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 | |
|---|---|---|---|---|---|---|
876
Crocs
CROX
$6.63B
| $8.19M | 0.02% |
+496,571
| New | +$8.05M |
|
|
MBFI
877
DELISTED
MB Financial Corp
MBFI
| $8.19M | 0.02% |
+305,522
| New | +$7.66M |
|
|
HIBB
878
DELISTED
Hibbett, Inc. Common Stock
HIBB
| $8.13M | 0.02% |
+146,530
| New | +$8.26M |
|
879
Flowers Foods
FLO
$1.58B
| $8.13M | 0.02% |
+368,687
| New | +$8.08M |
|
880
Urban Outfitters
URBN
$6.46B
| $8.12M | 0.02% |
+201,931
| New | +$8.33M |
|
|
INFA
881
DELISTED
INFORMATICA CORP
INFA
| $8.1M | 0.02% |
+231,528
| New | +$7.99M |
|
|
RPT
882
DELISTED
RPT Realty Common Shares of Beneficial Interest (MD)
RPT
| $8.09M | 0.02% |
+521,065
| New | +$8.5M |
|
|
AIRM
883
DELISTED
Air Methods Corp
AIRM
| $8.07M | 0.02% |
+238,220
| New | +$9.23M |
|
884
Buckle
BKE
$2.32B
| $8.07M | 0.02% |
+158,800
| New | +$7.9M |
|
|
AEL
885
DELISTED
American Equity Investment Life Holding Company
AEL
| $8.05M | 0.02% |
+512,804
| New | +$7.96M |
|
|
SIVB
886
DELISTED
SVB Financial Group
SIVB
| $8.05M | 0.02% |
+96,570
| New | +$7.06M |
|
887
Acuity Brands
AYI
$9.99B
| $8.03M | 0.02% |
+106,312
| New | +$7.88M |
|
888
Steel Dynamics
STLD
$36.4B
| $8.01M | 0.02% |
+537,487
| New | +$8.05M |
|
889
Best Buy
BBY
$19B
| $7.98M | 0.02% |
+292,147
| New | +$7.53M |
|
|
CNQR
890
DELISTED
CONCUR TECHNOLOGIES INC
CNQR
| $7.98M | 0.02% |
+98,074
| New | +$7.47M |
|
|
EE
891
DELISTED
El Paso Electric Company
EE
| $7.98M | 0.02% |
+225,934
| New | +$8.09M |
|
892
Boston Beer
SAM
$1.95B
| $7.97M | 0.02% |
+46,712
| New | +$7.41M |
|
893
Brady Corp
BRC
$4.46B
| $7.97M | 0.02% |
+259,315
| New | +$8.43M |
|
894
Monro
MNRO
$414M
| $7.97M | 0.02% |
+165,791
| New | +$7.3M |
|
895
Universal Corp
UVV
$1.37B
| $7.96M | 0.02% |
+137,685
| New | +$8M |
|
896
Highwoods Properties
HIW
$3.79B
| $7.96M | 0.02% |
+223,543
| New | +$8.55M |
|
897
Globe Life
GL
$14B
| $7.95M | 0.02% |
+183,014
| New | +$7.65M |
|
898
CNX Resources
CNX
$4.91B
| $7.94M | 0.02% |
+351,498
| New | +$9.67M |
|
899
United Therapeutics
UTHR
$26.1B
| $7.93M | 0.02% |
+120,498
| New | +$7.76M |
|
900
Wintrust Financial
WTFC
$10.7B
| $7.9M | 0.02% |
+206,319
| New | +$7.59M |
|
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.