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 | |
|---|---|---|---|---|---|---|
|
APOL
1251
DELISTED
Apollo Education Group Inc Class A
APOL
| $4.49M | 0.01% |
+253,598
| New | +$4.83M |
|
|
NPSP
1252
DELISTED
NPS PHARMACEUTICALS INC
NPSP
| $4.49M | 0.01% |
+297,619
| New | +$4.12M |
|
|
PLCM
1253
DELISTED
POLYCOM INC
PLCM
| $4.49M | 0.01% |
+426,071
| New | +$4.64M |
|
1254
Comscore
SCOR
$113M
| $4.49M | 0.01% |
+9,194
| New | +$3.54M |
|
1255
Sinclair Inc
SBGI
$1.02B
| $4.48M | 0.01% |
+152,614
| New | +$3.98M |
|
|
CVG
1256
DELISTED
Convergys
CVG
| $4.48M | 0.01% |
+257,021
| New | +$4.47M |
|
1257
TETRA Technologies
TTI
$1.08B
| $4.48M | 0.01% |
+436,266
| New | +$4.25M |
|
1258
City Holding Co
CHCO
$2.05B
| $4.46M | 0.01% |
+114,609
| New | +$4.46M |
|
1259
Koppers
KOP
$946M
| $4.46M | 0.01% |
+116,834
| New | +$4.86M |
|
1260
EXL Service
EXLS
$5.5B
| $4.46M | 0.01% |
+754,365
| New | +$4.62M |
|
1261
John Wiley & Sons Class A
WLY
$2.83B
| $4.46M | 0.01% |
+111,215
| New | +$4.32M |
|
|
ZQK
1262
DELISTED
QUICKSILVER,INC.
ZQK
| $4.46M | 0.01% |
+691,919
| New | +$4.68M |
|
|
CNVR
1263
DELISTED
CONVERSANT INC COM STK (DE)
CNVR
| $4.45M | 0.01% |
+180,079
| New | +$4.9M |
|
|
THOR
1264
DELISTED
THORATEC CORPORATION
THOR
| $4.44M | 0.01% |
+141,862
| New | +$4.76M |
|
1265
Deckers Outdoor
DECK
$14.1B
| $4.44M | 0.01% |
+526,872
| New | +$4.78M |
|
1266
Northern Oil and Gas
NOG
$2.29B
| $4.43M | 0.01% |
+33,213
| New | +$4.49M |
|
|
EXAS
1267
DELISTED
Exact Sciences
EXAS
| $4.43M | 0.01% |
+318,200
| New | +$3.46M |
|
|
SHLM
1268
DELISTED
Schulman (A.) Inc
SHLM
| $4.42M | 0.01% |
+164,886
| New | +$4.54M |
|
|
LMNX
1269
DELISTED
Luminex Corp
LMNX
| $4.42M | 0.01% |
+214,389
| New | +$3.9M |
|
1270
Exponent
EXPO
$3.19B
| $4.41M | 0.01% |
+298,248
| New | +$4.09M |
|
|
ININ
1271
DELISTED
Interactive Intelligence Group, inc.
ININ
| $4.41M | 0.01% |
+85,384
| New | +$4.03M |
|
|
BTU
1272
DELISTED
PEABODY ENERGY CORP COM STK NEW (DE)
BTU
| $4.41M | 0.01% |
+20,061
| New | +$5.77M |
|
|
IL
1273
DELISTED
IntraLinks Holdings Inc.
IL
| $4.4M | 0.01% |
+606,676
| New | +$3.72M |
|
1274
Nasdaq
NDAQ
$53.4B
| $4.4M | 0.01% |
+402,540
| New | +$4.1M |
|
|
CVSA
1275
Covista Inc
CVSA
$4.55B
| $4.39M | 0.01% |
+141,660
| New | +$4.26M |
|
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.