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 | |
|---|---|---|---|---|---|---|
|
STRZA
251
DELISTED
Starz - Series A
STRZA
| $44.5M | 0.1% |
+2,012,811
| New | +$45.2M |
|
|
DTV
252
DELISTED
DIRECTV COM STK (DE)
DTV
| $44.3M | 0.1% |
+719,000
| New | +$43.1M |
|
253
Baxter International
BAX
$12.5B
| $44.2M | 0.1% |
+1,174,118
| New | +$45M |
|
254
PNC Financial Services
PNC
$100B
| $44M | 0.1% |
+603,521
| New | +$41.8M |
|
255
Trane Technologies
TT
$103B
| $44M | 0.1% |
+991,837
| New | +$44.1M |
|
256
Southern Company
SO
$110B
| $43.8M | 0.1% |
+993,389
| New | +$45.7M |
|
257
Donaldson
DCI
$11.1B
| $43.4M | 0.1% |
+1,218,121
| New | +$44.2M |
|
258
Vertex Pharmaceuticals
VRTX
$124B
| $43.2M | 0.1% |
+540,449
| New | +$39.8M |
|
259
Capital One
COF
$129B
| $42.5M | 0.09% |
+676,920
| New | +$39.9M |
|
260
Ameren
AEE
$31.4B
| $41.8M | 0.09% |
+1,213,157
| New | +$42.4M |
|
261
General Mills
GIS
$20.1B
| $41.8M | 0.09% |
+860,672
| New | +$42.3M |
|
|
UNS
262
DELISTED
UNS ENERGY CORP COM
UNS
| $41.6M | 0.09% |
+930,997
| New | +$44.8M |
|
|
WBC
263
DELISTED
WABCO HOLDINGS INC.
WBC
| $41.3M | 0.09% |
+552,512
| New | +$40M |
|
264
Oshkosh
OSK
$9.44B
| $40.5M | 0.09% |
+1,067,775
| New | +$41M |
|
|
PX
265
DELISTED
Praxair Inc
PX
| $40.3M | 0.09% |
+349,603
| New | +$39.8M |
|
|
EQY
266
DELISTED
Equity One
EQY
| $40.2M | 0.09% |
+1,774,408
| New | +$43.2M |
|
267
Hasbro
HAS
$13.4B
| $40M | 0.09% |
+892,440
| New | +$40.6M |
|
268
Viatris
VTRS
$20.6B
| $39.9M | 0.09% |
+1,286,801
| New | +$38.4M |
|
269
Prudential Financial
PRU
$43.1B
| $39.7M | 0.09% |
+543,777
| New | +$35.3M |
|
|
TWC
270
DELISTED
TIME WARNER CABLE INC NEW COM STK
TWC
| $39.5M | 0.09% |
+351,605
| New | +$34M |
|
271
NextEra Energy
NEE
$187B
| $39.4M | 0.09% |
+1,935,808
| New | +$38.4M |
|
272
Automatic Data Processing
ADP
$106B
| $39M | 0.09% |
+644,683
| New | +$38.5M |
|
273
Avista
AVA
$3.48B
| $38.9M | 0.09% |
+1,438,222
| New | +$39.5M |
|
274
Lockheed Martin
LMT
$133B
| $38.8M | 0.09% |
+358,070
| New | +$36.6M |
|
|
VVC
275
DELISTED
Vectren Corporation
VVC
| $38.8M | 0.09% |
+1,146,764
| New | +$40.6M |
|
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.