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 |
Cardinal Health
CAH
|
+$99.9M |
| 2 |
Ambev
ABEV
|
+$95.7M |
| 3 |
Meta Platforms (Facebook)
META
|
+$90.6M |
| 4 |
RTN
Raytheon Company
RTN
|
+$90.2M |
| 5 |
Norfolk Southern
NSC
|
+$75.9M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Eli Lilly
LLY
|
+$132M |
| 2 |
Citigroup
C
|
+$107M |
| 3 |
APC
Anadarko Petroleum
APC
|
+$101M |
| 4 |
GE Aerospace
GE
|
+$90.9M |
| 5 |
Whirlpool
WHR
|
+$75.2M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 16.92% |
| 2 | Technology | 11.31% |
| 3 | Consumer Discretionary | 10.7% |
| 4 | Real Estate | 10.55% |
| 5 | Industrials | 10.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
KND
1176
DELISTED
Kindred Healthcare
KND
| $6.52M | 0.01% |
330,342
+19,656
| +6% | +$317K |
|
1177
Integer Holdings
ITGR
$3.42B
| $6.51M | 0.01% |
161,433
+9,955
| +7% | +$350K |
|
|
TBI
1178
Trueblue
TBI
$222M
| $6.51M | 0.01% |
252,542
+16,042
| +7% | +$400K |
|
1179
Idacorp
IDA
$7.86B
| $6.49M | 0.01% |
125,198
+1,549
| +1% | +$79.2K |
|
1180
Charles River Laboratories
CRL
$11.3B
| $6.47M | 0.01% |
121,932
-2,924
| -2% | -$147K |
|
|
WLL
1181
DELISTED
Whiting Petroleum Corporation
WLL
| $6.46M | 0.01% |
348
-2,894
| -89% | -$54.8M |
|
1182
John Wiley & Sons Class A
WLY
$2.66B
| $6.43M | 0.01% |
116,401
+1,646
| +1% | +$83.2K |
|
|
STL
1183
DELISTED
Sterling Bancorp
STL
| $6.42M | 0.01% |
480,299
+469,388
| +4,302% | +$5.71M |
|
|
FSP
1184
Franklin Street Properties
FSP
$48.1M
| $6.41M | 0.01% |
536,547
+31,258
| +6% | +$398K |
|
|
CJES
1185
DELISTED
C&J ENERGY SVCS LTD
CJES
| $6.41M | 0.01% |
277,276
+17,307
| +7% | +$395K |
|
1186
Diageo
DEO
$49.5B
| $6.39M | 0.01% |
48,235
+3,800
| +9% | +$485K |
|
|
RTI
1187
DELISTED
RTI INTL METALS INC(HLDG CO)
RTI
| $6.36M | 0.01% |
185,927
+11,475
| +7% | +$390K |
|
1188
Huntsman Corp
HUN
$2.12B
| $6.36M | 0.01% |
258,402
-4,261
| -2% | -$97.1K |
|
1189
ACI Worldwide
ACIW
$5.86B
| $6.36M | 0.01% |
293,295
-3,207
| -1% | -$63.6K |
|
1190
Telephone and Data Systems
TDS
$3.82B
| $6.34M | 0.01% |
246,077
+2,537
| +1% | +$71.8K |
|
1191
Ares Capital
ARCC
$13.5B
| $6.34M | 0.01% |
356,659
+66,736
| +23% | +$1.18M |
|
1192
DexCom
DXCM
$28.8B
| $6.33M | 0.01% |
715,348
+11,200
| +2% | +$88.6K |
|
1193
Ciena
CIEN
$52.7B
| $6.32M | 0.01% |
263,882
+2,931
| +1% | +$69.8K |
|
|
BGG
1194
DELISTED
Briggs & Stratton Corp.
BGG
| $6.31M | 0.01% |
290,085
+14,801
| +5% | +$293K |
|
1195
UFP Industries
UFPI
$4.87B
| $6.31M | 0.01% |
362,868
+20,007
| +6% | +$329K |
|
|
SHLM
1196
DELISTED
Schulman (A.) Inc
SHLM
| $6.31M | 0.01% |
178,855
+8,833
| +5% | +$291K |
|
|
AAWW
1197
DELISTED
Atlas Air Worldwide Holdings, Inc.
AAWW
| $6.31M | 0.01% |
153,241
+7,885
| +5% | +$322K |
|
|
NMBL
1198
DELISTED
Nimble Storage, Inc.
NMBL
| $6.3M | 0.01% |
+139,000
| New | +$5.28M |
|
1199
Quaker Houghton
KWR
$2.69B
| $6.29M | 0.01% |
81,561
+4,994
| +7% | +$384K |
|
|
QLGC
1200
DELISTED
QLOGIC CORP
QLGC
| $6.28M | 0.01% |
530,685
+15,890
| +3% | +$185K |
|
Similar funds
Principal Financial Group's Q4 2013 Portfolio in Review
As of Q4 2013, Principal Financial Group held 2,383 positions worth $53.6B, up 11% from $48.4B the previous quarter. Its ten largest holdings account for 9.1% of the portfolio.
Principal Financial Group's Q4 2013 filing shows 122 new, 1,402 increased, 628 reduced and 109 closed positions. Its largest new stake was Ambev: 13,087,778 shares worth $96.2M. The largest sale was Eli Lilly, an estimated $132M.
By sector, the portfolio is most concentrated in Financials at 17% of assets, up from 16% a quarter earlier, followed by Technology and Consumer Discretionary.
- Principal Financial Group's largest Q4 2013 buy was Ambev: 13,087,778 shares worth $96.2M.
- Principal Financial Group added most to Cardinal Health in Q4 2013, an estimated $99.9M increase.
- Principal Financial Group's biggest Q4 2013 reduction was Eli Lilly, cutting an estimated $132M.
- Principal Financial Group fully exited COMPANHIA BEBIDA ADS EACH REPSTG 1 PFD SH in Q4 2013, selling an estimated $61.7M.
- Principal Financial Group's ten largest holdings make up 9.1% of its $53.6B portfolio in Q4 2013.
- Principal Financial Group opened 122 new positions and closed 109 in Q4 2013.
- Principal Financial Group's portfolio value rose 11% quarter-over-quarter to $53.6B.
Based on Principal Financial Group's 13F filing for Q4 2013, filed 12 Feb 2014.