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 | |
|---|---|---|---|---|---|---|
|
GDI
826
DELISTED
GARDNER DENVER,INC
GDI
| $8.95M | 0.02% |
+119,086
| New | +$8.95M |
|
827
Ball Corp
BALL
$17.5B
| $8.93M | 0.02% |
+430,044
| New | +$9.66M |
|
|
IPG
828
DELISTED
Interpublic Group of Companies
IPG
| $8.91M | 0.02% |
+612,290
| New | +$8.63M |
|
|
CKH
829
DELISTED
Seacor Holdings Inc.
CKH
| $8.9M | 0.02% |
+110,855
| New | +$8.16M |
|
|
PACW
830
DELISTED
PacWest Bancorp
PACW
| $8.89M | 0.02% |
+290,073
| New | +$8.16M |
|
|
URS
831
DELISTED
URS CORP
URS
| $8.86M | 0.02% |
+187,585
| New | +$8.69M |
|
832
International Flavors & Fragrances
IFF
$20.1B
| $8.86M | 0.02% |
+117,838
| New | +$9.18M |
|
833
Glacier Bancorp
GBCI
$6.38B
| $8.85M | 0.02% |
+399,025
| New | +$7.69M |
|
|
ENDP
834
DELISTED
Endo International plc
ENDP
| $8.85M | 0.02% |
+240,446
| New | +$8.64M |
|
|
WIN
835
DELISTED
Windstream Holdings Inc
WIN
| $8.82M | 0.02% |
+146,074
| New | +$9.52M |
|
836
Mativ Holdings
MATV
$477M
| $8.81M | 0.02% |
+176,624
| New | +$7.81M |
|
|
FNFG
837
DELISTED
FIRST NIAGARA FINANCIAL GROUP INC
FNFG
| $8.81M | 0.02% |
+874,858
| New | +$8.33M |
|
|
KS
838
DELISTED
KapStone Paper and Pack Corp.
KS
| $8.8M | 0.02% |
+438,138
| New | +$6.74M |
|
839
Valmont Industries
VMI
$8.92B
| $8.8M | 0.02% |
+61,497
| New | +$9.01M |
|
840
Trex
TREX
$4.42B
| $8.8M | 0.02% |
+1,481,736
| New | +$9.53M |
|
841
Helmerich & Payne
HP
$3.34B
| $8.77M | 0.02% |
+140,454
| New | +$8.65M |
|
|
HMA
842
DELISTED
HEALTH MGMT ASSOC INC CL-A
HMA
| $8.73M | 0.02% |
+555,544
| New | +$6.98M |
|
|
SYNT
843
DELISTED
Syntel Inc
SYNT
| $8.73M | 0.02% |
+277,580
| New | +$9.05M |
|
844
3D Systems Corp
DDD
$408M
| $8.72M | 0.02% |
+198,564
| New | +$8.21M |
|
845
D.R. Horton
DHI
$41.9B
| $8.71M | 0.02% |
+409,237
| New | +$9.9M |
|
846
Patterson-UTI
PTEN
$3.59B
| $8.7M | 0.02% |
+449,235
| New | +$9.8M |
|
847
Sonoco
SON
$5.8B
| $8.65M | 0.02% |
+250,113
| New | +$8.72M |
|
848
Chemed
CHE
$7.07B
| $8.65M | 0.02% |
+119,368
| New | +$8.76M |
|
|
PDCE
849
DELISTED
PDC Energy, Inc.
PDCE
| $8.64M | 0.02% |
+167,847
| New | +$8.13M |
|
850
MSCI
MSCI
$42.4B
| $8.6M | 0.02% |
+258,612
| New | +$8.73M |
|
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.