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 | |
|---|---|---|---|---|---|---|
1076
Compass Minerals
CMP
$1.23B
| $7.6M | 0.01% |
92,070
+16,755
| +22% | +$1.38M |
|
|
DNR
1077
DELISTED
Denbury Resources, Inc.
DNR
| $7.6M | 0.01% |
463,308
-752,038
| -62% | -$12.2M |
|
|
ATW
1078
DELISTED
Atwood Oceanics
ATW
| $7.59M | 0.01% |
150,640
+4,188
| +3% | +$203K |
|
|
IRBT
1079
DELISTED
iRobot
IRBT
| $7.59M | 0.01% |
184,815
+7,391
| +4% | +$296K |
|
|
JOY
1080
DELISTED
Joy Global Inc
JOY
| $7.56M | 0.01% |
130,307
-4,117
| -3% | -$229K |
|
1081
Aon
AON
$76.5B
| $7.55M | 0.01% |
89,590
-219
| -0.2% | -$18.2K |
|
1082
GameStop
GME
$9.75B
| $7.53M | 0.01% |
732,744
-3,869,964
| -84% | -$37.2M |
|
|
HNGR
1083
DELISTED
Hanger Inc.
HNGR
| $7.52M | 0.01% |
223,232
+7,691
| +4% | +$278K |
|
|
TBHC
1084
DELISTED
The Brand House Collective
TBHC
| $7.51M | 0.01% |
406,264
+25,291
| +7% | +$483K |
|
1085
Northwest Natural Holdings
NWN
$2.06B
| $7.51M | 0.01% |
170,585
+6,569
| +4% | +$277K |
|
|
TYPE
1086
DELISTED
Monotype Imaging Holdings Inc.
TYPE
| $7.5M | 0.01% |
249,015
+8,708
| +4% | +$262K |
|
|
LSI
1087
DELISTED
LSI CORPORATION
LSI
| $7.5M | 0.01% |
677,953
-584,674
| -46% | -$6.46M |
|
1088
Thor Industries
THO
$3.9B
| $7.5M | 0.01% |
122,824
-62,463
| -34% | -$3.47M |
|
|
MAGN
1089
Magnera Corp
MAGN
$472M
| $7.49M | 0.01% |
21,164
+682
| +3% | +$258K |
|
1090
CONMED
CNMD
$1.39B
| $7.49M | 0.01% |
172,318
+3,623
| +2% | +$161K |
|
1091
First American
FAF
$7.66B
| $7.47M | 0.01% |
281,450
+13,434
| +5% | +$356K |
|
|
CCC
1092
DELISTED
Calgon Carbon Corp
CCC
| $7.47M | 0.01% |
342,299
+6,893
| +2% | +$141K |
|
1093
DexCom
DXCM
$32.2B
| $7.45M | 0.01% |
720,920
+5,572
| +0.8% | +$57.6K |
|
1094
Landstar System
LSTR
$5.93B
| $7.45M | 0.01% |
125,733
+4,342
| +4% | +$253K |
|
1095
Insulet
PODD
$11.5B
| $7.43M | 0.01% |
156,690
-2,559
| -2% | -$113K |
|
|
TCS
1096
DELISTED
THE CONTAINER STORE GROUP, INC.
TCS
| $7.41M | 0.01% |
14,553
-6,380
| -30% | -$3.51M |
|
|
EGOV
1097
DELISTED
NIC Inc
EGOV
| $7.41M | 0.01% |
383,750
+13,570
| +4% | +$283K |
|
1098
Sensient Technologies
SXT
$5.26B
| $7.4M | 0.01% |
131,145
+3,129
| +2% | +$161K |
|
|
TSS
1099
DELISTED
Total System Services, Inc.
TSS
| $7.4M | 0.01% |
243,236
+31,330
| +15% | +$963K |
|
1100
ScottsMiracle-Gro
SMG
$3.82B
| $7.4M | 0.01% |
120,702
+4,998
| +4% | +$297K |
|
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.