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 | |
|---|---|---|---|---|---|---|
1076
Zions Bancorporation
ZION
$10.1B
| $5.94M | 0.01% |
+205,717
| New | +$5.38M |
|
1077
World Acceptance Corp
WRLD
$861M
| $5.93M | 0.01% |
+68,221
| New | +$6.07M |
|
|
MXIM
1078
DELISTED
Maxim Integrated Products
MXIM
| $5.91M | 0.01% |
+212,840
| New | +$6.45M |
|
|
CRZO
1079
DELISTED
Carrizo Oil & Gas Inc
CRZO
| $5.9M | 0.01% |
+208,375
| New | +$5.48M |
|
|
IRBT
1080
DELISTED
iRobot
IRBT
| $5.9M | 0.01% |
+148,400
| New | +$4.64M |
|
|
FINL
1081
DELISTED
Finish Line
FINL
| $5.89M | 0.01% |
+269,514
| New | +$5.49M |
|
1082
Semtech
SMTC
$9.65B
| $5.88M | 0.01% |
+167,809
| New | +$5.73M |
|
|
WCG
1083
DELISTED
Wellcare Health Plans, Inc.
WCG
| $5.88M | 0.01% |
+105,768
| New | +$5.91M |
|
1084
Royal Gold
RGLD
$16.6B
| $5.86M | 0.01% |
+139,335
| New | +$7.54M |
|
|
NSM
1085
DELISTED
Nationstar Mortgage Holdings
NSM
| $5.84M | 0.01% |
+156,000
| New | +$6.07M |
|
1086
Leggett & Platt
LEG
$1.4B
| $5.83M | 0.01% |
+187,451
| New | +$6.1M |
|
1087
American States Water
AWR
$3.44B
| $5.83M | 0.01% |
+217,162
| New | +$5.92M |
|
|
IPHS
1088
DELISTED
Innophos Holdings, Inc.
IPHS
| $5.82M | 0.01% |
+123,413
| New | +$6.38M |
|
1089
First American
FAF
$7.98B
| $5.82M | 0.01% |
+263,914
| New | +$6.51M |
|
|
INN
1090
Summit Hotel Properties
INN
$766M
| $5.8M | 0.01% |
+613,914
| New | +$6.1M |
|
|
ORB
1091
DELISTED
ORBITAL SCIENCES CORP
ORB
| $5.8M | 0.01% |
+334,035
| New | +$5.87M |
|
|
TSS
1092
DELISTED
Total System Services, Inc.
TSS
| $5.79M | 0.01% |
+236,491
| New | +$5.63M |
|
|
ATVI
1093
DELISTED
Activision Blizzard
ATVI
| $5.79M | 0.01% |
+405,891
| New | +$5.94M |
|
1094
CVB Financial
CVBF
$4.02B
| $5.79M | 0.01% |
+491,965
| New | +$5.49M |
|
|
CFNL
1095
DELISTED
Cardinal Financial Corp
CFNL
| $5.76M | 0.01% |
+393,335
| New | +$6.15M |
|
1096
Clearwater Paper
CLW
$348M
| $5.76M | 0.01% |
+122,336
| New | +$5.88M |
|
1097
Idacorp
IDA
$8B
| $5.76M | 0.01% |
+120,519
| New | +$5.79M |
|
|
TIVO
1098
DELISTED
Tivo Inc
TIVO
| $5.75M | 0.01% |
+251,540
| New | +$5.9M |
|
|
FMBI
1099
DELISTED
First Midwest Bancorp Inc/IL
FMBI
| $5.74M | 0.01% |
+418,420
| New | +$5.38M |
|
1100
Kaiser Aluminum
KALU
$2.48B
| $5.74M | 0.01% |
+92,629
| New | +$5.81M |
|
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.