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 |
ConocoPhillips
COP
|
+$118M |
| 2 |
Citigroup
C
|
+$105M |
| 3 |
GE Aerospace
GE
|
+$75.9M |
| 4 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
+$74.2M |
| 5 |
Boeing
BA
|
+$66.5M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amgen
AMGN
|
+$114M |
| 2 |
MRSH
Marsh
MRSH
|
+$77.3M |
| 3 |
NWSA
NEWS CORPORATION CL-A
NWSA
|
+$76.7M |
| 4 |
NBL
Noble Energy, Inc.
NBL
|
+$73.6M |
| 5 |
CF Industries
CF
|
+$70.9M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 16.46% |
| 2 | Technology | 11.07% |
| 3 | Real Estate | 10.76% |
| 4 | Consumer Discretionary | 10.38% |
| 5 | Industrials | 10% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
CBL
926
DELISTED
CBL& Associates Properties, Inc.
CBL
| $8.4M | 0.02% |
439,964
+225,588
| +105% | +$4.75M |
|
|
TTM
927
DELISTED
Tata Motors Limited
TTM
| $8.4M | 0.02% |
+315,625
| New | +$7.76M |
|
|
HSH
928
DELISTED
HILLSHIRE BRANDS CO
HSH
| $8.4M | 0.02% |
273,229
-44,426
| -14% | -$1.47M |
|
929
Cirrus Logic
CRUS
$6.65B
| $8.4M | 0.02% |
370,189
+11,119
| +3% | +$230K |
|
930
News Corp Class A
NWSA
$15.2B
| $8.39M | 0.02% |
+522,594
| New | +$8.35M |
|
|
PDLI
931
DELISTED
PDL BioPharma, Inc.
PDLI
| $8.39M | 0.02% |
1,052,215
+351,789
| +50% | +$2.83M |
|
|
BID
932
DELISTED
Sotheby's
BID
| $8.38M | 0.02% |
170,636
+4,319
| +3% | +$192K |
|
|
NSR
933
DELISTED
Neustar Inc
NSR
| $8.37M | 0.02% |
169,117
-2,114
| -1% | -$110K |
|
934
Commerce Bancshares
CBSH
$8.55B
| $8.36M | 0.02% |
359,808
+23,384
| +7% | +$556K |
|
935
Pultegroup
PHM
$24.5B
| $8.34M | 0.02% |
505,308
-1,203,556
| -70% | -$20.5M |
|
|
ATML
936
DELISTED
ATMEL CORP
ATML
| $8.33M | 0.02% |
1,119,976
+201,761
| +22% | +$1.53M |
|
|
SCG
937
DELISTED
Scana
SCG
| $8.32M | 0.02% |
180,658
-26,323
| -13% | -$1.3M |
|
938
Fossil Group
FOSL
$288M
| $8.28M | 0.02% |
71,245
-5,171
| -7% | -$591K |
|
939
United Natural Foods
UNFI
$3.01B
| $8.28M | 0.02% |
123,151
+2,539
| +2% | +$154K |
|
|
WRI
940
DELISTED
Weingarten Realty Investors
WRI
| $8.25M | 0.02% |
281,192
+6,953
| +3% | +$211K |
|
941
Old National Bancorp
ONB
$10.1B
| $8.24M | 0.02% |
580,243
+15,020
| +3% | +$212K |
|
942
Home BancShares
HOMB
$6.25B
| $8.22M | 0.02% |
541,276
+22,108
| +4% | +$304K |
|
|
HME
943
DELISTED
HOME PROPERTIES, INC
HME
| $8.16M | 0.02% |
141,351
+21,587
| +18% | +$1.32M |
|
944
Brady Corp
BRC
$4.39B
| $8.16M | 0.02% |
267,426
+8,111
| +3% | +$267K |
|
|
TXI
945
DELISTED
TEXAS INDUSTRIES INC
TXI
| $8.15M | 0.02% |
122,886
+4,514
| +4% | +$284K |
|
|
OUTR
946
DELISTED
OUTERWALL INC
OUTR
| $8.14M | 0.02% |
162,770
+4,790
| +3% | +$282K |
|
947
Progress Software
PRGS
$1.65B
| $8.09M | 0.02% |
312,758
+3,905
| +1% | +$98K |
|
|
MTSC
948
DELISTED
MTS Systems Corp
MTSC
| $8.08M | 0.02% |
125,507
+11,689
| +10% | +$720K |
|
|
ACOR
949
DELISTED
Acorda Therapeutics
ACOR
| $8.07M | 0.02% |
1,962
+60
| +3% | +$258K |
|
|
SEE
950
DELISTED
Sealed Air
SEE
| $8.07M | 0.02% |
296,661
-29,921
| -9% | -$848K |
|
Similar funds
Principal Financial Group's Q3 2013 Portfolio in Review
As of Q3 2013, Principal Financial Group held 2,356 positions worth $48.4B, up 7.2% from $45.1B the previous quarter. Its ten largest holdings account for 8.8% of the portfolio.
Principal Financial Group's Q3 2013 filing shows 108 new, 1,198 increased, 933 reduced and 95 closed positions. Its largest new stake was Twenty-First Century Fox, Inc. Class A: 2,356,599 shares worth $78.9M. The largest sale was Amgen, an estimated $114M.
By sector, the portfolio is most concentrated in Financials at 16% of assets, up from 16% a quarter earlier, followed by Technology and Real Estate.
- Principal Financial Group's largest Q3 2013 buy was Twenty-First Century Fox, Inc. Class A: 2,356,599 shares worth $78.9M.
- Principal Financial Group added most to ConocoPhillips in Q3 2013, an estimated $118M increase.
- Principal Financial Group's biggest Q3 2013 reduction was Amgen, cutting an estimated $114M.
- Principal Financial Group fully exited NEWS CORPORATION CL-A in Q3 2013, selling an estimated $76.7M.
- Principal Financial Group's ten largest holdings make up 8.8% of its $48.4B portfolio in Q3 2013.
- Principal Financial Group opened 108 new positions and closed 95 in Q3 2013.
- Principal Financial Group's portfolio value rose 7.2% quarter-over-quarter to $48.4B.
Based on Principal Financial Group's 13F filing for Q3 2013, filed 5 Nov 2013.