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 | |
|---|---|---|---|---|---|---|
|
CUB
1176
DELISTED
Cubic Corporation
CUB
| $6.72M | 0.01% |
131,637
+3,955
| +3% | +$205K |
|
1177
Axos Financial
AX
$5.77B
| $6.72M | 0.01% |
313,556
+16,304
| +5% | +$350K |
|
|
NPSP
1178
DELISTED
NPS PHARMACEUTICALS INC
NPSP
| $6.71M | 0.01% |
224,322
-389
| -0.2% | -$13.4K |
|
|
NATI
1179
DELISTED
National Instruments Corp
NATI
| $6.69M | 0.01% |
233,282
+13,619
| +6% | +$406K |
|
1180
Quaker Houghton
KWR
$2.79B
| $6.67M | 0.01% |
84,540
+2,979
| +4% | +$222K |
|
1181
Strategy Inc
MSTR
$34.1B
| $6.66M | 0.01% |
577,130
+20,170
| +4% | +$252K |
|
|
SHLM
1182
DELISTED
Schulman (A.) Inc
SHLM
| $6.66M | 0.01% |
183,581
+4,726
| +3% | +$162K |
|
1183
Telephone and Data Systems
TDS
$3.82B
| $6.65M | 0.01% |
253,593
+7,516
| +3% | +$191K |
|
|
BGG
1184
DELISTED
Briggs & Stratton Corp.
BGG
| $6.63M | 0.01% |
297,930
+7,845
| +3% | +$171K |
|
1185
Bio-Rad Laboratories Class A
BIO
$8.71B
| $6.63M | 0.01% |
51,731
+6,541
| +14% | +$838K |
|
|
LPNT
1186
DELISTED
LifePoint Health, Inc.
LPNT
| $6.63M | 0.01% |
121,507
+6,548
| +6% | +$350K |
|
1187
Omnicell
OMCL
$1.61B
| $6.62M | 0.01% |
231,449
+7,843
| +4% | +$215K |
|
1188
Insight Enterprises
NSIT
$3.89B
| $6.62M | 0.01% |
263,523
+4,324
| +2% | +$99.5K |
|
|
SNCR
1189
DELISTED
Synchronoss Technologies
SNCR
| $6.62M | 0.01% |
21,433
+825
| +4% | +$237K |
|
|
ILG
1190
DELISTED
ILG, Inc Common Stock
ILG
| $6.6M | 0.01% |
252,653
+9,168
| +4% | +$253K |
|
|
MEAS
1191
DELISTED
MEASUREMENT SPECIALTIES INC
MEAS
| $6.59M | 0.01% |
97,202
+3,962
| +4% | +$238K |
|
|
LTXB
1192
DELISTED
LegacyTexas Financial Group Inc
LTXB
| $6.57M | 0.01% |
227,552
+8,022
| +4% | +$208K |
|
|
ALOG
1193
DELISTED
Analogic Corp
ALOG
| $6.54M | 0.01% |
79,683
+2,694
| +3% | +$241K |
|
|
TCF
1194
DELISTED
TCF Financial Corporation
TCF
| $6.54M | 0.01% |
392,603
+21,695
| +6% | +$353K |
|
|
LOGM
1195
DELISTED
LogMein, Inc.
LOGM
| $6.54M | 0.01% |
145,666
+6,054
| +4% | +$233K |
|
1196
Interactive Brokers
IBKR
$39.2B
| $6.52M | 0.01% |
1,203,332
+36,804
| +3% | +$204K |
|
1197
Titan International
TWI
$466M
| $6.52M | 0.01% |
343,290
+19,400
| +6% | +$349K |
|
1198
AAR Corp
AIR
$5.59B
| $6.5M | 0.01% |
250,624
+8,693
| +4% | +$243K |
|
1199
Huntsman Corp
HUN
$1.71B
| $6.5M | 0.01% |
266,062
+7,660
| +3% | +$178K |
|
|
HNT
1200
DELISTED
HEALTH NET INC
HNT
| $6.46M | 0.01% |
189,839
-9,518
| -5% | -$312K |
|
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.