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 |
ExxonMobil
XOM
|
+$589M |
| 2 |
Simon Property Group
SPG
|
+$553M |
| 3 |
Apple
AAPL
|
+$526M |
| 4 |
JPMorgan Chase
JPM
|
+$449M |
| 5 |
Chevron
CVX
|
+$391M |
Top Sells
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 16.25% |
| 2 | Real Estate | 11.42% |
| 3 | Technology | 11.1% |
| 4 | Consumer Discretionary | 10.25% |
| 5 | Healthcare | 9.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1326
Itron
ITRI
$4.49B
| $4.09M | 0.01% |
+96,358
| New | +$4.11M |
|
1327
Fair Isaac
FICO
$32.4B
| $4.07M | 0.01% |
+88,863
| New | +$4.12M |
|
|
PCH
1328
DELISTED
PotlatchDeltic
PCH
| $4.05M | 0.01% |
+100,237
| New | +$4.6M |
|
1329
Trustmark
TRMK
$2.76B
| $4.03M | 0.01% |
+163,970
| New | +$4.04M |
|
1330
ScottsMiracle-Gro
SMG
$4.05B
| $4.02M | 0.01% |
+83,276
| New | +$3.87M |
|
1331
Harmonic Inc
HLIT
$1.14B
| $4.02M | 0.01% |
+632,725
| New | +$3.76M |
|
|
IPCC
1332
DELISTED
Infinity Property & Casualty C
IPCC
| $4.02M | 0.01% |
+67,230
| New | +$3.89M |
|
1333
Herc Holdings
HRI
$4.8B
| $4.01M | 0.01% |
+53,962
| New | +$3.94M |
|
1334
First Commonwealth Financial
FCF
$2.26B
| $4.01M | 0.01% |
+544,175
| New | +$3.9M |
|
1335
Astec Industries
ASTE
$1.18B
| $4.01M | 0.01% |
+116,916
| New | +$3.99M |
|
|
DF
1336
DELISTED
Dean Foods Company
DF
| $4.01M | 0.01% |
+200,005
| New | +$3.66M |
|
1337
Enviri
NVRI
$638M
| $4.01M | 0.01% |
+172,803
| New | +$3.94M |
|
|
UTIW
1338
DELISTED
UTI WORLDWIDE INC
UTIW
| $4M | 0.01% |
+242,899
| New | +$3.68M |
|
1339
Digital Realty Trust
DLR
$69.1B
| $3.99M | 0.01% |
+65,391
| New | +$4.27M |
|
1340
First Solar
FSLR
$21.4B
| $3.99M | 0.01% |
+89,111
| New | +$3.97M |
|
|
UNT
1341
DELISTED
UNIT Corporation
UNT
| $3.98M | 0.01% |
+93,583
| New | +$4.11M |
|
1342
DexCom
DXCM
$29.2B
| $3.98M | 0.01% |
+709,920
| New | +$3.4M |
|
|
VCI
1343
DELISTED
VALASSIS COMMUNICATIONS INC
VCI
| $3.98M | 0.01% |
+161,771
| New | +$4.21M |
|
1344
Viavi Solutions
VIAV
$7.83B
| $3.97M | 0.01% |
+485,419
| New | +$3.75M |
|
1345
Kemper
KMPR
$1.8B
| $3.96M | 0.01% |
+115,634
| New | +$3.79M |
|
|
KND
1346
DELISTED
Kindred Healthcare
KND
| $3.95M | 0.01% |
+300,566
| New | +$3.59M |
|
|
BRLI
1347
DELISTED
BIO-REFERENCE LABS INC-NEW-
BRLI
| $3.94M | 0.01% |
+137,125
| New | +$3.78M |
|
|
RSTI
1348
DELISTED
Rofin-Sinar Technologies Inc
RSTI
| $3.93M | 0.01% |
+157,707
| New | +$4.08M |
|
1349
Comstock Resources
CRK
$3.66B
| $3.93M | 0.01% |
+49,922
| New | +$4.09M |
|
1350
MillerKnoll
MLKN
$1.58B
| $3.92M | 0.01% |
+144,961
| New | +$3.82M |
|
Similar funds
Principal Financial Group's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Principal Financial Group, which disclosed 2,248 positions worth $45.1B. Its ten largest holdings account for 9.3% of the portfolio.
Its largest position is ExxonMobil: 6,547,866 shares worth $592M.
By sector, the portfolio is most concentrated in Financials at 16% of assets, followed by Real Estate and Technology.
- Principal Financial Group's largest Q2 2013 buy was ExxonMobil: 6,547,866 shares worth $592M.
- Principal Financial Group's ten largest holdings make up 9.3% of its $45.1B portfolio in Q2 2013.
- Principal Financial Group disclosed 2,248 positions in Q2 2013, its first 13F filing on record.
Based on Principal Financial Group's 13F filing for Q2 2013, filed 12 Aug 2013.