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 | |
|---|---|---|---|---|---|---|
1251
eHealth
EHTH
$42.2M
| $5.99M | 0.01% |
117,963
+4,166
| +4% | +$217K |
|
1252
Silgan Holdings
SLGN
$4.23B
| $5.97M | 0.01% |
241,320
+9,316
| +4% | +$221K |
|
1253
Federal Signal
FSS
$7.62B
| $5.97M | 0.01% |
400,905
+14,647
| +4% | +$199K |
|
|
IGTE
1254
DELISTED
IGATE CORPORATION
IGTE
| $5.97M | 0.01% |
189,277
+7,772
| +4% | +$268K |
|
|
CAMP
1255
DELISTED
CalAmp Corp.
CAMP
| $5.97M | 0.01% |
9,309
+359
| +4% | +$251K |
|
1256
Saia
SAIA
$9.25B
| $5.96M | 0.01% |
156,060
+5,782
| +4% | +$200K |
|
1257
Sinclair Inc
SBGI
$992M
| $5.94M | 0.01% |
219,168
-7,817
| -3% | -$232K |
|
|
ACH
1258
Accendra Health
ACH
$237M
| $5.93M | 0.01% |
169,378
+7,374
| +5% | +$260K |
|
1259
Independent Bank
INDB
$3.99B
| $5.92M | 0.01% |
150,508
+10,009
| +7% | +$375K |
|
|
ABMD
1260
DELISTED
Abiomed Inc
ABMD
| $5.91M | 0.01% |
227,068
+9,793
| +5% | +$271K |
|
1261
Minerals Technologies
MTX
$2.36B
| $5.91M | 0.01% |
91,546
+3,532
| +4% | +$200K |
|
1262
Advanced Energy
AEIS
$11.6B
| $5.89M | 0.01% |
240,574
+12,967
| +6% | +$338K |
|
1263
Commercial Metals
CMC
$7.6B
| $5.88M | 0.01% |
311,731
+14,383
| +5% | +$280K |
|
|
PBCT
1264
DELISTED
People's United Financial Inc
PBCT
| $5.88M | 0.01% |
395,311
+1,232
| +0.3% | +$17.9K |
|
|
ASNA
1265
DELISTED
Ascena Retail Group, Inc.
ASNA
| $5.88M | 0.01% |
17,007
+960
| +6% | +$365K |
|
1266
Advanced Micro Devices
AMD
$776B
| $5.87M | 0.01% |
1,464,508
+80,508
| +6% | +$307K |
|
1267
Olin
OLN
$2.11B
| $5.87M | 0.01% |
212,709
+9,266
| +5% | +$250K |
|
|
CVG
1268
DELISTED
Convergys
CVG
| $5.87M | 0.01% |
268,017
+9,689
| +4% | +$201K |
|
|
PVA
1269
DELISTED
PENN VIRGINIA CORP
PVA
| $5.85M | 0.01% |
334,273
-1,503,387
| -82% | -$20.1M |
|
|
AXLL
1270
DELISTED
AXIALL CORP COM STK (DE)
AXLL
| $5.85M | 0.01% |
130,128
-1,652
| -1% | -$70.4K |
|
1271
Kulicke & Soffa
KLIC
$4.67B
| $5.84M | 0.01% |
463,145
+19,790
| +4% | +$235K |
|
|
FARO
1272
DELISTED
Faro Technologies
FARO
| $5.82M | 0.01% |
109,816
+4,254
| +4% | +$230K |
|
|
NCI
1273
DELISTED
Navigant Consulting, Inc.
NCI
| $5.81M | 0.01% |
311,290
+8,503
| +3% | +$153K |
|
1274
Leggett & Platt
LEG
$1.34B
| $5.8M | 0.01% |
177,760
-1,351
| -0.8% | -$41.8K |
|
|
CSGS
1275
DELISTED
CSG Systems International
CSGS
| $5.8M | 0.01% |
222,706
+9,693
| +5% | +$273K |
|
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.