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 | |
|---|---|---|---|---|---|---|
1201
Coherent
COHR
$43.4B
| $4.89M | 0.01% |
+300,986
| New | +$4.93M |
|
|
LTM
1202
DELISTED
LIFE TIME FITNESS INC
LTM
| $4.89M | 0.01% |
+97,526
| New | +$4.63M |
|
1203
AAR Corp
AIR
$5.4B
| $4.87M | 0.01% |
+221,604
| New | +$4.27M |
|
|
CJES
1204
DELISTED
C&J ENERGY SVCS LTD
CJES
| $4.85M | 0.01% |
+250,514
| New | +$4.83M |
|
1205
WaFd
WAFD
$2.71B
| $4.85M | 0.01% |
+256,997
| New | +$4.41M |
|
1206
Enovis
ENOV
$1.74B
| $4.85M | 0.01% |
+54,066
| New | +$4.46M |
|
|
QLGC
1207
DELISTED
QLOGIC CORP
QLGC
| $4.84M | 0.01% |
+506,659
| New | +$5.13M |
|
|
IPCM
1208
DELISTED
IPC HEALTHCARE INC COM DTD
IPCM
| $4.84M | 0.01% |
+94,218
| New | +$4.42M |
|
1209
CONMED
CNMD
$1.3B
| $4.83M | 0.01% |
+154,575
| New | +$5.02M |
|
|
SNCR
1210
DELISTED
Synchronoss Technologies
SNCR
| $4.83M | 0.01% |
+17,369
| New | +$4.67M |
|
|
AAN.A
1211
DELISTED
The Aaron's Company Inc Class A
AAN.A
| $4.82M | 0.01% |
+172,233
| New | +$4.82M |
|
|
PRSU
1212
Pursuit Attractions and Hospitality Inc
PRSU
$1.45B
| $4.81M | 0.01% |
+229,316
| New | +$4.97M |
|
|
TBI
1213
Trueblue
TBI
$227M
| $4.81M | 0.01% |
+228,560
| New | +$4.93M |
|
1214
Liquidity Services
LQDT
$1.2B
| $4.8M | 0.01% |
+138,492
| New | +$4.77M |
|
|
AREX
1215
DELISTED
Approach Resources Inc.
AREX
| $4.79M | 0.01% |
+195,103
| New | +$4.88M |
|
1216
Ciena
CIEN
$46.8B
| $4.79M | 0.01% |
+246,419
| New | +$4.1M |
|
1217
WesBanco
WSBC
$4.02B
| $4.78M | 0.01% |
+180,925
| New | +$4.46M |
|
1218
Olin
OLN
$2.53B
| $4.76M | 0.01% |
+198,829
| New | +$4.88M |
|
1219
GATX Corp
GATX
$6.45B
| $4.75M | 0.01% |
+100,257
| New | +$5.06M |
|
1220
Pinnacle Financial Partners Inc
PNFP
$15.8B
| $4.75M | 0.01% |
+184,667
| New | +$4.55M |
|
|
HSNI
1221
DELISTED
HSN, Inc.
HSNI
| $4.73M | 0.01% |
+88,108
| New | +$4.79M |
|
|
PDCO
1222
DELISTED
Patterson Companies, Inc.
PDCO
| $4.72M | 0.01% |
+125,597
| New | +$4.79M |
|
|
ONXX
1223
DELISTED
ONYX PHARMACEUTICALS INC
ONXX
| $4.72M | 0.01% |
+54,343
| New | +$5M |
|
|
HAR
1224
DELISTED
Harman International Industries
HAR
| $4.71M | 0.01% |
+86,987
| New | +$4.21M |
|
1225
Teradyne
TER
$50B
| $4.71M | 0.01% |
+268,180
| New | +$4.46M |
|
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.