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 |
S&P Global
SPGI
|
$343M |
| 2 |
LSXMK
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
|
$163M |
| 3 |
Entergy
ETR
|
$126M |
| 4 |
Murphy Oil
MUR
|
$124M |
| 5 |
DHC
Diversified Healthcare Trust
DHC
|
$97.2M |
Top Sells
| 1 |
MHFI
MCGRAW-HILL FINANCIAL INC COM
MHFI
|
$325M |
| 2 |
Becton Dickinson
BDX
|
$158M |
| 3 |
Crown Castle
CCI
|
$148M |
| 4 |
TJX Companies
TJX
|
$136M |
| 5 |
Public Service Enterprise Group
PEG
|
$122M |
Sector Composition
| 1 | Real Estate | 17.25% |
| 2 | Financials | 16.06% |
| 3 | Technology | 11.28% |
| 4 | Healthcare | 10.24% |
| 5 | Consumer Discretionary | 9.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Simon Property Group
SPG
$59B
| $1.22B | 1.7% | 5,617,549 +133,773 | +2% | +$29M |
|
2
Apple
AAPL
$3.45T
| $826M | 1.15% | 8,637,140 -507,111 | -6% | -$48.5M |
|
3
Exxon Mobil
XOM
$487B
| $780M | 1.09% | 8,319,413 +521,438 | +7% | +$48.9M |
|
4
Microsoft
MSFT
$3.77T
| $774M | 1.08% | 15,127,713 -230,493 | -2% | -$11.8M |
|
5
Brookfield
BN
$98.3B
| $750M | 1.05% | 22,670,314 +764,884 | +3% | +$25.3M |
|
6
Equinix
EQIX
$76.9B
| $629M | 0.88% | 1,621,381 +65,182 | +4% | +$25.3M |
|
7
Johnson & Johnson
JNJ
$427B
| $569M | 0.79% | 4,688,080 +235,123 | +5% | +$28.5M |
|
8
JPMorgan Chase
JPM
$829B
| $567M | 0.79% | 9,123,876 +614,985 | +7% | +$38.2M |
|
9
Aon
AON
$79.1B
| $565M | 0.79% | 5,172,874 -133,759 | -3% | -$14.6M |
|
10
Markel Group
MKL
$24.8B
| $561M | 0.78% | 588,548 -14,880 | -2% | -$14.2M |
|
11
SBA Communications
SBAC
$22B
| $560M | 0.78% | 5,186,970 +624,846 | +14% | +$67.4M |
|
12
Amazon
AMZN
$2.44T
| $516M | 0.72% | 721,242 +34,723 | +5% | +$24.8M |
|
13
Welltower
WELL
$113B
| $503M | 0.7% | 6,609,987 +97,537 | +1% | +$7.43M |
|
14
TransDigm Group
TDG
$78.8B
| $500M | 0.7% | 1,897,665 +82,334 | +5% | +$21.7M |
|
15
Berkshire Hathaway Class B
BRK.B
$1.09T
| $493M | 0.69% | 3,405,837 +151,046 | +5% | +$21.9M |
|
16
Pfizer
PFE
$141B
| $483M | 0.67% | 13,710,833 -3,142,001 | -19% | -$111M |
|
17
AT&T
T
$209B
| $480M | 0.67% | 11,106,368 +649,445 | +6% | +$28.1M |
|
18
Zoetis
ZTS
$69.3B
| $469M | 0.65% | 9,890,168 +92,034 | +0.9% | +$4.37M |
|
19
Meta Platforms (Facebook)
META
$1.86T
| $464M | 0.65% | 4,063,177 +243,319 | +6% | +$27.8M |
|
20
GE Aerospace
GE
$292B
| $462M | 0.64% | 14,660,298 -363,950 | -2% | -$11.5M |
|
21
Wells Fargo
WFC
$263B
| $461M | 0.64% | 9,746,377 -521,222 | -5% | -$24.7M |
|
22
AvalonBay Communities
AVB
$27.9B
| $455M | 0.63% | 2,521,450 +51,189 | +2% | +$9.23M |
|
23
Dollar Tree
DLTR
$22.8B
| $452M | 0.63% | 4,795,123 +483,012 | +11% | +$45.5M |
|
24
Essex Property Trust
ESS
$17.4B
| $446M | 0.62% | 1,954,040 -23,529 | -1% | -$5.37M |
|
25
Moody's
MCO
$91.4B
| $443M | 0.62% | 4,724,417 +491,476 | +12% | +$46.1M |
|