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 | |
|---|---|---|---|---|---|---|
1151
SM Energy
SM
$7.58B
| $7.52M | 0.01% |
195,014
+3,563
| +2% | +$178K |
|
1152
AZZ Inc
AZZ
$4.36B
| $7.52M | 0.01% |
160,347
+581
| +0.4% | +$26.2K |
|
1153
Thor Industries
THO
$3.95B
| $7.51M | 0.01% |
134,472
+18,150
| +16% | +$979K |
|
|
CY
1154
DELISTED
Cypress Semiconductor
CY
| $7.51M | 0.01% |
526,126
+129,162
| +33% | +$1.43M |
|
|
STL
1155
DELISTED
Sterling Bancorp
STL
| $7.51M | 0.01% |
522,205
-169
| -0% | -$2.29K |
|
|
LOGM
1156
DELISTED
LogMein, Inc.
LOGM
| $7.5M | 0.01% |
152,036
-1,186
| -0.8% | -$56.9K |
|
1157
Dycom Industries
DY
$12.5B
| $7.47M | 0.01% |
213,009
+806
| +0.4% | +$24.1K |
|
1158
Federal Signal
FSS
$7.6B
| $7.46M | 0.01% |
483,185
+91,830
| +23% | +$1.33M |
|
1159
Adtran
ADTN
$682M
| $7.45M | 0.01% |
341,782
+191,041
| +127% | +$3.92M |
|
|
WNR
1160
DELISTED
Western Refining Inc
WNR
| $7.44M | 0.01% |
196,972
+185,591
| +1,631% | +$7.68M |
|
|
MDAS
1161
DELISTED
MEDASSETS INC COM STK (DE)
MDAS
| $7.44M | 0.01% |
376,475
+2,069
| +0.6% | +$42K |
|
1162
Apogee Enterprises
APOG
$832M
| $7.43M | 0.01% |
175,438
+160
| +0.1% | +$6.83K |
|
|
UFS
1163
DELISTED
DOMTAR CORPORATION (New)
UFS
| $7.42M | 0.01% |
184,622
+2,486
| +1% | +$97.9K |
|
|
TCF
1164
DELISTED
TCF Financial Corporation
TCF
| $7.42M | 0.01% |
466,945
+13,278
| +3% | +$204K |
|
1165
Northwest Bancshares
NWBI
$2.3B
| $7.41M | 0.01% |
591,189
-1,522
| -0.3% | -$19.1K |
|
1166
United Airlines
UAL
$40.1B
| $7.41M | 0.01% |
110,729
-10,193
| -8% | -$565K |
|
|
CBM
1167
DELISTED
Cambrex Corporation
CBM
| $7.41M | 0.01% |
342,547
+4,042
| +1% | +$85.7K |
|
|
SHLM
1168
DELISTED
Schulman (A.) Inc
SHLM
| $7.39M | 0.01% |
182,321
-823
| -0.4% | -$29.7K |
|
|
WGL
1169
DELISTED
Wgl Holdings
WGL
| $7.38M | 0.01% |
135,126
-5,387
| -4% | -$261K |
|
|
HF
1170
DELISTED
HFF Inc.
HF
| $7.36M | 0.01% |
205,012
-185
| -0.1% | -$6.01K |
|
1171
Omnicell
OMCL
$1.69B
| $7.36M | 0.01% |
222,305
-1,338
| -0.6% | -$41.3K |
|
1172
Fossil Group
FOSL
$288M
| $7.35M | 0.01% |
66,370
-3,618
| -5% | -$378K |
|
1173
Oil States International
OIS
$456M
| $7.35M | 0.01% |
150,298
+1,310
| +0.9% | +$70.8K |
|
|
RBS.PRN
1174
DELISTED
ROYAL BK SCOTLAND GROUP PLC ADR RPTNG PFD SHRS SER N (UK)
RBS.PRN
| $7.34M | 0.01% |
296,612
-6,706
| -2% | -$165K |
|
|
TIME
1175
DELISTED
Time Inc.
TIME
| $7.34M | 0.01% |
298,253
+580
| +0.2% | +$13.1K |
|
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.