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 |
Restaurant Brands International
QSR
|
+$221M |
| 2 |
Liberty Media Series C
FWONK
|
+$168M |
| 3 |
Fidelity National Financial
FNF
|
+$150M |
| 4 |
PPL
PPL Corp
PPL
|
+$119M |
| 5 |
General Dynamics
GD
|
+$100M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
BKW
BURGER KING WORLDWIDE
BKW
|
+$170M |
| 2 |
TYC
TYCO INTL PLC COM SHS (IRL)
TYC
|
+$136M |
| 3 |
LyondellBasell Industries
LYB
|
+$123M |
| 4 |
AbbVie
ABBV
|
+$103M |
| 5 |
Trane Technologies
TT
|
+$92M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 15.98% |
| 2 | Real Estate | 14.38% |
| 3 | Technology | 11.77% |
| 4 | Healthcare | 10.83% |
| 5 | Consumer Discretionary | 10.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1401
Emergent Biosolutions
EBS
$375M
| $4.83M | 0.01% |
177,422
+1,542
| +0.9% | +$36.7K |
|
|
NEWP
1402
DELISTED
NEWPORT CORP
NEWP
| $4.83M | 0.01% |
252,768
+12,505
| +5% | +$226K |
|
1403
AMERISAFE
AMSF
$549M
| $4.83M | 0.01% |
114,017
+1,662
| +1% | +$68.9K |
|
1404
MillerKnoll
MLKN
$1.53B
| $4.82M | 0.01% |
163,847
+4,009
| +3% | +$122K |
|
|
PDCO
1405
DELISTED
Patterson Companies, Inc.
PDCO
| $4.79M | 0.01% |
99,658
+4,564
| +5% | +$206K |
|
|
DRIV
1406
DELISTED
DIGITAL RIVER INC.
DRIV
| $4.78M | 0.01% |
193,108
+700
| +0.4% | +$15.3K |
|
1407
New York Times
NYT
$12.3B
| $4.74M | 0.01% |
358,529
+1,136
| +0.3% | +$14.6K |
|
1408
Intrepid Potash
IPI
$474M
| $4.73M | 0.01% |
34,072
-1,093
| -3% | -$151K |
|
|
RTI
1409
DELISTED
RTI INTL METALS INC(HLDG CO)
RTI
| $4.7M | 0.01% |
186,063
+1,261
| +0.7% | +$29.6K |
|
1410
Employers Holdings
EIG
$941M
| $4.69M | 0.01% |
199,343
+9,920
| +5% | +$207K |
|
|
HNGR
1411
DELISTED
Hanger Inc.
HNGR
| $4.68M | 0.01% |
213,770
+1,436
| +0.7% | +$31.1K |
|
|
PCH
1412
DELISTED
PotlatchDeltic
PCH
| $4.68M | 0.01% |
111,743
+1,118
| +1% | +$47.1K |
|
1413
Stepan Co
SCL
$1.48B
| $4.64M | 0.01% |
115,902
+515
| +0.4% | +$21.9K |
|
1414
First Solar
FSLR
$22.1B
| $4.64M | 0.01% |
103,989
+11,592
| +13% | +$591K |
|
1415
Insperity
NSP
$2.06B
| $4.63M | 0.01% |
273,132
-340
| -0.1% | -$5.37K |
|
1416
Tidewater
TDW
$3.65B
| $4.61M | 0.01% |
4,413
+228
| +5% | +$258K |
|
|
ANN
1417
DELISTED
ANN INC
ANN
| $4.6M | 0.01% |
126,028
+1,418
| +1% | +$53.4K |
|
|
LDRH
1418
DELISTED
LDR HOLDINGS CORP COM STK
LDRH
| $4.59M | 0.01% |
140,000
-6,000
| -4% | -$197K |
|
|
DEL
1419
DELISTED
Deltic Timber
DEL
| $4.59M | 0.01% |
67,067
+460
| +0.7% | +$30K |
|
|
AFFX
1420
DELISTED
Affymetrix Inc
AFFX
| $4.58M | 0.01% |
464,456
+1,496
| +0.3% | +$13.1K |
|
|
EGL
1421
DELISTED
Engility Holdings, Inc.
EGL
| $4.58M | 0.01% |
107,000
+552
| +0.5% | +$22K |
|
|
BLUE
1422
DELISTED
bluebird bio
BLUE
| $4.57M | 0.01% |
3,850
-231
| -6% | -$154K |
|
1423
Merit Medical Systems
MMSI
$4.97B
| $4.56M | 0.01% |
262,920
+2,812
| +1% | +$41.6K |
|
1424
Regis Corp
RGS
$68.5M
| $4.54M | 0.01% |
13,555
-3
| -0% | -$984 |
|
1425
Mine Safety
MSA
$6.73B
| $4.54M | 0.01% |
85,473
+1,431
| +2% | +$75.7K |
|
Similar funds
Principal Financial Group's Q4 2014 Portfolio in Review
As of Q4 2014, Principal Financial Group held 2,313 positions worth $64.4B, up 9.2% from $58.9B the previous quarter. Its ten largest holdings account for 10% of the portfolio.
Principal Financial Group's Q4 2014 filing shows 109 new, 1,177 increased, 869 reduced and 142 closed positions. Its largest new stake was Restaurant Brands International: 5,750,957 shares worth $225M. The largest sale was BURGER KING WORLDWIDE, an estimated $170M.
By sector, the portfolio is most concentrated in Financials at 16% of assets, up from 16% a quarter earlier, followed by Real Estate and Technology.
- Principal Financial Group's largest Q4 2014 buy was Restaurant Brands International: 5,750,957 shares worth $225M.
- Principal Financial Group added most to PPL Corp in Q4 2014, an estimated $119M increase.
- Principal Financial Group's biggest Q4 2014 reduction was TYCO INTL PLC COM SHS (IRL), cutting an estimated $136M.
- Principal Financial Group fully exited BURGER KING WORLDWIDE in Q4 2014, selling an estimated $170M.
- Principal Financial Group's ten largest holdings make up 10% of its $64.4B portfolio in Q4 2014.
- Principal Financial Group opened 109 new positions and closed 142 in Q4 2014.
- Principal Financial Group's portfolio value rose 9.2% quarter-over-quarter to $64.4B.
Based on Principal Financial Group's 13F filing for Q4 2014, filed 12 Feb 2015.