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 |
Berkshire Hathaway Class B
BRK.B
|
+$179M |
| 2 |
Zoetis
ZTS
|
+$178M |
| 3 |
STI
SunTrust Banks, Inc.
STI
|
+$118M |
| 4 |
American Tower
AMT
|
+$118M |
| 5 |
Cisco
CSCO
|
+$117M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Labcorp
LH
|
+$121M |
| 2 |
DFS
Discover Financial Services
DFS
|
+$102M |
| 3 |
Bank of America
BAC
|
+$100M |
| 4 |
Entergy
ETR
|
+$94.3M |
| 5 |
TCO
Taubman Centers Inc.
TCO
|
+$93M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 15.86% |
| 2 | Real Estate | 15.38% |
| 3 | Technology | 11.79% |
| 4 | Healthcare | 11.21% |
| 5 | Consumer Discretionary | 10.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1201
Andersons Inc
ANDE
$2.41B
| $7.06M | 0.01% |
170,717
+2,663
| +2% | +$120K |
|
1202
Albany International
AIN
$2.11B
| $7.05M | 0.01% |
177,336
+3,430
| +2% | +$128K |
|
1203
BJ's Restaurants
BJRI
$1.42B
| $7.05M | 0.01% |
139,692
+3,938
| +3% | +$194K |
|
1204
Post Holdings
POST
$4.14B
| $7.04M | 0.01% |
229,597
+43,908
| +24% | +$1.34M |
|
1205
Scholastic
SCHL
$767M
| $7M | 0.01% |
171,036
+8,490
| +5% | +$314K |
|
|
CUB
1206
DELISTED
Cubic Corporation
CUB
| $6.98M | 0.01% |
134,808
+3,021
| +2% | +$158K |
|
1207
First Financial Bancorp
FFBC
$3.55B
| $6.98M | 0.01% |
391,769
-136,305
| -26% | -$2.37M |
|
1208
Oxford Industries
OXM
$566M
| $6.98M | 0.01% |
92,469
+4,682
| +5% | +$264K |
|
1209
Saia
SAIA
$9.27B
| $6.97M | 0.01% |
157,463
+3,517
| +2% | +$162K |
|
1210
Boston Beer
SAM
$1.91B
| $6.97M | 0.01% |
26,055
-29,260
| -53% | -$8.48M |
|
1211
Hancock Whitney
HWC
$6.2B
| $6.96M | 0.01% |
233,165
+10,043
| +5% | +$287K |
|
|
LM
1212
DELISTED
Legg Mason, Inc.
LM
| $6.96M | 0.01% |
126,082
-18,395
| -13% | -$1.03M |
|
1213
GATX Corp
GATX
$6.35B
| $6.96M | 0.01% |
119,984
-4,008
| -3% | -$234K |
|
|
JCP
1214
DELISTED
J.C. Penney Company, Inc.
JCP
| $6.95M | 0.01% |
825,809
+43,386
| +6% | +$338K |
|
|
HCBK
1215
DELISTED
HUDSON CITY BANCORP INC
HCBK
| $6.92M | 0.01% |
660,455
+32,457
| +5% | +$317K |
|
|
VRTU
1216
DELISTED
Virtusa Corporation
VRTU
| $6.91M | 0.01% |
166,912
-474
| -0.3% | -$18.9K |
|
|
FARO
1217
DELISTED
Faro Technologies
FARO
| $6.88M | 0.01% |
110,684
+6,043
| +6% | +$345K |
|
|
EGOV
1218
DELISTED
NIC Inc
EGOV
| $6.87M | 0.01% |
388,561
+8,697
| +2% | +$148K |
|
|
DBD
1219
DELISTED
Diebold Nixdorf Incorporated
DBD
| $6.85M | 0.01% |
193,221
+17,287
| +10% | +$583K |
|
|
TPC
1220
Tutor Perini Cor
TPC
$4.41B
| $6.85M | 0.01% |
293,200
-139,654
| -32% | -$3.28M |
|
|
RTI
1221
DELISTED
RTI INTL METALS INC(HLDG CO)
RTI
| $6.84M | 0.01% |
190,607
+4,544
| +2% | +$127K |
|
|
RBS.PRN
1222
DELISTED
ROYAL BK SCOTLAND GROUP PLC ADR RPTNG PFD SHRS SER N (UK)
RBS.PRN
| $6.83M | 0.01% |
273,402
-23,210
| -8% | -$580K |
|
1223
Ryder
R
$9.83B
| $6.83M | 0.01% |
72,016
+1,720
| +2% | +$158K |
|
|
AAWW
1224
DELISTED
Atlas Air Worldwide Holdings, Inc.
AAWW
| $6.81M | 0.01% |
158,370
+3,930
| +3% | +$183K |
|
1225
Standex International
SXI
$3.59B
| $6.8M | 0.01% |
82,844
+2,023
| +3% | +$150K |
|
Similar funds
Principal Financial Group's Q1 2015 Portfolio in Review
As of Q1 2015, Principal Financial Group held 2,263 positions worth $67.1B, up 4.3% from $64.4B the previous quarter. Its ten largest holdings account for 10% of the portfolio.
Principal Financial Group's Q1 2015 filing shows 93 new, 1,467 increased, 575 reduced and 109 closed positions. Its largest new stake was Qorvo: 779,371 shares worth $62.1M. The largest sale was Labcorp, an estimated $121M.
By sector, the portfolio is most concentrated in Financials at 16% of assets, down from 16% a quarter earlier, followed by Real Estate and Technology.
- Principal Financial Group's largest Q1 2015 buy was Qorvo: 779,371 shares worth $62.1M.
- Principal Financial Group added most to Berkshire Hathaway Class B in Q1 2015, an estimated $179M increase.
- Principal Financial Group's biggest Q1 2015 reduction was Labcorp, cutting an estimated $121M.
- Principal Financial Group fully exited Allergan Inc in Q1 2015, selling an estimated $81.6M.
- Principal Financial Group's ten largest holdings make up 10% of its $67.1B portfolio in Q1 2015.
- Principal Financial Group opened 93 new positions and closed 109 in Q1 2015.
- Principal Financial Group's portfolio value rose 4.3% quarter-over-quarter to $67.1B.
Based on Principal Financial Group's 13F filing for Q1 2015, filed 12 May 2015.