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 | |
|---|---|---|---|---|---|---|
1351
Comstock Resources
CRK
$3.7B
| $4.95M | 0.01% |
54,105
+2,172
| +4% | +$189K |
|
|
MNTA
1352
DELISTED
Momenta Pharmaceuticals, Inc.
MNTA
| $4.94M | 0.01% |
279,574
+8,812
| +3% | +$148K |
|
1353
Standex International
SXI
$3.33B
| $4.94M | 0.01% |
78,571
+5,202
| +7% | +$315K |
|
|
JBTM
1354
JBT Marel
JBTM
$7.35B
| $4.93M | 0.01% |
168,253
+9,938
| +6% | +$276K |
|
1355
Alnylam Pharmaceuticals
ALNY
$38.3B
| $4.93M | 0.01% |
76,600
+4,252
| +6% | +$254K |
|
|
ROC
1356
DELISTED
ROCKWOOD HLDGS INC
ROC
| $4.91M | 0.01% |
68,284
-1,559
| -2% | -$106K |
|
1357
Valley National Bancorp
VLY
$7.9B
| $4.91M | 0.01% |
484,781
-10,638
| -2% | -$107K |
|
|
TECD
1358
DELISTED
Tech Data Corp
TECD
| $4.9M | 0.01% |
94,966
+1,818
| +2% | +$93K |
|
1359
Sonic Automotive
SAH
$3.56B
| $4.89M | 0.01% |
199,872
+12,108
| +6% | +$282K |
|
1360
Washington Trust Bancorp
WASH
$748M
| $4.89M | 0.01% |
131,300
+26,410
| +25% | +$905K |
|
|
PETX
1361
DELISTED
Aratana Therapeutics, Inc.
PETX
| $4.86M | 0.01% |
254,500
-95,500
| -27% | -$1.94M |
|
|
TIVO
1362
DELISTED
Tivo Inc
TIVO
| $4.85M | 0.01% |
246,257
-7,813
| -3% | -$143K |
|
|
MDP
1363
DELISTED
Meredith Corporation
MDP
| $4.85M | 0.01% |
93,588
+1,140
| +1% | +$58.2K |
|
1364
Badger Meter
BMI
$3.87B
| $4.84M | 0.01% |
177,700
+10,558
| +6% | +$274K |
|
1365
Movado Group
MOV
$840M
| $4.84M | 0.01% |
109,900
+6,332
| +6% | +$284K |
|
1366
Saia
SAIA
$10.5B
| $4.82M | 0.01% |
150,278
+142,542
| +1,843% | +$4.66M |
|
1367
Standard Motor Products
SMP
$902M
| $4.81M | 0.01% |
130,704
+8,097
| +7% | +$279K |
|
|
BIG
1368
DELISTED
Big Lots, Inc.
BIG
| $4.78M | 0.01% |
148,002
+1,373
| +0.9% | +$48.8K |
|
|
FRAN
1369
DELISTED
Francesca's Holdings Corporation
FRAN
| $4.77M | 0.01% |
21,602
+329
| +2% | +$71.7K |
|
1370
AMERISAFE
AMSF
$562M
| $4.77M | 0.01% |
112,962
+12,004
| +12% | +$480K |
|
1371
MidCap Financial Investment
MFIC
$801M
| $4.76M | 0.01% |
186,938
+2,153
| +1% | +$55.4K |
|
|
PRFT
1372
DELISTED
Perficient Inc
PRFT
| $4.75M | 0.01% |
202,923
+11,618
| +6% | +$238K |
|
|
DBD
1373
DELISTED
Diebold Nixdorf Incorporated
DBD
| $4.74M | 0.01% |
143,620
+1,854
| +1% | +$57.8K |
|
|
BIND
1374
DELISTED
BIND THERAPEUTICS INC
BIND
| $4.73M | 0.01% |
+313,517
| New | +$3.99M |
|
1375
BJ's Restaurants
BJRI
$1.47B
| $4.71M | 0.01% |
151,760
+16,006
| +12% | +$460K |
|
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.