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 | |
|---|---|---|---|---|---|---|
1376
Winnebago Industries
WGO
$900M
| $4.71M | 0.01% |
171,638
+9,916
| +6% | +$288K |
|
|
ACAT
1377
DELISTED
Arctic Cat Inc
ACAT
| $4.71M | 0.01% |
82,656
+4,851
| +6% | +$268K |
|
|
LTM
1378
DELISTED
LIFE TIME FITNESS INC
LTM
| $4.71M | 0.01% |
100,163
+700
| +0.7% | +$33.5K |
|
1379
American Public Education
APEI
$940M
| $4.69M | 0.01% |
107,871
+5,296
| +5% | +$219K |
|
|
LOGM
1380
DELISTED
LogMein, Inc.
LOGM
| $4.68M | 0.01% |
139,612
+8,063
| +6% | +$258K |
|
|
RSTI
1381
DELISTED
Rofin-Sinar Technologies Inc
RSTI
| $4.67M | 0.01% |
172,974
+9,759
| +6% | +$245K |
|
|
JNS
1382
DELISTED
Janus Capital Group Inc
JNS
| $4.67M | 0.01% |
377,299
+3,013
| +0.8% | +$31K |
|
1383
Skywest
SKYW
$4.35B
| $4.66M | 0.01% |
314,356
+14,830
| +5% | +$226K |
|
1384
Murphy USA
MUSA
$11.4B
| $4.66M | 0.01% |
112,112
+923
| +0.8% | +$39.2K |
|
|
IRF
1385
DELISTED
INTL RECTIFIER CORP
IRF
| $4.66M | 0.01% |
178,737
+2,473
| +1% | +$60.2K |
|
1386
COPT Defense Properties
CDP
$4.32B
| $4.66M | 0.01% |
196,586
+2,648
| +1% | +$61.8K |
|
1387
JetBlue
JBLU
$2.16B
| $4.66M | 0.01% |
544,661
+5,452
| +1% | +$43.3K |
|
|
DO
1388
DELISTED
Diamond Offshore Drilling
DO
| $4.64M | 0.01% |
81,451
-6,876
| -8% | -$414K |
|
|
DEL
1389
DELISTED
Deltic Timber
DEL
| $4.63M | 0.01% |
68,210
+3,893
| +6% | +$248K |
|
|
XXIA
1390
DELISTED
Ixia
XXIA
| $4.62M | 0.01% |
347,410
+21,466
| +7% | +$299K |
|
|
GES
1391
DELISTED
Guess Inc
GES
| $4.62M | 0.01% |
148,802
+1,219
| +0.8% | +$38.7K |
|
1392
Ethan Allen Interiors
ETD
$600M
| $4.62M | 0.01% |
151,871
-2,367
| -2% | -$66.9K |
|
1393
S&T Bancorp
STBA
$1.9B
| $4.61M | 0.01% |
181,908
+19,199
| +12% | +$473K |
|
|
MWW
1394
DELISTED
Monster Worldwide Inc
MWW
| $4.59M | 0.01% |
644,182
+363,657
| +130% | +$1.9M |
|
1395
LSB Industries
LXU
$824M
| $4.58M | 0.01% |
145,224
+9,542
| +7% | +$247K |
|
|
MVNR
1396
DELISTED
MAVENIR SYS INC COM STK (DE)
MVNR
| $4.58M | 0.01% |
+410,000
| New | +$4.18M |
|
1397
Trustmark
TRMK
$2.73B
| $4.57M | 0.01% |
170,367
+2,339
| +1% | +$63.2K |
|
|
ITG
1398
DELISTED
Investment Technology Group Inc
ITG
| $4.57M | 0.01% |
222,250
+11,402
| +5% | +$206K |
|
|
CBB
1399
DELISTED
Cincinnati Bell Inc.
CBB
| $4.57M | 0.01% |
256,520
+13,360
| +5% | +$209K |
|
1400
Harmonic Inc
HLIT
$1.15B
| $4.54M | 0.01% |
615,827
+29,843
| +5% | +$222K |
|
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.