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 |
Berkshire Hathaway Class B
BRK.B
|
+$179M |
| 2 |
Zoetis
ZTS
|
+$178M |
| 3 |
STI
SunTrust Banks, Inc.
STI
|
+$118M |
| 4 |
American Tower
AMT
|
+$118M |
| 5 |
Cisco
CSCO
|
+$117M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Labcorp
LH
|
+$121M |
| 2 |
DFS
Discover Financial Services
DFS
|
+$102M |
| 3 |
Bank of America
BAC
|
+$100M |
| 4 |
Entergy
ETR
|
+$94.3M |
| 5 |
TCO
Taubman Centers Inc.
TCO
|
+$93M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 15.86% |
| 2 | Real Estate | 15.38% |
| 3 | Technology | 11.79% |
| 4 | Healthcare | 11.21% |
| 5 | Consumer Discretionary | 10.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
TMH
501
DELISTED
Team Health Holdings Inc
TMH
| $22.1M | 0.03% |
376,916
-81,053
| -18% | -$4.6M |
|
|
LVLT
502
DELISTED
Level 3 Communications Inc
LVLT
| $22M | 0.03% |
408,413
-38,881
| -9% | -$2.03M |
|
503
Wolverine World Wide
WWW
$1.61B
| $22M | 0.03% |
656,970
+25,369
| +4% | +$750K |
|
|
FITB
504
Fifth Third Bancorp
FITB
$51B
| $21.9M | 0.03% |
1,164,292
-713,741
| -38% | -$13.5M |
|
|
AZPN
505
DELISTED
ASPEN TECHNOLOGY INC
AZPN
| $21.9M | 0.03% |
570,200
-621
| -0.1% | -$23.9K |
|
506
Idexx Laboratories
IDXX
$43.7B
| $21.9M | 0.03% |
283,982
+11,196
| +4% | +$871K |
|
507
JB Hunt Transport Services
JBHT
$25.4B
| $21.9M | 0.03% |
256,652
+10,808
| +4% | +$904K |
|
508
Televisa
TV
$1.5B
| $21.9M | 0.03% |
662,591
-228,085
| -26% | -$7.67M |
|
|
ENDP
509
DELISTED
Endo International plc
ENDP
| $21.8M | 0.03% |
242,647
-165,874
| -41% | -$13.9M |
|
510
Conagra Brands
CAG
$7.07B
| $21.7M | 0.03% |
763,821
+25,509
| +3% | +$703K |
|
|
HSP
511
DELISTED
HOSPIRA INC
HSP
| $21.7M | 0.03% |
246,974
+10,081
| +4% | +$790K |
|
|
SKX
512
DELISTED
Skechers
SKX
| $21.7M | 0.03% |
903,918
+52,473
| +6% | +$1.13M |
|
513
Huntington Ingalls Industries
HII
$12.4B
| $21.6M | 0.03% |
154,286
+9,425
| +7% | +$1.21M |
|
|
K
514
DELISTED
Kellanova
K
| $21.6M | 0.03% |
349,051
+6,897
| +2% | +$422K |
|
515
AB InBev
BUD
$166B
| $21.6M | 0.03% |
177,041
+65,361
| +59% | +$7.89M |
|
|
WWAV
516
DELISTED
The WhiteWave Foods Company
WWAV
| $21.6M | 0.03% |
486,391
+22,950
| +5% | +$877K |
|
517
Nucor
NUE
$58.8B
| $21.5M | 0.03% |
452,449
+13,973
| +3% | +$653K |
|
|
MSCC
518
DELISTED
Microsemi Corp
MSCC
| $21.5M | 0.03% |
606,619
+13,488
| +2% | +$417K |
|
519
Clorox
CLX
$11.6B
| $21.5M | 0.03% |
194,519
+4,491
| +2% | +$488K |
|
|
LSI
520
DELISTED
Life Storage, Inc.
LSI
| $21.3M | 0.03% |
340,148
+23,823
| +8% | +$1.48M |
|
521
Raymond James Financial
RJF
$33.7B
| $21.2M | 0.03% |
558,873
+31,600
| +6% | +$1.18M |
|
522
DTE Energy
DTE
$29.5B
| $21.1M | 0.03% |
307,112
+24,405
| +9% | +$1.75M |
|
523
Fortune Brands Innovations
FBIN
$5.76B
| $21.1M | 0.03% |
518,769
+30,262
| +6% | +$1.18M |
|
524
Seagate
STX
$191B
| $21.1M | 0.03% |
404,613
-40,171
| -9% | -$2.39M |
|
525
Pediatrix Medical
MD
$2.14B
| $21M | 0.03% |
289,660
+297
| +0.1% | +$20.6K |
|
Similar funds
Principal Financial Group's Q1 2015 Portfolio in Review
As of Q1 2015, Principal Financial Group held 2,263 positions worth $67.1B, up 4.3% from $64.4B the previous quarter. Its ten largest holdings account for 10% of the portfolio.
Principal Financial Group's Q1 2015 filing shows 93 new, 1,467 increased, 575 reduced and 109 closed positions. Its largest new stake was Qorvo: 779,371 shares worth $62.1M. The largest sale was Labcorp, an estimated $121M.
By sector, the portfolio is most concentrated in Financials at 16% of assets, down from 16% a quarter earlier, followed by Real Estate and Technology.
- Principal Financial Group's largest Q1 2015 buy was Qorvo: 779,371 shares worth $62.1M.
- Principal Financial Group added most to Berkshire Hathaway Class B in Q1 2015, an estimated $179M increase.
- Principal Financial Group's biggest Q1 2015 reduction was Labcorp, cutting an estimated $121M.
- Principal Financial Group fully exited Allergan Inc in Q1 2015, selling an estimated $81.6M.
- Principal Financial Group's ten largest holdings make up 10% of its $67.1B portfolio in Q1 2015.
- Principal Financial Group opened 93 new positions and closed 109 in Q1 2015.
- Principal Financial Group's portfolio value rose 4.3% quarter-over-quarter to $67.1B.
Based on Principal Financial Group's 13F filing for Q1 2015, filed 12 May 2015.