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 | |
|---|---|---|---|---|---|---|
926
Sabra Healthcare REIT
SBRA
$5.56B
| $7.64M | 0.02% |
+292,489
| New | +$8.44M |
|
|
SWY
927
DELISTED
SAFEWAY INC
SWY
| $7.63M | 0.02% |
+360,458
| New | +$7.88M |
|
|
VSI
928
DELISTED
Vitamin Shoppe Inc.
VSI
| $7.62M | 0.02% |
+169,936
| New | +$7.98M |
|
929
Take-Two Interactive
TTWO
$46.1B
| $7.62M | 0.02% |
+508,964
| New | +$7.97M |
|
930
Huntington Ingalls Industries
HII
$11B
| $7.61M | 0.02% |
+134,809
| New | +$7.27M |
|
|
SAFM
931
DELISTED
Sanderson Farms Inc
SAFM
| $7.61M | 0.02% |
+114,595
| New | +$7.25M |
|
932
Acadia Realty Trust
AKR
$3.02B
| $7.6M | 0.02% |
+307,752
| New | +$8.38M |
|
|
ESND
933
DELISTED
Essendant Inc.
ESND
| $7.59M | 0.02% |
+226,225
| New | +$7.81M |
|
|
COHR
934
DELISTED
Coherent Inc
COHR
| $7.56M | 0.02% |
+137,306
| New | +$7.64M |
|
|
LNCE
935
DELISTED
Snyders-Lance, Inc.
LNCE
| $7.56M | 0.02% |
+266,111
| New | +$6.95M |
|
936
Kennametal
KMT
$2.56B
| $7.54M | 0.02% |
+194,052
| New | +$7.76M |
|
|
ACOR
937
DELISTED
Acorda Therapeutics
ACOR
| $7.53M | 0.02% |
+1,902
| New | +$7.83M |
|
|
LTC
938
LTC Properties
LTC
$2.13B
| $7.53M | 0.02% |
+192,746
| New | +$8.36M |
|
|
SLCA
939
DELISTED
U.S. SILICA HOLDINGS, INC.
SLCA
| $7.53M | 0.02% |
+362,151
| New | +$7.76M |
|
940
Cabot Corp
CBT
$4.72B
| $7.47M | 0.02% |
+199,668
| New | +$7.42M |
|
|
BCPC
941
Balchem Corp
BCPC
$5.26B
| $7.46M | 0.02% |
+166,753
| New | +$7.46M |
|
942
Hormel Foods
HRL
$14.2B
| $7.46M | 0.02% |
+386,458
| New | +$7.85M |
|
|
CYN
943
DELISTED
CITY NATIONAL CORPORATION
CYN
| $7.44M | 0.02% |
+117,459
| New | +$6.98M |
|
|
PVTB
944
DELISTED
PrivateBancorp Inc
PVTB
| $7.44M | 0.02% |
+350,934
| New | +$6.77M |
|
945
WEX
WEX
$6.42B
| $7.42M | 0.02% |
+96,759
| New | +$7.18M |
|
|
EFII
946
DELISTED
Electronics for Imaging
EFII
| $7.36M | 0.02% |
+259,998
| New | +$6.97M |
|
947
Franklin Electric
FELE
$4.66B
| $7.35M | 0.02% |
+218,448
| New | +$7.18M |
|
948
AXIS Capital
AXS
$7.81B
| $7.34M | 0.02% |
+160,442
| New | +$7.06M |
|
949
RLI Corp
RLI
$6.02B
| $7.34M | 0.02% |
+384,136
| New | +$7.09M |
|
950
American Eagle Outfitters
AEO
$2.94B
| $7.3M | 0.02% |
+400,007
| New | +$7.69M |
|
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.