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 |
O'Reilly Automotive
ORLY
|
$174M |
| 2 |
TAL Education Group
TAL
|
$135M |
| 3 |
DuPont de Nemours
DD
|
$135M |
| 4 |
Healthpeak Properties
DOC
|
$98.5M |
| 5 |
Gartner
IT
|
$95.1M |
Top Sells
| 1 |
AutoZone
AZO
|
$268M |
| 2 |
DD
Du Pont De Nemours E I
DD
|
$165M |
| 3 |
JPMorgan Chase
JPM
|
$118M |
| 4 |
Willis Towers Watson
WTW
|
$112M |
| 5 |
SVU
SUPERVALU Inc.
SVU
|
$111M |
Sector Composition
| 1 | Financials | 17.91% |
| 2 | Real Estate | 14.57% |
| 3 | Technology | 12.03% |
| 4 | Consumer Discretionary | 10.63% |
| 5 | Industrials | 9.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Apple
AAPL
$3.45T
| $1.53B | 1.49% | 9,940,515 -642,117 | -6% | -$99M |
|
2
Microsoft
MSFT
$3.77T
| $1.17B | 1.14% | 15,741,826 -122,283 | -0.8% | -$9.11M |
|
3
Brookfield
BN
$98.3B
| $1.05B | 1.02% | 25,353,413 +172,950 | +0.7% | +$7.14M |
|
4
Simon Property Group
SPG
$59B
| $979M | 0.95% | 6,079,322 -33,419 | -0.5% | -$5.38M |
|
|
5
JPMorgan Chase
JPM
$829B
| $911M | 0.88% | 9,537,261 -1,235,632 | -11% | -$118M |
|
6
Aon
AON
$79.1B
| $878M | 0.85% | 6,006,773 -5,874 | -0.1% | -$858K |
|
7
Equinix
EQIX
$76.9B
| $847M | 0.82% | 1,898,601 +6,178 | +0.3% | +$2.76M |
|
8
Fidelity National Financial
FNF
$16.3B
| $831M | 0.81% | 17,511,204 -258,923 | -1% | -$12.3M |
|
9
Amazon
AMZN
$2.44T
| $812M | 0.79% | 844,380 +11,427 | +1% | +$11M |
|
10
SBA Communications
SBAC
$22B
| $799M | 0.77% | 5,544,265 -50,404 | -0.9% | -$7.26M |
|
11
Johnson & Johnson
JNJ
$427B
| $780M | 0.76% | 6,002,294 +193,032 | +3% | +$25.1M |
|
12
Berkshire Hathaway Class B
BRK.B
$1.09T
| $734M | 0.71% | 4,001,523 -64,027 | -2% | -$11.7M |
|
13
Meta Platforms (Facebook)
META
$1.86T
| $733M | 0.71% | 4,287,497 -13,936 | -0.3% | -$2.38M |
|
14
Moody's
MCO
$91.4B
| $714M | 0.69% | 5,128,216 +33,723 | +0.7% | +$4.69M |
|
15
Markel Group
MKL
$24.8B
| $710M | 0.69% | 665,259 +6,092 | +0.9% | +$6.51M |
|
16
CarMax
KMX
$9.21B
| $706M | 0.69% | 9,319,193 +142,175 | +2% | +$10.8M |
|
17
Exxon Mobil
XOM
$487B
| $689M | 0.67% | 8,401,052 -402,129 | -5% | -$33M |
|
18
TransDigm Group
TDG
$78.8B
| $684M | 0.66% | 2,677,120 +35,010 | +1% | +$8.95M |
|
19
Prologis
PLD
$106B
| $659M | 0.64% | 10,377,260 +171,944 | +2% | +$10.9M |
|
20
Alphabet (Google) Class C
GOOG
$2.58T
| $653M | 0.63% | 680,828 +22,607 | +3% | +$21.7M |
|
21
Air Products & Chemicals
APD
$65.5B
| $630M | 0.61% | 4,165,311 +624,210 | +18% | +$94.4M |
|
22
Chevron
CVX
$324B
| $594M | 0.58% | 5,055,949 -356,618 | -7% | -$41.9M |
|
23
Essex Property Trust
ESS
$17.4B
| $591M | 0.57% | 2,328,165 +80,573 | +4% | +$20.5M |
|
24
Wells Fargo
WFC
$263B
| $568M | 0.55% | 10,297,127 -429,134 | -4% | -$23.7M |
|
|
25
O'Reilly Automotive
ORLY
$88B
| $556M | 0.54% | 2,583,140 +809,647 | +46% | +$174M |
|