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 | |
|---|---|---|---|---|---|---|
|
IM
951
DELISTED
Ingram Micro
IM
| $9.06M | 0.02% |
386,023
+6,307
| +2% | +$148K |
|
952
Graham Holdings Company
GHC
$5.28B
| $9.03M | 0.02% |
22,525
+1,940
| +9% | +$751K |
|
|
TBHC
953
DELISTED
The Brand House Collective
TBHC
| $9.02M | 0.02% |
380,973
+133,606
| +54% | +$2.8M |
|
954
Fossil Group
FOSL
$288M
| $9M | 0.02% |
75,057
+3,812
| +5% | +$470K |
|
|
TXI
955
DELISTED
TEXAS INDUSTRIES INC
TXI
| $9M | 0.02% |
130,860
+7,974
| +6% | +$469K |
|
|
RBS.PRM
956
DELISTED
ROYAL BK SCOTLAND PLC SPONS ADR SER M REPSTG (UK)
RBS.PRM
| $8.99M | 0.02% |
430,147
-75,815
| -15% | -$1.61M |
|
957
Globe Life
GL
$14.2B
| $8.97M | 0.02% |
172,241
-2,800
| -2% | -$140K |
|
|
WWAV
958
DELISTED
The WhiteWave Foods Company
WWAV
| $8.95M | 0.02% |
390,229
+5,896
| +2% | +$123K |
|
|
SWC
959
DELISTED
Stillwater Mining Co
SWC
| $8.95M | 0.02% |
725,000
+43,802
| +6% | +$493K |
|
960
Plexus
PLXS
$6.47B
| $8.94M | 0.02% |
206,526
+12,400
| +6% | +$491K |
|
961
Papa John's
PZZA
$995M
| $8.91M | 0.02% |
196,300
+10,092
| +5% | +$403K |
|
|
CYNO
962
DELISTED
Cynosure, Inc. Class A
CYNO
| $8.9M | 0.02% |
333,791
+10,689
| +3% | +$257K |
|
963
Clean Harbors
CLH
$16.8B
| $8.9M | 0.02% |
148,363
+25,926
| +21% | +$1.49M |
|
|
NUVA
964
DELISTED
NuVasive, Inc.
NUVA
| $8.87M | 0.02% |
274,357
+17,180
| +7% | +$516K |
|
965
Brady Corp
BRC
$4.39B
| $8.87M | 0.02% |
286,638
+19,212
| +7% | +$571K |
|
966
United Bankshares
UBSI
$6.62B
| $8.87M | 0.02% |
281,903
+16,835
| +6% | +$515K |
|
967
Trex
TREX
$4.56B
| $8.83M | 0.02% |
888,496
-588,000
| -40% | -$4.81M |
|
|
LXK
968
DELISTED
Lexmark Intl Inc
LXK
| $8.83M | 0.02% |
248,506
-11,019
| -4% | -$388K |
|
|
TBRG
969
DELISTED
TruBridge
TBRG
| $8.82M | 0.02% |
142,712
+26,795
| +23% | +$1.62M |
|
|
SMRT
970
DELISTED
Stein Mart Inc
SMRT
| $8.79M | 0.02% |
653,475
+75,024
| +13% | +$1.08M |
|
971
First Financial Bancorp
FFBC
$3.55B
| $8.78M | 0.02% |
503,656
+96,994
| +24% | +$1.55M |
|
972
Teradyne
TER
$57.2B
| $8.75M | 0.02% |
496,369
+248,205
| +100% | +$4.19M |
|
|
TXNM
973
TXNM Energy Inc
TXNM
$6.42B
| $8.74M | 0.02% |
362,566
+44,895
| +14% | +$1.05M |
|
|
CIR
974
DELISTED
CIRCOR International, Inc
CIR
| $8.72M | 0.02% |
107,903
+6,652
| +7% | +$485K |
|
975
Sturm, Ruger & Co
RGR
$623M
| $8.71M | 0.02% |
119,092
+7,901
| +7% | +$557K |
|
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.