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 | |
|---|---|---|---|---|---|---|
1151
Black Hills Corp
BKH
$5.55B
| $5.37M | 0.01% |
+110,167
| New | +$5.18M |
|
|
WGL
1152
DELISTED
Wgl Holdings
WGL
| $5.37M | 0.01% |
+124,161
| New | +$5.47M |
|
1153
Hawaiian Electric Industries
HE
$2.26B
| $5.34M | 0.01% |
+211,097
| New | +$5.62M |
|
1154
MYR Group
MYRG
$5.01B
| $5.34M | 0.01% |
+274,400
| New | +$5.82M |
|
|
MDRX
1155
DELISTED
Veradigm Inc. Common Stock
MDRX
| $5.33M | 0.01% |
+411,581
| New | +$5.51M |
|
|
ACH
1156
Accendra Health
ACH
$254M
| $5.32M | 0.01% |
+157,211
| New | +$5.22M |
|
|
BGG
1157
DELISTED
Briggs & Stratton Corp.
BGG
| $5.32M | 0.01% |
+268,597
| New | +$5.96M |
|
1158
Upbound Group
UPBD
$1.22B
| $5.32M | 0.01% |
+141,577
| New | +$5.13M |
|
|
FTR
1159
DELISTED
Frontier Communications Corp.
FTR
| $5.31M | 0.01% |
+87,457
| New | +$5.41M |
|
1160
Leidos
LDOS
$14.4B
| $5.28M | 0.01% |
+153,352
| New | +$5.45M |
|
|
MZTI
1161
The Marzetti Company
MZTI
$3.05B
| $5.27M | 0.01% |
+67,622
| New | +$5.41M |
|
|
CEB
1162
DELISTED
CEB Inc.
CEB
| $5.27M | 0.01% |
+83,417
| New | +$4.91M |
|
1163
Cheesecake Factory
CAKE
$5.03B
| $5.25M | 0.01% |
+125,376
| New | +$5M |
|
1164
Sturm, Ruger & Co
RGR
$603M
| $5.22M | 0.01% |
+108,751
| New | +$5.36M |
|
1165
ICU Medical
ICUI
$4.16B
| $5.2M | 0.01% |
+72,227
| New | +$4.78M |
|
1166
Assurant
AIZ
$13.9B
| $5.19M | 0.01% |
+102,018
| New | +$4.95M |
|
1167
Andersons Inc
ANDE
$2.39B
| $5.18M | 0.01% |
+146,078
| New | +$5.17M |
|
1168
NBT Bancorp
NBTB
$2.82B
| $5.17M | 0.01% |
+244,144
| New | +$5.02M |
|
1169
Graham Holdings Company
GHC
$5.31B
| $5.16M | 0.01% |
+17,649
| New | +$4.89M |
|
1170
Diodes
DIOD
$3.5B
| $5.14M | 0.01% |
+197,796
| New | +$4.39M |
|
|
EPAY
1171
DELISTED
Bottomline Technologies Inc
EPAY
| $5.13M | 0.01% |
+203,009
| New | +$5.42M |
|
|
AKRX
1172
DELISTED
Akorn Inc
AKRX
| $5.13M | 0.01% |
+379,775
| New | +$5.37M |
|
1173
BJ's Restaurants
BJRI
$1.47B
| $5.12M | 0.01% |
+138,074
| New | +$4.92M |
|
1174
Charles River Laboratories
CRL
$11.3B
| $5.12M | 0.01% |
+124,821
| New | +$5.35M |
|
1175
Titan International
TWI
$492M
| $5.1M | 0.01% |
+302,287
| New | +$6.34M |
|
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.