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 | |
|---|---|---|---|---|---|---|
1351
Standard Motor Products
SMP
$903M
| $3.92M | 0.01% |
+114,276
| New | +$3.63M |
|
1352
Skywest
SKYW
$4.45B
| $3.92M | 0.01% |
+289,687
| New | +$4.13M |
|
1353
Greif
GEF
$4.86B
| $3.91M | 0.01% |
+74,288
| New | +$3.77M |
|
|
DWA
1354
DELISTED
DREAMWORKS ANIMATION SKG INC CL-A
DWA
| $3.91M | 0.01% |
+152,365
| New | +$3.25M |
|
|
UNTD
1355
DELISTED
UNITED ONLINE INC COM NEW
UNTD
| $3.9M | 0.01% |
+73,542
| New | +$3.43M |
|
|
PKY
1356
DELISTED
Parkway, Inc.
PKY
| $3.9M | 0.01% |
+232,807
| New | +$4.15M |
|
1357
Apogee Enterprises
APOG
$855M
| $3.9M | 0.01% |
+162,357
| New | +$4.23M |
|
|
LM
1358
DELISTED
Legg Mason, Inc.
LM
| $3.88M | 0.01% |
+125,094
| New | +$4.09M |
|
|
LDR
1359
DELISTED
Landauer Inc
LDR
| $3.87M | 0.01% |
+80,161
| New | +$4.2M |
|
|
ISIL
1360
DELISTED
Intersil Corp
ISIL
| $3.87M | 0.01% |
+494,862
| New | +$3.89M |
|
1361
FerroAtlántica
GSM
$598M
| $3.86M | 0.01% |
+355,116
| New | +$4.44M |
|
|
CEC
1362
DELISTED
CEC ENTERTAINMENT INC
CEC
| $3.84M | 0.01% |
+93,582
| New | +$3.46M |
|
|
JNS
1363
DELISTED
Janus Capital Group Inc
JNS
| $3.84M | 0.01% |
+451,095
| New | +$3.93M |
|
1364
Standex International
SXI
$3.46B
| $3.77M | 0.01% |
+71,439
| New | +$3.75M |
|
1365
Insperity
NSP
$2.12B
| $3.77M | 0.01% |
+248,648
| New | +$3.62M |
|
|
BGC
1366
DELISTED
General Cable Corporation
BGC
| $3.76M | 0.01% |
+122,282
| New | +$4.09M |
|
1367
Heartland Express
HTLD
$992M
| $3.7M | 0.01% |
+266,687
| New | +$3.67M |
|
1368
American Public Education
APEI
$949M
| $3.69M | 0.01% |
+99,314
| New | +$3.58M |
|
1369
Cal-Maine
CALM
$4.49B
| $3.69M | 0.01% |
+158,574
| New | +$3.48M |
|
|
RPXC
1370
DELISTED
RPX Corporation
RPXC
| $3.69M | 0.01% |
+219,556
| New | +$3.25M |
|
|
CADE
1371
DELISTED
Cadence Bank
CADE
| $3.68M | 0.01% |
+207,907
| New | +$3.43M |
|
1372
Forestar Group
FOR
$1.48B
| $3.67M | 0.01% |
+183,182
| New | +$4.04M |
|
1373
Cathay General Bancorp
CATY
$4.23B
| $3.67M | 0.01% |
+180,461
| New | +$3.57M |
|
1374
AMN Healthcare
AMN
$1.35B
| $3.67M | 0.01% |
+256,200
| New | +$3.6M |
|
|
CVC
1375
DELISTED
CABLEVISION SYS CP NY GRP CL-A
CVC
| $3.67M | 0.01% |
+217,976
| New | +$3.26M |
|
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.