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 |
Chevron
CVX
|
$121M |
| 2 |
Morgan Stanley
MS
|
$115M |
| 3 |
EOG Resources
EOG
|
$109M |
| 4 |
Kilroy Realty
KRC
|
$101M |
| 5 |
CVS Health
CVS
|
$98.4M |
Top Sells
| 1 |
Exxon Mobil
XOM
|
$134M |
| 2 |
Equity Residential
EQR
|
$115M |
| 3 |
Pfizer
PFE
|
$85.2M |
| 4 |
Murphy Oil
MUR
|
$75.8M |
| 5 |
Aflac
AFL
|
$75.4M |
Sector Composition
| 1 | Financials | 17.65% |
| 2 | Real Estate | 15.91% |
| 3 | Technology | 11.63% |
| 4 | Consumer Discretionary | 10.11% |
| 5 | Industrials | 9.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Simon Property Group
SPG
$59B
| $983M | 1.25% | 5,534,566 -209,988 | -4% | -$37.3M |
|
2
Apple
AAPL
$3.45T
| $955M | 1.21% | 8,246,601 -161,759 | -2% | -$18.7M |
|
3
Microsoft
MSFT
$3.77T
| $906M | 1.15% | 14,572,017 +308,235 | +2% | +$19.2M |
|
4
Brookfield
BN
$98.3B
| $838M | 1.06% | 25,397,657 +1,049,539 | +4% | +$34.6M |
|
5
JPMorgan Chase
JPM
$829B
| $728M | 0.92% | 8,437,946 -608,363 | -7% | -$52.5M |
|
6
Berkshire Hathaway Class B
BRK.B
$1.09T
| $665M | 0.84% | 4,078,600 +270,068 | +7% | +$44M |
|
|
7
Exxon Mobil
XOM
$487B
| $658M | 0.83% | 7,291,394 -1,489,806 | -17% | -$134M |
|
8
Aon
AON
$79.1B
| $647M | 0.82% | 5,798,257 +206,031 | +4% | +$23M |
|
9
Equinix
EQIX
$76.9B
| $646M | 0.82% | 1,807,205 +42,067 | +2% | +$15M |
|
10
Amazon
AMZN
$2.44T
| $598M | 0.76% | 797,167 +60,383 | +8% | +$45.3M |
|
11
SBA Communications
SBAC
$22B
| $577M | 0.73% | 5,583,891 +211,129 | +4% | +$21.8M |
|
12
Markel Group
MKL
$24.8B
| $573M | 0.73% | 633,653 +25,954 | +4% | +$23.5M |
|
13
TransDigm Group
TDG
$78.8B
| $569M | 0.72% | 2,285,097 +329,948 | +17% | +$82.1M |
|
14
CarMax
KMX
$9.21B
| $563M | 0.71% | 8,740,496 +303,314 | +4% | +$19.5M |
|
15
Johnson & Johnson
JNJ
$427B
| $517M | 0.66% | 4,485,724 -195,308 | -4% | -$22.5M |
|
16
Essex Property Trust
ESS
$17.4B
| $493M | 0.63% | 2,121,124 +45,069 | +2% | +$10.5M |
|
17
Zoetis
ZTS
$69.3B
| $490M | 0.62% | 9,161,932 -854,944 | -9% | -$45.8M |
|
18
AvalonBay Communities
AVB
$27.9B
| $486M | 0.62% | 2,745,567 -5,747 | -0.2% | -$1.02M |
|
19
Wells Fargo
WFC
$263B
| $485M | 0.61% | 8,793,424 -289,561 | -3% | -$16M |
|
20
Prologis
PLD
$106B
| $482M | 0.61% | 9,136,873 -146,282 | -2% | -$7.72M |
|
21
Moody's
MCO
$91.4B
| $480M | 0.61% | 5,096,036 +204,914 | +4% | +$19.3M |
|
22
Alphabet (Google) Class C
GOOG
$2.58T
| $466M | 0.59% | 604,371 +23,920 | +4% | +$18.5M |
|
|
23
Chevron
CVX
$324B
| $466M | 0.59% | 3,954,974 +1,026,988 | +35% | +$121M |
|
24
Meta Platforms (Facebook)
META
$1.86T
| $450M | 0.57% | 3,915,359 -180,094 | -4% | -$20.7M |
|
25
Bank of America
BAC
$376B
| $438M | 0.56% | 19,800,954 +2,575,014 | +15% | +$56.9M |
|