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 | |
|---|---|---|---|---|---|---|
1126
Boyd Gaming
BYD
$6.37B
| $6.11M | 0.01% |
431,989
+117,236
| +37% | +$1.44M |
|
1127
Clearwater Paper
CLW
$338M
| $6.11M | 0.01% |
127,866
+5,530
| +5% | +$268K |
|
|
LCC
1128
DELISTED
US AIRWAYS GROUP INC.
LCC
| $6.1M | 0.01% |
321,882
-272,277
| -46% | -$4.82M |
|
1129
Xylem
XYL
$27.5B
| $6.09M | 0.01% |
218,136
-33,531
| -13% | -$894K |
|
|
CEB
1130
DELISTED
CEB Inc.
CEB
| $6.09M | 0.01% |
83,894
+477
| +0.6% | +$32.3K |
|
1131
Lindsay Corp
LNN
$1.13B
| $6.08M | 0.01% |
74,546
+1,986
| +3% | +$155K |
|
|
AHL
1132
DELISTED
ASPEN Insurance Holding Limited
AHL
| $6.08M | 0.01% |
167,469
-1,085
| -0.6% | -$39.9K |
|
1133
Digital Realty Trust
DLR
$70.2B
| $6.07M | 0.01% |
114,278
+48,887
| +75% | +$2.78M |
|
|
PCH
1134
DELISTED
PotlatchDeltic
PCH
| $6.05M | 0.01% |
152,353
+52,116
| +52% | +$2.14M |
|
1135
Bank of Hawaii
BOH
$3.16B
| $6.04M | 0.01% |
110,953
+599
| +0.5% | +$32.3K |
|
|
WOOF
1136
DELISTED
VCA Inc.
WOOF
| $6.04M | 0.01% |
219,934
+1,103
| +0.5% | +$30.9K |
|
|
QEP
1137
DELISTED
QEP RESOURCES, INC.
QEP
| $6.03M | 0.01% |
217,679
+13,517
| +7% | +$391K |
|
|
GTAT
1138
DELISTED
GT ADVANCED TECHNOLOGIES INC COM STK (DE)
GTAT
| $5.99M | 0.01% |
704,313
+74,549
| +12% | +$445K |
|
1139
Rogers Corp
ROG
$2.23B
| $5.99M | 0.01% |
100,660
+4,131
| +4% | +$226K |
|
1140
Idacorp
IDA
$8B
| $5.98M | 0.01% |
123,649
+3,130
| +3% | +$156K |
|
1141
Monolithic Power Systems
MPWR
$70.2B
| $5.98M | 0.01% |
197,585
+15,601
| +9% | +$438K |
|
|
KAMN
1142
DELISTED
Kaman Corp
KAMN
| $5.98M | 0.01% |
157,956
+15,245
| +11% | +$566K |
|
|
PCYC
1143
DELISTED
PHARMACYCLICS INC
PCYC
| $5.98M | 0.01% |
43,196
-43,746
| -50% | -$4.85M |
|
|
CCC
1144
DELISTED
Calgon Carbon Corp
CCC
| $5.96M | 0.01% |
313,609
+12,960
| +4% | +$232K |
|
|
HTSI
1145
DELISTED
HARRIS TEETER SUPERMARKETS INC COM STK (NC)
HTSI
| $5.93M | 0.01% |
120,623
+3,226
| +3% | +$159K |
|
|
ALOG
1146
DELISTED
Analogic Corp
ALOG
| $5.91M | 0.01% |
71,549
+2,060
| +3% | +$155K |
|
1147
Sensient Technologies
SXT
$5.24B
| $5.91M | 0.01% |
123,417
+1,207
| +1% | +$52.8K |
|
|
SGI
1148
Somnigroup International
SGI
$14B
| $5.9M | 0.01% |
536,800
+19,676
| +4% | +$204K |
|
|
ICEL
1149
DELISTED
CELLULAR DYNAMICS INTL INC COM STK (WI)
ICEL
| $5.89M | 0.01% |
+320,000
| New | +$4.83M |
|
1150
Zions Bancorporation
ZION
$10.2B
| $5.89M | 0.01% |
214,672
+8,955
| +4% | +$261K |
|
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.