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 | |
|---|---|---|---|---|---|---|
|
CNW
1276
DELISTED
CON-WAY INC.
CNW
| $5.68M | 0.01% |
143,120
+9,463
| +7% | +$397K |
|
|
NXGN
1277
DELISTED
NextGen Healthcare, Inc. Common Stock
NXGN
| $5.67M | 0.01% |
269,150
+18,141
| +7% | +$409K |
|
1278
Federal Signal
FSS
$7.6B
| $5.66M | 0.01% |
386,258
+23,268
| +6% | +$332K |
|
|
MEAS
1279
DELISTED
MEASUREMENT SPECIALTIES INC
MEAS
| $5.66M | 0.01% |
93,240
+6,203
| +7% | +$343K |
|
|
AEC
1280
DELISTED
ASSOCIATED ESTATES REALTY CORP
AEC
| $5.66M | 0.01% |
352,432
+60,489
| +21% | +$934K |
|
1281
Abercrombie & Fitch
ANF
$4.45B
| $5.66M | 0.01% |
171,866
+12,535
| +8% | +$432K |
|
1282
Autoliv
ALV
$9.09B
| $5.64M | 0.01% |
85,208
+11,519
| +16% | +$752K |
|
|
PRSU
1283
Pursuit Attractions and Hospitality Inc
PRSU
$1.4B
| $5.63M | 0.01% |
215,414
-11,671
| -5% | -$278K |
|
1284
Fair Isaac
FICO
$26.4B
| $5.63M | 0.01% |
89,580
-381
| -0.4% | -$22K |
|
1285
ESCO Technologies
ESE
$8.07B
| $5.59M | 0.01% |
163,321
+18,657
| +13% | +$643K |
|
1286
Bio-Rad Laboratories Class A
BIO
$8.74B
| $5.59M | 0.01% |
45,190
-4,520
| -9% | -$551K |
|
1287
Silgan Holdings
SLGN
$4.34B
| $5.57M | 0.01% |
232,004
+2,642
| +1% | +$61.6K |
|
|
TEG
1288
DELISTED
INTEGRYS ENERGY GROUP INC COM (USA)
TEG
| $5.56M | 0.01% |
102,210
-625
| -0.6% | -$35K |
|
|
KMI.WS
1289
DELISTED
Kinder Morgan Inc
KMI.WS
| $5.56M | 0.01% |
1,368,815
+20,100
| +1% | +$86.8K |
|
1290
Leggett & Platt
LEG
$1.37B
| $5.54M | 0.01% |
179,111
-152,956
| -46% | -$4.56M |
|
|
AAN.A
1291
DELISTED
The Aaron's Company Inc Class A
AAN.A
| $5.53M | 0.01% |
187,955
-2,235
| -1% | -$65.7K |
|
|
MDRX
1292
DELISTED
Veradigm Inc. Common Stock
MDRX
| $5.52M | 0.01% |
357,319
+5,493
| +2% | +$80.9K |
|
|
TAL
1293
DELISTED
TAL INTERNATIONAL GROUP, INC.
TAL
| $5.51M | 0.01% |
96,131
+17,957
| +23% | +$925K |
|
1294
Independent Bank
INDB
$4.02B
| $5.51M | 0.01% |
140,499
+10,743
| +8% | +$394K |
|
1295
Aaon
AAON
$7.17B
| $5.5M | 0.01% |
387,466
+23,101
| +6% | +$293K |
|
|
VRTU
1296
DELISTED
Virtusa Corporation
VRTU
| $5.49M | 0.01% |
144,182
+7,042
| +5% | +$234K |
|
|
HF
1297
DELISTED
HFF Inc.
HF
| $5.49M | 0.01% |
217,729
+12,831
| +6% | +$304K |
|
1298
Dycom Industries
DY
$12.5B
| $5.47M | 0.01% |
196,992
+4,341
| +2% | +$124K |
|
|
PRE
1299
DELISTED
PARTNERRE LTD
PRE
| $5.47M | 0.01% |
51,900
+7,147
| +16% | +$703K |
|
1300
Cal-Maine
CALM
$4.13B
| $5.47M | 0.01% |
181,508
+4,074
| +2% | +$108K |
|
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.