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 | |
|---|---|---|---|---|---|---|
|
CERN
476
DELISTED
Cerner Corp
CERN
| $18.2M | 0.04% |
+379,628
| New | +$18.1M |
|
477
Dover
DOV
$26.7B
| $18.2M | 0.04% |
+350,104
| New | +$17.5M |
|
478
Tanger
SKT
$4.78B
| $18.1M | 0.04% |
+539,515
| New | +$19.4M |
|
|
RKT
479
DELISTED
ROCK-TENN COMPANY CL-A
RKT
| $18M | 0.04% |
+360,928
| New | +$17.6M |
|
480
Xcel Energy
XEL
$49.2B
| $17.9M | 0.04% |
+632,202
| New | +$18.9M |
|
481
TD Synnex
SNX
$19.9B
| $17.9M | 0.04% |
+846,694
| New | +$16M |
|
482
Cencora
COR
$62B
| $17.8M | 0.04% |
+319,118
| New | +$17.3M |
|
483
Korn Ferry
KFY
$4.31B
| $17.8M | 0.04% |
+950,593
| New | +$16.2M |
|
|
PRA
484
DELISTED
ProAssurance
PRA
| $17.8M | 0.04% |
+341,073
| New | +$17M |
|
485
ABM Industries
ABM
$2.89B
| $17.7M | 0.04% |
+723,031
| New | +$16.6M |
|
486
Southern Copper
SCCO
$138B
| $17.6M | 0.04% |
+687,078
| New | +$20.4M |
|
|
EPL
487
DELISTED
EPL OIL & GAS, INC COMMON STK
EPL
| $17.5M | 0.04% |
+595,468
| New | +$18.3M |
|
488
UGI
UGI
$7.87B
| $17.5M | 0.04% |
+670,503
| New | +$17.7M |
|
|
ANDV
489
DELISTED
Andeavor
ANDV
| $17.5M | 0.04% |
+333,858
| New | +$18.7M |
|
490
LKQ Corp
LKQ
$6.72B
| $17.4M | 0.04% |
+677,632
| New | +$16.2M |
|
|
TGNA
491
DELISTED
TEGNA Inc
TGNA
| $17.4M | 0.04% |
+1,362,909
| New | +$15.4M |
|
492
Starwood Property Trust
STWD
$6.12B
| $17.3M | 0.04% |
+865,104
| New | +$18.5M |
|
493
CACI
CACI
$10.8B
| $17.2M | 0.04% |
+271,272
| New | +$16.4M |
|
|
ANSS
494
DELISTED
Ansys
ANSS
| $17.2M | 0.04% |
+235,131
| New | +$17.7M |
|
495
Keurig Dr Pepper
KDP
$42.8B
| $17.1M | 0.04% |
+371,966
| New | +$17.7M |
|
|
LIFE
496
DELISTED
LIFE TECHNOLOGIES CORP COM STK (DE)
LIFE
| $17M | 0.04% |
+229,771
| New | +$16.7M |
|
497
Hain Celestial
HAIN
$44.6M
| $16.9M | 0.04% |
+521,680
| New | +$16.8M |
|
|
LUFK
498
DELISTED
LUFKIN IND INC
LUFK
| $16.8M | 0.04% |
+189,896
| New | +$16.4M |
|
499
TechnipFMC
FTI
$28.6B
| $16.8M | 0.04% |
+405,220
| New | +$16.5M |
|
500
Ares Capital
ARCC
$13.4B
| $16.8M | 0.04% |
+975,233
| New | +$17M |
|
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.