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 |
Air Products & Chemicals
APD
|
+$196M |
| 2 |
Pfizer
PFE
|
+$115M |
| 3 |
Johnson & Johnson
JNJ
|
+$89M |
| 4 |
STJ
St Jude Medical
STJ
|
+$70.2M |
| 5 |
SC
SANTANDER CONSUMER USA HOLDINGS INC
SC
|
+$67.8M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Allstate
ALL
|
+$118M |
| 2 |
BEAM
BEAM INC COM STK (DE)
BEAM
|
+$117M |
| 3 |
ADT
ADT Corp
ADT
|
+$112M |
| 4 |
Gen Digital
GEN
|
+$66.9M |
| 5 |
POSCO
PKX
|
+$61.6M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 16.67% |
| 2 | Real Estate | 11.52% |
| 3 | Technology | 11.34% |
| 4 | Healthcare | 10.45% |
| 5 | Consumer Discretionary | 10.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1301
Valley National Bancorp
VLY
$7.9B
| $5.52M | 0.01% |
530,407
+45,626
| +9% | +$457K |
|
|
VRTU
1302
DELISTED
Virtusa Corporation
VRTU
| $5.5M | 0.01% |
163,980
+19,798
| +14% | +$701K |
|
1303
The Ensign Group
ENSG
$10.4B
| $5.49M | 0.01% |
492,769
+20,476
| +4% | +$219K |
|
|
AWH
1304
DELISTED
Allied World Assurance Co Hld Lt
AWH
| $5.49M | 0.01% |
159,468
+4,524
| +3% | +$155K |
|
|
MGAM
1305
DELISTED
MULTIMEDIA GAMES HOLDING COMPANY INC COM STK (TX)
MGAM
| $5.47M | 0.01% |
188,414
+6,653
| +4% | +$210K |
|
1306
Boise Cascade
BCC
$2.69B
| $5.47M | 0.01% |
+190,910
| New | +$5.65M |
|
|
THOR
1307
DELISTED
THORATEC CORPORATION
THOR
| $5.46M | 0.01% |
152,425
+6,377
| +4% | +$229K |
|
1308
Visteon
VC
$2.79B
| $5.45M | 0.01% |
61,617
-41,791
| -40% | -$3.48M |
|
|
CPWR
1309
DELISTED
COMPUWARE CORP
CPWR
| $5.44M | 0.01% |
539,045
+31,669
| +6% | +$320K |
|
1310
Post Holdings
POST
$4.14B
| $5.43M | 0.01% |
150,497
+23,997
| +19% | +$861K |
|
|
WGL
1311
DELISTED
Wgl Holdings
WGL
| $5.43M | 0.01% |
135,444
+6,390
| +5% | +$247K |
|
1312
Koppers
KOP
$943M
| $5.42M | 0.01% |
131,575
+6,370
| +5% | +$260K |
|
|
AVTA
1313
DELISTED
Avantax, Inc. Common Stock
AVTA
| $5.42M | 0.01% |
275,252
+19,916
| +8% | +$461K |
|
|
JBTM
1314
JBT Marel
JBTM
$7.21B
| $5.42M | 0.01% |
175,348
+7,095
| +4% | +$216K |
|
|
X
1315
DELISTED
US Steel
X
| $5.42M | 0.01% |
196,208
+44,568
| +29% | +$1.17M |
|
1316
First Commonwealth Financial
FCF
$2.18B
| $5.41M | 0.01% |
598,492
+15,657
| +3% | +$133K |
|
|
NP
1317
DELISTED
Neenah, Inc. Common Stock
NP
| $5.4M | 0.01% |
104,390
+4,630
| +5% | +$215K |
|
|
KRA
1318
DELISTED
Kraton Corporation
KRA
| $5.4M | 0.01% |
206,559
+16,729
| +9% | +$421K |
|
|
RTI
1319
DELISTED
RTI INTL METALS INC(HLDG CO)
RTI
| $5.39M | 0.01% |
194,098
+8,171
| +4% | +$243K |
|
|
HSNI
1320
DELISTED
HSN, Inc.
HSNI
| $5.38M | 0.01% |
90,094
+4,353
| +5% | +$253K |
|
|
ENLC
1321
DELISTED
ENLINK MIDSTREAM, LLC
ENLC
| $5.34M | 0.01% |
157,489
-34,678
| -18% | -$1.29M |
|
|
IPCM
1322
DELISTED
IPC HEALTHCARE INC COM DTD
IPCM
| $5.34M | 0.01% |
108,743
+4,602
| +4% | +$245K |
|
1323
Vishay Intertechnology
VSH
$5.25B
| $5.33M | 0.01% |
358,252
+18,512
| +5% | +$260K |
|
|
TIVO
1324
DELISTED
Tivo Inc
TIVO
| $5.32M | 0.01% |
233,705
-12,552
| -5% | -$287K |
|
1325
Coherent
COHR
$51.4B
| $5.31M | 0.01% |
344,070
+12,404
| +4% | +$200K |
|
Similar funds
Principal Financial Group's Q1 2014 Portfolio in Review
As of Q1 2014, Principal Financial Group held 2,367 positions worth $56.1B, up 4.6% from $53.6B the previous quarter. Its ten largest holdings account for 9.6% of the portfolio.
Principal Financial Group's Q1 2014 filing shows 92 new, 1,403 increased, 751 reduced and 109 closed positions. Its largest new stake was SANTANDER CONSUMER USA HOLDINGS INC: 2,740,724 shares worth $66M. The largest sale was Allstate, an estimated $118M.
By sector, the portfolio is most concentrated in Financials at 17% of assets, down from 17% a quarter earlier, followed by Real Estate and Technology.
- Principal Financial Group's largest Q1 2014 buy was SANTANDER CONSUMER USA HOLDINGS INC: 2,740,724 shares worth $66M.
- Principal Financial Group added most to Air Products & Chemicals in Q1 2014, an estimated $196M increase.
- Principal Financial Group's biggest Q1 2014 reduction was Allstate, cutting an estimated $118M.
- Principal Financial Group fully exited POSCO in Q1 2014, selling an estimated $61.6M.
- Principal Financial Group's ten largest holdings make up 9.6% of its $56.1B portfolio in Q1 2014.
- Principal Financial Group opened 92 new positions and closed 109 in Q1 2014.
- Principal Financial Group's portfolio value rose 4.6% quarter-over-quarter to $56.1B.
Based on Principal Financial Group's 13F filing for Q1 2014, filed 13 May 2014.