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 |
Sherwin-Williams
SHW
|
$109M |
| 2 |
Brookfield Infrastructure Partners
BIP
|
$106M |
| 3 |
SFR
Starwood Waypoint Homes
SFR
|
$84.9M |
| 4 |
Charter Communications
CHTR
|
$82.2M |
| 5 |
DRE
Duke Realty Corp.
DRE
|
$77.3M |
Top Sells
| 1 |
Equity Residential
EQR
|
$133M |
| 2 |
Entergy
ETR
|
$105M |
| 3 |
PayPal
PYPL
|
$96.5M |
| 4 |
QVCGA
QVC Group, Inc. Series A Common Stock
QVCGA
|
$90.2M |
| 5 |
Goodyear
GT
|
$79.2M |
Sector Composition
| 1 | Real Estate | 16.8% |
| 2 | Financials | 16.34% |
| 3 | Technology | 11.85% |
| 4 | Consumer Discretionary | 10.03% |
| 5 | Healthcare | 9.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Simon Property Group
SPG
$59B
| $1.19B | 1.56% | 5,744,554 +127,005 | +2% | +$26.3M |
|
2
Apple
AAPL
$3.45T
| $951M | 1.25% | 8,408,360 -228,780 | -3% | -$25.9M |
|
3
Brookfield
BN
$98.3B
| $857M | 1.13% | 24,348,118 +1,677,804 | +7% | +$59M |
|
4
Microsoft
MSFT
$3.77T
| $822M | 1.08% | 14,263,782 -863,931 | -6% | -$49.8M |
|
5
Exxon Mobil
XOM
$487B
| $766M | 1.01% | 8,781,200 +461,787 | +6% | +$40.3M |
|
6
Equinix
EQIX
$76.9B
| $636M | 0.84% | 1,765,138 +143,757 | +9% | +$51.8M |
|
7
Aon
AON
$79.1B
| $629M | 0.83% | 5,592,226 +419,352 | +8% | +$47.2M |
|
8
Amazon
AMZN
$2.44T
| $617M | 0.81% | 736,784 +15,542 | +2% | +$13M |
|
9
SBA Communications
SBAC
$22B
| $603M | 0.79% | 5,372,762 +185,792 | +4% | +$20.8M |
|
10
JPMorgan Chase
JPM
$829B
| $602M | 0.79% | 9,046,309 -77,567 | -0.9% | -$5.17M |
|
11
TransDigm Group
TDG
$78.8B
| $565M | 0.74% | 1,955,149 +57,484 | +3% | +$16.6M |
|
12
Markel Group
MKL
$24.8B
| $564M | 0.74% | 607,699 +19,151 | +3% | +$17.8M |
|
13
Johnson & Johnson
JNJ
$427B
| $553M | 0.73% | 4,681,032 -7,048 | -0.2% | -$833K |
|
14
Berkshire Hathaway Class B
BRK.B
$1.09T
| $550M | 0.72% | 3,808,532 +402,695 | +12% | +$58.2M |
|
15
Moody's
MCO
$91.4B
| $530M | 0.7% | 4,891,122 +166,705 | +4% | +$18.1M |
|
16
Welltower
WELL
$113B
| $530M | 0.7% | 7,081,922 +471,935 | +7% | +$35.3M |
|
17
Meta Platforms (Facebook)
META
$1.86T
| $525M | 0.69% | 4,095,453 +32,276 | +0.8% | +$4.14M |
|
18
Zoetis
ZTS
$69.3B
| $521M | 0.69% | 10,016,876 +126,708 | +1% | +$6.59M |
|
19
Prologis
PLD
$106B
| $497M | 0.65% | 9,283,155 +590,455 | +7% | +$31.6M |
|
20
AvalonBay Communities
AVB
$27.9B
| $489M | 0.64% | 2,751,314 +229,864 | +9% | +$40.9M |
|
21
Pfizer
PFE
$141B
| $479M | 0.63% | 14,147,503 +436,670 | +3% | +$14.8M |
|
22
Essex Property Trust
ESS
$17.4B
| $462M | 0.61% | 2,076,055 +122,015 | +6% | +$27.2M |
|
23
Cisco
CSCO
$274B
| $459M | 0.6% | 14,475,527 -208,218 | -1% | -$6.6M |
|
24
AT&T
T
$209B
| $459M | 0.6% | 11,296,836 +190,468 | +2% | +$7.73M |
|
25
Alphabet (Google) Class C
GOOG
$2.58T
| $451M | 0.59% | 580,451 -1,486 | -0.3% | -$1.16M |
|