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 | |
|---|---|---|---|---|---|---|
|
FLIR
1126
DELISTED
FLIR Systems, Inc. (DE) Common Stock
FLIR
| $7.17M | 0.01% |
199,305
-2,454
| -1% | -$81K |
|
|
RBS.PRN
1127
DELISTED
ROYAL BK SCOTLAND GROUP PLC ADR RPTNG PFD SHRS SER N (UK)
RBS.PRN
| $7.16M | 0.01% |
316,500
-56,710
| -15% | -$1.27M |
|
1128
Bank of Hawaii
BOH
$3.15B
| $7.16M | 0.01% |
118,074
+6,000
| +5% | +$350K |
|
1129
Fortinet
FTNT
$119B
| $7.15M | 0.01% |
1,622,865
+1,505,600
| +1,284% | +$6.59M |
|
|
HF
1130
DELISTED
HFF Inc.
HF
| $7.15M | 0.01% |
212,735
-4,994
| -2% | -$151K |
|
1131
Cinemark Holdings
CNK
$4.24B
| $7.15M | 0.01% |
246,387
+12,865
| +6% | +$386K |
|
1132
Integer Holdings
ITGR
$4.12B
| $7.15M | 0.01% |
170,704
+9,271
| +6% | +$371K |
|
1133
Rogers Corp
ROG
$2.21B
| $7.14M | 0.01% |
114,344
+4,910
| +4% | +$298K |
|
1134
Oxford Industries
OXM
$566M
| $7.14M | 0.01% |
91,261
+3,273
| +4% | +$253K |
|
1135
Adeia
ADEA
$2.94B
| $7.13M | 0.01% |
1,141,450
+15,653
| +1% | +$85.2K |
|
1136
WD-40
WDFC
$3.05B
| $7.13M | 0.01% |
91,970
+3,112
| +4% | +$226K |
|
1137
Sprouts Farmers Market
SFM
$8.13B
| $7.13M | 0.01% |
197,847
-2,300
| -1% | -$84.7K |
|
|
BYI
1138
DELISTED
BALLY TECHNOLOGIES, INC.
BYI
| $7.12M | 0.01% |
107,506
+4,456
| +4% | +$319K |
|
1139
Children's Place
PLCE
$54.3M
| $7.12M | 0.01% |
142,943
+4,918
| +4% | +$263K |
|
|
ATMI
1140
DELISTED
A T M I INC
ATMI
| $7.11M | 0.01% |
209,163
+14,663
| +8% | +$473K |
|
1141
Darden Restaurants
DRI
$23.3B
| $7.11M | 0.01% |
156,656
-10,239
| -6% | -$458K |
|
1142
John Wiley & Sons Class A
WLY
$2.65B
| $7.1M | 0.01% |
123,101
+6,700
| +6% | +$372K |
|
1143
Navigator Holdings
NVGS
$1.38B
| $7.08M | 0.01% |
272,300
+22,300
| +9% | +$550K |
|
1144
Deluxe
DLX
$1.18B
| $7.08M | 0.01% |
134,929
+5,826
| +5% | +$293K |
|
|
SWI
1145
DELISTED
SOLARWINDS INC COM STK (DE)
SWI
| $7.03M | 0.01% |
164,900
+6,660
| +4% | +$284K |
|
|
QLGC
1146
DELISTED
QLOGIC CORP
QLGC
| $7.03M | 0.01% |
551,111
+20,426
| +4% | +$239K |
|
1147
Integra LifeSciences
IART
$1.29B
| $7.02M | 0.01% |
373,359
+25,581
| +7% | +$494K |
|
1148
Las Vegas Sands
LVS
$31.7B
| $7.02M | 0.01% |
86,852
+7,901
| +10% | +$635K |
|
|
FSP
1149
Franklin Street Properties
FSP
$47.2M
| $7M | 0.01% |
555,710
+19,163
| +4% | +$233K |
|
1150
UFP Industries
UFPI
$4.9B
| $7M | 0.01% |
379,416
+16,548
| +5% | +$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.