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 | |
|---|---|---|---|---|---|---|
851
Cullen/Frost Bankers
CFR
$10.5B
| $8.58M | 0.02% |
+128,553
| New | +$8.1M |
|
|
LSI
852
DELISTED
LSI CORPORATION
LSI
| $8.56M | 0.02% |
+1,199,455
| New | +$8.21M |
|
853
AptarGroup
ATR
$8.67B
| $8.55M | 0.02% |
+154,966
| New | +$8.72M |
|
|
TRAK
854
DELISTED
DEALERTRACK TECHNOLOGIES, INC. COM STK
TRAK
| $8.55M | 0.02% |
+241,474
| New | +$7.4M |
|
855
Tetra Tech
TTEK
$8.91B
| $8.54M | 0.02% |
+1,816,385
| New | +$9.64M |
|
856
Lennar Class A
LEN
$20.7B
| $8.53M | 0.02% |
+248,764
| New | +$9.44M |
|
857
MKS Inc
MKSI
$18B
| $8.49M | 0.02% |
+320,041
| New | +$8.66M |
|
858
NorthWestern Energy
NWE
$4.35B
| $8.48M | 0.02% |
+212,499
| New | +$8.74M |
|
859
Domino's
DPZ
$12B
| $8.47M | 0.02% |
+145,710
| New | +$8.15M |
|
|
SNI
860
DELISTED
Scripps Networks Interactive, Inc Common Class A
SNI
| $8.47M | 0.02% |
+126,903
| New | +$8.52M |
|
|
WRI
861
DELISTED
Weingarten Realty Investors
WRI
| $8.44M | 0.02% |
+274,239
| New | +$8.96M |
|
862
Wipro
WIT
$19.5B
| $8.42M | 0.02% |
+6,169,099
| New | +$9.16M |
|
|
CYNO
863
DELISTED
Cynosure, Inc. Class A
CYNO
| $8.4M | 0.02% |
+323,207
| New | +$8.1M |
|
|
MWIV
864
DELISTED
MWI VETERINARY SUPPLY, INC.
MWIV
| $8.37M | 0.02% |
+67,901
| New | +$8.32M |
|
|
BKI
865
DELISTED
BUCKEYE TECHNOLOGY INC
BKI
| $8.35M | 0.02% |
+225,532
| New | +$7.96M |
|
866
Broadridge
BR
$18.4B
| $8.35M | 0.02% |
+314,019
| New | +$8.08M |
|
|
NSR
867
DELISTED
Neustar Inc
NSR
| $8.34M | 0.02% |
+171,231
| New | +$7.91M |
|
868
Electronic Arts
EA
$52.4B
| $8.31M | 0.02% |
+361,654
| New | +$7.36M |
|
869
Blackbaud
BLKB
$1.97B
| $8.3M | 0.02% |
+254,821
| New | +$7.73M |
|
|
SYKE
870
DELISTED
SYKES Enterprises Inc
SYKE
| $8.27M | 0.02% |
+524,570
| New | +$8.11M |
|
|
HI
871
DELISTED
Hillenbrand
HI
| $8.24M | 0.02% |
+347,645
| New | +$8.43M |
|
872
Movado Group
MOV
$846M
| $8.23M | 0.02% |
+243,221
| New | +$7.94M |
|
|
ONIT
873
Onity Group
ONIT
$347M
| $8.21M | 0.02% |
+13,271
| New | +$8.02M |
|
874
Texas Roadhouse
TXRH
$13.7B
| $8.2M | 0.02% |
+327,851
| New | +$7.49M |
|
|
OPEN
875
DELISTED
OPENTABLE,INC COMMON STOCK
OPEN
| $8.2M | 0.02% |
+128,184
| New | +$7.99M |
|
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.