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 |
Restaurant Brands International
QSR
|
+$221M |
| 2 |
Liberty Media Series C
FWONK
|
+$168M |
| 3 |
Fidelity National Financial
FNF
|
+$150M |
| 4 |
PPL
PPL Corp
PPL
|
+$119M |
| 5 |
General Dynamics
GD
|
+$100M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
BKW
BURGER KING WORLDWIDE
BKW
|
+$170M |
| 2 |
TYC
TYCO INTL PLC COM SHS (IRL)
TYC
|
+$136M |
| 3 |
LyondellBasell Industries
LYB
|
+$123M |
| 4 |
AbbVie
ABBV
|
+$103M |
| 5 |
Trane Technologies
TT
|
+$92M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 15.98% |
| 2 | Real Estate | 14.38% |
| 3 | Technology | 11.77% |
| 4 | Healthcare | 10.83% |
| 5 | Consumer Discretionary | 10.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1276
Universal Corp
UVV
$1.33B
| $6.18M | 0.01% |
140,427
+76,942
| +121% | +$3.24M |
|
|
KLXI
1277
DELISTED
KLX Inc.
KLXI
| $6.18M | 0.01% |
+177,611
| New | +$6.25M |
|
1278
Axos Financial
AX
$5.6B
| $6.14M | 0.01% |
315,860
+2,500
| +0.8% | +$46.9K |
|
1279
HDFC Bank
HDB
$124B
| $6.13M | 0.01% |
482,808
+114,700
| +31% | +$1.45M |
|
1280
Commault Systems
CVLT
$4.82B
| $6.1M | 0.01% |
118,012
+1,216
| +1% | +$58.4K |
|
|
DBD
1281
DELISTED
Diebold Nixdorf Incorporated
DBD
| $6.09M | 0.01% |
175,934
+3,819
| +2% | +$135K |
|
|
AVP
1282
DELISTED
Avon Products, Inc.
AVP
| $6.09M | 0.01% |
648,768
+171,063
| +36% | +$1.77M |
|
1283
Ligand Pharmaceuticals
LGND
$5.94B
| $6.08M | 0.01% |
183,051
-6,242
| -3% | -$203K |
|
|
WPX
1284
DELISTED
WPX Energy, Inc.
WPX
| $6.07M | 0.01% |
521,990
-11,791
| -2% | -$188K |
|
|
ACH
1285
Accendra Health
ACH
$256M
| $6.04M | 0.01% |
172,073
+395
| +0.2% | +$13.3K |
|
|
BKS
1286
DELISTED
Barnes & Noble
BKS
| $6.02M | 0.01% |
395,374
+3,847
| +1% | +$54.6K |
|
1287
Rayonier Advanced Materials
RYAM
$604M
| $6.01M | 0.01% |
+269,643
| New | +$7.13M |
|
|
IRC
1288
DELISTED
INLAND REAL ESTATE CORP
IRC
| $5.98M | 0.01% |
546,383
-60
| -0% | -$636 |
|
|
TIVO
1289
DELISTED
Tivo Inc
TIVO
| $5.98M | 0.01% |
264,582
-466
| -0.2% | -$9.81K |
|
1290
WaFd
WAFD
$2.69B
| $5.96M | 0.01% |
268,961
-3,149
| -1% | -$67.4K |
|
|
KMI.WS
1291
DELISTED
Kinder Morgan Inc
KMI.WS
| $5.94M | 0.01% |
1,394,515
+9,000
| +0.6% | +$32K |
|
|
SPTN
1292
DELISTED
SpartanNash
SPTN
| $5.94M | 0.01% |
227,125
+140
| +0.1% | +$3.23K |
|
|
AMED
1293
DELISTED
Amedisys
AMED
| $5.93M | 0.01% |
202,195
+2,229
| +1% | +$55K |
|
1294
Scholastic
SCHL
$789M
| $5.92M | 0.01% |
162,546
+3,337
| +2% | +$114K |
|
|
ASRT
1295
DELISTED
Assertio
ASRT
| $5.91M | 0.01% |
6,110
+45
| +0.7% | +$41.1K |
|
1296
ESCO Technologies
ESE
$8.07B
| $5.88M | 0.01% |
159,399
-4,684
| -3% | -$168K |
|
|
BTU
1297
DELISTED
PEABODY ENERGY CORP COM STK NEW (DE)
BTU
| $5.86M | 0.01% |
50,484
+5,090
| +11% | +$759K |
|
|
EPAY
1298
DELISTED
Bottomline Technologies Inc
EPAY
| $5.85M | 0.01% |
231,475
-4,878
| -2% | -$126K |
|
|
MENT
1299
DELISTED
Mentor Graphics Corp
MENT
| $5.85M | 0.01% |
266,951
+3,580
| +1% | +$75.6K |
|
1300
Valley National Bancorp
VLY
$7.92B
| $5.85M | 0.01% |
602,043
+79,565
| +15% | +$771K |
|
Similar funds
Principal Financial Group's Q4 2014 Portfolio in Review
As of Q4 2014, Principal Financial Group held 2,313 positions worth $64.4B, up 9.2% from $58.9B the previous quarter. Its ten largest holdings account for 10% of the portfolio.
Principal Financial Group's Q4 2014 filing shows 109 new, 1,177 increased, 869 reduced and 142 closed positions. Its largest new stake was Restaurant Brands International: 5,750,957 shares worth $225M. The largest sale was BURGER KING WORLDWIDE, an estimated $170M.
By sector, the portfolio is most concentrated in Financials at 16% of assets, up from 16% a quarter earlier, followed by Real Estate and Technology.
- Principal Financial Group's largest Q4 2014 buy was Restaurant Brands International: 5,750,957 shares worth $225M.
- Principal Financial Group added most to PPL Corp in Q4 2014, an estimated $119M increase.
- Principal Financial Group's biggest Q4 2014 reduction was TYCO INTL PLC COM SHS (IRL), cutting an estimated $136M.
- Principal Financial Group fully exited BURGER KING WORLDWIDE in Q4 2014, selling an estimated $170M.
- Principal Financial Group's ten largest holdings make up 10% of its $64.4B portfolio in Q4 2014.
- Principal Financial Group opened 109 new positions and closed 142 in Q4 2014.
- Principal Financial Group's portfolio value rose 9.2% quarter-over-quarter to $64.4B.
Based on Principal Financial Group's 13F filing for Q4 2014, filed 12 Feb 2015.