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 | |
|---|---|---|---|---|---|---|
1126
Brady Corp
BRC
$4.39B
| $7.89M | 0.01% |
288,764
-8,184
| -3% | -$199K |
|
|
MXIM
1127
DELISTED
Maxim Integrated Products
MXIM
| $7.87M | 0.01% |
247,033
-3,359
| -1% | -$98.8K |
|
|
KND
1128
DELISTED
Kindred Healthcare
KND
| $7.86M | 0.01% |
432,122
+29,403
| +7% | +$582K |
|
|
MASI
1129
DELISTED
Masimo
MASI
| $7.85M | 0.01% |
297,914
-12,188
| -4% | -$301K |
|
1130
Century Aluminum
CENX
$4.44B
| $7.84M | 0.01% |
321,229
-266
| -0.1% | -$6.87K |
|
1131
DNOW Inc
DNOW
$2.51B
| $7.83M | 0.01% |
304,427
+35,206
| +13% | +$963K |
|
|
KTWO
1132
DELISTED
K2M Group Holdings, Inc
KTWO
| $7.82M | 0.01% |
374,616
-19,549
| -5% | -$338K |
|
|
IRF
1133
DELISTED
INTL RECTIFIER CORP
IRF
| $7.79M | 0.01% |
195,276
+352
| +0.2% | +$14K |
|
1134
Assured Guaranty
AGO
$3.73B
| $7.75M | 0.01% |
298,116
+250,604
| +527% | +$6.04M |
|
1135
Petrobras
PBR
$123B
| $7.71M | 0.01% |
1,056,532
-1,527,824
| -59% | -$16.5M |
|
|
LM
1136
DELISTED
Legg Mason, Inc.
LM
| $7.71M | 0.01% |
144,477
+16,651
| +13% | +$878K |
|
1137
CONMED
CNMD
$1.41B
| $7.7M | 0.01% |
171,182
+556
| +0.3% | +$23.3K |
|
1138
Westamerica Bancorp
WABC
$1.38B
| $7.69M | 0.01% |
156,806
-5,370
| -3% | -$258K |
|
|
WIN
1139
DELISTED
Windstream Holdings Inc
WIN
| $7.67M | 0.01% |
118,809
+9,112
| +8% | +$697K |
|
1140
Integer Holdings
ITGR
$3.42B
| $7.66M | 0.01% |
170,540
+534
| +0.3% | +$23.4K |
|
1141
NETGEAR
NTGR
$616M
| $7.66M | 0.01% |
215,421
-9,125
| -4% | -$309K |
|
|
FNFG
1142
DELISTED
FIRST NIAGARA FINANCIAL GROUP INC
FNFG
| $7.66M | 0.01% |
908,414
-79,891
| -8% | -$643K |
|
1143
Quaker Houghton
KWR
$2.69B
| $7.64M | 0.01% |
83,055
+80
| +0.1% | +$6.45K |
|
|
AAWW
1144
DELISTED
Atlas Air Worldwide Holdings, Inc.
AAWW
| $7.61M | 0.01% |
154,440
+2,470
| +2% | +$100K |
|
1145
Super Micro Computer
SMCI
$17.9B
| $7.61M | 0.01% |
2,182,130
+53,410
| +3% | +$167K |
|
|
HIBB
1146
DELISTED
Hibbett, Inc. Common Stock
HIBB
| $7.57M | 0.01% |
156,258
-368
| -0.2% | -$17.1K |
|
1147
Virtus Investment Partners
VRTS
$1.09B
| $7.54M | 0.01% |
44,198
+145
| +0.3% | +$24.3K |
|
1148
Children's Place
PLCE
$54.3M
| $7.53M | 0.01% |
132,074
-2,556
| -2% | -$132K |
|
|
ABAX
1149
DELISTED
Abaxis Inc
ABAX
| $7.53M | 0.01% |
132,459
+432
| +0.3% | +$23.2K |
|
|
BOBE
1150
DELISTED
Bob Evans Farms, Inc.
BOBE
| $7.53M | 0.01% |
147,034
+750
| +0.5% | +$37.7K |
|
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.