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 | |
|---|---|---|---|---|---|---|
901
Fossil Group
FOSL
$260M
| $7.89M | 0.02% |
+76,416
| New | +$7.72M |
|
|
TIBX
902
DELISTED
TIBCO SOFTWARE INC
TIBX
| $7.89M | 0.02% |
+368,805
| New | +$7.56M |
|
|
GRMN
903
Garmin
GRMN
$56.9B
| $7.89M | 0.02% |
+218,171
| New | +$7.58M |
|
|
B
904
DELISTED
Barnes Group Inc.
B
| $7.88M | 0.02% |
+262,801
| New | +$7.6M |
|
|
SNBR
905
DELISTED
Sleep Number
SNBR
| $7.85M | 0.02% |
+313,103
| New | +$6.71M |
|
|
HME
906
DELISTED
HOME PROPERTIES, INC
HME
| $7.83M | 0.02% |
+119,764
| New | +$7.65M |
|
|
CAB
907
DELISTED
Cabela's Inc
CAB
| $7.83M | 0.02% |
+120,879
| New | +$7.83M |
|
|
SEE
908
DELISTED
Sealed Air
SEE
| $7.82M | 0.02% |
+326,582
| New | +$7.54M |
|
909
Old National Bancorp
ONB
$10.2B
| $7.82M | 0.02% |
+565,223
| New | +$7.42M |
|
910
Lennox International
LII
$15B
| $7.81M | 0.02% |
+121,064
| New | +$7.62M |
|
911
Veeco
VECO
$2.62B
| $7.81M | 0.02% |
+220,536
| New | +$8.3M |
|
912
Group 1 Automotive
GPI
$4.26B
| $7.81M | 0.02% |
+121,375
| New | +$7.51M |
|
913
F5
FFIV
$22B
| $7.78M | 0.02% |
+113,051
| New | +$8.7M |
|
914
Commerce Bancshares
CBSH
$8.68B
| $7.77M | 0.02% |
+336,424
| New | +$7.43M |
|
915
Meritage Homes
MTH
$4.78B
| $7.76M | 0.02% |
+358,114
| New | +$8.36M |
|
916
Kite Realty
KRG
$5.86B
| $7.76M | 0.02% |
+321,790
| New | +$8.16M |
|
917
Old Republic International
ORI
$10.9B
| $7.76M | 0.02% |
+602,674
| New | +$7.98M |
|
|
MRC
918
DELISTED
MRC Global
MRC
| $7.74M | 0.02% |
+280,108
| New | +$8.32M |
|
|
TXI
919
DELISTED
TEXAS INDUSTRIES INC
TXI
| $7.71M | 0.02% |
+118,372
| New | +$7.72M |
|
920
Spire
SR
$4.79B
| $7.69M | 0.02% |
+168,443
| New | +$7.67M |
|
921
Global Payments
GPN
$24.1B
| $7.68M | 0.02% |
+331,510
| New | +$7.74M |
|
922
Unifirst Corp
UNF
$5.45B
| $7.66M | 0.02% |
+83,934
| New | +$7.82M |
|
|
HPY
923
DELISTED
HEARTLAND PAYMENT SYSTEMS, INC. COM STK
HPY
| $7.65M | 0.02% |
+205,380
| New | +$6.68M |
|
|
CYT
924
DELISTED
CYTEC INDS INC
CYT
| $7.65M | 0.02% |
+208,846
| New | +$7.64M |
|
|
GOV
925
DELISTED
Government Properties Income Trust
GOV
| $7.64M | 0.02% |
+302,930
| New | +$7.71M |
|
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.