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 |
Restaurant Brands International
QSR
|
+$221M |
| 2 |
Liberty Media Series C
FWONK
|
+$168M |
| 3 |
Fidelity National Financial
FNF
|
+$150M |
| 4 |
PPL
PPL Corp
PPL
|
+$119M |
| 5 |
General Dynamics
GD
|
+$100M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
BKW
BURGER KING WORLDWIDE
BKW
|
+$170M |
| 2 |
TYC
TYCO INTL PLC COM SHS (IRL)
TYC
|
+$136M |
| 3 |
LyondellBasell Industries
LYB
|
+$123M |
| 4 |
AbbVie
ABBV
|
+$103M |
| 5 |
Trane Technologies
TT
|
+$92M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 15.98% |
| 2 | Real Estate | 14.38% |
| 3 | Technology | 11.77% |
| 4 | Healthcare | 10.83% |
| 5 | Consumer Discretionary | 10.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
851
Fortinet
FTNT
$113B
| $11.6M | 0.02% |
1,883,745
+51,765
| +3% | +$279K |
|
852
Campbell Soup
CPB
$6.58B
| $11.5M | 0.02% |
261,888
+32,422
| +14% | +$1.42M |
|
853
Navient
NAVI
$794M
| $11.5M | 0.02% |
532,674
-27,450
| -5% | -$549K |
|
854
Genesco
GCO
$429M
| $11.5M | 0.02% |
150,178
-314
| -0.2% | -$23.8K |
|
855
Entegris
ENTG
$17.8B
| $11.5M | 0.02% |
870,796
-380,190
| -30% | -$4.88M |
|
|
WOOF
856
DELISTED
VCA Inc.
WOOF
| $11.5M | 0.02% |
235,786
+890
| +0.4% | +$40K |
|
|
PRAH
857
DELISTED
PRA Health Sciences, Inc.
PRAH
| $11.5M | 0.02% |
+474,600
| New | +$10.7M |
|
858
Infosys
INFY
$48.4B
| $11.5M | 0.02% |
+1,461,076
| New | +$11.8M |
|
859
Jabil
JBL
$32.3B
| $11.5M | 0.02% |
525,967
+263,392
| +100% | +$5.36M |
|
860
Goodyear
GT
$2.04B
| $11.5M | 0.02% |
401,757
+5,212
| +1% | +$129K |
|
|
ULTI
861
DELISTED
Ultimate Software Group Inc
ULTI
| $11.5M | 0.02% |
78,041
+1,111
| +1% | +$161K |
|
|
PAY
862
DELISTED
Verifone Systems Inc
PAY
| $11.4M | 0.02% |
307,773
+6,589
| +2% | +$232K |
|
863
Western Alliance Bancorporation
WAL
$8.87B
| $11.4M | 0.02% |
411,799
-205,101
| -33% | -$5.29M |
|
864
RLI Corp
RLI
$5.62B
| $11.4M | 0.02% |
462,718
-1,574
| -0.3% | -$37.1K |
|
865
Neogen
NEOG
$2.51B
| $11.4M | 0.02% |
614,592
+5,061
| +0.8% | +$83.2K |
|
866
Monro
MNRO
$421M
| $11.4M | 0.02% |
197,168
+790
| +0.4% | +$42.1K |
|
867
Royal Gold
RGLD
$17.2B
| $11.4M | 0.02% |
181,524
+3,662
| +2% | +$240K |
|
|
GAS
868
DELISTED
AGL Resources Inc
GAS
| $11.4M | 0.02% |
208,301
-358,942
| -63% | -$19M |
|
|
B
869
DELISTED
Barnes Group Inc.
B
| $11.3M | 0.02% |
305,848
-681
| -0.2% | -$23.9K |
|
|
INFA
870
DELISTED
INFORMATICA CORP
INFA
| $11.3M | 0.02% |
296,751
+2,970
| +1% | +$107K |
|
871
Timken Company
TKR
$9.46B
| $11.3M | 0.02% |
265,045
+50,955
| +24% | +$2.14M |
|
|
MDCO
872
DELISTED
Medicines Co
MDCO
| $11.3M | 0.02% |
408,654
+2,240
| +0.6% | +$55.5K |
|
873
Masco
MAS
$14.2B
| $11.3M | 0.02% |
509,951
-26,907
| -5% | -$556K |
|
874
Murphy Oil
MUR
$5.48B
| $11.3M | 0.02% |
223,458
+2,777
| +1% | +$142K |
|
875
Range Resources
RRC
$9.24B
| $11.3M | 0.02% |
211,142
-9,100
| -4% | -$588K |
|
Similar funds
Principal Financial Group's Q4 2014 Portfolio in Review
As of Q4 2014, Principal Financial Group held 2,313 positions worth $64.4B, up 9.2% from $58.9B the previous quarter. Its ten largest holdings account for 10% of the portfolio.
Principal Financial Group's Q4 2014 filing shows 109 new, 1,177 increased, 869 reduced and 142 closed positions. Its largest new stake was Restaurant Brands International: 5,750,957 shares worth $225M. The largest sale was BURGER KING WORLDWIDE, an estimated $170M.
By sector, the portfolio is most concentrated in Financials at 16% of assets, up from 16% a quarter earlier, followed by Real Estate and Technology.
- Principal Financial Group's largest Q4 2014 buy was Restaurant Brands International: 5,750,957 shares worth $225M.
- Principal Financial Group added most to PPL Corp in Q4 2014, an estimated $119M increase.
- Principal Financial Group's biggest Q4 2014 reduction was TYCO INTL PLC COM SHS (IRL), cutting an estimated $136M.
- Principal Financial Group fully exited BURGER KING WORLDWIDE in Q4 2014, selling an estimated $170M.
- Principal Financial Group's ten largest holdings make up 10% of its $64.4B portfolio in Q4 2014.
- Principal Financial Group opened 109 new positions and closed 142 in Q4 2014.
- Principal Financial Group's portfolio value rose 9.2% quarter-over-quarter to $64.4B.
Based on Principal Financial Group's 13F filing for Q4 2014, filed 12 Feb 2015.