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 | |
|---|---|---|---|---|---|---|
|
JCP
1201
DELISTED
J.C. Penney Company, Inc.
JCP
| $6.27M | 0.01% |
685,327
+368,749
| +116% | +$3.07M |
|
1202
WesBanco
WSBC
$3.99B
| $6.26M | 0.01% |
195,760
+4,084
| +2% | +$124K |
|
|
CSGS
1203
DELISTED
CSG Systems International
CSGS
| $6.26M | 0.01% |
213,013
+12,977
| +6% | +$359K |
|
1204
Exponent
EXPO
$3.13B
| $6.25M | 0.01% |
323,000
+18,448
| +6% | +$348K |
|
|
AXLL
1205
DELISTED
AXIALL CORP COM STK (DE)
AXLL
| $6.25M | 0.01% |
131,780
+26,870
| +26% | +$1.16M |
|
1206
Apogee Enterprises
APOG
$832M
| $6.24M | 0.01% |
173,734
+16,486
| +10% | +$549K |
|
1207
Employers Holdings
EIG
$941M
| $6.24M | 0.01% |
197,049
+12,794
| +7% | +$396K |
|
1208
Las Vegas Sands
LVS
$32.3B
| $6.23M | 0.01% |
78,951
+334
| +0.4% | +$24K |
|
|
INN
1209
Summit Hotel Properties
INN
$748M
| $6.22M | 0.01% |
691,388
+51,818
| +8% | +$467K |
|
|
HTSI
1210
DELISTED
HARRIS TEETER SUPERMARKETS INC COM STK (NC)
HTSI
| $6.22M | 0.01% |
126,080
+5,457
| +5% | +$269K |
|
1211
Sensient Technologies
SXT
$5.28B
| $6.21M | 0.01% |
128,016
+4,599
| +4% | +$229K |
|
|
WIRE
1212
DELISTED
Encore Wire Corp
WIRE
| $6.2M | 0.01% |
114,365
+12,566
| +12% | +$593K |
|
1213
First Horizon
FHN
$12.1B
| $6.2M | 0.01% |
531,668
-2,366
| -0.4% | -$26.5K |
|
|
IPCM
1214
DELISTED
IPC HEALTHCARE INC COM DTD
IPCM
| $6.18M | 0.01% |
104,141
+6,613
| +7% | +$375K |
|
1215
Allegion
ALLE
$13.4B
| $6.18M | 0.01% |
+139,832
| New | +$6.05M |
|
|
IRBT
1216
DELISTED
iRobot
IRBT
| $6.17M | 0.01% |
177,424
+12,808
| +8% | +$436K |
|
|
BPFH
1217
DELISTED
Boston Private Financial Holdings, Inc.
BPFH
| $6.17M | 0.01% |
488,649
+29,116
| +6% | +$338K |
|
1218
Fulton Financial
FULT
$4.66B
| $6.16M | 0.01% |
470,759
-9,426
| -2% | -$118K |
|
|
FARO
1219
DELISTED
Faro Technologies
FARO
| $6.15M | 0.01% |
105,562
+6,190
| +6% | +$307K |
|
1220
OSI Systems
OSIS
$3.62B
| $6.11M | 0.01% |
115,095
+7,253
| +7% | +$496K |
|
|
HRC
1221
DELISTED
HILL-ROM HOLDINGS, INC.
HRC
| $6.11M | 0.01% |
147,870
+2,386
| +2% | +$95.6K |
|
|
BTU
1222
DELISTED
PEABODY ENERGY CORP COM STK NEW (DE)
BTU
| $6.11M | 0.01% |
20,841
-98
| -0.5% | -$27.6K |
|
1223
Federated Hermes
FHI
$4.51B
| $6.1M | 0.01% |
211,910
-30,787
| -13% | -$844K |
|
|
LPNT
1224
DELISTED
LifePoint Health, Inc.
LPNT
| $6.07M | 0.01% |
114,959
+1,168
| +1% | +$58.6K |
|
|
FLIR
1225
DELISTED
FLIR Systems, Inc. (DE) Common Stock
FLIR
| $6.07M | 0.01% |
201,759
+4
| +0% | +$118 |
|
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.