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
| Rank | Stock | Value |
|---|---|---|
| 1 |
ExxonMobil
XOM
|
+$589M |
| 2 |
Simon Property Group
SPG
|
+$553M |
| 3 |
Apple
AAPL
|
+$526M |
| 4 |
JPMorgan Chase
JPM
|
+$449M |
| 5 |
Chevron
CVX
|
+$391M |
Top Sells
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 16.25% |
| 2 | Real Estate | 11.42% |
| 3 | Technology | 11.1% |
| 4 | Consumer Discretionary | 10.25% |
| 5 | Healthcare | 9.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
BEE
226
DELISTED
STRATEGIC HOTELS & RESORTS, INC
BEE
| $51.8M | 0.11% |
+5,843,927
| New | +$48.1M |
|
227
Howard Hughes
HHH
$3.93B
| $51.3M | 0.11% |
+480,117
| New | +$45.2M |
|
228
Booking.com
BKNG
$152B
| $50.5M | 0.11% |
+1,527,350
| New | +$46.7M |
|
229
Crane NXT
CXT
$3.13B
| $50.3M | 0.11% |
+2,418,573
| New | +$47.8M |
|
|
LVNTA
230
DELISTED
Liberty Interactive Corporation Series A Liberty Ventures
LVNTA
| $50.2M | 0.11% |
+2,402,293
| New | +$46.3M |
|
231
Credicorp
BAP
$31.1B
| $50M | 0.11% |
+405,742
| New | +$56.5M |
|
|
FL
232
DELISTED
Foot Locker
FL
| $49.7M | 0.11% |
+1,415,721
| New | +$48.8M |
|
|
MPT
233
Medical Properties Trust
MPT
$2.87B
| $49.2M | 0.11% |
+3,436,931
| New | +$54.2M |
|
234
ManpowerGroup
MAN
$2.62B
| $49M | 0.11% |
+893,272
| New | +$49.2M |
|
|
OCR
235
DELISTED
OMNICARE INC
OCR
| $48.6M | 0.11% |
+1,019,523
| New | +$45.6M |
|
236
Fluor
FLR
$6.88B
| $48.4M | 0.11% |
+815,803
| New | +$49.6M |
|
237
Jones Lang LaSalle
JLL
$15.9B
| $48.4M | 0.11% |
+530,854
| New | +$49.9M |
|
|
PL
238
DELISTED
PROTECTIVE LIFE CORP
PL
| $47.8M | 0.11% |
+1,244,226
| New | +$47M |
|
|
WBA
239
DELISTED
Walgreens Boots Alliance
WBA
| $47.1M | 0.1% |
+1,066,440
| New | +$51.9M |
|
|
RBS.PRL.CL
240
DELISTED
Royal Bank Of Scotland Group Plc
RBS.PRL.CL
| $46.8M | 0.1% |
+2,286,738
| New | +$52M |
|
|
BFS
241
Saul Centers
BFS
$885M
| $46.8M | 0.1% |
+1,051,714
| New | +$47M |
|
242
Synopsys
SNPS
$74.2B
| $46.2M | 0.1% |
+1,292,449
| New | +$45.9M |
|
243
National Fuel Gas
NFG
$7.79B
| $46.2M | 0.1% |
+796,906
| New | +$48.5M |
|
|
PRXL
244
DELISTED
Parexel International Corp
PRXL
| $46.1M | 0.1% |
+1,002,898
| New | +$44.1M |
|
245
Halliburton
HAL
$26.5B
| $45.9M | 0.1% |
+1,101,036
| New | +$46M |
|
246
Texas Instruments
TXN
$256B
| $45.6M | 0.1% |
+1,307,866
| New | +$46.7M |
|
247
Cardinal Health
CAH
$54.1B
| $45.5M | 0.1% |
+964,415
| New | +$44M |
|
248
Robert Half
RHI
$4.18B
| $45.4M | 0.1% |
+1,367,047
| New | +$47.1M |
|
249
American Financial Group
AFG
$12.2B
| $45.1M | 0.1% |
+922,316
| New | +$44.5M |
|
250
DuPont de Nemours
DD
$19.1B
| $45M | 0.1% |
+552,659
| New | +$46.6M |
|
Similar funds
Principal Financial Group's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Principal Financial Group, which disclosed 2,248 positions worth $45.1B. Its ten largest holdings account for 9.3% of the portfolio.
Its largest position is ExxonMobil: 6,547,866 shares worth $592M.
By sector, the portfolio is most concentrated in Financials at 16% of assets, followed by Real Estate and Technology.
- Principal Financial Group's largest Q2 2013 buy was ExxonMobil: 6,547,866 shares worth $592M.
- Principal Financial Group's ten largest holdings make up 9.3% of its $45.1B portfolio in Q2 2013.
- Principal Financial Group disclosed 2,248 positions in Q2 2013, its first 13F filing on record.
Based on Principal Financial Group's 13F filing for Q2 2013, filed 12 Aug 2013.