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 | |
|---|---|---|---|---|---|---|
551
Boston Scientific
BSX
$68.5B
| $15.1M | 0.03% |
+1,629,488
| New | +$13.8M |
|
552
Trimble
TRMB
$13.6B
| $15.1M | 0.03% |
+580,482
| New | +$16M |
|
|
LLL
553
DELISTED
L3 Technologies, Inc.
LLL
| $15.1M | 0.03% |
+175,746
| New | +$14.7M |
|
|
DST
554
DELISTED
DST Systems Inc.
DST
| $15M | 0.03% |
+460,470
| New | +$15.8M |
|
555
Toro Company
TTC
$9.08B
| $15M | 0.03% |
+661,458
| New | +$15.2M |
|
556
Universal Health Services
UHS
$10.1B
| $15M | 0.03% |
+223,751
| New | +$14.8M |
|
557
Align Technology
ALGN
$12.6B
| $15M | 0.03% |
+404,058
| New | +$13.9M |
|
558
Eastman Chemical
EMN
$7.79B
| $14.9M | 0.03% |
+213,424
| New | +$14.9M |
|
|
FLG
559
Flagstar Bank National Association
FLG
$5.83B
| $14.9M | 0.03% |
+355,093
| New | +$14.4M |
|
|
LPT
560
DELISTED
Liberty Property Trust
LPT
| $14.9M | 0.03% |
+402,607
| New | +$16.5M |
|
561
JB Hunt Transport Services
JBHT
$26.1B
| $14.8M | 0.03% |
+205,575
| New | +$14.9M |
|
|
KATE
562
DELISTED
Kate Spade & Company
KATE
| $14.8M | 0.03% |
+664,550
| New | +$14.2M |
|
|
QCOR
563
DELISTED
QUESTCOR PHARMA INC
QCOR
| $14.8M | 0.03% |
+326,297
| New | +$11.6M |
|
564
Arthur J. Gallagher & Co
AJG
$68.2B
| $14.8M | 0.03% |
+338,471
| New | +$14.7M |
|
|
PPS
565
DELISTED
Post Properties
PPS
| $14.8M | 0.03% |
+298,385
| New | +$14.6M |
|
|
FISV
566
Fiserv Inc
FISV
$28.9B
| $14.8M | 0.03% |
+675,124
| New | +$14.8M |
|
567
KB Home
KBH
$3.54B
| $14.6M | 0.03% |
+746,021
| New | +$16.4M |
|
568
PRA Group
PRAA
$688M
| $14.6M | 0.03% |
+285,615
| New | +$13.4M |
|
569
Perrigo
PRGO
$1.43B
| $14.6M | 0.03% |
+120,769
| New | +$14.3M |
|
|
CSC
570
DELISTED
Computer Sciences
CSC
| $14.6M | 0.03% |
+791,388
| New | +$15.3M |
|
|
CTXS
571
DELISTED
Citrix Systems Inc
CTXS
| $14.6M | 0.03% |
+303,337
| New | +$15.7M |
|
572
Packaging Corp of America
PKG
$22.6B
| $14.6M | 0.03% |
+297,248
| New | +$14.1M |
|
573
PVH
PVH
$4.01B
| $14.5M | 0.03% |
+116,285
| New | +$13.3M |
|
574
Horace Mann Educators
HMN
$2.12B
| $14.5M | 0.03% |
+593,169
| New | +$13.8M |
|
575
Chipotle Mexican Grill
CMG
$43B
| $14.4M | 0.03% |
+1,972,800
| New | +$14.2M |
|
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.