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 | |
|---|---|---|---|---|---|---|
|
NEWP
1351
DELISTED
NEWPORT CORP
NEWP
| $5.12M | 0.01% |
247,537
+8,647
| +4% | +$168K |
|
1352
Banner Corp
BANR
$2.39B
| $5.1M | 0.01% |
123,722
-190,248
| -61% | -$7.68M |
|
1353
Badger Meter
BMI
$3.89B
| $5.08M | 0.01% |
184,476
+6,776
| +4% | +$179K |
|
|
IPCC
1354
DELISTED
Infinity Property & Casualty C
IPCC
| $5.07M | 0.01% |
75,000
+2,624
| +4% | +$189K |
|
|
PDCO
1355
DELISTED
Patterson Companies, Inc.
PDCO
| $5.04M | 0.01% |
120,656
-636
| -0.5% | -$26K |
|
|
HTS
1356
DELISTED
HATTERAS FINANCIAL CORP
HTS
| $5.03M | 0.01% |
266,941
+124,713
| +88% | +$2.33M |
|
1357
MillerKnoll
MLKN
$1.53B
| $5.03M | 0.01% |
156,412
+5,037
| +3% | +$145K |
|
1358
Green Plains
GPRE
$1.18B
| $5.02M | 0.01% |
167,566
+18,397
| +12% | +$451K |
|
1359
Hyatt Hotels
H
$16.4B
| $5.02M | 0.01% |
93,300
+3,673
| +4% | +$187K |
|
1360
Iron Mountain
IRM
$36.4B
| $5.01M | 0.01% |
196,830
+3,706
| +2% | +$94.8K |
|
|
PLCM
1361
DELISTED
POLYCOM INC
PLCM
| $5.01M | 0.01% |
365,035
-2,680
| -0.7% | -$33.6K |
|
1362
World Acceptance Corp
WRLD
$834M
| $5.01M | 0.01% |
66,676
+785
| +1% | +$70.9K |
|
1363
Allegion
ALLE
$13.4B
| $5M | 0.01% |
95,757
-44,075
| -32% | -$2.21M |
|
|
LTM
1364
DELISTED
LIFE TIME FITNESS INC
LTM
| $4.99M | 0.01% |
103,672
+3,509
| +4% | +$160K |
|
|
CLNY
1365
DELISTED
Colony Capital, Inc.
CLNY
| $4.98M | 0.01% |
226,714
+49,050
| +28% | +$1.08M |
|
1366
Aaon
AAON
$7.3B
| $4.97M | 0.01% |
401,490
+14,024
| +4% | +$186K |
|
|
CALY
1367
Callaway Golf Company
CALY
$3.32B
| $4.96M | 0.01% |
485,792
+33,607
| +7% | +$293K |
|
1368
United Airlines
UAL
$39.4B
| $4.96M | 0.01% |
111,178
+29,894
| +37% | +$1.34M |
|
|
EGL
1369
DELISTED
Engility Holdings, Inc.
EGL
| $4.93M | 0.01% |
109,538
+8,533
| +8% | +$351K |
|
1370
American Eagle Outfitters
AEO
$2.88B
| $4.93M | 0.01% |
402,541
-6,714
| -2% | -$92.5K |
|
|
BKS
1371
DELISTED
Barnes & Noble
BKS
| $4.92M | 0.01% |
359,468
+28,869
| +9% | +$331K |
|
1372
Quanex
NX
$819M
| $4.91M | 0.01% |
237,439
+21,131
| +10% | +$416K |
|
|
SYKE
1373
DELISTED
SYKES Enterprises Inc
SYKE
| $4.91M | 0.01% |
247,072
+8,089
| +3% | +$165K |
|
1374
Cathay General Bancorp
CATY
$4.22B
| $4.9M | 0.01% |
194,611
+6,638
| +4% | +$166K |
|
|
TAL
1375
DELISTED
TAL INTERNATIONAL GROUP, INC.
TAL
| $4.89M | 0.01% |
114,118
+17,987
| +19% | +$800K |
|
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.