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 | |
|---|---|---|---|---|---|---|
1426
Forestar Group
FOR
$1.48B
| $4.31M | 0.01% |
202,788
+12,557
| +7% | +$263K |
|
|
CCG
1427
DELISTED
CAMPUS CREST COMMUNITIES INC COM STK (MD)
CCG
| $4.31M | 0.01% |
457,939
-1,995,650
| -81% | -$19.6M |
|
1428
Quanex
NX
$825M
| $4.31M | 0.01% |
216,308
+13,511
| +7% | +$245K |
|
1429
McGrath RentCorp
MGRC
$2.87B
| $4.31M | 0.01% |
108,196
+21,806
| +25% | +$806K |
|
|
WPX
1430
DELISTED
WPX Energy, Inc.
WPX
| $4.29M | 0.01% |
210,520
-19,930
| -9% | -$398K |
|
1431
AMN Healthcare
AMN
$1.35B
| $4.28M | 0.01% |
291,426
+25,266
| +9% | +$342K |
|
|
ARRY
1432
DELISTED
Array Biopharma Inc
ARRY
| $4.28M | 0.01% |
853,611
-521,108
| -38% | -$2.84M |
|
|
NP
1433
DELISTED
Neenah, Inc. Common Stock
NP
| $4.27M | 0.01% |
99,760
+11,917
| +14% | +$489K |
|
1434
Azenta
AZTA
$1.3B
| $4.27M | 0.01% |
406,664
+24,547
| +6% | +$243K |
|
|
AREX
1435
DELISTED
Approach Resources Inc.
AREX
| $4.26M | 0.01% |
221,080
+19,484
| +10% | +$478K |
|
1436
LivePerson
LPSN
$22M
| $4.26M | 0.01% |
19,166
+1,230
| +7% | +$204K |
|
|
FCS
1437
DELISTED
FAIRCHILD SEMICONDUCTOR INTL INC COMMON
FCS
| $4.26M | 0.01% |
318,758
+35,470
| +13% | +$454K |
|
|
VRE
1438
DELISTED
Veris Residential
VRE
| $4.25M | 0.01% |
198,030
+2,643
| +1% | +$55.4K |
|
|
GTIV
1439
DELISTED
GENTIVA HEALTH SERVICES INC
GTIV
| $4.25M | 0.01% |
342,780
+8,084
| +2% | +$97.3K |
|
1440
HealthStream
HSTM
$863M
| $4.24M | 0.01% |
129,494
+13,017
| +11% | +$445K |
|
1441
Tredegar Corp
TG
$260M
| $4.23M | 0.01% |
146,952
+9,268
| +7% | +$248K |
|
|
UCB
1442
United Community Banks
UCB
$4.26B
| $4.22M | 0.01% |
237,702
+13,916
| +6% | +$230K |
|
1443
Brink's
BCO
$5.01B
| $4.21M | 0.01% |
123,387
-550
| -0.4% | -$17.3K |
|
|
MCF
1444
DELISTED
Contango Oil & Gas Co.
MCF
| $4.21M | 0.01% |
89,000
+15,838
| +22% | +$696K |
|
1445
Safety Insurance
SAFT
$1.51B
| $4.2M | 0.01% |
74,541
+4,655
| +7% | +$256K |
|
1446
FTI Consulting
FCN
$5.14B
| $4.19M | 0.01% |
101,870
-208
| -0.2% | -$8.66K |
|
1447
Douglas Emmett
DEI
$2.05B
| $4.17M | 0.01% |
179,176
-1,525
| -0.8% | -$36.4K |
|
|
ARO
1448
DELISTED
Aeropostale Inc
ARO
| $4.16M | 0.01% |
458,043
+262,028
| +134% | +$2.4M |
|
1449
Jabil
JBL
$30.1B
| $4.15M | 0.01% |
238,116
-186
| -0.1% | -$3.77K |
|
|
TRST
1450
Trustco Bank Corp NY
TRST
$953M
| $4.14M | 0.01% |
115,390
+6,922
| +6% | +$237K |
|
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.