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 |
Air Products & Chemicals
APD
|
+$196M |
| 2 |
Pfizer
PFE
|
+$115M |
| 3 |
Johnson & Johnson
JNJ
|
+$89M |
| 4 |
STJ
St Jude Medical
STJ
|
+$70.2M |
| 5 |
SC
SANTANDER CONSUMER USA HOLDINGS INC
SC
|
+$67.8M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Allstate
ALL
|
+$118M |
| 2 |
BEAM
BEAM INC COM STK (DE)
BEAM
|
+$117M |
| 3 |
ADT
ADT Corp
ADT
|
+$112M |
| 4 |
Gen Digital
GEN
|
+$66.9M |
| 5 |
POSCO
PKX
|
+$61.6M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 16.67% |
| 2 | Real Estate | 11.52% |
| 3 | Technology | 11.34% |
| 4 | Healthcare | 10.45% |
| 5 | Consumer Discretionary | 10.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
POM
1001
DELISTED
PEPCO HOLDINGS, INC.
POM
| $8.75M | 0.02% |
427,125
+25,826
| +6% | +$508K |
|
|
ANDV
1002
DELISTED
Andeavor
ANDV
| $8.75M | 0.02% |
172,887
-58,348
| -25% | -$3.03M |
|
1003
Monolithic Power Systems
MPWR
$70.1B
| $8.73M | 0.02% |
225,239
+12,142
| +6% | +$428K |
|
1004
Northwest Bancshares
NWBI
$2.3B
| $8.73M | 0.02% |
598,091
+22,006
| +4% | +$318K |
|
|
ETFC
1005
DELISTED
E*Trade Financial Corporation
ETFC
| $8.72M | 0.02% |
378,984
-25,296
| -6% | -$554K |
|
|
HIBB
1006
DELISTED
Hibbett, Inc. Common Stock
HIBB
| $8.71M | 0.02% |
164,624
+4,535
| +3% | +$267K |
|
1007
Mueller Water Products
MWA
$3.95B
| $8.7M | 0.02% |
915,358
-1,294
| -0.1% | -$11.9K |
|
1008
Regal Rexnord
RRX
$13.7B
| $8.68M | 0.02% |
119,432
+5,981
| +5% | +$442K |
|
|
HOS
1009
DELISTED
Hornbeck Offshore Services, Inc.
HOS
| $8.67M | 0.02% |
207,448
+7,393
| +4% | +$316K |
|
|
LNCE
1010
DELISTED
Snyders-Lance, Inc.
LNCE
| $8.64M | 0.02% |
306,546
+9,490
| +3% | +$258K |
|
1011
Plexus
PLXS
$6.72B
| $8.61M | 0.02% |
214,816
+8,290
| +4% | +$339K |
|
1012
Cincinnati Financial
CINF
$27.3B
| $8.57M | 0.02% |
176,095
-13,728
| -7% | -$662K |
|
1013
First Interstate BancSystem
FIBK
$3.69B
| $8.57M | 0.02% |
303,631
+28,386
| +10% | +$752K |
|
1014
Carpenter Technology
CRS
$25.8B
| $8.55M | 0.02% |
129,530
+10,358
| +9% | +$625K |
|
|
FINL
1015
DELISTED
Finish Line
FINL
| $8.52M | 0.02% |
314,454
+10,432
| +3% | +$277K |
|
|
HSP
1016
DELISTED
HOSPIRA INC
HSP
| $8.52M | 0.02% |
196,927
+4,981
| +3% | +$214K |
|
1017
Equity Lifestyle Properties
ELS
$12.6B
| $8.48M | 0.02% |
417,372
+358,434
| +608% | +$7.03M |
|
1018
World Kinect Corp
WKC
$2.04B
| $8.48M | 0.02% |
192,297
+8,477
| +5% | +$375K |
|
1019
FerroAtlántica
GSM
$594M
| $8.47M | 0.02% |
407,063
+13,199
| +3% | +$251K |
|
|
SNV
1020
DELISTED
Synovus
SNV
| $8.47M | 0.02% |
357,086
-149,726
| -30% | -$3.64M |
|
|
CJES
1021
DELISTED
C&J ENERGY SVCS LTD
CJES
| $8.44M | 0.02% |
289,597
+12,321
| +4% | +$304K |
|
1022
Clean Harbors
CLH
$16.5B
| $8.44M | 0.02% |
153,972
+5,609
| +4% | +$306K |
|
1023
Clearwater Paper
CLW
$339M
| $8.41M | 0.02% |
134,196
+3,774
| +3% | +$225K |
|
1024
Cintas
CTAS
$81.9B
| $8.41M | 0.02% |
564,392
+27,788
| +5% | +$411K |
|
|
PGTI
1025
DELISTED
PGT, Inc.
PGTI
| $8.4M | 0.02% |
729,537
+7,148
| +1% | +$80K |
|
Similar funds
Principal Financial Group's Q1 2014 Portfolio in Review
As of Q1 2014, Principal Financial Group held 2,367 positions worth $56.1B, up 4.6% from $53.6B the previous quarter. Its ten largest holdings account for 9.6% of the portfolio.
Principal Financial Group's Q1 2014 filing shows 92 new, 1,403 increased, 751 reduced and 109 closed positions. Its largest new stake was SANTANDER CONSUMER USA HOLDINGS INC: 2,740,724 shares worth $66M. The largest sale was Allstate, an estimated $118M.
By sector, the portfolio is most concentrated in Financials at 17% of assets, down from 17% a quarter earlier, followed by Real Estate and Technology.
- Principal Financial Group's largest Q1 2014 buy was SANTANDER CONSUMER USA HOLDINGS INC: 2,740,724 shares worth $66M.
- Principal Financial Group added most to Air Products & Chemicals in Q1 2014, an estimated $196M increase.
- Principal Financial Group's biggest Q1 2014 reduction was Allstate, cutting an estimated $118M.
- Principal Financial Group fully exited POSCO in Q1 2014, selling an estimated $61.6M.
- Principal Financial Group's ten largest holdings make up 9.6% of its $56.1B portfolio in Q1 2014.
- Principal Financial Group opened 92 new positions and closed 109 in Q1 2014.
- Principal Financial Group's portfolio value rose 4.6% quarter-over-quarter to $56.1B.
Based on Principal Financial Group's 13F filing for Q1 2014, filed 13 May 2014.