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 | |
|---|---|---|---|---|---|---|
|
CPWR
1301
DELISTED
COMPUWARE CORP
CPWR
| $5.46M | 0.01% |
507,376
+11,173
| +2% | +$117K |
|
|
LDR
1302
DELISTED
Landauer Inc
LDR
| $5.46M | 0.01% |
103,806
+11,752
| +13% | +$592K |
|
|
MDAS
1303
DELISTED
MEDASSETS INC COM STK (DE)
MDAS
| $5.46M | 0.01% |
275,372
+86
| +0% | +$1.93K |
|
|
SPTN
1304
DELISTED
SpartanNash
SPTN
| $5.45M | 0.01% |
224,449
+104,636
| +87% | +$2.43M |
|
|
CVG
1305
DELISTED
Convergys
CVG
| $5.44M | 0.01% |
258,328
-2,024
| -0.8% | -$40.3K |
|
|
IRC
1306
DELISTED
INLAND REAL ESTATE CORP
IRC
| $5.44M | 0.01% |
516,717
+30,657
| +6% | +$322K |
|
1307
GATX Corp
GATX
$6.45B
| $5.42M | 0.01% |
103,939
+1,372
| +1% | +$69K |
|
1308
Iron Mountain
IRM
$37.1B
| $5.42M | 0.01% |
193,124
+1,548
| +0.8% | +$39.7K |
|
1309
Diodes
DIOD
$3.77B
| $5.41M | 0.01% |
229,583
+18,260
| +9% | +$412K |
|
|
LM
1310
DELISTED
Legg Mason, Inc.
LM
| $5.39M | 0.01% |
124,085
-1,676
| -1% | -$65K |
|
|
CADE
1311
DELISTED
Cadence Bank
CADE
| $5.38M | 0.01% |
211,784
-1,163
| -0.5% | -$26.5K |
|
1312
Revvity
RVTY
$12.7B
| $5.38M | 0.01% |
130,605
+1,270
| +1% | +$48.6K |
|
1313
Scholastic
SCHL
$789M
| $5.37M | 0.01% |
157,990
+93,328
| +144% | +$2.76M |
|
1314
Nabors Industries
NBR
$1.22B
| $5.37M | 0.01% |
6,317
-621
| -9% | -$526K |
|
1315
Advanced Micro Devices
AMD
$791B
| $5.36M | 0.01% |
1,384,000
+25,196
| +2% | +$90.4K |
|
|
THOR
1316
DELISTED
THORATEC CORPORATION
THOR
| $5.34M | 0.01% |
146,048
+455
| +0.3% | +$17.9K |
|
|
HSNI
1317
DELISTED
HSN, Inc.
HSNI
| $5.34M | 0.01% |
85,741
+513
| +0.6% | +$29K |
|
1318
The Ensign Group
ENSG
$10.4B
| $5.33M | 0.01% |
472,293
+29,283
| +7% | +$324K |
|
|
ISIL
1319
DELISTED
Intersil Corp
ISIL
| $5.3M | 0.01% |
462,253
+144,432
| +45% | +$1.57M |
|
|
ACO
1320
DELISTED
AMCOL International Corp
ACO
| $5.3M | 0.01% |
156,015
+9,147
| +6% | +$294K |
|
1321
eHealth
EHTH
$43.8M
| $5.29M | 0.01% |
113,797
+13,035
| +13% | +$543K |
|
1322
Minerals Technologies
MTX
$2.25B
| $5.29M | 0.01% |
88,014
+544
| +0.6% | +$30.7K |
|
1323
EXL Service
EXLS
$5.21B
| $5.28M | 0.01% |
956,540
+61,495
| +7% | +$337K |
|
1324
Cleveland-Cliffs
CLF
$6.64B
| $5.28M | 0.01% |
201,578
+98
| +0% | +$2.42K |
|
1325
Northern Oil and Gas
NOG
$2.27B
| $5.28M | 0.01% |
35,020
+1,118
| +3% | +$177K |
|
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.