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 | |
|---|---|---|---|---|---|---|
|
GMCR
376
DELISTED
KEURIG GREEN MTN INC
GMCR
| $23.5M | 0.05% |
+313,041
| New | +$21.2M |
|
|
BHI
377
DELISTED
Baker Hughes
BHI
| $23.4M | 0.05% |
+507,582
| New | +$23.2M |
|
|
DFT
378
DELISTED
DuPont Fabros Technology Inc.
DFT
| $23.3M | 0.05% |
+966,478
| New | +$24.2M |
|
|
ALXN
379
DELISTED
Alexion Pharmaceuticals
ALXN
| $23.3M | 0.05% |
+252,853
| New | +$24.4M |
|
380
VF Corp
VFC
$7.16B
| $23.1M | 0.05% |
+508,545
| New | +$21.6M |
|
|
FON
381
DELISTED
SPRINT CORP FON COM
FON
| $23.1M | 0.05% |
+3,287,474
| New | +$23.1M |
|
382
HF Sinclair
DINO
$16.1B
| $23.1M | 0.05% |
+539,426
| New | +$25.8M |
|
|
RAI
383
DELISTED
Reynolds American Inc
RAI
| $23M | 0.05% |
+952,452
| New | +$22.5M |
|
384
Bread Financial
BFH
$4.36B
| $23M | 0.05% |
+159,400
| New | +$21.8M |
|
385
Sempra
SRE
$59.2B
| $23M | 0.05% |
+561,752
| New | +$22.9M |
|
|
WFM
386
DELISTED
Whole Foods Market Inc
WFM
| $22.9M | 0.05% |
+445,055
| New | +$21.5M |
|
|
PPL
387
PPL Corp
PPL
$27.3B
| $22.8M | 0.05% |
+808,788
| New | +$23.4M |
|
|
ARRS
388
DELISTED
ARRIS International plc Ordinary Shares
ARRS
| $22.8M | 0.05% |
+1,588,337
| New | +$25.1M |
|
|
LO
389
DELISTED
LORILLARD INC COM STK
LO
| $22.8M | 0.05% |
+521,184
| New | +$22.3M |
|
390
Northrop Grumman
NOC
$78B
| $22.7M | 0.05% |
+273,927
| New | +$21.3M |
|
391
PG&E
PCG
$39.2B
| $22.6M | 0.05% |
+493,913
| New | +$22.8M |
|
392
Cognizant
CTSH
$23.8B
| $22.6M | 0.05% |
+720,632
| New | +$24M |
|
393
Franklin Resources
BEN
$17.3B
| $22.5M | 0.05% |
+495,936
| New | +$25.2M |
|
394
PACCAR
PCAR
$72.7B
| $22.5M | 0.05% |
+627,942
| New | +$21.7M |
|
395
Stryker
SYK
$133B
| $22.4M | 0.05% |
+346,345
| New | +$23M |
|
|
ANN
396
DELISTED
ANN INC
ANN
| $22.4M | 0.05% |
+674,065
| New | +$20.5M |
|
397
Service Corp International
SCI
$11.7B
| $22.3M | 0.05% |
+1,236,722
| New | +$21M |
|
|
HOS
398
DELISTED
Hornbeck Offshore Services, Inc.
HOS
| $22.3M | 0.05% |
+416,664
| New | +$20.4M |
|
399
Devon Energy
DVN
$49.2B
| $22.2M | 0.05% |
+428,823
| New | +$23.9M |
|
|
AGN
400
DELISTED
Allergan plc
AGN
| $22.2M | 0.05% |
+175,999
| New | +$19.9M |
|
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.