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 |
Cardinal Health
CAH
|
+$99.9M |
| 2 |
Ambev
ABEV
|
+$95.7M |
| 3 |
Meta Platforms (Facebook)
META
|
+$90.6M |
| 4 |
RTN
Raytheon Company
RTN
|
+$90.2M |
| 5 |
Norfolk Southern
NSC
|
+$75.9M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Eli Lilly
LLY
|
+$132M |
| 2 |
Citigroup
C
|
+$107M |
| 3 |
APC
Anadarko Petroleum
APC
|
+$101M |
| 4 |
GE Aerospace
GE
|
+$90.9M |
| 5 |
Whirlpool
WHR
|
+$75.2M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 16.92% |
| 2 | Technology | 11.31% |
| 3 | Consumer Discretionary | 10.7% |
| 4 | Real Estate | 10.55% |
| 5 | Industrials | 10.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
FNFG
926
DELISTED
FIRST NIAGARA FINANCIAL GROUP INC
FNFG
| $9.45M | 0.02% |
890,201
+10,957
| +1% | +$119K |
|
927
United Natural Foods
UNFI
$3.01B
| $9.42M | 0.02% |
124,967
+1,816
| +1% | +$128K |
|
|
JOSB
928
DELISTED
JOS A BANK CLOTHIERS INC
JOSB
| $9.42M | 0.02% |
172,128
+12,348
| +8% | +$633K |
|
|
SEE
929
DELISTED
Sealed Air
SEE
| $9.41M | 0.02% |
276,390
-20,271
| -7% | -$618K |
|
930
Sabra Healthcare REIT
SBRA
$5.38B
| $9.38M | 0.02% |
358,812
+60,082
| +20% | +$1.55M |
|
|
BID
931
DELISTED
Sotheby's
BID
| $9.38M | 0.02% |
176,258
+5,622
| +3% | +$289K |
|
|
PNK
932
DELISTED
Pinnacle Entertainment Inc.
PNK
| $9.37M | 0.02% |
360,367
+22,873
| +7% | +$558K |
|
933
HNI Corp
HNI
$3.14B
| $9.32M | 0.02% |
240,142
+25,622
| +12% | +$974K |
|
934
NNN REIT
NNN
$9.16B
| $9.28M | 0.02% |
306,097
+5,821
| +2% | +$188K |
|
935
Selective Insurance
SIGI
$5.64B
| $9.23M | 0.02% |
341,011
+20,845
| +7% | +$548K |
|
|
TIBX
936
DELISTED
TIBCO SOFTWARE INC
TIBX
| $9.22M | 0.02% |
410,278
+71,141
| +21% | +$1.74M |
|
937
Group 1 Automotive
GPI
$3.53B
| $9.22M | 0.02% |
129,845
+7,594
| +6% | +$518K |
|
938
Campbell Soup
CPB
$6.58B
| $9.22M | 0.02% |
212,993
+4,732
| +2% | +$196K |
|
939
Steris
STE
$22.5B
| $9.22M | 0.02% |
191,850
+9,565
| +5% | +$437K |
|
|
EGOV
940
DELISTED
NIC Inc
EGOV
| $9.21M | 0.02% |
370,180
+22,219
| +6% | +$524K |
|
941
Patterson-UTI
PTEN
$3.74B
| $9.2M | 0.02% |
363,390
-1,667
| -0.5% | -$39.9K |
|
|
AOL
942
DELISTED
AOL INC COMMON STOCK
AOL
| $9.2M | 0.02% |
197,294
+6,562
| +3% | +$268K |
|
943
Commerce Bancshares
CBSH
$8.55B
| $9.19M | 0.02% |
367,233
+7,425
| +2% | +$182K |
|
944
Prosperity Bancshares
PB
$8.97B
| $9.18M | 0.02% |
144,828
+2,702
| +2% | +$171K |
|
945
Simpson Manufacturing
SSD
$7.68B
| $9.15M | 0.02% |
249,242
+13,816
| +6% | +$481K |
|
946
Helen of Troy
HELE
$649M
| $9.14M | 0.02% |
184,646
+11,160
| +6% | +$523K |
|
|
AMSG
947
DELISTED
Amsurg Corp
AMSG
| $9.13M | 0.02% |
198,742
+11,632
| +6% | +$514K |
|
|
SAFM
948
DELISTED
Sanderson Farms Inc
SAFM
| $9.1M | 0.02% |
125,838
+7,383
| +6% | +$492K |
|
949
Buckle
BKE
$2.27B
| $9.07M | 0.02% |
176,669
+10,337
| +6% | +$511K |
|
950
Community Health Systems
CYH
$391M
| $9.06M | 0.02% |
279,146
-6,957
| -2% | -$239K |
|
Similar funds
Principal Financial Group's Q4 2013 Portfolio in Review
As of Q4 2013, Principal Financial Group held 2,383 positions worth $53.6B, up 11% from $48.4B the previous quarter. Its ten largest holdings account for 9.1% of the portfolio.
Principal Financial Group's Q4 2013 filing shows 122 new, 1,402 increased, 628 reduced and 109 closed positions. Its largest new stake was Ambev: 13,087,778 shares worth $96.2M. The largest sale was Eli Lilly, an estimated $132M.
By sector, the portfolio is most concentrated in Financials at 17% of assets, up from 16% a quarter earlier, followed by Technology and Consumer Discretionary.
- Principal Financial Group's largest Q4 2013 buy was Ambev: 13,087,778 shares worth $96.2M.
- Principal Financial Group added most to Cardinal Health in Q4 2013, an estimated $99.9M increase.
- Principal Financial Group's biggest Q4 2013 reduction was Eli Lilly, cutting an estimated $132M.
- Principal Financial Group fully exited COMPANHIA BEBIDA ADS EACH REPSTG 1 PFD SH in Q4 2013, selling an estimated $61.7M.
- Principal Financial Group's ten largest holdings make up 9.1% of its $53.6B portfolio in Q4 2013.
- Principal Financial Group opened 122 new positions and closed 109 in Q4 2013.
- Principal Financial Group's portfolio value rose 11% quarter-over-quarter to $53.6B.
Based on Principal Financial Group's 13F filing for Q4 2013, filed 12 Feb 2014.