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 | |
|---|---|---|---|---|---|---|
|
SWC
1001
DELISTED
Stillwater Mining Co
SWC
| $7.5M | 0.02% |
681,198
+27,931
| +4% | +$323K |
|
|
HSP
1002
DELISTED
HOSPIRA INC
HSP
| $7.47M | 0.02% |
190,405
+5,662
| +3% | +$226K |
|
|
AMSG
1003
DELISTED
Amsurg Corp
AMSG
| $7.43M | 0.02% |
187,110
+6,587
| +4% | +$256K |
|
|
LPS
1004
DELISTED
LENDER PROCESSING SERVICES INC
LPS
| $7.39M | 0.02% |
222,198
+22,222
| +11% | +$722K |
|
|
CYT
1005
DELISTED
CYTEC INDS INC
CYT
| $7.37M | 0.02% |
181,270
-27,576
| -13% | -$1.07M |
|
|
CYNO
1006
DELISTED
Cynosure, Inc. Class A
CYNO
| $7.37M | 0.02% |
323,102
-105
| -0% | -$2.61K |
|
1007
Enpro
NPO
$6.61B
| $7.36M | 0.02% |
122,240
+3,748
| +3% | +$217K |
|
|
XLS
1008
DELISTED
EXELIS INC COM STK
XLS
| $7.36M | 0.02% |
501,618
+1,960
| +0.4% | +$27.4K |
|
|
DNY
1009
DELISTED
DONNELLEY R R & SONS CO
DNY
| $7.34M | 0.02% |
464,548
-26,529
| -5% | -$419K |
|
|
CSH
1010
DELISTED
CASH AMERICA INTERNATIONAL INC
CSH
| $7.34M | 0.02% |
357,152
+6,467
| +2% | +$129K |
|
|
BYI
1011
DELISTED
BALLY TECHNOLOGIES, INC.
BYI
| $7.33M | 0.02% |
101,713
+884
| +0.9% | +$62.3K |
|
1012
NewMarket
NEU
$7.97B
| $7.32M | 0.02% |
25,416
+2,576
| +11% | +$715K |
|
|
ORB
1013
DELISTED
ORBITAL SCIENCES CORP
ORB
| $7.32M | 0.02% |
345,483
+11,448
| +3% | +$216K |
|
1014
Cinemark Holdings
CNK
$4.22B
| $7.32M | 0.02% |
230,471
+12,522
| +6% | +$377K |
|
1015
Quanta Services
PWR
$98.7B
| $7.32M | 0.02% |
265,903
-10,114
| -4% | -$274K |
|
1016
Carpenter Technology
CRS
$25B
| $7.3M | 0.02% |
125,647
+30,782
| +32% | +$1.64M |
|
|
MXIM
1017
DELISTED
Maxim Integrated Products
MXIM
| $7.29M | 0.02% |
244,611
+31,771
| +15% | +$904K |
|
|
CYBX
1018
DELISTED
CYBERONICS INC
CYBX
| $7.28M | 0.02% |
143,500
+8,557
| +6% | +$449K |
|
1019
Cintas
CTAS
$82.7B
| $7.28M | 0.02% |
568,596
+31,200
| +6% | +$379K |
|
1020
Columbia Banking Systems
COLB
$8.84B
| $7.28M | 0.02% |
294,653
+10,177
| +4% | +$250K |
|
1021
Tidewater
TDW
$3.65B
| $7.26M | 0.02% |
3,797
+7
| +0.2% | +$13K |
|
|
TQNT
1022
DELISTED
TRIQUINT SEMICONDUCTOR INC
TQNT
| $7.25M | 0.02% |
892,446
-7,850
| -0.9% | -$60K |
|
1023
Lennar Class A
LEN
$20.2B
| $7.25M | 0.02% |
215,202
-33,562
| -13% | -$1.09M |
|
1024
Plexus
PLXS
$6.47B
| $7.22M | 0.01% |
194,126
+4,025
| +2% | +$137K |
|
1025
CVB Financial
CVBF
$4B
| $7.22M | 0.01% |
533,906
+41,941
| +9% | +$550K |
|
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.