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 | |
|---|---|---|---|---|---|---|
|
HME
1026
DELISTED
HOME PROPERTIES, INC
HME
| $8.39M | 0.02% |
139,581
-3,696
| -3% | -$214K |
|
|
LTC
1027
LTC Properties
LTC
$2.06B
| $8.36M | 0.01% |
222,209
+8,051
| +4% | +$299K |
|
1028
Agree Realty
ADC
$9.34B
| $8.31M | 0.01% |
273,299
+35,832
| +15% | +$1.07M |
|
|
EPAY
1029
DELISTED
Bottomline Technologies Inc
EPAY
| $8.3M | 0.01% |
236,282
+11,081
| +5% | +$386K |
|
1030
Mativ Holdings
MATV
$481M
| $8.3M | 0.01% |
194,921
-766
| -0.4% | -$35K |
|
|
RPXC
1031
DELISTED
RPX Corporation
RPXC
| $8.3M | 0.01% |
509,625
+18,336
| +4% | +$299K |
|
1032
Selective Insurance
SIGI
$5.65B
| $8.29M | 0.01% |
355,661
+14,650
| +4% | +$349K |
|
|
PKY
1033
DELISTED
Parkway, Inc.
PKY
| $8.26M | 0.01% |
452,451
+86,206
| +24% | +$1.55M |
|
|
CIR
1034
DELISTED
CIRCOR International, Inc
CIR
| $8.21M | 0.01% |
111,905
+4,002
| +4% | +$299K |
|
1035
Buckle
BKE
$2.25B
| $8.19M | 0.01% |
178,787
+2,118
| +1% | +$96.6K |
|
1036
Kaiser Aluminum
KALU
$2.61B
| $8.18M | 0.01% |
114,570
+432
| +0.4% | +$30.3K |
|
1037
Lennar Class A
LEN
$19.8B
| $8.18M | 0.01% |
216,910
+13,761
| +7% | +$526K |
|
|
CLD
1038
DELISTED
Cloud Peak Energy Inc
CLD
| $8.15M | 0.01% |
385,698
+13,429
| +4% | +$252K |
|
|
FMBI
1039
DELISTED
First Midwest Bancorp Inc/IL
FMBI
| $8.14M | 0.01% |
476,775
+17,774
| +4% | +$299K |
|
1040
Viavi Solutions
VIAV
$9.12B
| $8.13M | 0.01% |
1,020,973
-25,891
| -2% | -$195K |
|
|
MZTI
1041
The Marzetti Company
MZTI
$2.93B
| $8.11M | 0.01% |
81,539
-3,347
| -4% | -$301K |
|
|
BID
1042
DELISTED
Sotheby's
BID
| $8.08M | 0.01% |
185,552
+9,294
| +5% | +$445K |
|
|
IPHS
1043
DELISTED
Innophos Holdings, Inc.
IPHS
| $8.07M | 0.01% |
142,316
+7,924
| +6% | +$407K |
|
1044
Brady Corp
BRC
$4.44B
| $8.06M | 0.01% |
297,002
+10,364
| +4% | +$291K |
|
1045
Dine Brands
DIN
$456M
| $8.04M | 0.01% |
102,997
+4,048
| +4% | +$327K |
|
1046
Hancock Whitney
HWC
$6.2B
| $8.01M | 0.01% |
218,653
+9,642
| +5% | +$343K |
|
1047
American States Water
AWR
$3.36B
| $8.01M | 0.01% |
248,011
+9,561
| +4% | +$280K |
|
|
KND
1048
DELISTED
Kindred Healthcare
KND
| $8.01M | 0.01% |
341,876
+11,534
| +3% | +$239K |
|
|
CNL
1049
DELISTED
CLECO CRP (HOLDING CO)
CNL
| $7.99M | 0.01% |
158,031
+3,566
| +2% | +$173K |
|
|
RVBD
1050
DELISTED
RIVERBED TECHNOLOGY, INC COM
RVBD
| $7.96M | 0.01% |
404,006
+39,731
| +11% | +$794K |
|
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.