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 |
Air Products & Chemicals
APD
|
+$196M |
| 2 |
Pfizer
PFE
|
+$115M |
| 3 |
Johnson & Johnson
JNJ
|
+$89M |
| 4 |
STJ
St Jude Medical
STJ
|
+$70.2M |
| 5 |
SC
SANTANDER CONSUMER USA HOLDINGS INC
SC
|
+$67.8M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Allstate
ALL
|
+$118M |
| 2 |
BEAM
BEAM INC COM STK (DE)
BEAM
|
+$117M |
| 3 |
ADT
ADT Corp
ADT
|
+$112M |
| 4 |
Gen Digital
GEN
|
+$66.9M |
| 5 |
POSCO
PKX
|
+$61.6M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 16.67% |
| 2 | Real Estate | 11.52% |
| 3 | Technology | 11.34% |
| 4 | Healthcare | 10.45% |
| 5 | Consumer Discretionary | 10.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1526
Tompkins Financial
TMP
$1.43B
| $3.5M | 0.01% |
71,530
-1,278
| -2% | -$61.8K |
|
1527
Super Micro Computer
SMCI
$18.4B
| $3.5M | 0.01% |
2,014,300
+117,720
| +6% | +$230K |
|
1528
Zumiez
ZUMZ
$332M
| $3.49M | 0.01% |
144,178
+5,050
| +4% | +$118K |
|
1529
Resources Connection
RGP
$151M
| $3.49M | 0.01% |
247,806
+4,620
| +2% | +$65.1K |
|
|
DF
1530
DELISTED
Dean Foods Company
DF
| $3.48M | 0.01% |
225,322
+12,884
| +6% | +$201K |
|
1531
Standard BioTools
LAB
$340M
| $3.47M | 0.01% |
78,652
-10,676
| -12% | -$470K |
|
|
CFNL
1532
DELISTED
Cardinal Financial Corp
CFNL
| $3.45M | 0.01% |
193,720
+16,985
| +10% | +$300K |
|
|
UBA
1533
DELISTED
Urstadt Biddle Properties Inc. Class A
UBA
| $3.45M | 0.01% |
166,776
+6,717
| +4% | +$130K |
|
|
EXAR
1534
DELISTED
Exar Corporation
EXAR
| $3.44M | 0.01% |
287,851
-8,772
| -3% | -$103K |
|
1535
Universal Corp
UVV
$1.31B
| $3.43M | 0.01% |
61,296
+2,726
| +5% | +$149K |
|
|
GLBR
1536
DELISTED
Global Brokerage, Inc. Class A Common Stock
GLBR
| $3.4M | 0.01% |
23,020
+123
| +0.5% | +$20.4K |
|
|
ESI
1537
DELISTED
ITT EDUCATIONAL SERVICES INC
ESI
| $3.38M | 0.01% |
117,888
+4,053
| +4% | +$134K |
|
|
BBG
1538
DELISTED
Bill Barrett Corp
BBG
| $3.37M | 0.01% |
131,793
+6,288
| +5% | +$161K |
|
|
TUES
1539
DELISTED
Tuesday Morning Corp
TUES
| $3.35M | 0.01% |
236,968
+9,020
| +4% | +$130K |
|
|
MDVN
1540
DELISTED
MEDIVATION, INC.
MDVN
| $3.34M | 0.01% |
103,780
+17,526
| +20% | +$646K |
|
1541
Bristow Group
VTOL
$1.34B
| $3.34M | 0.01% |
56,912
+2,125
| +4% | +$125K |
|
|
IVC
1542
DELISTED
Invacare Corporation
IVC
| $3.33M | 0.01% |
174,673
+6,562
| +4% | +$135K |
|
1543
Griffon
GFF
$3.95B
| $3.32M | 0.01% |
278,190
+8,931
| +3% | +$114K |
|
1544
M/I Homes
MHO
$3.74B
| $3.32M | 0.01% |
148,142
+5,991
| +4% | +$143K |
|
|
BGC
1545
DELISTED
General Cable Corporation
BGC
| $3.32M | 0.01% |
129,465
+4,670
| +4% | +$135K |
|
1546
Gibraltar Industries
ROCK
$1.25B
| $3.31M | 0.01% |
175,147
+6,745
| +4% | +$122K |
|
|
OREX
1547
DELISTED
Orexigen Therapeutics, Inc.
OREX
| $3.3M | 0.01% |
50,750
+1,960
| +4% | +$133K |
|
|
UHT
1548
Universal Health Realty Income Trust
UHT
$603M
| $3.29M | 0.01% |
77,954
+3,827
| +5% | +$161K |
|
1549
American Vanguard Corp
AVD
$68.4M
| $3.29M | 0.01% |
151,752
-2,802
| -2% | -$64.2K |
|
|
MCRL
1550
DELISTED
MICREL INC
MCRL
| $3.29M | 0.01% |
296,481
+30,251
| +11% | +$310K |
|
Similar funds
Principal Financial Group's Q1 2014 Portfolio in Review
As of Q1 2014, Principal Financial Group held 2,367 positions worth $56.1B, up 4.6% from $53.6B the previous quarter. Its ten largest holdings account for 9.6% of the portfolio.
Principal Financial Group's Q1 2014 filing shows 92 new, 1,403 increased, 751 reduced and 109 closed positions. Its largest new stake was SANTANDER CONSUMER USA HOLDINGS INC: 2,740,724 shares worth $66M. The largest sale was Allstate, an estimated $118M.
By sector, the portfolio is most concentrated in Financials at 17% of assets, down from 17% a quarter earlier, followed by Real Estate and Technology.
- Principal Financial Group's largest Q1 2014 buy was SANTANDER CONSUMER USA HOLDINGS INC: 2,740,724 shares worth $66M.
- Principal Financial Group added most to Air Products & Chemicals in Q1 2014, an estimated $196M increase.
- Principal Financial Group's biggest Q1 2014 reduction was Allstate, cutting an estimated $118M.
- Principal Financial Group fully exited POSCO in Q1 2014, selling an estimated $61.6M.
- Principal Financial Group's ten largest holdings make up 9.6% of its $56.1B portfolio in Q1 2014.
- Principal Financial Group opened 92 new positions and closed 109 in Q1 2014.
- Principal Financial Group's portfolio value rose 4.6% quarter-over-quarter to $56.1B.
Based on Principal Financial Group's 13F filing for Q1 2014, filed 13 May 2014.