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 | |
|---|---|---|---|---|---|---|
1276
Independent Bank
INDB
$4.08B
| $4.39M | 0.01% |
+127,384
| New | +$4.1M |
|
1277
Kulicke & Soffa
KLIC
$4.31B
| $4.39M | 0.01% |
+397,086
| New | +$4.49M |
|
|
AVTA
1278
DELISTED
Avantax, Inc. Common Stock
AVTA
| $4.39M | 0.01% |
+236,852
| New | +$4.02M |
|
1279
Monolithic Power Systems
MPWR
$61.9B
| $4.39M | 0.01% |
+181,984
| New | +$4.32M |
|
|
EXPR
1280
DELISTED
Express, Inc.
EXPR
| $4.38M | 0.01% |
+10,449
| New | +$4.03M |
|
1281
Valley National Bancorp
VLY
$7.98B
| $4.38M | 0.01% |
+462,493
| New | +$4.32M |
|
1282
UFP Industries
UFPI
$4.98B
| $4.38M | 0.01% |
+328,923
| New | +$4.28M |
|
1283
Employers Holdings
EIG
$909M
| $4.38M | 0.01% |
+178,973
| New | +$4.27M |
|
|
CBM
1284
DELISTED
Cambrex Corporation
CBM
| $4.38M | 0.01% |
+313,159
| New | +$4.09M |
|
|
TECD
1285
DELISTED
Tech Data Corp
TECD
| $4.37M | 0.01% |
+92,879
| New | +$4.39M |
|
|
SONC
1286
DELISTED
Sonic Corp
SONC
| $4.37M | 0.01% |
+299,861
| New | +$3.99M |
|
|
ILG
1287
DELISTED
ILG, Inc Common Stock
ILG
| $4.36M | 0.01% |
+219,061
| New | +$4.52M |
|
1288
Integer Holdings
ITGR
$3.41B
| $4.36M | 0.01% |
+145,910
| New | +$4.13M |
|
1289
Strategy Inc
MSTR
$35B
| $4.35M | 0.01% |
+500,370
| New | +$4.68M |
|
|
ACHN
1290
DELISTED
Achillion Pharmaceuticals
ACHN
| $4.35M | 0.01% |
+531,293
| New | +$4.06M |
|
|
FCS
1291
DELISTED
FAIRCHILD SEMICONDUCTOR INTL INC COMMON
FCS
| $4.34M | 0.01% |
+314,438
| New | +$4.31M |
|
1292
Primerica
PRI
$10.1B
| $4.34M | 0.01% |
+115,828
| New | +$4M |
|
1293
Deluxe
DLX
$1.26B
| $4.33M | 0.01% |
+125,122
| New | +$4.74M |
|
1294
Encore Capital Group
ECPG
$2.06B
| $4.33M | 0.01% |
+130,866
| New | +$4.18M |
|
1295
Dycom Industries
DY
$11.2B
| $4.33M | 0.01% |
+187,140
| New | +$3.87M |
|
|
CCMP
1296
DELISTED
CMC Materials, Inc. Common Stock
CCMP
| $4.32M | 0.01% |
+130,861
| New | +$4.47M |
|
1297
Insight Enterprises
NSIT
$3.84B
| $4.31M | 0.01% |
+242,880
| New | +$4.53M |
|
|
TRLG
1298
DELISTED
TRUE RELIGION APPAREL INC
TRLG
| $4.3M | 0.01% |
+135,821
| New | +$4.01M |
|
1299
Carpenter Technology
CRS
$26B
| $4.28M | 0.01% |
+94,865
| New | +$4.43M |
|
1300
Standard BioTools
LAB
$326M
| $4.28M | 0.01% |
+244,900
| New | +$4.3M |
|
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.