
|
7
Markel Group
MKL
$24.8B
| $538M | 0.78% | 603,428 -7,031 | -1% | -$6.27M |
|
8
Equinix
EQIX
$76.9B
| $515M | 0.75% | 1,556,199 +144,604 | +10% | +$47.8M |
|
9
JPMorgan Chase
JPM
$829B
| $504M | 0.73% | 8,508,891 +28,429 | +0.3% | +$1.68M |
|
10
Pfizer
PFE
$141B
| $500M | 0.72% | 16,852,834 +477,980 | +3% | +$14.2M |
|
11
Wells Fargo
WFC
$263B
| $497M | 0.72% | 10,267,599 -1,371,291 | -12% | -$66.3M |
|
12
Johnson & Johnson
JNJ
$427B
| $482M | 0.7% | 4,452,957 +119,709 | +3% | +$13M |
|
13
GE Aerospace
GE
$292B
| $478M | 0.69% | 15,024,248 -1,037,505 | -6% | -$33M |
|
14
Equity Residential
EQR
$25.3B
| $477M | 0.69% | 6,361,243 -877,340 | -12% | -$65.8M |
|
15
AvalonBay Communities
AVB
$27.9B
| $470M | 0.68% | 2,470,261 +216,234 | +10% | +$41.1M |
|
16
Essex Property Trust
ESS
$17.4B
| $462M | 0.67% | 1,977,569 -93,726 | -5% | -$21.9M |
|
17
Berkshire Hathaway Class B
BRK.B
$1.09T
| $462M | 0.67% | 3,254,791 +75,249 | +2% | +$10.7M |
|
18
SBA Communications
SBAC
$22B
| $457M | 0.66% | 4,562,124 +540,797 | +13% | +$54.2M |
|
|
19
Welltower
WELL
$113B
| $452M | 0.66% | 6,512,450 +2,780,828 | +75% | +$193M |
|
|
20
Public Storage
PSA
$51.7B
| $450M | 0.65% | 1,633,045 -640,496 | -28% | -$177M |
|
21
Meta Platforms (Facebook)
META
$1.86T
| $436M | 0.63% | 3,819,858 +87,911 | +2% | +$10M |
|
22
Zoetis
ZTS
$69.3B
| $434M | 0.63% | 9,798,134 +1,713,585 | +21% | +$76M |
|
23
O'Reilly Automotive
ORLY
$88B
| $430M | 0.62% | 1,572,898 -26,087 | -2% | -$7.14M |
|
24
Alphabet (Google) Class A
GOOGL
$2.57T
| $430M | 0.62% | 564,082 +1,559 | +0.3% | +$1.19M |
|
|
25
Alphabet (Google) Class C
GOOG
$2.58T
| $428M | 0.62% | 573,846 +31,495 | +6% | +$23.5M |
|