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 | |
|---|---|---|---|---|---|---|
|
HOT
501
DELISTED
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
| $16.8M | 0.04% |
+265,251
| New | +$17.2M |
|
|
BEAV
502
DELISTED
B/E Aerospace Inc
BEAV
| $16.7M | 0.04% |
+365,954
| New | +$16.5M |
|
503
Maximus
MMS
$3.31B
| $16.7M | 0.04% |
+447,914
| New | +$17.1M |
|
504
Bankunited
BKU
$3.41B
| $16.7M | 0.04% |
+640,969
| New | +$16.2M |
|
505
Harley-Davidson
HOG
$2.66B
| $16.7M | 0.04% |
+303,788
| New | +$16.4M |
|
506
Eversource Energy
ES
$28.4B
| $16.6M | 0.04% |
+396,112
| New | +$17.1M |
|
507
Nucor
NUE
$60.5B
| $16.6M | 0.04% |
+384,206
| New | +$17M |
|
508
Carnival Corporation Ltd
CCL
$38.7B
| $16.6M | 0.04% |
+484,958
| New | +$16.4M |
|
509
Roper Technologies
ROP
$38.7B
| $16.6M | 0.04% |
+133,340
| New | +$16.3M |
|
510
Intercontinental Exchange
ICE
$86.4B
| $16.5M | 0.04% |
+463,020
| New | +$15.5M |
|
511
ResMed
RMD
$30.3B
| $16.4M | 0.04% |
+364,166
| New | +$17.3M |
|
512
Genuine Parts
GPC
$17.9B
| $16.4M | 0.04% |
+209,625
| New | +$16.3M |
|
|
TRW
513
DELISTED
TRW AUTOMOTIVE HOLDINGS CORP
TRW
| $16.3M | 0.04% |
+245,691
| New | +$14.8M |
|
514
Humana
HUM
$46.7B
| $16.3M | 0.04% |
+193,162
| New | +$15.2M |
|
|
SWN
515
DELISTED
Southwestern Energy Company
SWN
| $16.3M | 0.04% |
+445,530
| New | +$16.6M |
|
516
Viasat
VSAT
$10.1B
| $16.3M | 0.04% |
+227,637
| New | +$13.6M |
|
517
Brunswick
BC
$5.33B
| $16.3M | 0.04% |
+508,865
| New | +$16.6M |
|
518
Mid-America Apartment Communities
MAA
$15.8B
| $16.2M | 0.04% |
+239,615
| New | +$16.5M |
|
519
OGE Energy
OGE
$10.2B
| $16.2M | 0.04% |
+476,002
| New | +$16.6M |
|
|
BCS.PRC
520
DELISTED
BARCLAYS BK PLC SPONSORED ADS SER 4 PREF SHS (UK)
BCS.PRC
| $16.2M | 0.04% |
+642,604
| New | +$16.4M |
|
521
Teledyne Technologies
TDY
$30.1B
| $16.2M | 0.04% |
+208,903
| New | +$15.9M |
|
522
Amphenol
APH
$177B
| $16.1M | 0.04% |
+1,654,672
| New | +$15.8M |
|
523
Fortune Brands Innovations
FBIN
$6.09B
| $16.1M | 0.04% |
+486,878
| New | +$16.2M |
|
524
Range Resources
RRC
$8.94B
| $16M | 0.04% |
+207,460
| New | +$15.8M |
|
|
SKX
525
DELISTED
Skechers
SKX
| $16M | 0.04% |
+1,994,253
| New | +$14.5M |
|
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.