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 | |
|---|---|---|---|---|---|---|
951
Quanta Services
PWR
$84.2B
| $7.3M | 0.02% |
+276,017
| New | +$7.66M |
|
952
HUB Group
HUBG
$2.92B
| $7.29M | 0.02% |
+400,614
| New | +$7.43M |
|
|
PSB
953
DELISTED
PS Business Parks, Inc.
PSB
| $7.26M | 0.02% |
+100,539
| New | +$7.82M |
|
|
IPXL
954
DELISTED
Impax Laboratories, Inc.
IPXL
| $7.25M | 0.02% |
+363,448
| New | +$6.45M |
|
|
CSH
955
DELISTED
CASH AMERICA INTERNATIONAL INC
CSH
| $7.23M | 0.02% |
+350,685
| New | +$7.44M |
|
|
LNKD
956
DELISTED
LinkedIn Corporation
LNKD
| $7.23M | 0.02% |
+40,552
| New | +$7.18M |
|
957
SPX Corp
SPXC
$9.39B
| $7.21M | 0.02% |
+398,061
| New | +$7.58M |
|
958
Clean Harbors
CLH
$17.2B
| $7.2M | 0.02% |
+142,538
| New | +$7.94M |
|
959
Piper Sandler
PIPR
$4.99B
| $7.2M | 0.02% |
+911,292
| New | +$7.66M |
|
960
Watts Water Technologies
WTS
$11.2B
| $7.19M | 0.02% |
+158,671
| New | +$7.34M |
|
961
PTC
PTC
$15.3B
| $7.19M | 0.02% |
+293,043
| New | +$7.03M |
|
|
ROSE
962
DELISTED
ROSETTA RESOURCES INC
ROSE
| $7.15M | 0.02% |
+168,260
| New | +$7.69M |
|
|
CYS
963
DELISTED
CYS Investments Inc.
CYS
| $7.15M | 0.02% |
+776,682
| New | +$8.75M |
|
964
Bank OZK
OZK
$5.63B
| $7.15M | 0.02% |
+330,132
| New | +$7.03M |
|
965
Darden Restaurants
DRI
$24.3B
| $7.14M | 0.02% |
+158,315
| New | +$7.32M |
|
966
Selective Insurance
SIGI
$5.76B
| $7.12M | 0.02% |
+309,383
| New | +$7.27M |
|
967
Progress Software
PRGS
$1.75B
| $7.11M | 0.02% |
+308,853
| New | +$6.97M |
|
|
MINI
968
DELISTED
Mobile Mini Inc
MINI
| $7.1M | 0.02% |
+214,205
| New | +$6.73M |
|
969
Synaptics
SYNA
$4.05B
| $7.08M | 0.02% |
+183,625
| New | +$7.34M |
|
|
HSP
970
DELISTED
HOSPIRA INC
HSP
| $7.08M | 0.02% |
+184,743
| New | +$6.25M |
|
|
CHS
971
DELISTED
Chicos FAS, Inc.
CHS
| $7.08M | 0.02% |
+414,798
| New | +$7.4M |
|
972
Marriott Vacations Worldwide
VAC
$3.53B
| $7.07M | 0.02% |
+163,488
| New | +$7.2M |
|
|
INVX
973
Innovex International
INVX
$1.8B
| $7.07M | 0.02% |
+78,254
| New | +$6.85M |
|
|
MOLX
974
DELISTED
MOLEX INC
MOLX
| $7.05M | 0.02% |
+240,471
| New | +$6.94M |
|
975
Neogen
NEOG
$2.05B
| $7.05M | 0.02% |
+507,856
| New | +$6.7M |
|
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.