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 | |
|---|---|---|---|---|---|---|
|
UIL
701
DELISTED
UIL HOLDINGS
UIL
| $13.4M | 0.03% |
346,367
+25,792
| +8% | +$977K |
|
702
Albany International
AIN
$2.09B
| $13.4M | 0.03% |
372,915
+84,753
| +29% | +$3.03M |
|
703
Reinsurance Group of America
RGA
$15.5B
| $13.4M | 0.03% |
173,053
+594
| +0.3% | +$43.2K |
|
|
SNI
704
DELISTED
Scripps Networks Interactive, Inc Common Class A
SNI
| $13.4M | 0.03% |
155,031
+1,443
| +0.9% | +$113K |
|
705
Haemonetics
HAE
$3.88B
| $13.3M | 0.02% |
316,783
+19,500
| +7% | +$802K |
|
706
LXP Industrial Trust
LXP
$3.52B
| $13.3M | 0.02% |
261,066
+39,797
| +18% | +$2.17M |
|
|
JNPR
707
DELISTED
Juniper Networks
JNPR
| $13.3M | 0.02% |
590,095
+2,063
| +0.4% | +$41.8K |
|
708
NCR Voyix
VYX
$1.19B
| $13.3M | 0.02% |
637,356
+9,503
| +2% | +$211K |
|
709
Steven Madden
SHOO
$3.17B
| $13.3M | 0.02% |
545,579
+22,456
| +4% | +$547K |
|
710
Albemarle
ALB
$13.4B
| $13.2M | 0.02% |
208,883
+2,220
| +1% | +$147K |
|
711
Alaska Air
ALK
$5.11B
| $13.2M | 0.02% |
360,464
-4,096
| -1% | -$146K |
|
712
AGCO
AGCO
$8.41B
| $13.2M | 0.02% |
222,843
-65,418
| -23% | -$3.9M |
|
713
Jack Henry & Associates
JKHY
$11.4B
| $13.1M | 0.02% |
222,002
-1,630
| -0.7% | -$90.9K |
|
714
Flotek Industries
FTK
$789M
| $13.1M | 0.02% |
109,036
-11,689
| -10% | -$1.48M |
|
715
DaVita
DVA
$15.5B
| $13.1M | 0.02% |
207,035
-28,592
| -12% | -$1.68M |
|
716
SEI Investments
SEIC
$12.3B
| $13.1M | 0.02% |
377,265
+1,401
| +0.4% | +$46.6K |
|
|
EGN
717
DELISTED
Energen
EGN
| $13.1M | 0.02% |
185,178
+9,802
| +6% | +$737K |
|
|
CVD
718
DELISTED
COVANCE INC.
CVD
| $13.1M | 0.02% |
148,679
+5,210
| +4% | +$451K |
|
719
Haverty Furniture Companies
HVT
$418M
| $13M | 0.02% |
416,809
-37,192
| -8% | -$1.03M |
|
720
Cabot Corp
CBT
$4.72B
| $13M | 0.02% |
253,087
+33,268
| +15% | +$1.57M |
|
|
CSC
721
DELISTED
Computer Sciences
CSC
| $13M | 0.02% |
550,555
-158,656
| -22% | -$3.52M |
|
|
GLF
722
DELISTED
GulfMark Offshore, Inc. Common Stock
GLF
| $12.9M | 0.02% |
274,746
-31,439
| -10% | -$1.56M |
|
|
TRAK
723
DELISTED
DEALERTRACK TECHNOLOGIES, INC. COM STK
TRAK
| $12.9M | 0.02% |
269,207
+18,662
| +7% | +$777K |
|
724
Boston Beer
SAM
$1.95B
| $12.9M | 0.02% |
53,221
+3,249
| +7% | +$780K |
|
|
LSI
725
DELISTED
Life Storage, Inc.
LSI
| $12.9M | 0.02% |
295,911
+22,381
| +8% | +$1.06M |
|
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.