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 | |
|---|---|---|---|---|---|---|
|
IO
626
DELISTED
ION Geophysical Corporation
IO
| $12.9M | 0.03% |
+142,752
| New | +$13.3M |
|
627
Kohl's
KSS
$2.13B
| $12.9M | 0.03% |
+254,533
| New | +$12.6M |
|
628
HDFC Bank
HDB
$123B
| $12.8M | 0.03% |
+1,418,180
| New | +$14M |
|
629
Quest Diagnostics
DGX
$26B
| $12.8M | 0.03% |
+211,809
| New | +$12.6M |
|
630
C.H. Robinson
CHRW
$19.7B
| $12.8M | 0.03% |
+227,219
| New | +$13.1M |
|
|
TW
631
DELISTED
TOWERS WATSON & CO COM STK CL A (DE)
TW
| $12.8M | 0.03% |
+155,877
| New | +$11.7M |
|
632
Eagle Materials
EXP
$6.56B
| $12.7M | 0.03% |
+191,931
| New | +$13.3M |
|
633
CenterPoint Energy
CNP
$28.7B
| $12.7M | 0.03% |
+540,979
| New | +$12.9M |
|
|
JWN
634
DELISTED
Nordstrom
JWN
| $12.6M | 0.03% |
+210,978
| New | +$12.2M |
|
635
NVIDIA
NVDA
$4.65T
| $12.6M | 0.03% |
+35,838,400
| New | +$12.4M |
|
636
Trinity Industries
TRN
$3B
| $12.5M | 0.03% |
+905,536
| New | +$13.2M |
|
637
Cracker Barrel
CBRL
$1.24B
| $12.5M | 0.03% |
+132,260
| New | +$11.5M |
|
638
Oneok
OKE
$56.7B
| $12.5M | 0.03% |
+344,831
| New | +$14.2M |
|
|
HCC
639
DELISTED
HCC INSURANCES HOLDINGS INC
HCC
| $12.5M | 0.03% |
+289,064
| New | +$12.3M |
|
640
Ingredion
INGR
$6.42B
| $12.4M | 0.03% |
+189,382
| New | +$13.3M |
|
641
Darling Ingredients
DAR
$9.32B
| $12.4M | 0.03% |
+663,892
| New | +$12.3M |
|
642
Williams-Sonoma
WSM
$27.4B
| $12.4M | 0.03% |
+443,306
| New | +$11.9M |
|
643
NCR Voyix
VYX
$1.18B
| $12.4M | 0.03% |
+611,628
| New | +$11.3M |
|
|
BMR
644
DELISTED
BIOMED REALTY TRUST INC
BMR
| $12.4M | 0.03% |
+611,511
| New | +$13.2M |
|
|
MRH
645
DELISTED
MONTPELIER RE HOLDINGS LTD
MRH
| $12.3M | 0.03% |
+493,739
| New | +$12.6M |
|
646
Oil States International
OIS
$463M
| $12.3M | 0.03% |
+232,367
| New | +$11.9M |
|
647
Waters Corp
WAT
$37.5B
| $12.3M | 0.03% |
+122,576
| New | +$11.7M |
|
|
GRA
648
DELISTED
W.R. Grace & Co.
GRA
| $12.2M | 0.03% |
+145,731
| New | +$11.6M |
|
649
Gartner
IT
$11.1B
| $12.2M | 0.03% |
+214,404
| New | +$12.2M |
|
650
Reliance Steel & Aluminium
RS
$20.7B
| $12.2M | 0.03% |
+186,361
| New | +$12.3M |
|
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.