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 | |
|---|---|---|---|---|---|---|
|
ESL
1026
DELISTED
Esterline Technologies
ESL
| $8.08M | 0.02% |
79,207
-179,392
| -69% | -$15.3M |
|
|
ATML
1027
DELISTED
ATMEL CORP
ATML
| $8.07M | 0.02% |
1,030,993
-88,983
| -8% | -$651K |
|
1028
Xylem
XYL
$27.3B
| $8.07M | 0.02% |
233,176
+15,040
| +7% | +$484K |
|
|
FMBI
1029
DELISTED
First Midwest Bancorp Inc/IL
FMBI
| $8.05M | 0.02% |
459,001
+27,029
| +6% | +$457K |
|
1030
Cirrus Logic
CRUS
$6.65B
| $8.04M | 0.02% |
393,381
+23,192
| +6% | +$500K |
|
|
CY
1031
DELISTED
Cypress Semiconductor
CY
| $8.03M | 0.02% |
764,515
+178,136
| +30% | +$1.69M |
|
1032
Kaiser Aluminum
KALU
$2.61B
| $8.02M | 0.02% |
114,138
+6,171
| +6% | +$422K |
|
1033
Cintas
CTAS
$82.7B
| $7.99M | 0.01% |
536,604
-31,992
| -6% | -$434K |
|
1034
J&J Snack Foods
JJSF
$1.44B
| $7.97M | 0.01% |
89,986
+4,927
| +6% | +$416K |
|
|
ETFC
1035
DELISTED
E*Trade Financial Corporation
ETFC
| $7.94M | 0.01% |
404,280
+49,590
| +14% | +$881K |
|
1036
World Kinect Corp
WKC
$2.03B
| $7.93M | 0.01% |
183,820
+1,365
| +0.7% | +$53.8K |
|
|
HSP
1037
DELISTED
HOSPIRA INC
HSP
| $7.92M | 0.01% |
191,946
+1,541
| +0.8% | +$62K |
|
1038
PhenixFIN
PFX
$83.1M
| $7.92M | 0.01% |
28,596
+4,364
| +18% | +$1.22M |
|
1039
Children's Place
PLCE
$54.3M
| $7.86M | 0.01% |
138,025
+7,838
| +6% | +$425K |
|
|
JOY
1040
DELISTED
Joy Global Inc
JOY
| $7.86M | 0.01% |
134,424
-743
| -0.5% | -$40.9K |
|
|
RPAI
1041
DELISTED
RETAIL PROPERTIES OF AMERICA, INC.
RPAI
| $7.84M | 0.01% |
616,563
-284,529
| -32% | -$3.85M |
|
1042
Interface
TILE
$1.96B
| $7.84M | 0.01% |
357,041
+22,076
| +7% | +$445K |
|
|
ATW
1043
DELISTED
Atwood Oceanics
ATW
| $7.82M | 0.01% |
146,452
+2,187
| +2% | +$118K |
|
1044
Veeco
VECO
$2.95B
| $7.81M | 0.01% |
237,285
+10,789
| +5% | +$349K |
|
1045
First Interstate BancSystem
FIBK
$3.74B
| $7.81M | 0.01% |
275,245
+10,324
| +4% | +$268K |
|
1046
NETGEAR
NTGR
$616M
| $7.8M | 0.01% |
236,693
+14,438
| +6% | +$450K |
|
|
HMA
1047
DELISTED
HEALTH MGMT ASSOC INC CL-A
HMA
| $7.79M | 0.01% |
595,049
-86,063
| -13% | -$1.11M |
|
1048
Cinemark Holdings
CNK
$4.22B
| $7.78M | 0.01% |
233,522
+3,051
| +1% | +$100K |
|
|
LPS
1049
DELISTED
LENDER PROCESSING SERVICES INC
LPS
| $7.78M | 0.01% |
208,105
-14,093
| -6% | -$488K |
|
1050
iShares Preferred and Income Securities ETF
PFF
$13.3B
| $7.76M | 0.01% |
+210,755
| New | +$7.95M |
|
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.