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 |
Restaurant Brands International
QSR
|
+$221M |
| 2 |
Liberty Media Series C
FWONK
|
+$168M |
| 3 |
Fidelity National Financial
FNF
|
+$150M |
| 4 |
PPL
PPL Corp
PPL
|
+$119M |
| 5 |
General Dynamics
GD
|
+$100M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
BKW
BURGER KING WORLDWIDE
BKW
|
+$170M |
| 2 |
TYC
TYCO INTL PLC COM SHS (IRL)
TYC
|
+$136M |
| 3 |
LyondellBasell Industries
LYB
|
+$123M |
| 4 |
AbbVie
ABBV
|
+$103M |
| 5 |
Trane Technologies
TT
|
+$92M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 15.98% |
| 2 | Real Estate | 14.38% |
| 3 | Technology | 11.77% |
| 4 | Healthcare | 10.83% |
| 5 | Consumer Discretionary | 10.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Howard Hughes
HHH
$3.94B
| $73.3M | 0.11% |
589,967
+38,393
| +7% | +$5.13M |
|
227
Ford
F
$60.9B
| $73.2M | 0.11% |
4,722,448
+198,930
| +4% | +$2.93M |
|
228
Texas Instruments
TXN
$248B
| $72.7M | 0.11% |
1,359,098
+22,201
| +2% | +$1.12M |
|
229
Kimberly-Clark
KMB
$37.6B
| $72.6M | 0.11% |
628,607
+137,176
| +28% | +$15.2M |
|
|
LTRPA
230
DELISTED
Liberty TripAdvisor Holdings, Inc. Series A
LTRPA
| $72.6M | 0.11% |
+2,698,493
| New | +$74.9M |
|
231
Duke Energy
DUK
$101B
| $72.3M | 0.11% |
864,973
+47,808
| +6% | +$3.85M |
|
|
PGRE
232
DELISTED
Paramount Group
PGRE
| $71.3M | 0.11% |
+3,836,908
| New | +$70.7M |
|
233
Accenture
ACN
$106B
| $71.3M | 0.11% |
798,577
+16,697
| +2% | +$1.39M |
|
234
DuPont de Nemours
DD
$18.6B
| $71.2M | 0.11% |
616,317
-557,558
| -47% | -$67.9M |
|
235
American Tower
AMT
$83.5B
| $71.1M | 0.11% |
719,279
+151,827
| +27% | +$14.9M |
|
236
Brookdale Senior Living
BKD
$3.55B
| $70.8M | 0.11% |
1,929,868
+147,185
| +8% | +$4.99M |
|
237
Liberty Global Class A
LBTYA
$3.59B
| $70.1M | 0.11% |
1,691,791
+37,038
| +2% | +$1.42M |
|
238
Aecom
ACM
$9.46B
| $69.9M | 0.11% |
2,300,257
+422,140
| +22% | +$13.2M |
|
239
UDR
UDR
$12.9B
| $69.9M | 0.11% |
2,266,664
+814,688
| +56% | +$24.4M |
|
240
Caterpillar
CAT
$361B
| $68.8M | 0.11% |
751,415
+7,532
| +1% | +$733K |
|
241
Arch Capital
ACGL
$36.5B
| $67.9M | 0.11% |
3,446,541
+101,022
| +3% | +$1.92M |
|
|
TTM
242
DELISTED
Tata Motors Limited
TTM
| $67.3M | 0.1% |
1,592,523
+38,709
| +2% | +$1.73M |
|
|
VER
243
DELISTED
VEREIT, Inc.
VER
| $67.1M | 0.1% |
1,482,650
+1,452,330
| +4,790% | +$71.2M |
|
|
BFS
244
Saul Centers
BFS
$858M
| $66.7M | 0.1% |
1,167,086
+1,111
| +0.1% | +$59.3K |
|
|
DTV
245
DELISTED
DIRECTV COM STK (DE)
DTV
| $64.7M | 0.1% |
746,287
+17,299
| +2% | +$1.49M |
|
|
BNY
246
Bank of New York Mellon
BNY
$103B
| $64M | 0.1% |
1,578,031
+269,790
| +21% | +$10.6M |
|
|
MRO
247
DELISTED
Marathon Oil Corporation
MRO
| $63.4M | 0.1% |
2,239,626
+1,444,466
| +182% | +$45.9M |
|
248
Thermo Fisher Scientific
TMO
$214B
| $62.1M | 0.1% |
495,759
+19,097
| +4% | +$2.32M |
|
249
Healthpeak Properties
DOC
$15.5B
| $61.9M | 0.1% |
1,544,491
-761,486
| -33% | -$30.2M |
|
|
LLL
250
DELISTED
L3 Technologies, Inc.
LLL
| $60.6M | 0.09% |
479,940
+51,964
| +12% | +$6.21M |
|
Similar funds
Principal Financial Group's Q4 2014 Portfolio in Review
As of Q4 2014, Principal Financial Group held 2,313 positions worth $64.4B, up 9.2% from $58.9B the previous quarter. Its ten largest holdings account for 10% of the portfolio.
Principal Financial Group's Q4 2014 filing shows 109 new, 1,177 increased, 869 reduced and 142 closed positions. Its largest new stake was Restaurant Brands International: 5,750,957 shares worth $225M. The largest sale was BURGER KING WORLDWIDE, an estimated $170M.
By sector, the portfolio is most concentrated in Financials at 16% of assets, up from 16% a quarter earlier, followed by Real Estate and Technology.
- Principal Financial Group's largest Q4 2014 buy was Restaurant Brands International: 5,750,957 shares worth $225M.
- Principal Financial Group added most to PPL Corp in Q4 2014, an estimated $119M increase.
- Principal Financial Group's biggest Q4 2014 reduction was TYCO INTL PLC COM SHS (IRL), cutting an estimated $136M.
- Principal Financial Group fully exited BURGER KING WORLDWIDE in Q4 2014, selling an estimated $170M.
- Principal Financial Group's ten largest holdings make up 10% of its $64.4B portfolio in Q4 2014.
- Principal Financial Group opened 109 new positions and closed 142 in Q4 2014.
- Principal Financial Group's portfolio value rose 9.2% quarter-over-quarter to $64.4B.
Based on Principal Financial Group's 13F filing for Q4 2014, filed 12 Feb 2015.