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 | |
|---|---|---|---|---|---|---|
|
CTRA
426
DELISTED
Coterra Energy
CTRA
| $21M | 0.05% |
+591,122
| New | +$20.3M |
|
427
Public Service Enterprise Group
PEG
$39.3B
| $20.9M | 0.05% |
+639,759
| New | +$21.9M |
|
428
Equinix
EQIX
$102B
| $20.8M | 0.05% |
+112,707
| New | +$23.4M |
|
429
Tractor Supply
TSCO
$16.5B
| $20.7M | 0.05% |
+1,764,140
| New | +$19.5M |
|
430
Sherwin-Williams
SHW
$87.4B
| $20.7M | 0.05% |
+352,422
| New | +$21.3M |
|
|
RAD
431
DELISTED
Rite Aid Corporation
RAD
| $20.7M | 0.05% |
+362,623
| New | +$18.9M |
|
|
SNDK
432
DELISTED
SANDISK CORP
SNDK
| $20.7M | 0.05% |
+338,886
| New | +$19.3M |
|
433
Huntington Bancshares
HBAN
$35B
| $20.7M | 0.05% |
+2,627,371
| New | +$19.6M |
|
434
LiveRamp
RAMP
$2.29B
| $20.6M | 0.05% |
+906,961
| New | +$19M |
|
435
Southwest Gas
SWX
$6.7B
| $20.3M | 0.05% |
+434,494
| New | +$21.2M |
|
|
MGLN
436
DELISTED
Magellan Health Services, Inc.
MGLN
| $20.3M | 0.05% |
+361,998
| New | +$19M |
|
|
CAM
437
DELISTED
CAMERON INTERNATIONAL CORPORATION
CAM
| $20.2M | 0.04% |
+331,043
| New | +$20.6M |
|
438
TSMC
TSM
$2.03T
| $20.2M | 0.04% |
+1,103,983
| New | +$20.3M |
|
|
CONN
439
DELISTED
Conn's Inc.
CONN
| $20.2M | 0.04% |
+389,922
| New | +$18.2M |
|
440
Regal Rexnord
RRX
$13.5B
| $20.1M | 0.04% |
+310,633
| New | +$21.7M |
|
|
SLXP
441
DELISTED
SALIX PHARMACEUTICALS LTD DEL
SLXP
| $20.1M | 0.04% |
+304,079
| New | +$17.4M |
|
|
ODP
442
DELISTED
ODP
ODP
| $20.1M | 0.04% |
+519,711
| New | +$20.9M |
|
443
Entergy
ETR
$52.4B
| $20.1M | 0.04% |
+576,672
| New | +$19.8M |
|
|
OMG
444
DELISTED
OM GROUP INC.
OMG
| $20.1M | 0.04% |
+649,741
| New | +$17.9M |
|
|
HSBC.PRA
445
DELISTED
HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A)
HSBC.PRA
| $20.1M | 0.04% |
+807,202
| New | +$20.4M |
|
|
CLGX
446
DELISTED
Corelogic, Inc.
CLGX
| $19.9M | 0.04% |
+860,903
| New | +$21.9M |
|
447
Realty Income
O
$61.3B
| $19.9M | 0.04% |
+490,949
| New | +$22.7M |
|
448
Oceaneering
OII
$4.78B
| $19.9M | 0.04% |
+275,800
| New | +$19.3M |
|
449
Everest Group
EG
$15.8B
| $19.7M | 0.04% |
+153,957
| New | +$19.9M |
|
450
Ross Stores
ROST
$80.5B
| $19.6M | 0.04% |
+604,836
| New | +$19.4M |
|
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.