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 |
ExxonMobil
XOM
|
+$589M |
| 2 |
Simon Property Group
SPG
|
+$553M |
| 3 |
Apple
AAPL
|
+$526M |
| 4 |
JPMorgan Chase
JPM
|
+$449M |
| 5 |
Chevron
CVX
|
+$391M |
Top Sells
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 16.25% |
| 2 | Real Estate | 11.42% |
| 3 | Technology | 11.1% |
| 4 | Consumer Discretionary | 10.25% |
| 5 | Healthcare | 9.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1051
Landstar System
LSTR
$6.03B
| $6.2M | 0.01% |
+120,368
| New | +$6.48M |
|
|
GES
1052
DELISTED
Guess Inc
GES
| $6.2M | 0.01% |
+199,715
| New | +$5.73M |
|
|
IM
1053
DELISTED
Ingram Micro
IM
| $6.2M | 0.01% |
+326,337
| New | +$6.03M |
|
|
NUVA
1054
DELISTED
NuVasive, Inc.
NUVA
| $6.16M | 0.01% |
+248,518
| New | +$5.44M |
|
1055
Prosperity Bancshares
PB
$8.9B
| $6.15M | 0.01% |
+118,745
| New | +$5.7M |
|
|
SMA
1056
DELISTED
SYMMETRY MEDICAL INC
SMA
| $6.14M | 0.01% |
+729,737
| New | +$7.5M |
|
1057
Benchmark Electronics
BHE
$2.66B
| $6.14M | 0.01% |
+305,393
| New | +$5.68M |
|
|
SGY
1058
DELISTED
Stone Energy
SGY
| $6.14M | 0.01% |
+4,903
| New | +$5.95M |
|
1059
Woodward
WWD
$23B
| $6.12M | 0.01% |
+152,972
| New | +$5.78M |
|
1060
Cintas
CTAS
$86.6B
| $6.12M | 0.01% |
+537,396
| New | +$6.06M |
|
1061
Cinemark Holdings
CNK
$4.07B
| $6.08M | 0.01% |
+217,949
| New | +$6.38M |
|
1062
Adeia
ADEA
$2.55B
| $6.08M | 0.01% |
+1,103,873
| New | +$5.88M |
|
1063
Molina Healthcare
MOH
$10.4B
| $6.05M | 0.01% |
+162,876
| New | +$5.75M |
|
|
MAGN
1064
Magnera Corp
MAGN
$493M
| $6.05M | 0.01% |
+18,556
| New | +$5.89M |
|
1065
Telephone and Data Systems
TDS
$3.87B
| $6.05M | 0.01% |
+245,500
| New | +$5.53M |
|
|
TXNM
1066
TXNM Energy Inc
TXNM
$6.39B
| $6.05M | 0.01% |
+272,570
| New | +$6.22M |
|
1067
Compass Minerals
CMP
$1.23B
| $6.03M | 0.01% |
+71,349
| New | +$6.02M |
|
|
TEG
1068
DELISTED
INTEGRYS ENERGY GROUP INC COM (USA)
TEG
| $6.01M | 0.01% |
+102,779
| New | +$6.09M |
|
1069
Enpro
NPO
$6.26B
| $6.01M | 0.01% |
+118,492
| New | +$5.87M |
|
1070
NewMarket
NEU
$7.24B
| $6M | 0.01% |
+22,840
| New | +$6.17M |
|
1071
Papa John's
PZZA
$1.01B
| $6M | 0.01% |
+183,450
| New | +$5.86M |
|
1072
La-Z-Boy
LZB
$1.64B
| $5.99M | 0.01% |
+295,479
| New | +$5.47M |
|
|
DNB
1073
DELISTED
Dun & Bradstreet
DNB
| $5.99M | 0.01% |
+61,441
| New | +$5.69M |
|
1074
Watsco Inc
WSO
$13.2B
| $5.97M | 0.01% |
+71,132
| New | +$6.01M |
|
1075
Cousins Properties
CUZ
$5.31B
| $5.96M | 0.01% |
+209,089
| New | +$6.17M |
|
Similar funds
Principal Financial Group's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Principal Financial Group, which disclosed 2,248 positions worth $45.1B. Its ten largest holdings account for 9.3% of the portfolio.
Its largest position is ExxonMobil: 6,547,866 shares worth $592M.
By sector, the portfolio is most concentrated in Financials at 16% of assets, followed by Real Estate and Technology.
- Principal Financial Group's largest Q2 2013 buy was ExxonMobil: 6,547,866 shares worth $592M.
- Principal Financial Group's ten largest holdings make up 9.3% of its $45.1B portfolio in Q2 2013.
- Principal Financial Group disclosed 2,248 positions in Q2 2013, its first 13F filing on record.
Based on Principal Financial Group's 13F filing for Q2 2013, filed 12 Aug 2013.