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 |
Restaurant Brands International
QSR
|
+$221M |
| 2 |
Liberty Media Series C
FWONK
|
+$168M |
| 3 |
Fidelity National Financial
FNF
|
+$150M |
| 4 |
PPL
PPL Corp
PPL
|
+$119M |
| 5 |
General Dynamics
GD
|
+$100M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
BKW
BURGER KING WORLDWIDE
BKW
|
+$170M |
| 2 |
TYC
TYCO INTL PLC COM SHS (IRL)
TYC
|
+$136M |
| 3 |
LyondellBasell Industries
LYB
|
+$123M |
| 4 |
AbbVie
ABBV
|
+$103M |
| 5 |
Trane Technologies
TT
|
+$92M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 15.98% |
| 2 | Real Estate | 14.38% |
| 3 | Technology | 11.77% |
| 4 | Healthcare | 10.83% |
| 5 | Consumer Discretionary | 10.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
CLD
1551
DELISTED
Cloud Peak Energy Inc
CLD
| $3.39M | 0.01% |
369,528
-11,258
| -3% | -$125K |
|
1552
TETRA Technologies
TTI
$1.08B
| $3.35M | 0.01% |
501,968
+8,242
| +2% | +$65.7K |
|
1553
AeroVironment
AVAV
$7.19B
| $3.31M | 0.01% |
121,492
+635
| +0.5% | +$18.2K |
|
1554
Forestar Group
FOR
$1.48B
| $3.26M | 0.01% |
211,469
+1,390
| +0.7% | +$22.7K |
|
|
MOBL
1555
DELISTED
MobileIron, Inc.
MOBL
| $3.25M | 0.01% |
326,731
+913
| +0.3% | +$8.65K |
|
|
TWTR
1556
DELISTED
Twitter, Inc.
TWTR
| $3.24M | 0.01% |
90,403
-34,494
| -28% | -$1.47M |
|
|
PRSU
1557
Pursuit Attractions and Hospitality Inc
PRSU
$1.45B
| $3.24M | 0.01% |
121,571
+1,027
| +0.9% | +$24.6K |
|
|
EPIQ
1558
DELISTED
EPIQ SYSTEMS INC
EPIQ
| $3.24M | 0.01% |
189,662
-6,939
| -4% | -$117K |
|
1559
Koppers
KOP
$946M
| $3.23M | 0.01% |
124,145
+833
| +0.7% | +$25.7K |
|
|
RUTH
1560
DELISTED
Ruth's Hospitality Group, Inc.
RUTH
| $3.21M | 0.01% |
214,170
-12,157
| -5% | -$152K |
|
|
AF
1561
DELISTED
Astoria Financial Corporation
AF
| $3.21M | 0.01% |
239,908
+47
| +0% | +$608 |
|
|
DTSI
1562
DELISTED
DTS, Inc.
DTSI
| $3.2M | 0.01% |
104,102
+1,163
| +1% | +$35K |
|
1563
Fabrinet
FN
$14.9B
| $3.19M | 0.01% |
179,719
+2,273
| +1% | +$37.8K |
|
1564
Expro Ltd
XPRO
$1.64B
| $3.19M | ﹤0.01% |
31,925
+3,977
| +14% | +$422K |
|
|
PBY
1565
DELISTED
PEP BOYS MANNY MOE& JACK
PBY
| $3.18M | ﹤0.01% |
324,116
-6,791
| -2% | -$62.9K |
|
|
UTEK
1566
DELISTED
Ultratech Inc.
UTEK
| $3.18M | ﹤0.01% |
171,247
+1,697
| +1% | +$33K |
|
1567
Cheniere Energy
LNG
$54.2B
| $3.17M | ﹤0.01% |
44,953
-7,033
| -14% | -$496K |
|
1568
Park Aerospace
PKE
$720M
| $3.16M | ﹤0.01% |
126,901
+990
| +0.8% | +$24.1K |
|
|
CXO
1569
DELISTED
CONCHO RESOURCES INC.
CXO
| $3.16M | ﹤0.01% |
31,640
+3,193
| +11% | +$335K |
|
|
CDR
1570
DELISTED
Cedar Realty Trust, Inc
CDR
| $3.15M | ﹤0.01% |
64,987
+2,163
| +3% | +$95.1K |
|
|
FCB
1571
DELISTED
FCB Financial Holdings, Inc.
FCB
| $3.13M | ﹤0.01% |
+127,200
| New | +$2.99M |
|
1572
Cleveland-Cliffs
CLF
$6.49B
| $3.13M | ﹤0.01% |
438,902
+54,678
| +14% | +$476K |
|
|
FLIC
1573
DELISTED
First of Long Island Corp
FLIC
| $3.12M | ﹤0.01% |
164,792
+1,719
| +1% | +$29.3K |
|
1574
Movado Group
MOV
$840M
| $3.12M | ﹤0.01% |
109,813
-6,339
| -5% | -$197K |
|
|
CLVS
1575
DELISTED
Clovis Oncology, Inc.
CLVS
| $3.12M | ﹤0.01% |
55,630
-65
| -0.1% | -$3.42K |
|
Similar funds
Principal Financial Group's Q4 2014 Portfolio in Review
As of Q4 2014, Principal Financial Group held 2,313 positions worth $64.4B, up 9.2% from $58.9B the previous quarter. Its ten largest holdings account for 10% of the portfolio.
Principal Financial Group's Q4 2014 filing shows 109 new, 1,177 increased, 869 reduced and 142 closed positions. Its largest new stake was Restaurant Brands International: 5,750,957 shares worth $225M. The largest sale was BURGER KING WORLDWIDE, an estimated $170M.
By sector, the portfolio is most concentrated in Financials at 16% of assets, up from 16% a quarter earlier, followed by Real Estate and Technology.
- Principal Financial Group's largest Q4 2014 buy was Restaurant Brands International: 5,750,957 shares worth $225M.
- Principal Financial Group added most to PPL Corp in Q4 2014, an estimated $119M increase.
- Principal Financial Group's biggest Q4 2014 reduction was TYCO INTL PLC COM SHS (IRL), cutting an estimated $136M.
- Principal Financial Group fully exited BURGER KING WORLDWIDE in Q4 2014, selling an estimated $170M.
- Principal Financial Group's ten largest holdings make up 10% of its $64.4B portfolio in Q4 2014.
- Principal Financial Group opened 109 new positions and closed 142 in Q4 2014.
- Principal Financial Group's portfolio value rose 9.2% quarter-over-quarter to $64.4B.
Based on Principal Financial Group's 13F filing for Q4 2014, filed 12 Feb 2015.