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 |
Cardinal Health
CAH
|
+$99.9M |
| 2 |
Ambev
ABEV
|
+$95.7M |
| 3 |
Meta Platforms (Facebook)
META
|
+$90.6M |
| 4 |
RTN
Raytheon Company
RTN
|
+$90.2M |
| 5 |
Norfolk Southern
NSC
|
+$75.9M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Eli Lilly
LLY
|
+$132M |
| 2 |
Citigroup
C
|
+$107M |
| 3 |
APC
Anadarko Petroleum
APC
|
+$101M |
| 4 |
GE Aerospace
GE
|
+$90.9M |
| 5 |
Whirlpool
WHR
|
+$75.2M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 16.92% |
| 2 | Technology | 11.31% |
| 3 | Consumer Discretionary | 10.7% |
| 4 | Real Estate | 10.55% |
| 5 | Industrials | 10.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
476
Advance Auto Parts
AAP
$3.36B
| $20.9M | 0.04% |
189,136
+2,152
| +1% | +$214K |
|
477
3D Systems Corp
DDD
$433M
| $20.9M | 0.04% |
225,239
+5,252
| +2% | +$368K |
|
|
ANSS
478
DELISTED
Ansys
ANSS
| $20.9M | 0.04% |
239,855
+2,668
| +1% | +$229K |
|
|
ESV
479
DELISTED
Ensco Rowan plc
ESV
| $20.9M | 0.04% |
91,295
+3,589
| +4% | +$829K |
|
|
POLY
480
DELISTED
Plantronics, Inc.
POLY
| $20.9M | 0.04% |
449,429
-5,779
| -1% | -$260K |
|
481
Equinix
EQIX
$102B
| $20.8M | 0.04% |
116,987
+2,418
| +2% | +$402K |
|
482
Red Robin
RRGB
$144M
| $20.7M | 0.04% |
281,877
+3,814
| +1% | +$289K |
|
483
CACI
CACI
$10.6B
| $20.7M | 0.04% |
283,078
+6,710
| +2% | +$476K |
|
484
Invesco
IVZ
$13B
| $20.7M | 0.04% |
567,538
-10,089
| -2% | -$342K |
|
485
Westlake Corp
WLK
$8.93B
| $20.6M | 0.04% |
337,028
-6,364
| -2% | -$357K |
|
486
Keurig Dr Pepper
KDP
$42.6B
| $20.5M | 0.04% |
420,049
+187,491
| +81% | +$8.83M |
|
487
Harley-Davidson
HOG
$2.58B
| $20.5M | 0.04% |
295,413
-742
| -0.3% | -$49.1K |
|
488
Nucor
NUE
$58.8B
| $20.4M | 0.04% |
383,022
+891
| +0.2% | +$46K |
|
489
Xerox
XRX
$421M
| $20.4M | 0.04% |
636,307
-92,935
| -13% | -$2.68M |
|
490
Murphy Oil
MUR
$5.52B
| $20.3M | 0.04% |
313,392
-1,419
| -0.5% | -$89K |
|
491
Humana
HUM
$44.1B
| $20.3M | 0.04% |
196,346
+6,041
| +3% | +$592K |
|
492
PG&E
PCG
$38.5B
| $20.3M | 0.04% |
503,115
+6,175
| +1% | +$253K |
|
493
Horace Mann Educators
HMN
$2.1B
| $20.2M | 0.04% |
641,351
+12,167
| +2% | +$360K |
|
494
Ingredion
INGR
$6.24B
| $20.2M | 0.04% |
295,014
-2,505
| -0.8% | -$169K |
|
495
Alexandria Real Estate Equities
ARE
$8.99B
| $20.2M | 0.04% |
317,355
+98,348
| +45% | +$6.32M |
|
496
Consolidated Edison
ED
$40.4B
| $20.2M | 0.04% |
364,677
+3,253
| +0.9% | +$183K |
|
497
Darling Ingredients
DAR
$9.63B
| $20.1M | 0.04% |
963,713
+281,290
| +41% | +$6.01M |
|
498
Zimmer Biomet
ZBH
$17.8B
| $20.1M | 0.04% |
222,231
-29,475
| -12% | -$2.55M |
|
|
ICON
499
DELISTED
Iconix Brand Group, Inc.
ICON
| $20.1M | 0.04% |
50,603
+19,238
| +61% | +$7.08M |
|
500
The GEO Group
GEO
$4.13B
| $20M | 0.04% |
931,925
+307,314
| +49% | +$6.89M |
|
Similar funds
Principal Financial Group's Q4 2013 Portfolio in Review
As of Q4 2013, Principal Financial Group held 2,383 positions worth $53.6B, up 11% from $48.4B the previous quarter. Its ten largest holdings account for 9.1% of the portfolio.
Principal Financial Group's Q4 2013 filing shows 122 new, 1,402 increased, 628 reduced and 109 closed positions. Its largest new stake was Ambev: 13,087,778 shares worth $96.2M. The largest sale was Eli Lilly, an estimated $132M.
By sector, the portfolio is most concentrated in Financials at 17% of assets, up from 16% a quarter earlier, followed by Technology and Consumer Discretionary.
- Principal Financial Group's largest Q4 2013 buy was Ambev: 13,087,778 shares worth $96.2M.
- Principal Financial Group added most to Cardinal Health in Q4 2013, an estimated $99.9M increase.
- Principal Financial Group's biggest Q4 2013 reduction was Eli Lilly, cutting an estimated $132M.
- Principal Financial Group fully exited COMPANHIA BEBIDA ADS EACH REPSTG 1 PFD SH in Q4 2013, selling an estimated $61.7M.
- Principal Financial Group's ten largest holdings make up 9.1% of its $53.6B portfolio in Q4 2013.
- Principal Financial Group opened 122 new positions and closed 109 in Q4 2013.
- Principal Financial Group's portfolio value rose 11% quarter-over-quarter to $53.6B.
Based on Principal Financial Group's 13F filing for Q4 2013, filed 12 Feb 2014.