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 |
ConocoPhillips
COP
|
+$118M |
| 2 |
Citigroup
C
|
+$105M |
| 3 |
GE Aerospace
GE
|
+$75.9M |
| 4 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
+$74.2M |
| 5 |
Boeing
BA
|
+$66.5M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amgen
AMGN
|
+$114M |
| 2 |
MRSH
Marsh
MRSH
|
+$77.3M |
| 3 |
NWSA
NEWS CORPORATION CL-A
NWSA
|
+$76.7M |
| 4 |
NBL
Noble Energy, Inc.
NBL
|
+$73.6M |
| 5 |
CF Industries
CF
|
+$70.9M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 16.46% |
| 2 | Technology | 11.07% |
| 3 | Real Estate | 10.76% |
| 4 | Consumer Discretionary | 10.38% |
| 5 | Industrials | 10% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1476
LSB Industries
LXU
$794M
| $3.5M | 0.01% |
135,682
+6,342
| +5% | +$158K |
|
|
KRA
1477
DELISTED
Kraton Corporation
KRA
| $3.49M | 0.01% |
177,974
+6,254
| +4% | +$125K |
|
|
CAMP
1478
DELISTED
CalAmp Corp.
CAMP
| $3.47M | 0.01% |
8,564
+336
| +4% | +$124K |
|
|
NP
1479
DELISTED
Neenah, Inc. Common Stock
NP
| $3.45M | 0.01% |
87,843
+3,482
| +4% | +$131K |
|
|
MASI
1480
DELISTED
Masimo
MASI
| $3.45M | 0.01% |
129,419
+2,296
| +2% | +$56.6K |
|
1481
ATI
ATI
$24.8B
| $3.43M | 0.01% |
112,310
+3,587
| +3% | +$100K |
|
1482
ArcBest
ARCB
$3.17B
| $3.4M | 0.01% |
132,332
+6,107
| +5% | +$146K |
|
|
UCB
1483
United Community Banks
UCB
$4.23B
| $3.36M | 0.01% |
223,786
-31,046
| -12% | -$451K |
|
|
NAVG
1484
DELISTED
Navigators Group Inc
NAVG
| $3.35M | 0.01% |
115,998
+4,106
| +4% | +$118K |
|
1485
Westamerica Bancorp
WABC
$1.38B
| $3.34M | 0.01% |
67,128
+2,290
| +4% | +$111K |
|
|
PSUN
1486
DELISTED
PACIFIC SUNWEAR OF CAL. INC
PSUN
| $3.34M | 0.01% |
+1,113,000
| New | +$4.12M |
|
|
SSI
1487
DELISTED
Stage Stores Inc
SSI
| $3.34M | 0.01% |
173,839
-7,847
| -4% | -$173K |
|
|
UTIW
1488
DELISTED
UTI WORLDWIDE INC
UTIW
| $3.33M | 0.01% |
220,145
-22,754
| -9% | -$369K |
|
|
ESI
1489
DELISTED
ITT EDUCATIONAL SERVICES INC
ESI
| $3.32M | 0.01% |
107,185
+24,553
| +30% | +$692K |
|
|
ITG
1490
DELISTED
Investment Technology Group Inc
ITG
| $3.31M | 0.01% |
210,848
+3,017
| +1% | +$47.7K |
|
1491
Post Holdings
POST
$4.21B
| $3.31M | 0.01% |
125,278
+3,027
| +2% | +$88.3K |
|
|
BBBY
1492
Bed Bath & Beyond
BBBY
$472M
| $3.31M | 0.01% |
148,391
| – | – |
|
|
CBB
1493
DELISTED
Cincinnati Bell Inc.
CBB
| $3.31M | 0.01% |
243,160
+8,826
| +4% | +$140K |
|
1494
Biglari Holdings Class B
BH
$1.25B
| $3.3M | 0.01% |
12,934
+1,867
| +17% | +$470K |
|
1495
Washington Trust Bancorp
WASH
$748M
| $3.3M | 0.01% |
104,890
+30,946
| +42% | +$967K |
|
|
GHL
1496
DELISTED
Greenhill & Co., Inc.
GHL
| $3.28M | 0.01% |
65,717
+705
| +1% | +$34.8K |
|
|
IDTI
1497
DELISTED
Integrated Device Technology I
IDTI
| $3.27M | 0.01% |
347,489
-16,162
| -4% | -$144K |
|
|
SRGA
1498
DELISTED
Surgalign Holdings, Inc. Common Stock
SRGA
| $3.27M | 0.01% |
29,154
-48
| -0.2% | -$5.45K |
|
1499
Park Aerospace
PKE
$730M
| $3.27M | 0.01% |
113,969
+11,673
| +11% | +$320K |
|
|
TUES
1500
DELISTED
Tuesday Morning Corp
TUES
| $3.26M | 0.01% |
213,507
-25,289
| -11% | -$312K |
|
Similar funds
Principal Financial Group's Q3 2013 Portfolio in Review
As of Q3 2013, Principal Financial Group held 2,356 positions worth $48.4B, up 7.2% from $45.1B the previous quarter. Its ten largest holdings account for 8.8% of the portfolio.
Principal Financial Group's Q3 2013 filing shows 108 new, 1,198 increased, 933 reduced and 95 closed positions. Its largest new stake was Twenty-First Century Fox, Inc. Class A: 2,356,599 shares worth $78.9M. The largest sale was Amgen, an estimated $114M.
By sector, the portfolio is most concentrated in Financials at 16% of assets, up from 16% a quarter earlier, followed by Technology and Real Estate.
- Principal Financial Group's largest Q3 2013 buy was Twenty-First Century Fox, Inc. Class A: 2,356,599 shares worth $78.9M.
- Principal Financial Group added most to ConocoPhillips in Q3 2013, an estimated $118M increase.
- Principal Financial Group's biggest Q3 2013 reduction was Amgen, cutting an estimated $114M.
- Principal Financial Group fully exited NEWS CORPORATION CL-A in Q3 2013, selling an estimated $76.7M.
- Principal Financial Group's ten largest holdings make up 8.8% of its $48.4B portfolio in Q3 2013.
- Principal Financial Group opened 108 new positions and closed 95 in Q3 2013.
- Principal Financial Group's portfolio value rose 7.2% quarter-over-quarter to $48.4B.
Based on Principal Financial Group's 13F filing for Q3 2013, filed 5 Nov 2013.