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 |
Restaurant Brands International
QSR
|
+$221M |
| 2 |
Liberty Media Series C
FWONK
|
+$168M |
| 3 |
Fidelity National Financial
FNF
|
+$150M |
| 4 |
PPL
PPL Corp
PPL
|
+$119M |
| 5 |
General Dynamics
GD
|
+$100M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
BKW
BURGER KING WORLDWIDE
BKW
|
+$170M |
| 2 |
TYC
TYCO INTL PLC COM SHS (IRL)
TYC
|
+$136M |
| 3 |
LyondellBasell Industries
LYB
|
+$123M |
| 4 |
AbbVie
ABBV
|
+$103M |
| 5 |
Trane Technologies
TT
|
+$92M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 15.98% |
| 2 | Real Estate | 14.38% |
| 3 | Technology | 11.77% |
| 4 | Healthcare | 10.83% |
| 5 | Consumer Discretionary | 10.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
FTR
1051
DELISTED
Frontier Communications Corp.
FTR
| $8.85M | 0.01% |
88,490
+785
| +0.9% | +$77K |
|
1052
3D Systems Corp
DDD
$433M
| $8.82M | 0.01% |
268,319
-889
| -0.3% | -$32.1K |
|
|
EXAM
1053
DELISTED
EXAMWORKS GROUP INC COM STK (DE)
EXAM
| $8.82M | 0.01% |
212,058
+204,662
| +2,767% | +$7.81M |
|
1054
Hawaiian Electric Industries
HE
$2.26B
| $8.81M | 0.01% |
263,232
+5,983
| +2% | +$174K |
|
|
TWOU
1055
DELISTED
2U Inc
TWOU
| $8.79M | 0.01% |
14,907
-283
| -2% | -$151K |
|
1056
Leggett & Platt
LEG
$1.36B
| $8.78M | 0.01% |
206,130
+6,289
| +3% | +$248K |
|
|
SPN
1057
DELISTED
Superior Energy Services, Inc.
SPN
| $8.77M | 0.01% |
43,523
+1,264
| +3% | +$296K |
|
|
ABMD
1058
DELISTED
Abiomed Inc
ABMD
| $8.77M | 0.01% |
230,309
+3,065
| +1% | +$96.7K |
|
|
IGTE
1059
DELISTED
IGATE CORPORATION
IGTE
| $8.76M | 0.01% |
221,969
-5,626
| -2% | -$202K |
|
|
GK
1060
DELISTED
G&K Services Inc
GK
| $8.76M | 0.01% |
123,616
-579
| -0.5% | -$36.7K |
|
|
RBS.PRS.CL
1061
DELISTED
The Royal Bank Of Scotland Group
RBS.PRS.CL
| $8.74M | 0.01% |
351,791
-9,329
| -3% | -$232K |
|
1062
Quanta Services
PWR
$101B
| $8.73M | 0.01% |
307,689
-2,314,511
| -88% | -$72.7M |
|
1063
Simpson Manufacturing
SSD
$7.67B
| $8.72M | 0.01% |
252,020
-7,984
| -3% | -$260K |
|
1064
Methode Electronics
MEI
$481M
| $8.71M | 0.01% |
238,467
+772
| +0.3% | +$29K |
|
1065
Veeco
VECO
$3.01B
| $8.7M | 0.01% |
249,375
-273
| -0.1% | -$9.54K |
|
1066
La-Z-Boy
LZB
$1.59B
| $8.69M | 0.01% |
323,872
-4,197
| -1% | -$99.2K |
|
1067
Plexus
PLXS
$6.59B
| $8.68M | 0.01% |
210,591
-1,072
| -0.5% | -$41.8K |
|
|
AXON
1068
Axon Enterprise
AXON
$42.1B
| $8.65M | 0.01% |
326,792
+649
| +0.2% | +$12.8K |
|
|
TSS
1069
DELISTED
Total System Services, Inc.
TSS
| $8.62M | 0.01% |
253,881
+5,677
| +2% | +$184K |
|
|
TEG
1070
DELISTED
INTEGRYS ENERGY GROUP INC COM (USA)
TEG
| $8.61M | 0.01% |
110,636
+6,536
| +6% | +$473K |
|
|
SONC
1071
DELISTED
Sonic Corp
SONC
| $8.61M | 0.01% |
316,198
-7,555
| -2% | -$191K |
|
1072
Integra LifeSciences
IART
$1.27B
| $8.58M | 0.01% |
386,976
+480
| +0.1% | +$9.73K |
|
1073
Warner Bros
WBD
$63.9B
| $8.54M | 0.01% |
247,942
-48,430
| -16% | -$1.68M |
|
|
CYT
1074
DELISTED
CYTEC INDS INC
CYT
| $8.54M | 0.01% |
184,983
-15,194
| -8% | -$707K |
|
|
WLL
1075
DELISTED
Whiting Petroleum Corporation
WLL
| $8.53M | 0.01% |
862
-2,010
| -70% | -$30.7M |
|
Similar funds
Principal Financial Group's Q4 2014 Portfolio in Review
As of Q4 2014, Principal Financial Group held 2,313 positions worth $64.4B, up 9.2% from $58.9B the previous quarter. Its ten largest holdings account for 10% of the portfolio.
Principal Financial Group's Q4 2014 filing shows 109 new, 1,177 increased, 869 reduced and 142 closed positions. Its largest new stake was Restaurant Brands International: 5,750,957 shares worth $225M. The largest sale was BURGER KING WORLDWIDE, an estimated $170M.
By sector, the portfolio is most concentrated in Financials at 16% of assets, up from 16% a quarter earlier, followed by Real Estate and Technology.
- Principal Financial Group's largest Q4 2014 buy was Restaurant Brands International: 5,750,957 shares worth $225M.
- Principal Financial Group added most to PPL Corp in Q4 2014, an estimated $119M increase.
- Principal Financial Group's biggest Q4 2014 reduction was TYCO INTL PLC COM SHS (IRL), cutting an estimated $136M.
- Principal Financial Group fully exited BURGER KING WORLDWIDE in Q4 2014, selling an estimated $170M.
- Principal Financial Group's ten largest holdings make up 10% of its $64.4B portfolio in Q4 2014.
- Principal Financial Group opened 109 new positions and closed 142 in Q4 2014.
- Principal Financial Group's portfolio value rose 9.2% quarter-over-quarter to $64.4B.
Based on Principal Financial Group's 13F filing for Q4 2014, filed 12 Feb 2015.