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 | |
|---|---|---|---|---|---|---|
351
POSCO
PKX
$15.5B
| $26.3M | 0.06% |
+404,729
| New | +$28.5M |
|
352
Warner Bros
WBD
$64.2B
| $25.8M | 0.06% |
+654,045
| New | +$26.1M |
|
353
CME Group
CME
$93.5B
| $25.8M | 0.06% |
+339,574
| New | +$22.3M |
|
|
TGI
354
DELISTED
Triumph Group
TGI
| $25.8M | 0.06% |
+325,577
| New | +$25.2M |
|
|
SE
355
DELISTED
Spectra Energy Corp Wi
SE
| $25.7M | 0.06% |
+747,015
| New | +$23.5M |
|
|
CB
356
DELISTED
CHUBB CORPORATION
CB
| $25.6M | 0.06% |
+302,002
| New | +$26.4M |
|
357
KLA
KLAC
$249B
| $25.4M | 0.06% |
+4,557,350
| New | +$24.9M |
|
358
Westlake Corp
WLK
$9.25B
| $25.4M | 0.06% |
+526,892
| New | +$23.7M |
|
359
Centene
CNC
$31.6B
| $25.4M | 0.06% |
+1,935,700
| New | +$23.5M |
|
360
Archer Daniels Midland
ADM
$40.1B
| $25.3M | 0.06% |
+746,961
| New | +$24.9M |
|
361
Salesforce
CRM
$149B
| $25.3M | 0.06% |
+661,414
| New | +$27.3M |
|
362
T. Rowe Price
TROW
$26.1B
| $25.2M | 0.06% |
+344,840
| New | +$25.7M |
|
363
Ametek
AME
$55.3B
| $25.2M | 0.06% |
+595,328
| New | +$24.9M |
|
364
American Electric Power
AEP
$72.4B
| $25.1M | 0.06% |
+560,648
| New | +$26.9M |
|
365
Adobe
ADBE
$99B
| $25.1M | 0.06% |
+549,849
| New | +$24.4M |
|
366
Prestige Consumer Healthcare
PBH
$2.45B
| $25M | 0.06% |
+857,868
| New | +$24.2M |
|
|
RTN
367
DELISTED
Raytheon Company
RTN
| $24.7M | 0.05% |
+373,535
| New | +$23.6M |
|
368
Aecom
ACM
$9.57B
| $24.5M | 0.05% |
+771,425
| New | +$23.3M |
|
|
BBT.PRG
369
DELISTED
BB&T Corporation Depositary Shares each representing 1/1,000th interest in a share of Series G Non-C
BBT.PRG
| $24.4M | 0.05% |
+1,068,481
| New | +$25.7M |
|
|
JAH
370
DELISTED
JARDEN CORPORATION
JAH
| $24.2M | 0.05% |
+830,687
| New | +$24.9M |
|
371
Tapestry
TPR
$30.5B
| $24.1M | 0.05% |
+422,828
| New | +$23.8M |
|
372
Cummins
CMI
$88.5B
| $23.9M | 0.05% |
+220,746
| New | +$25M |
|
373
Corning
GLW
$108B
| $23.8M | 0.05% |
+1,675,202
| New | +$24.4M |
|
374
Intuitive Surgical
ISRG
$130B
| $23.7M | 0.05% |
+421,389
| New | +$23.2M |
|
375
Valero Energy
VLO
$88.7B
| $23.5M | 0.05% |
+676,203
| New | +$25.8M |
|
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.