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 | |
|---|---|---|---|---|---|---|
1326
Northern Oil and Gas
NOG
$2.3B
| $5.31M | 0.01% |
36,297
+1,277
| +4% | +$185K |
|
|
NMBL
1327
DELISTED
Nimble Storage, Inc.
NMBL
| $5.27M | 0.01% |
139,100
+100
| +0.1% | +$4.48K |
|
|
PMC
1328
DELISTED
PharMerica Corporation
PMC
| $5.26M | 0.01% |
188,092
+16,347
| +10% | +$401K |
|
1329
JetBlue
JBLU
$2.28B
| $5.25M | 0.01% |
604,172
+59,511
| +11% | +$522K |
|
|
BRSL
1330
Brightstar Lottery PLC
BRSL
$1.84B
| $5.25M | 0.01% |
373,124
-8,240
| -2% | -$128K |
|
1331
Kemper
KMPR
$1.67B
| $5.24M | 0.01% |
133,748
+6,279
| +5% | +$241K |
|
|
BTU
1332
DELISTED
PEABODY ENERGY CORP COM STK NEW (DE)
BTU
| $5.24M | 0.01% |
21,369
+528
| +3% | +$134K |
|
1333
Fair Isaac
FICO
$24.3B
| $5.23M | 0.01% |
94,539
+4,959
| +6% | +$274K |
|
1334
Astec Industries
ASTE
$1.16B
| $5.22M | 0.01% |
119,008
+4,171
| +4% | +$165K |
|
1335
Graham Holdings Company
GHC
$5.18B
| $5.22M | 0.01% |
12,270
-10,255
| -46% | -$4.19M |
|
1336
W.P. Carey
WPC
$16.8B
| $5.21M | 0.01% |
88,630
+2,598
| +3% | +$157K |
|
|
UTEK
1337
DELISTED
Ultratech Inc.
UTEK
| $5.21M | 0.01% |
178,581
+7,317
| +4% | +$195K |
|
|
ABAX
1338
DELISTED
Abaxis Inc
ABAX
| $5.2M | 0.01% |
133,621
+4,527
| +4% | +$180K |
|
1339
Movado Group
MOV
$849M
| $5.19M | 0.01% |
113,888
+3,988
| +4% | +$163K |
|
1340
Silicon Laboratories
SLAB
$7.17B
| $5.17M | 0.01% |
98,995
-4,923
| -5% | -$238K |
|
1341
AMERISAFE
AMSF
$543M
| $5.17M | 0.01% |
117,752
+4,790
| +4% | +$201K |
|
1342
BJ's Restaurants
BJRI
$1.42B
| $5.17M | 0.01% |
157,994
+6,234
| +4% | +$188K |
|
|
CVC
1343
DELISTED
CABLEVISION SYS CP NY GRP CL-A
CVC
| $5.16M | 0.01% |
305,794
+81,292
| +36% | +$1.36M |
|
1344
Nasdaq
NDAQ
$52.7B
| $5.16M | 0.01% |
418,782
-19,029
| -4% | -$246K |
|
|
ANN
1345
DELISTED
ANN INC
ANN
| $5.15M | 0.01% |
124,165
-539,199
| -81% | -$19.2M |
|
|
IRF
1346
DELISTED
INTL RECTIFIER CORP
IRF
| $5.14M | 0.01% |
187,457
+8,720
| +5% | +$232K |
|
|
LDR
1347
DELISTED
Landauer Inc
LDR
| $5.13M | 0.01% |
113,273
+9,467
| +9% | +$465K |
|
1348
Alnylam Pharmaceuticals
ALNY
$27.5B
| $5.13M | 0.01% |
76,424
-176
| -0.2% | -$13.6K |
|
|
PES
1349
DELISTED
Pioneer Energy Services Corp.
PES
| $5.13M | 0.01% |
396,101
+14,245
| +4% | +$142K |
|
1350
ICU Medical
ICUI
$4.21B
| $5.13M | 0.01% |
85,583
+4,838
| +6% | +$298K |
|
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.