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 | |
|---|---|---|---|---|---|---|
1426
Winnebago Industries
WGO
$908M
| $3.31M | 0.01% |
+157,691
| New | +$3.09M |
|
|
TBHC
1427
DELISTED
The Brand House Collective
TBHC
| $3.31M | 0.01% |
+191,639
| New | +$2.71M |
|
1428
Quanex
NX
$893M
| $3.29M | 0.01% |
+195,666
| New | +$3.36M |
|
|
SRGA
1429
DELISTED
Surgalign Holdings, Inc. Common Stock
SRGA
| $3.29M | 0.01% |
+29,202
| New | +$3.57M |
|
1430
Safety Insurance
SAFT
$1.51B
| $3.28M | 0.01% |
+67,693
| New | +$3.4M |
|
1431
Hercules Capital
HTGC
$3.04B
| $3.27M | 0.01% |
+234,873
| New | +$3.06M |
|
|
GTIV
1432
DELISTED
GENTIVA HEALTH SERVICES INC
GTIV
| $3.27M | 0.01% |
+328,005
| New | +$3.41M |
|
|
NFX
1433
DELISTED
Newfield Exploration
NFX
| $3.26M | 0.01% |
+136,405
| New | +$3.12M |
|
|
CRR
1434
DELISTED
Carbo Ceramics Inc.
CRR
| $3.26M | 0.01% |
+48,281
| New | +$3.58M |
|
|
STL
1435
DELISTED
STERLING BANCORP
STL
| $3.25M | 0.01% |
+279,954
| New | +$3.21M |
|
1436
Aaon
AAON
$7.68B
| $3.25M | 0.01% |
+331,641
| New | +$2.97M |
|
1437
FTI Consulting
FCN
$5.04B
| $3.25M | 0.01% |
+98,690
| New | +$3.44M |
|
1438
American Vanguard Corp
AVD
$74.1M
| $3.24M | 0.01% |
+138,448
| New | +$4.03M |
|
|
CKP
1439
DELISTED
CHECKPOINT SYSTEMS INC
CKP
| $3.24M | 0.01% |
+228,518
| New | +$2.9M |
|
|
DISH
1440
DELISTED
DISH Network Corp.
DISH
| $3.23M | 0.01% |
+76,017
| New | +$2.96M |
|
1441
Materion
MTRN
$4.36B
| $3.22M | 0.01% |
+118,870
| New | +$3.34M |
|
1442
SiriusXM
SIRI
$10.7B
| $3.21M | 0.01% |
+95,746
| New | +$3.15M |
|
|
NAVG
1443
DELISTED
Navigators Group Inc
NAVG
| $3.19M | 0.01% |
+111,892
| New | +$3.26M |
|
1444
M/I Homes
MHO
$3.89B
| $3.18M | 0.01% |
+138,383
| New | +$3.36M |
|
|
ENLC
1445
DELISTED
ENLINK MIDSTREAM, LLC
ENLC
| $3.17M | 0.01% |
+160,630
| New | +$3.07M |
|
1446
Nelnet
NNI
$4.92B
| $3.17M | 0.01% |
+87,932
| New | +$3.15M |
|
1447
Federal Signal
FSS
$7.19B
| $3.17M | 0.01% |
+362,203
| New | +$2.99M |
|
|
UCB
1448
United Community Banks
UCB
$4.27B
| $3.17M | 0.01% |
+254,832
| New | +$2.89M |
|
|
BOBE
1449
DELISTED
Bob Evans Farms, Inc.
BOBE
| $3.16M | 0.01% |
+67,338
| New | +$3M |
|
|
UHT
1450
Universal Health Realty Income Trust
UHT
$628M
| $3.16M | 0.01% |
+73,180
| New | +$3.75M |
|
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.