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 | |
|---|---|---|---|---|---|---|
126
Western Digital
WDC
$172B
| $96.2M | 0.21% |
+2,050,154
| New | +$89.8M |
|
127
International Paper
IP
$22.5B
| $95.7M | 0.21% |
+2,313,838
| New | +$100M |
|
128
Kimberly-Clark
KMB
$37B
| $95.6M | 0.21% |
+1,026,584
| New | +$99M |
|
129
RTX Corp
RTX
$294B
| $94.5M | 0.21% |
+1,616,048
| New | +$95.5M |
|
130
EPR Properties
EPR
$4.85B
| $93.6M | 0.21% |
+1,861,197
| New | +$101M |
|
|
YHOO
131
DELISTED
Yahoo Inc
YHOO
| $92.8M | 0.21% |
+3,693,957
| New | +$93.6M |
|
132
Federal Realty Investment Trust
FRT
$11B
| $91.8M | 0.2% |
+885,555
| New | +$97.8M |
|
133
Liberty Global Class C
LBTYK
$3.27B
| $91.8M | 0.2% |
+3,341,145
| New | +$93.6M |
|
134
White Mountains Insurance
WTM
$5.43B
| $91.3M | 0.2% |
+158,795
| New | +$92.7M |
|
|
FCE.A
135
DELISTED
Forest City Realty Trust, Inc.
FCE.A
| $90.5M | 0.2% |
+5,054,001
| New | +$93.3M |
|
136
ICICI Bank
IBN
$107B
| $90M | 0.2% |
+12,945,576
| New | +$102M |
|
137
CBRE Group
CBRE
$42.1B
| $88.7M | 0.2% |
+3,796,188
| New | +$90.3M |
|
138
Dentsply Sirona
XRAY
$2.61B
| $88.1M | 0.2% |
+2,151,914
| New | +$89.7M |
|
139
CF Industries
CF
$18.4B
| $87.8M | 0.19% |
+2,559,095
| New | +$95.5M |
|
140
Healthpeak Properties
DOC
$15.5B
| $87M | 0.19% |
+2,102,610
| New | +$95.9M |
|
141
Emerson Electric
EMR
$83.6B
| $86.8M | 0.19% |
+1,591,496
| New | +$89.5M |
|
142
American Express
AXP
$229B
| $85.4M | 0.19% |
+1,142,092
| New | +$81.3M |
|
143
Bristol-Myers Squibb
BMY
$128B
| $85M | 0.19% |
+1,901,028
| New | +$82.5M |
|
|
DHC
144
Diversified Healthcare Trust
DHC
$2.28B
| $84.4M | 0.19% |
+3,286,078
| New | +$89.2M |
|
145
Boeing
BA
$167B
| $84.2M | 0.19% |
+822,188
| New | +$78.1M |
|
146
3M
MMM
$91.9B
| $83M | 0.18% |
+907,339
| New | +$82.4M |
|
147
LPL Financial
LPLA
$26.5B
| $82.6M | 0.18% |
+2,188,612
| New | +$78.3M |
|
148
SITE Centers
SITC
$232M
| $82.1M | 0.18% |
+3,826,520
| New | +$88.2M |
|
149
Whirlpool
WHR
$2.44B
| $82.1M | 0.18% |
+717,714
| New | +$87M |
|
150
HCA Healthcare
HCA
$86.4B
| $80.9M | 0.18% |
+2,244,189
| New | +$86.8M |
|
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.