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 |
ConocoPhillips
COP
|
+$118M |
| 2 |
Citigroup
C
|
+$105M |
| 3 |
GE Aerospace
GE
|
+$75.9M |
| 4 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
+$74.2M |
| 5 |
Boeing
BA
|
+$66.5M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amgen
AMGN
|
+$114M |
| 2 |
MRSH
Marsh
MRSH
|
+$77.3M |
| 3 |
NWSA
NEWS CORPORATION CL-A
NWSA
|
+$76.7M |
| 4 |
NBL
Noble Energy, Inc.
NBL
|
+$73.6M |
| 5 |
CF Industries
CF
|
+$70.9M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 16.46% |
| 2 | Technology | 11.07% |
| 3 | Real Estate | 10.76% |
| 4 | Consumer Discretionary | 10.38% |
| 5 | Industrials | 10% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1051
Sabra Healthcare REIT
SBRA
$5.38B
| $6.87M | 0.01% |
298,730
+6,241
| +2% | +$154K |
|
1052
J&J Snack Foods
JJSF
$1.44B
| $6.87M | 0.01% |
85,059
+886
| +1% | +$70.7K |
|
|
CNSL
1053
DELISTED
Consolidated Communications Holdings, Inc.
CNSL
| $6.86M | 0.01% |
397,937
-133,551
| -25% | -$2.32M |
|
1054
NETGEAR
NTGR
$616M
| $6.86M | 0.01% |
222,255
+7,511
| +3% | +$231K |
|
1055
SunCoke Energy
SXC
$717M
| $6.86M | 0.01% |
403,431
+12,267
| +3% | +$195K |
|
|
HNGR
1056
DELISTED
Hanger Inc.
HNGR
| $6.85M | 0.01% |
202,910
+6,330
| +3% | +$210K |
|
1057
AXIS Capital
AXS
$7.67B
| $6.84M | 0.01% |
157,883
-2,559
| -2% | -$113K |
|
1058
Dr. Reddy's Laboratories
RDY
$9.85B
| $6.82M | 0.01% |
902,610
+604,260
| +203% | +$4.4M |
|
1059
World Kinect Corp
WKC
$2.03B
| $6.81M | 0.01% |
182,455
+7,683
| +4% | +$296K |
|
|
CAA
1060
DELISTED
CalAtlantic Group, Inc.
CAA
| $6.8M | 0.01% |
171,910
+10,575
| +7% | +$419K |
|
1061
Sinclair Inc
SBGI
$994M
| $6.79M | 0.01% |
202,488
+49,874
| +33% | +$1.41M |
|
|
TBRG
1062
DELISTED
TruBridge
TBRG
| $6.78M | 0.01% |
115,917
+16,267
| +16% | +$898K |
|
1063
Thor Industries
THO
$3.95B
| $6.76M | 0.01% |
116,540
+2,436
| +2% | +$129K |
|
|
MAGN
1064
Magnera Corp
MAGN
$475M
| $6.75M | 0.01% |
19,191
+635
| +3% | +$220K |
|
|
NPBC
1065
DELISTED
NATL PENN BANCSHARES INC
NPBC
| $6.74M | 0.01% |
670,662
-15,402
| -2% | -$163K |
|
1066
Bio-Techne
TECH
$11.2B
| $6.72M | 0.01% |
335,784
+8,380
| +3% | +$159K |
|
1067
Landstar System
LSTR
$5.75B
| $6.72M | 0.01% |
119,996
-372
| -0.3% | -$20.4K |
|
|
KMI.WS
1068
DELISTED
Kinder Morgan Inc
KMI.WS
| $6.7M | 0.01% |
1,348,715
+68,800
| +5% | +$362K |
|
|
AAWW
1069
DELISTED
Atlas Air Worldwide Holdings, Inc.
AAWW
| $6.7M | 0.01% |
145,356
+2,157
| +2% | +$97.5K |
|
|
CNL
1070
DELISTED
CLECO CRP (HOLDING CO)
CNL
| $6.68M | 0.01% |
149,081
-433
| -0.3% | -$20.2K |
|
|
NATI
1071
DELISTED
National Instruments Corp
NATI
| $6.68M | 0.01% |
216,143
+12,308
| +6% | +$358K |
|
1072
PhenixFIN
PFX
$83.1M
| $6.68M | 0.01% |
24,232
+232
| +1% | +$64.5K |
|
|
IPHS
1073
DELISTED
Innophos Holdings, Inc.
IPHS
| $6.67M | 0.01% |
126,296
+2,883
| +2% | +$145K |
|
1074
Interface
TILE
$1.96B
| $6.65M | 0.01% |
334,965
+13,515
| +4% | +$251K |
|
1075
Tennant Co
TNC
$1.41B
| $6.62M | 0.01% |
106,693
+3,009
| +3% | +$163K |
|
Similar funds
Principal Financial Group's Q3 2013 Portfolio in Review
As of Q3 2013, Principal Financial Group held 2,356 positions worth $48.4B, up 7.2% from $45.1B the previous quarter. Its ten largest holdings account for 8.8% of the portfolio.
Principal Financial Group's Q3 2013 filing shows 108 new, 1,198 increased, 933 reduced and 95 closed positions. Its largest new stake was Twenty-First Century Fox, Inc. Class A: 2,356,599 shares worth $78.9M. The largest sale was Amgen, an estimated $114M.
By sector, the portfolio is most concentrated in Financials at 16% of assets, up from 16% a quarter earlier, followed by Technology and Real Estate.
- Principal Financial Group's largest Q3 2013 buy was Twenty-First Century Fox, Inc. Class A: 2,356,599 shares worth $78.9M.
- Principal Financial Group added most to ConocoPhillips in Q3 2013, an estimated $118M increase.
- Principal Financial Group's biggest Q3 2013 reduction was Amgen, cutting an estimated $114M.
- Principal Financial Group fully exited NEWS CORPORATION CL-A in Q3 2013, selling an estimated $76.7M.
- Principal Financial Group's ten largest holdings make up 8.8% of its $48.4B portfolio in Q3 2013.
- Principal Financial Group opened 108 new positions and closed 95 in Q3 2013.
- Principal Financial Group's portfolio value rose 7.2% quarter-over-quarter to $48.4B.
Based on Principal Financial Group's 13F filing for Q3 2013, filed 5 Nov 2013.