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 | |
|---|---|---|---|---|---|---|
1001
Columbia Banking Systems
COLB
$8.71B
| $6.77M | 0.02% |
+284,476
| New | +$6.16M |
|
|
ATML
1002
DELISTED
ATMEL CORP
ATML
| $6.75M | 0.01% |
+918,215
| New | +$6.48M |
|
|
FDO
1003
DELISTED
FAMILY DOLLAR STORES
FDO
| $6.75M | 0.01% |
+108,324
| New | +$6.72M |
|
1004
Capri Holdings
CPRI
$1.82B
| $6.74M | 0.01% |
+108,742
| New | +$6.37M |
|
1005
Home BancShares
HOMB
$6.3B
| $6.74M | 0.01% |
+519,168
| New | +$5.35M |
|
|
MWV
1006
DELISTED
MEADWESTVACO CORP
MWV
| $6.73M | 0.01% |
+197,426
| New | +$6.94M |
|
1007
OSI Systems
OSIS
$3.53B
| $6.72M | 0.01% |
+104,351
| New | +$6.08M |
|
|
CAA
1008
DELISTED
CalAtlantic Group, Inc.
CAA
| $6.72M | 0.01% |
+161,335
| New | +$7.09M |
|
1009
O-I Glass
OI
$1.18B
| $6.69M | 0.01% |
+240,725
| New | +$6.5M |
|
1010
Expedia Group
EXPE
$36.5B
| $6.67M | 0.01% |
+110,867
| New | +$6.57M |
|
1011
First Horizon
FHN
$12.2B
| $6.67M | 0.01% |
+595,003
| New | +$6.43M |
|
|
EFOR
1012
Everforth Inc
EFOR
$960M
| $6.65M | 0.01% |
+249,042
| New | +$6.27M |
|
1013
HNI Corp
HNI
$3.08B
| $6.63M | 0.01% |
+183,761
| New | +$6.44M |
|
1014
Power Integrations
POWI
$3.15B
| $6.62M | 0.01% |
+326,558
| New | +$6.8M |
|
1015
NETGEAR
NTGR
$612M
| $6.56M | 0.01% |
+214,744
| New | +$6.76M |
|
|
KMI.WS
1016
DELISTED
Kinder Morgan Inc
KMI.WS
| $6.55M | 0.01% |
+1,279,915
| New | +$7.02M |
|
1017
J&J Snack Foods
JJSF
$1.49B
| $6.55M | 0.01% |
+84,173
| New | +$6.38M |
|
1018
Simpson Manufacturing
SSD
$7.79B
| $6.53M | 0.01% |
+222,016
| New | +$6.51M |
|
|
RVBD
1019
DELISTED
RIVERBED TECHNOLOGY, INC COM
RVBD
| $6.52M | 0.01% |
+419,300
| New | +$6.43M |
|
1020
PhenixFIN
PFX
$83.1M
| $6.52M | 0.01% |
+24,000
| New | +$7.02M |
|
|
STMP
1021
DELISTED
Stamps.com, Inc.
STMP
| $6.51M | 0.01% |
+165,359
| New | +$5.52M |
|
1022
United Natural Foods
UNFI
$3.04B
| $6.51M | 0.01% |
+120,612
| New | +$6.26M |
|
1023
Forward Air
FWRD
$461M
| $6.51M | 0.01% |
+170,102
| New | +$6.45M |
|
1024
Federated Hermes
FHI
$4.56B
| $6.5M | 0.01% |
+237,055
| New | +$6.01M |
|
|
JOSB
1025
DELISTED
JOS A BANK CLOTHIERS INC
JOSB
| $6.48M | 0.01% |
+156,891
| 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.