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 |
Dentsply Sirona
XRAY
|
$309M |
| 2 |
HPP
Hudson Pacific Properties
HPP
|
$162M |
| 3 |
Regency Centers
REG
|
$148M |
| 4 |
Comcast
CMCSA
|
$135M |
| 5 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
$111M |
Top Sells
| 1 |
Zoetis
ZTS
|
$438M |
| 2 |
EQY
Equity One
EQY
|
$208M |
| 3 |
Hilton Worldwide
HLT
|
$204M |
| 4 |
MJN
Mead Johnson Nutrition Company
MJN
|
$82.7M |
| 5 |
SL Green Realty
SLG
|
$62M |
Sector Composition
| 1 | Financials | 17.51% |
| 2 | Real Estate | 15.76% |
| 3 | Technology | 12.09% |
| 4 | Consumer Discretionary | 10.35% |
| 5 | Industrials | 9.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Apple
AAPL
$3.45T
| $1.21B | 1.46% | 8,443,704 +197,103 | +2% | +$28.3M |
|
2
Microsoft
MSFT
$3.77T
| $964M | 1.16% | 14,630,678 +58,661 | +0.4% | +$3.86M |
|
3
Simon Property Group
SPG
$59B
| $959M | 1.15% | 5,569,998 +35,432 | +0.6% | +$6.1M |
|
4
Brookfield
BN
$98.3B
| $932M | 1.12% | 25,567,307 +169,650 | +0.7% | +$6.19M |
|
5
Equinix
EQIX
$76.9B
| $763M | 0.92% | 1,909,287 +102,082 | +6% | +$40.8M |
|
6
JPMorgan Chase
JPM
$829B
| $745M | 0.9% | 8,476,180 +38,234 | +0.5% | +$3.36M |
|
7
Aon
AON
$79.1B
| $717M | 0.86% | 6,039,217 +240,960 | +4% | +$28.6M |
|
8
Amazon
AMZN
$2.44T
| $693M | 0.83% | 781,129 -16,038 | -2% | -$14.2M |
|
9
SBA Communications
SBAC
$22B
| $679M | 0.82% | 5,644,327 +60,436 | +1% | +$7.27M |
|
10
Berkshire Hathaway Class B
BRK.B
$1.09T
| $676M | 0.81% | 4,055,133 -23,467 | -0.6% | -$3.91M |
|
11
Markel Group
MKL
$24.8B
| $620M | 0.75% | 635,750 +2,097 | +0.3% | +$2.05M |
|
12
Exxon Mobil
XOM
$487B
| $591M | 0.71% | 7,203,721 -87,673 | -1% | -$7.19M |
|
13
TransDigm Group
TDG
$78.8B
| $584M | 0.7% | 2,651,540 +366,443 | +16% | +$80.7M |
|
14
Moody's
MCO
$91.4B
| $564M | 0.68% | 5,038,033 -58,003 | -1% | -$6.5M |
|
15
Meta Platforms (Facebook)
META
$1.86T
| $563M | 0.68% | 3,966,019 +50,660 | +1% | +$7.2M |
|
16
Johnson & Johnson
JNJ
$427B
| $560M | 0.67% | 4,498,675 +12,951 | +0.3% | +$1.61M |
|
17
Wells Fargo
WFC
$263B
| $516M | 0.62% | 9,262,609 +469,185 | +5% | +$26.1M |
|
18
AvalonBay Communities
AVB
$27.9B
| $508M | 0.61% | 2,767,935 +22,368 | +0.8% | +$4.1M |
|
19
Alphabet (Google) Class C
GOOG
$2.58T
| $504M | 0.61% | 607,946 +3,575 | +0.6% | +$2.97M |
|
20
CarMax
KMX
$9.21B
| $502M | 0.6% | 8,470,649 -269,847 | -3% | -$16M |
|
21
Prologis
PLD
$106B
| $501M | 0.6% | 9,653,132 +516,259 | +6% | +$26.8M |
|
22
Essex Property Trust
ESS
$17.4B
| $499M | 0.6% | 2,155,778 +34,654 | +2% | +$8.02M |
|
23
Bank of America
BAC
$376B
| $469M | 0.56% | 19,874,974 +74,020 | +0.4% | +$1.75M |
|
24
Restaurant Brands International
QSR
$20.8B
| $466M | 0.56% | 8,364,353 +321,262 | +4% | +$17.9M |
|
25
Welltower
WELL
$113B
| $460M | 0.55% | 6,491,640 -13,030 | -0.2% | -$923K |
|