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 |
ConocoPhillips
COP
|
+$118M |
| 2 |
Citigroup
C
|
+$105M |
| 3 |
GE Aerospace
GE
|
+$75.9M |
| 4 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
+$74.2M |
| 5 |
Boeing
BA
|
+$66.5M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amgen
AMGN
|
+$114M |
| 2 |
MRSH
Marsh
MRSH
|
+$77.3M |
| 3 |
NWSA
NEWS CORPORATION CL-A
NWSA
|
+$76.7M |
| 4 |
NBL
Noble Energy, Inc.
NBL
|
+$73.6M |
| 5 |
CF Industries
CF
|
+$70.9M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 16.46% |
| 2 | Technology | 11.07% |
| 3 | Real Estate | 10.76% |
| 4 | Consumer Discretionary | 10.38% |
| 5 | Industrials | 10% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
SUNE
1301
DELISTED
SUNEDISON, INC COM
SUNE
| $4.77M | 0.01% |
598,910
+34,260
| +6% | +$284K |
|
|
FRAN
1302
DELISTED
Francesca's Holdings Corporation
FRAN
| $4.76M | 0.01% |
21,273
+659
| +3% | +$189K |
|
1303
Kulicke & Soffa
KLIC
$4.62B
| $4.76M | 0.01% |
411,876
+14,790
| +4% | +$168K |
|
|
MEAS
1304
DELISTED
MEASUREMENT SPECIALTIES INC
MEAS
| $4.72M | 0.01% |
87,037
-1,157
| -1% | -$57.1K |
|
1305
DXP Enterprises
DXPE
$2.4B
| $4.72M | 0.01% |
59,776
+56,557
| +1,757% | +$3.99M |
|
|
LDR
1306
DELISTED
Landauer Inc
LDR
| $4.72M | 0.01% |
92,054
+11,893
| +15% | +$578K |
|
|
IGTE
1307
DELISTED
IGATE CORPORATION
IGTE
| $4.71M | 0.01% |
169,821
-4,177
| -2% | -$95.7K |
|
1308
Integer Holdings
ITGR
$3.42B
| $4.7M | 0.01% |
151,478
+5,568
| +4% | +$180K |
|
|
ENLC
1309
DELISTED
ENLINK MIDSTREAM, LLC
ENLC
| $4.68M | 0.01% |
223,961
+63,331
| +39% | +$1.28M |
|
1310
Olin
OLN
$2.53B
| $4.67M | 0.01% |
202,624
+3,795
| +2% | +$89.8K |
|
|
ROC
1311
DELISTED
ROCKWOOD HLDGS INC
ROC
| $4.67M | 0.01% |
69,843
+14,581
| +26% | +$962K |
|
1312
Federal Signal
FSS
$7.6B
| $4.67M | 0.01% |
362,990
+787
| +0.2% | +$8.64K |
|
|
VCI
1313
DELISTED
VALASSIS COMMUNICATIONS INC
VCI
| $4.67M | 0.01% |
161,770
-1
| -0% | -$28 |
|
1314
Agree Realty
ADC
$9.42B
| $4.67M | 0.01% |
154,723
+102,882
| +198% | +$3.01M |
|
1315
Apogee Enterprises
APOG
$832M
| $4.67M | 0.01% |
157,248
-5,109
| -3% | -$141K |
|
1316
Western Alliance Bancorporation
WAL
$8.87B
| $4.66M | 0.01% |
245,923
+223,767
| +1,010% | +$3.91M |
|
|
TECD
1317
DELISTED
Tech Data Corp
TECD
| $4.65M | 0.01% |
93,148
+269
| +0.3% | +$13.6K |
|
1318
The Ensign Group
ENSG
$10.4B
| $4.65M | 0.01% |
443,010
+52,753
| +14% | +$523K |
|
1319
Autoliv
ALV
$9.09B
| $4.64M | 0.01% |
73,689
+18,134
| +33% | +$1.09M |
|
1320
Alnylam Pharmaceuticals
ALNY
$27.5B
| $4.63M | 0.01% |
72,348
+55,353
| +326% | +$2.76M |
|
1321
Independent Bank
INDB
$4.02B
| $4.63M | 0.01% |
129,756
+2,372
| +2% | +$86.4K |
|
1322
Insight Enterprises
NSIT
$3.86B
| $4.62M | 0.01% |
243,957
+1,077
| +0.4% | +$21.7K |
|
|
PLCM
1323
DELISTED
POLYCOM INC
PLCM
| $4.59M | 0.01% |
420,450
-5,621
| -1% | -$58.6K |
|
|
HSNI
1324
DELISTED
HSN, Inc.
HSNI
| $4.57M | 0.01% |
85,228
-2,880
| -3% | -$165K |
|
|
TNGO
1325
DELISTED
Tangoe, Inc.
TNGO
| $4.57M | 0.01% |
191,374
+23,949
| +14% | +$466K |
|
Similar funds
Principal Financial Group's Q3 2013 Portfolio in Review
As of Q3 2013, Principal Financial Group held 2,356 positions worth $48.4B, up 7.2% from $45.1B the previous quarter. Its ten largest holdings account for 8.8% of the portfolio.
Principal Financial Group's Q3 2013 filing shows 108 new, 1,198 increased, 933 reduced and 95 closed positions. Its largest new stake was Twenty-First Century Fox, Inc. Class A: 2,356,599 shares worth $78.9M. The largest sale was Amgen, an estimated $114M.
By sector, the portfolio is most concentrated in Financials at 16% of assets, up from 16% a quarter earlier, followed by Technology and Real Estate.
- Principal Financial Group's largest Q3 2013 buy was Twenty-First Century Fox, Inc. Class A: 2,356,599 shares worth $78.9M.
- Principal Financial Group added most to ConocoPhillips in Q3 2013, an estimated $118M increase.
- Principal Financial Group's biggest Q3 2013 reduction was Amgen, cutting an estimated $114M.
- Principal Financial Group fully exited NEWS CORPORATION CL-A in Q3 2013, selling an estimated $76.7M.
- Principal Financial Group's ten largest holdings make up 8.8% of its $48.4B portfolio in Q3 2013.
- Principal Financial Group opened 108 new positions and closed 95 in Q3 2013.
- Principal Financial Group's portfolio value rose 7.2% quarter-over-quarter to $48.4B.
Based on Principal Financial Group's 13F filing for Q3 2013, filed 5 Nov 2013.