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 |
Alphabet (Google) Class A
GOOGL
|
+$416M |
| 2 |
Equinix
EQIX
|
+$388M |
| 3 |
Dollar Tree
DLTR
|
+$228M |
| 4 |
PayPal
PYPL
|
+$124M |
| 5 |
Synchrony
SYF
|
+$114M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Alphabet (Google) Class C
GOOG
|
+$409M |
| 2 |
Bausch Health
BHC
|
+$238M |
| 3 |
DISCK
Discovery, Inc. Series C Common Stock
DISCK
|
+$219M |
| 4 |
HES
Hess
HES
|
+$154M |
| 5 |
EOG Resources
EOG
|
+$115M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 16.75% |
| 2 | Real Estate | 16.23% |
| 3 | Technology | 11.78% |
| 4 | Healthcare | 10.74% |
| 5 | Consumer Discretionary | 10.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
ENLC
926
DELISTED
ENLINK MIDSTREAM, LLC
ENLC
| $10.3M | 0.02% |
685,182
+106,954
| +18% | +$1.93M |
|
|
PAY
927
DELISTED
Verifone Systems Inc
PAY
| $10.3M | 0.02% |
368,626
+11,256
| +3% | +$325K |
|
928
TechnipFMC
FTI
$28.6B
| $10.3M | 0.02% |
478,179
+6,958
| +1% | +$168K |
|
929
MasTec
MTZ
$20.8B
| $10.3M | 0.02% |
+592,294
| New | +$10.5M |
|
|
VA
930
DELISTED
Virgin America Inc.
VA
| $10.3M | 0.02% |
284,703
+5,052
| +2% | +$181K |
|
931
Dick's Sporting Goods
DKS
$17.5B
| $10.3M | 0.02% |
290,003
-8,043
| -3% | -$337K |
|
|
FEIC
932
DELISTED
FEI COMPANY
FEIC
| $10.2M | 0.02% |
128,160
+1,076
| +0.8% | +$83.1K |
|
933
F5
FFIV
$22.9B
| $10.2M | 0.02% |
105,450
-3,196
| -3% | -$346K |
|
934
Graphic Packaging
GPK
$3.17B
| $10.2M | 0.02% |
796,527
+13,177
| +2% | +$177K |
|
|
ARGO
935
DELISTED
Argo Group International Holdings, Ltd.
ARGO
| $10.2M | 0.02% |
215,507
+207,765
| +2,684% | +$10.2M |
|
936
EXL Service
EXLS
$5.14B
| $10.2M | 0.02% |
1,132,600
+40,700
| +4% | +$355K |
|
|
PEI
937
DELISTED
Pennsylvania Real Estate Investment Trust
PEI
| $10.2M | 0.02% |
30,991
+1,012
| +3% | +$326K |
|
|
HAR
938
DELISTED
Harman International Industries
HAR
| $10.1M | 0.02% |
107,694
-489
| -0.5% | -$49.6K |
|
939
Kaiser Aluminum
KALU
$2.61B
| $10.1M | 0.02% |
121,174
+9,712
| +9% | +$810K |
|
|
CVC
940
DELISTED
CABLEVISION SYS CP NY GRP CL-A
CVC
| $10.1M | 0.02% |
317,409
+5,169
| +2% | +$164K |
|
|
WGL
941
DELISTED
Wgl Holdings
WGL
| $10.1M | 0.02% |
160,730
+4,386
| +3% | +$268K |
|
942
Prosperity Bancshares
PB
$8.97B
| $10.1M | 0.02% |
211,284
+9,245
| +5% | +$475K |
|
|
AIRM
943
DELISTED
Air Methods Corp
AIRM
| $10.1M | 0.02% |
241,043
+6,733
| +3% | +$273K |
|
944
AMN Healthcare
AMN
$1.3B
| $10.1M | 0.02% |
325,176
+24,375
| +8% | +$722K |
|
945
United Rentals
URI
$67.2B
| $10.1M | 0.02% |
139,131
+3,330
| +2% | +$241K |
|
|
CHSP
946
DELISTED
Chesapeake Lodging Trust
CHSP
| $10.1M | 0.02% |
400,815
+17,102
| +4% | +$465K |
|
947
Globe Life
GL
$14.2B
| $10M | 0.01% |
174,916
+10,280
| +6% | +$602K |
|
948
Community Health Systems
CYH
$393M
| $9.99M | 0.01% |
455,759
+2,431
| +0.5% | +$62.8K |
|
|
WIBC
949
DELISTED
WILSHIRE BANCORP INC
WIBC
| $9.97M | 0.01% |
863,503
+6,042
| +0.7% | +$68.8K |
|
950
Tanger
SKT
$4.67B
| $9.97M | 0.01% |
304,887
+5,362
| +2% | +$182K |
|
Similar funds
Principal Financial Group's Q4 2015 Portfolio in Review
As of Q4 2015, Principal Financial Group held 2,273 positions worth $67.3B, up 5.7% from $63.6B the previous quarter. Its ten largest holdings account for 10% of the portfolio.
Principal Financial Group's Q4 2015 filing shows 90 new, 1,503 increased, 530 reduced and 82 closed positions. Its largest new stake was Alphabet (Google) Class A: 11,250,460 shares worth $438M. The largest sale was Alphabet (Google) Class C, an estimated $409M.
By sector, the portfolio is most concentrated in Financials at 17% of assets, down from 17% a quarter earlier, followed by Real Estate and Technology.
- Principal Financial Group's largest Q4 2015 buy was Alphabet (Google) Class A: 11,250,460 shares worth $438M.
- Principal Financial Group added most to Equinix in Q4 2015, an estimated $388M increase.
- Principal Financial Group's biggest Q4 2015 reduction was Alphabet (Google) Class C, cutting an estimated $409M.
- Principal Financial Group fully exited Bausch Health in Q4 2015, selling an estimated $238M.
- Principal Financial Group's ten largest holdings make up 10% of its $67.3B portfolio in Q4 2015.
- Principal Financial Group opened 90 new positions and closed 82 in Q4 2015.
- Principal Financial Group's portfolio value rose 5.7% quarter-over-quarter to $67.3B.
Based on Principal Financial Group's 13F filing for Q4 2015, filed 9 Feb 2016.