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 | |
|---|---|---|---|---|---|---|
|
CYN
1001
DELISTED
CITY NATIONAL CORPORATION
CYN
| $8.44M | 0.02% |
106,484
-10,607
| -9% | -$782K |
|
1002
Goodyear
GT
$2.04B
| $8.4M | 0.02% |
352,196
+2,414
| +0.7% | +$53.4K |
|
1003
Regal Rexnord
RRX
$13.5B
| $8.36M | 0.02% |
113,451
+1,631
| +1% | +$118K |
|
1004
Chemed
CHE
$7.1B
| $8.34M | 0.02% |
108,848
+836
| +0.8% | +$61.6K |
|
1005
Brinker International
EAT
$9B
| $8.34M | 0.02% |
179,960
+2,752
| +2% | +$122K |
|
|
GOV
1006
DELISTED
Government Properties Income Trust
GOV
| $8.34M | 0.02% |
335,390
+19,914
| +6% | +$490K |
|
1007
O-I Glass
OI
$1.13B
| $8.33M | 0.02% |
232,881
+2,041
| +0.9% | +$65.8K |
|
|
NSR
1008
DELISTED
Neustar Inc
NSR
| $8.33M | 0.02% |
167,104
-2,013
| -1% | -$96.9K |
|
1009
Old Dominion Freight Line
ODFL
$44.2B
| $8.32M | 0.02% |
471,057
-674,598
| -59% | -$11.1M |
|
|
CLC
1010
DELISTED
Clarcor
CLC
| $8.31M | 0.02% |
129,066
+2,159
| +2% | +$128K |
|
|
RPXC
1011
DELISTED
RPX Corporation
RPXC
| $8.3M | 0.02% |
491,289
+158,045
| +47% | +$2.69M |
|
|
CYT
1012
DELISTED
CYTEC INDS INC
CYT
| $8.3M | 0.02% |
178,176
-3,094
| -2% | -$134K |
|
1013
Expedia Group
EXPE
$35.2B
| $8.28M | 0.02% |
118,819
-3,826
| -3% | -$225K |
|
|
CAA
1014
DELISTED
CalAtlantic Group, Inc.
CAA
| $8.27M | 0.02% |
182,780
+10,870
| +6% | +$433K |
|
1015
Forward Air
FWRD
$449M
| $8.27M | 0.02% |
188,341
+12,681
| +7% | +$528K |
|
1016
Dine Brands
DIN
$457M
| $8.27M | 0.02% |
98,949
+3,503
| +4% | +$276K |
|
1017
Progress Software
PRGS
$1.65B
| $8.25M | 0.02% |
319,537
+6,779
| +2% | +$175K |
|
|
SCG
1018
DELISTED
Scana
SCG
| $8.25M | 0.02% |
175,783
-4,875
| -3% | -$228K |
|
|
SUNE
1019
DELISTED
SUNEDISON, INC COM
SUNE
| $8.17M | 0.02% |
625,780
+26,870
| +4% | +$303K |
|
|
TQNT
1020
DELISTED
TRIQUINT SEMICONDUCTOR INC
TQNT
| $8.15M | 0.02% |
977,526
+85,080
| +10% | +$679K |
|
|
EPAY
1021
DELISTED
Bottomline Technologies Inc
EPAY
| $8.14M | 0.02% |
225,201
+16,677
| +8% | +$540K |
|
1022
Darden Restaurants
DRI
$23.7B
| $8.11M | 0.02% |
166,895
+15,245
| +10% | +$705K |
|
1023
Sinclair Inc
SBGI
$994M
| $8.11M | 0.02% |
226,985
+24,497
| +12% | +$824K |
|
|
BYI
1024
DELISTED
BALLY TECHNOLOGIES, INC.
BYI
| $8.08M | 0.02% |
103,050
+1,337
| +1% | +$97.2K |
|
|
NPBC
1025
DELISTED
NATL PENN BANCSHARES INC
NPBC
| $8.08M | 0.02% |
712,968
+42,306
| +6% | +$451K |
|
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.