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 |
Cardinal Health
CAH
|
+$99.9M |
| 2 |
Ambev
ABEV
|
+$95.7M |
| 3 |
Meta Platforms (Facebook)
META
|
+$90.6M |
| 4 |
RTN
Raytheon Company
RTN
|
+$90.2M |
| 5 |
Norfolk Southern
NSC
|
+$75.9M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Eli Lilly
LLY
|
+$132M |
| 2 |
Citigroup
C
|
+$107M |
| 3 |
APC
Anadarko Petroleum
APC
|
+$101M |
| 4 |
GE Aerospace
GE
|
+$90.9M |
| 5 |
Whirlpool
WHR
|
+$75.2M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 16.92% |
| 2 | Technology | 11.31% |
| 3 | Consumer Discretionary | 10.7% |
| 4 | Real Estate | 10.55% |
| 5 | Industrials | 10.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1576
Celanese
CE
$4.82B
| $3.02M | 0.01% |
54,555
+1,950
| +4% | +$108K |
|
|
HITK
1577
DELISTED
HI-TECH PHARMACAL INC
HITK
| $3.02M | 0.01% |
69,522
+4,310
| +7% | +$186K |
|
|
SRGA
1578
DELISTED
Surgalign Holdings, Inc. Common Stock
SRGA
| $3.01M | 0.01% |
28,348
-806
| -3% | -$78.2K |
|
|
NTRI
1579
DELISTED
NutriSystem, Inc.
NTRI
| $2.99M | 0.01% |
182,131
+25,009
| +16% | +$438K |
|
1580
Baytex Energy
BTE
$2.96B
| $2.98M | 0.01% |
76,106
+33,787
| +80% | +$1.36M |
|
|
BBOX
1581
DELISTED
Black Box Corp
BBOX
| $2.97M | 0.01% |
99,738
+11,873
| +14% | +$331K |
|
|
UHT
1582
Universal Health Realty Income Trust
UHT
$621M
| $2.97M | 0.01% |
74,127
+4,634
| +7% | +$196K |
|
|
AF
1583
DELISTED
Astoria Financial Corporation
AF
| $2.96M | 0.01% |
213,922
+6,911
| +3% | +$92.5K |
|
1584
Comtech Telecommunications
CMTL
$49.7M
| $2.96M | 0.01% |
93,760
+4,002
| +4% | +$120K |
|
|
UBA
1585
DELISTED
Urstadt Biddle Properties Inc. Class A
UBA
| $2.95M | 0.01% |
160,059
+9,213
| +6% | +$177K |
|
|
EBIX
1586
DELISTED
Ebix Inc
EBIX
| $2.94M | 0.01% |
199,723
+11,683
| +6% | +$150K |
|
1587
Insmed
INSM
$22.4B
| $2.93M | 0.01% |
172,500
-17,500
| -9% | -$268K |
|
|
SPPI
1588
DELISTED
Spectrum Pharmaceuticals Inc
SPPI
| $2.92M | 0.01% |
330,411
+23,015
| +7% | +$206K |
|
|
FLIC
1589
DELISTED
First of Long Island Corp
FLIC
| $2.92M | 0.01% |
153,419
+2,201
| +1% | +$39.7K |
|
1590
TTEC Holdings
TTEC
$124M
| $2.9M | 0.01% |
121,099
+6,040
| +5% | +$152K |
|
1591
Green Plains
GPRE
$1.15B
| $2.89M | 0.01% |
149,169
+138,469
| +1,294% | +$2.29M |
|
|
DCOM
1592
DELISTED
Dime Community Bancshares
DCOM
| $2.89M | 0.01% |
170,874
+11,272
| +7% | +$187K |
|
1593
Matsons
MATX
$6.11B
| $2.87M | 0.01% |
109,974
+1,532
| +1% | +$39.4K |
|
1594
Tesla
TSLA
$1.18T
| $2.87M | 0.01% |
285,840
-19,515
| -6% | -$199K |
|
|
GTY
1595
Getty Realty Corp
GTY
$2.16B
| $2.86M | 0.01% |
157,910
+9,864
| +7% | +$182K |
|
|
EPIQ
1596
DELISTED
EPIQ SYSTEMS INC
EPIQ
| $2.86M | 0.01% |
176,503
-9,193
| -5% | -$140K |
|
1597
TTM Technologies
TTMI
$10.6B
| $2.85M | 0.01% |
332,846
+19,692
| +6% | +$182K |
|
|
NTLS
1598
DELISTED
NTELOS HLDGS CORP COM
NTLS
| $2.85M | 0.01% |
141,143
+57,710
| +69% | +$1.15M |
|
1599
Nu Skin
NUS
$257M
| $2.85M | 0.01% |
20,620
-44,500
| -68% | -$5.24M |
|
|
CBI
1600
DELISTED
Chicago Bridge & Iron Nv
CBI
| $2.85M | 0.01% |
34,258
+24,066
| +236% | +$1.82M |
|
Similar funds
Principal Financial Group's Q4 2013 Portfolio in Review
As of Q4 2013, Principal Financial Group held 2,383 positions worth $53.6B, up 11% from $48.4B the previous quarter. Its ten largest holdings account for 9.1% of the portfolio.
Principal Financial Group's Q4 2013 filing shows 122 new, 1,402 increased, 628 reduced and 109 closed positions. Its largest new stake was Ambev: 13,087,778 shares worth $96.2M. The largest sale was Eli Lilly, an estimated $132M.
By sector, the portfolio is most concentrated in Financials at 17% of assets, up from 16% a quarter earlier, followed by Technology and Consumer Discretionary.
- Principal Financial Group's largest Q4 2013 buy was Ambev: 13,087,778 shares worth $96.2M.
- Principal Financial Group added most to Cardinal Health in Q4 2013, an estimated $99.9M increase.
- Principal Financial Group's biggest Q4 2013 reduction was Eli Lilly, cutting an estimated $132M.
- Principal Financial Group fully exited COMPANHIA BEBIDA ADS EACH REPSTG 1 PFD SH in Q4 2013, selling an estimated $61.7M.
- Principal Financial Group's ten largest holdings make up 9.1% of its $53.6B portfolio in Q4 2013.
- Principal Financial Group opened 122 new positions and closed 109 in Q4 2013.
- Principal Financial Group's portfolio value rose 11% quarter-over-quarter to $53.6B.
Based on Principal Financial Group's 13F filing for Q4 2013, filed 12 Feb 2014.