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 | |
|---|---|---|---|---|---|---|
1051
Cirrus Logic
CRUS
$6.53B
| $7.95M | 0.01% |
400,270
+6,889
| +2% | +$131K |
|
1052
Fossil Group
FOSL
$293M
| $7.95M | 0.01% |
68,140
-6,917
| -9% | -$806K |
|
1053
O-I Glass
OI
$1.1B
| $7.92M | 0.01% |
234,222
+1,341
| +0.6% | +$44.6K |
|
|
MWV
1054
DELISTED
MEADWESTVACO CORP
MWV
| $7.91M | 0.01% |
210,149
+4,080
| +2% | +$148K |
|
1055
Pinnacle Financial Partners Inc
PNFP
$15.9B
| $7.87M | 0.01% |
209,793
+7,116
| +4% | +$246K |
|
1056
D.R. Horton
DHI
$40B
| $7.86M | 0.01% |
363,181
+34,473
| +10% | +$779K |
|
|
CAA
1057
DELISTED
CalAtlantic Group, Inc.
CAA
| $7.85M | 0.01% |
188,995
+6,215
| +3% | +$269K |
|
1058
Nabors Industries
NBR
$1.27B
| $7.84M | 0.01% |
6,360
+43
| +0.7% | +$42.9K |
|
1059
Stepan Co
SCL
$1.46B
| $7.8M | 0.01% |
120,871
+4,310
| +4% | +$270K |
|
1060
NETGEAR
NTGR
$648M
| $7.8M | 0.01% |
231,309
-5,384
| -2% | -$180K |
|
|
CLC
1061
DELISTED
Clarcor
CLC
| $7.79M | 0.01% |
135,861
+6,795
| +5% | +$393K |
|
1062
Installed Building Products
IBP
$6.01B
| $7.76M | 0.01% |
+556,443
| New | +$7.68M |
|
1063
PhenixFIN
PFX
| $7.76M | 0.01% |
28,502
-94
| -0.3% | -$26.3K |
|
1064
Tennant Co
TNC
$1.43B
| $7.74M | 0.01% |
117,966
+5,007
| +4% | +$321K |
|
1065
Associated Banc-Corp
ASB
$5.83B
| $7.73M | 0.01% |
428,058
+17,876
| +4% | +$305K |
|
1066
Virtus Investment Partners
VRTS
$1.06B
| $7.73M | 0.01% |
44,623
+1,842
| +4% | +$339K |
|
1067
AB InBev
BUD
$167B
| $7.71M | 0.01% |
73,212
+6,600
| +10% | +$670K |
|
|
SONC
1068
DELISTED
Sonic Corp
SONC
| $7.7M | 0.01% |
338,024
+13,098
| +4% | +$260K |
|
1069
Benchmark Electronics
BHE
$2.87B
| $7.7M | 0.01% |
340,024
+10,055
| +3% | +$235K |
|
|
ROSE
1070
DELISTED
ROSETTA RESOURCES INC
ROSE
| $7.68M | 0.01% |
164,958
+7,527
| +5% | +$341K |
|
|
UNT
1071
DELISTED
UNIT Corporation
UNT
| $7.67M | 0.01% |
117,382
+6,610
| +6% | +$368K |
|
|
TBI
1072
Trueblue
TBI
$215M
| $7.67M | 0.01% |
262,012
+9,470
| +4% | +$254K |
|
1073
GATX Corp
GATX
$6.35B
| $7.66M | 0.01% |
112,762
+8,823
| +8% | +$530K |
|
1074
LCI Industries
LCII
$2.49B
| $7.65M | 0.01% |
141,132
+6,412
| +5% | +$323K |
|
1075
Interface
TILE
$1.99B
| $7.63M | 0.01% |
371,528
+14,487
| +4% | +$295K |
|
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.