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 | |
|---|---|---|---|---|---|---|
|
EE
976
DELISTED
El Paso Electric Company
EE
| $7.78M | 0.02% |
233,073
+7,139
| +3% | +$255K |
|
977
F5
FFIV
$22.1B
| $7.77M | 0.02% |
90,657
-22,394
| -20% | -$1.9M |
|
978
HNI Corp
HNI
$3.14B
| $7.76M | 0.02% |
214,520
+30,759
| +17% | +$1.13M |
|
|
STMP
979
DELISTED
Stamps.com, Inc.
STMP
| $7.74M | 0.02% |
168,592
+3,233
| +2% | +$135K |
|
|
SAFM
980
DELISTED
Sanderson Farms Inc
SAFM
| $7.73M | 0.02% |
118,455
+3,860
| +3% | +$267K |
|
981
Chemed
CHE
$7.1B
| $7.72M | 0.02% |
108,012
-11,356
| -10% | -$808K |
|
982
GameStop
GME
$9.82B
| $7.71M | 0.02% |
620,880
-26,856
| -4% | -$321K |
|
|
VSI
983
DELISTED
Vitamin Shoppe Inc.
VSI
| $7.71M | 0.02% |
176,120
+6,184
| +4% | +$274K |
|
984
Kaiser Aluminum
KALU
$2.61B
| $7.69M | 0.02% |
107,967
+15,338
| +17% | +$1.04M |
|
985
United Bankshares
UBSI
$6.62B
| $7.68M | 0.02% |
265,068
+7,862
| +3% | +$224K |
|
986
Marriott Vacations Worldwide
VAC
$3.35B
| $7.68M | 0.02% |
174,582
+11,094
| +7% | +$494K |
|
|
WWAV
987
DELISTED
The WhiteWave Foods Company
WWAV
| $7.67M | 0.02% |
384,333
+37,746
| +11% | +$717K |
|
988
Helen of Troy
HELE
$649M
| $7.67M | 0.02% |
173,486
-4,526
| -3% | -$190K |
|
989
Simpson Manufacturing
SSD
$7.68B
| $7.67M | 0.02% |
235,426
+13,410
| +6% | +$426K |
|
|
LTC
990
LTC Properties
LTC
$2.06B
| $7.65M | 0.02% |
201,527
+8,781
| +5% | +$333K |
|
|
ANDV
991
DELISTED
Andeavor
ANDV
| $7.65M | 0.02% |
173,978
-159,880
| -48% | -$7.97M |
|
992
Wipro
WIT
$19.3B
| $7.62M | 0.02% |
3,958,581
-2,210,518
| -36% | -$3.72M |
|
993
Graham Holdings Company
GHC
$5.28B
| $7.6M | 0.02% |
20,585
+2,936
| +17% | +$988K |
|
|
RPT
994
DELISTED
RPT Realty Common Shares of Beneficial Interest (MD)
RPT
| $7.6M | 0.02% |
493,168
-27,897
| -5% | -$428K |
|
995
Regal Rexnord
RRX
$13.5B
| $7.6M | 0.02% |
111,820
-198,813
| -64% | -$13.2M |
|
|
WCG
996
DELISTED
Wellcare Health Plans, Inc.
WCG
| $7.57M | 0.02% |
108,584
+2,816
| +3% | +$180K |
|
|
IPXL
997
DELISTED
Impax Laboratories, Inc.
IPXL
| $7.57M | 0.02% |
369,151
+5,703
| +2% | +$118K |
|
|
GOV
998
DELISTED
Government Properties Income Trust
GOV
| $7.55M | 0.02% |
315,476
+12,546
| +4% | +$309K |
|
|
SHFL
999
DELISTED
SHFL ENTMT INC
SHFL
| $7.54M | 0.02% |
328,045
+10,845
| +3% | +$239K |
|
1000
Children's Place
PLCE
$54.3M
| $7.53M | 0.02% |
130,187
-36,821
| -22% | -$2.02M |
|
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.