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 | |
|---|---|---|---|---|---|---|
|
FRED
1476
DELISTED
Fred's Inc
FRED
| $2.94M | 0.01% |
+189,505
| New | +$2.82M |
|
|
GTY
1477
Getty Realty Corp
GTY
$2.12B
| $2.91M | 0.01% |
+142,845
| New | +$2.98M |
|
|
ITG
1478
DELISTED
Investment Technology Group Inc
ITG
| $2.9M | 0.01% |
+207,831
| New | +$2.57M |
|
|
SFY
1479
DELISTED
SWIFT ENERGY CO (HOLDING COMPANY)
SFY
| $2.9M | 0.01% |
+241,788
| New | +$3.28M |
|
1480
ArcBest
ARCB
$3.33B
| $2.9M | 0.01% |
+126,225
| New | +$1.96M |
|
|
IDTI
1481
DELISTED
Integrated Device Technology I
IDTI
| $2.89M | 0.01% |
+363,651
| New | +$2.79M |
|
1482
Amdocs
DOX
$5.83B
| $2.88M | 0.01% |
+77,728
| New | +$2.78M |
|
1483
Forrester Research
FORR
$200M
| $2.87M | 0.01% |
+78,092
| New | +$2.8M |
|
1484
ATI
ATI
$25.5B
| $2.86M | 0.01% |
+108,723
| New | +$3.06M |
|
|
IGTE
1485
DELISTED
IGATE CORPORATION
IGTE
| $2.86M | 0.01% |
+173,998
| New | +$2.8M |
|
1486
Stewart Information Services
STC
$2.11B
| $2.85M | 0.01% |
+108,899
| New | +$2.96M |
|
1487
United Fire Group
UFCS
$1.35B
| $2.85M | 0.01% |
+114,777
| New | +$3.19M |
|
|
EXAR
1488
DELISTED
Exar Corporation
EXAR
| $2.84M | 0.01% |
+263,860
| New | +$2.89M |
|
|
LOGM
1489
DELISTED
LogMein, Inc.
LOGM
| $2.83M | 0.01% |
+115,516
| New | +$2.6M |
|
|
ADVS
1490
DELISTED
Advent Software Inc
ADVS
| $2.81M | 0.01% |
+80,277
| New | +$2.44M |
|
1491
Celanese
CE
$4.77B
| $2.8M | 0.01% |
+62,557
| New | +$2.94M |
|
1492
Griffon
GFF
$4.29B
| $2.8M | 0.01% |
+249,125
| New | +$2.73M |
|
|
WPP
1493
DELISTED
WAUSAU PAPER CORP.
WPP
| $2.79M | 0.01% |
+245,162
| New | +$2.66M |
|
|
ANR
1494
DELISTED
Alpha Natural Resources Inc
ANR
| $2.79M | 0.01% |
+531,788
| New | +$3.61M |
|
|
CLVS
1495
DELISTED
Clovis Oncology, Inc.
CLVS
| $2.77M | 0.01% |
+41,302
| New | +$1.86M |
|
|
CAMP
1496
DELISTED
CalAmp Corp.
CAMP
| $2.76M | 0.01% |
+8,228
| New | +$2.25M |
|
1497
First Bancorp
FBP
$4.47B
| $2.76M | 0.01% |
+389,703
| New | +$2.43M |
|
1498
Tompkins Financial
TMP
$1.45B
| $2.76M | 0.01% |
+61,049
| New | +$2.55M |
|
1499
Willis Towers Watson
WTW
$29.9B
| $2.73M | 0.01% |
+25,293
| New | +$2.68M |
|
|
MCRL
1500
DELISTED
MICREL INC
MCRL
| $2.73M | 0.01% |
+276,232
| New | +$2.75M |
|
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.