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 |
Linde
LIN
|
$216M |
| 2 |
WIX.com
WIX
|
$92.3M |
| 3 |
TCO
Taubman Centers Inc.
TCO
|
$83.7M |
| 4 |
iShares Russell 2000 Value ETF
IWN
|
$75.9M |
| 5 |
American Homes 4 Rent
AMH
|
$70M |
Top Sells
| 1 |
SRC
SPIRIT REALTY CAPITAL, INC.
SRC
|
$787M |
| 2 |
Ross Stores
ROST
|
$229M |
| 3 |
Simon Property Group
SPG
|
$190M |
| 4 |
PX
Praxair Inc
PX
|
$171M |
| 5 |
Alibaba
BABA
|
$149M |
Sector Composition
| 1 | Financials | 16.16% |
| 2 | Real Estate | 15.05% |
| 3 | Technology | 14% |
| 4 | Consumer Discretionary | 11.2% |
| 5 | Healthcare | 9.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Microsoft
MSFT
$3.77T
| $1.58B | 1.69% | 15,571,451 -478,009 | -3% | -$48.6M |
|
2
Apple
AAPL
$3.45T
| $1.42B | 1.51% | 8,974,541 -287,568 | -3% | -$45.4M |
|
3
Amazon
AMZN
$2.44T
| $1.31B | 1.4% | 871,605 -3,154 | -0.4% | -$4.74M |
|
4
TransDigm Group
TDG
$78.8B
| $913M | 0.97% | 2,684,927 -76,780 | -3% | -$26.1M |
|
5
Brookfield
BN
$98.3B
| $886M | 0.94% | 23,106,009 -2,310,422 | -9% | -$88.6M |
|
|
6
Simon Property Group
SPG
$59B
| $829M | 0.88% | 4,934,074 -1,130,256 | -19% | -$190M |
|
7
Berkshire Hathaway Class B
BRK.B
$1.09T
| $829M | 0.88% | 4,058,847 -146,180 | -3% | -$29.8M |
|
8
JPMorgan Chase
JPM
$829B
| $794M | 0.85% | 8,138,560 -488,306 | -6% | -$47.7M |
|
9
SBA Communications
SBAC
$22B
| $784M | 0.84% | 4,840,595 -470,234 | -9% | -$76.1M |
|
10
Alphabet (Google) Class C
GOOG
$2.58T
| $765M | 0.82% | 739,052 +2,829 | +0.4% | +$2.93M |
|
11
Equinix
EQIX
$76.9B
| $765M | 0.82% | 2,170,386 -52,463 | -2% | -$18.5M |
|
12
Prologis
PLD
$106B
| $737M | 0.79% | 12,548,183 -825,068 | -6% | -$48.4M |
|
13
O'Reilly Automotive
ORLY
$88B
| $722M | 0.77% | 2,095,518 -428,580 | -17% | -$148M |
|
14
Hilton Worldwide
HLT
$64.9B
| $703M | 0.75% | 9,796,994 +505,931 | +5% | +$36.3M |
|
15
Markel Group
MKL
$24.8B
| $688M | 0.73% | 662,385 -15,449 | -2% | -$16M |
|
16
Johnson & Johnson
JNJ
$427B
| $685M | 0.73% | 5,304,901 -277,724 | -5% | -$35.8M |
|
17
AvalonBay Communities
AVB
$27.9B
| $655M | 0.7% | 3,763,646 -132,954 | -3% | -$23.1M |
|
18
Pfizer
PFE
$141B
| $644M | 0.69% | 14,752,683 -538,124 | -4% | -$23.5M |
|
19
Meta Platforms (Facebook)
META
$1.86T
| $615M | 0.65% | 4,687,900 -100,462 | -2% | -$13.2M |
|
20
Gartner
IT
$19B
| $586M | 0.62% | 4,584,652 -280,634 | -6% | -$35.9M |
|
|
21
Alphabet (Google) Class A
GOOGL
$2.57T
| $583M | 0.62% | 558,009 -11,034 | -2% | -$11.5M |
|
22
Fidelity National Financial
FNF
$16.3B
| $578M | 0.62% | 18,383,094 +295,487 | +2% | +$9.29M |
|
23
Verizon
VZ
$186B
| $571M | 0.61% | 10,161,414 +478,147 | +5% | +$26.9M |
|
24
Merck
MRK
$210B
| $558M | 0.59% | 7,300,563 -46,773 | -0.6% | -$3.57M |
|
25
Visa
V
$683B
| $554M | 0.59% | 4,195,926 -77,065 | -2% | -$10.2M |
|