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 | |
|---|---|---|---|---|---|---|
1451
AMERISAFE
AMSF
$573M
| $3.14M | 0.01% |
+97,078
| New | +$3.25M |
|
|
BBBY
1452
Bed Bath & Beyond
BBBY
$503M
| $3.14M | 0.01% |
+148,391
| New | +$2.48M |
|
1453
Comfort Systems
FIX
$57.2B
| $3.14M | 0.01% |
+210,640
| New | +$2.87M |
|
|
SVU
1454
DELISTED
SUPERVALU Inc.
SVU
| $3.13M | 0.01% |
+71,853
| New | +$3.03M |
|
1455
Verisk Analytics
VRSK
$27.8B
| $3.13M | 0.01% |
+52,361
| New | +$3.13M |
|
|
IN
1456
DELISTED
INTERMEC, INC.
IN
| $3.12M | 0.01% |
+317,551
| New | +$3.12M |
|
|
HAYN
1457
DELISTED
Haynes International, Inc.
HAYN
| $3.12M | 0.01% |
+65,108
| New | +$3.22M |
|
1458
Franco-Nevada
FNV
$40.6B
| $3.1M | 0.01% |
+86,707
| New | +$3.49M |
|
1459
Autoliv
ALV
$9.09B
| $3.1M | 0.01% |
+55,555
| New | +$3M |
|
1460
Brink's
BCO
$4.87B
| $3.08M | 0.01% |
+120,702
| New | +$3.18M |
|
1461
S&T Bancorp
STBA
$1.92B
| $3.08M | 0.01% |
+156,896
| New | +$2.96M |
|
|
HF
1462
DELISTED
HFF Inc.
HF
| $3.08M | 0.01% |
+184,347
| New | +$3.32M |
|
|
KERX
1463
DELISTED
Keryx Biopharmaceuticals Inc
KERX
| $3.07M | 0.01% |
+410,636
| New | +$3.21M |
|
|
AM
1464
DELISTED
AMERICAN GREETINGS CORP CL A
AM
| $3.07M | 0.01% |
+168,410
| New | +$3.09M |
|
|
NEWP
1465
DELISTED
NEWPORT CORP
NEWP
| $3.03M | 0.01% |
+217,625
| New | +$3.08M |
|
1466
LSB Industries
LXU
$822M
| $3.03M | 0.01% |
+129,340
| New | +$3.24M |
|
|
SGEN
1467
DELISTED
Seagen Inc. Common Stock
SGEN
| $3M | 0.01% |
+95,490
| New | +$3.33M |
|
|
UBA
1468
DELISTED
Urstadt Biddle Properties Inc. Class A
UBA
| $2.99M | 0.01% |
+148,445
| New | +$3.22M |
|
|
OREX
1469
DELISTED
Orexigen Therapeutics, Inc.
OREX
| $2.99M | 0.01% |
+51,145
| New | +$3.15M |
|
1470
International Bancshares
IBOC
$4.83B
| $2.99M | 0.01% |
+132,377
| New | +$2.72M |
|
|
GHL
1471
DELISTED
Greenhill & Co., Inc.
GHL
| $2.97M | 0.01% |
+65,012
| New | +$3.14M |
|
1472
Westamerica Bancorp
WABC
$1.39B
| $2.96M | 0.01% |
+64,838
| New | +$2.88M |
|
1473
TTEC Holdings
TTEC
$119M
| $2.94M | 0.01% |
+125,637
| New | +$2.8M |
|
1474
HealthStream
HSTM
$843M
| $2.94M | 0.01% |
+116,162
| New | +$2.8M |
|
|
RT
1475
DELISTED
Ruby Tuesday Georgia
RT
| $2.94M | 0.01% |
+318,563
| New | +$2.92M |
|
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.