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 | |
|---|---|---|---|---|---|---|
301
Thermo Fisher Scientific
TMO
$212B
| $34.6M | 0.08% |
+408,342
| New | +$34M |
|
|
CBD
302
DELISTED
Companhia Brasileira de Distribuicao
CBD
| $34.5M | 0.08% |
+759,247
| New | +$39.6M |
|
|
HBI
303
DELISTED
Hanesbrands
HBI
| $34.5M | 0.08% |
+2,680,544
| New | +$33.1M |
|
304
EnerSys
ENS
$6.61B
| $34.2M | 0.08% |
+698,367
| New | +$33.1M |
|
305
FedEx
FDX
$73.6B
| $34.1M | 0.08% |
+346,201
| New | +$33.6M |
|
306
Weyerhaeuser
WY
$17.7B
| $33.8M | 0.08% |
+1,188,052
| New | +$35.9M |
|
307
Sunstone Hotel Investors
SHO
$2.2B
| $33.8M | 0.07% |
+2,794,399
| New | +$34.1M |
|
|
FEIC
308
DELISTED
FEI COMPANY
FEIC
| $33.7M | 0.07% |
+461,694
| New | +$31.8M |
|
|
PARA
309
DELISTED
Paramount Global Class B
PARA
| $33.7M | 0.07% |
+688,741
| New | +$31.5M |
|
310
State Street
STT
$49.9B
| $33.4M | 0.07% |
+512,690
| New | +$31.9M |
|
311
Illinois Tool Works
ITW
$85.4B
| $33M | 0.07% |
+476,521
| New | +$31.9M |
|
312
Freeport-McMoran
FCX
$89B
| $32.8M | 0.07% |
+1,186,451
| New | +$36.2M |
|
313
Pultegroup
PHM
$25.4B
| $32.4M | 0.07% |
+1,708,864
| New | +$35.5M |
|
314
Marathon Petroleum
MPC
$90.3B
| $32.1M | 0.07% |
+904,100
| New | +$36.1M |
|
315
Marvell Technology
MRVL
$157B
| $32M | 0.07% |
+2,730,153
| New | +$29.6M |
|
316
Stanley Black & Decker
SWK
$14.7B
| $31.5M | 0.07% |
+407,105
| New | +$31.9M |
|
|
BCS.PR.CL
317
DELISTED
BARCLAYS BANK PLC ADR SER 2 REPSTG PREF SHS SER 2 (UK)
BCS.PR.CL
| $31.3M | 0.07% |
+1,268,443
| New | +$32.1M |
|
318
Aflac
AFL
$65.7B
| $31.3M | 0.07% |
+1,075,754
| New | +$29.2M |
|
|
SUSQ
319
DELISTED
SUSQUEHANNA BANCSHARES INC
SUSQ
| $31.2M | 0.07% |
+2,428,322
| New | +$29M |
|
|
ESV
320
DELISTED
Ensco Rowan plc
ESV
| $31.2M | 0.07% |
+134,142
| New | +$31.5M |
|
|
CCG
321
DELISTED
CAMPUS CREST COMMUNITIES INC COM STK (MD)
CCG
| $30.8M | 0.07% |
+2,665,992
| New | +$34.7M |
|
322
Brookdale Senior Living
BKD
$3.68B
| $30.6M | 0.07% |
+1,158,860
| New | +$31.9M |
|
323
iShares Core S&P Small-Cap ETF
IJR
$110B
| $30.4M | 0.07% |
+673,914
| New | +$29.8M |
|
324
Brinker International
EAT
$8.44B
| $30.4M | 0.07% |
+769,899
| New | +$30.3M |
|
325
Lumen
LUMN
$6.31B
| $30.2M | 0.07% |
+855,508
| New | +$31.1M |
|
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.