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 |
Aon
AON
|
+$228M |
| 2 |
RTX Corp
RTX
|
+$144M |
| 3 |
Intel
INTC
|
+$130M |
| 4 |
Exelon
EXC
|
+$110M |
| 5 |
Archer Daniels Midland
ADM
|
+$107M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Lamar Advertising Co
LAMR
|
+$141M |
| 2 |
BRE
BRE PROPERTIES INC CL A
BRE
|
+$122M |
| 3 |
Norfolk Southern
NSC
|
+$106M |
| 4 |
OA
Orbital ATK, Inc.
OA
|
+$103M |
| 5 |
Gentex
GNTX
|
+$92M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 15.65% |
| 2 | Real Estate | 12.39% |
| 3 | Technology | 11.28% |
| 4 | Healthcare | 10.5% |
| 5 | Industrials | 10.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
WPP
1576
DELISTED
WAUSAU PAPER CORP.
WPP
| $3.28M | 0.01% |
303,002
+1,420
| +0.5% | +$15.8K |
|
1577
Resources Connection
RGP
$136M
| $3.27M | 0.01% |
249,624
+1,818
| +0.7% | +$23.6K |
|
|
EXAR
1578
DELISTED
Exar Corporation
EXAR
| $3.27M | 0.01% |
289,073
+1,222
| +0.4% | +$13.4K |
|
1579
Marvell Technology
MRVL
$157B
| $3.27M | 0.01% |
227,857
-2,918,215
| -93% | -$44.9M |
|
|
LNW
1580
DELISTED
Light & Wonder
LNW
| $3.25M | 0.01% |
292,434
+154,077
| +111% | +$1.66M |
|
|
UBA
1581
DELISTED
Urstadt Biddle Properties Inc. Class A
UBA
| $3.25M | 0.01% |
155,749
-11,027
| -7% | -$227K |
|
1582
Insmed
INSM
$22.6B
| $3.25M | 0.01% |
162,500
-27,534
| -14% | -$408K |
|
1583
Vanda Pharmaceuticals
VNDA
$310M
| $3.25M | 0.01% |
200,553
+11,353
| +6% | +$151K |
|
|
IVC
1584
DELISTED
Invacare Corporation
IVC
| $3.24M | 0.01% |
176,176
+1,503
| +0.9% | +$25.5K |
|
|
RENT
1585
DELISTED
RENTRAK CORP
RENT
| $3.23M | 0.01% |
+61,674
| New | +$3.27M |
|
1586
LivePerson
LPSN
$22.9M
| $3.23M | 0.01% |
21,199
+281
| +1% | +$42K |
|
1587
Magnite
MGNI
$2.82B
| $3.21M | 0.01% |
+250,000
| New | +$3.75M |
|
1588
Myers Industries
MYE
$1.26B
| $3.21M | 0.01% |
159,576
-498
| -0.3% | -$10.4K |
|
|
FRED
1589
DELISTED
Fred's Inc
FRED
| $3.19M | 0.01% |
208,347
-9,212
| -4% | -$154K |
|
|
IHS
1590
DELISTED
IHS INC CL-A COM STK
IHS
| $3.18M | 0.01% |
23,415
+17,475
| +294% | +$2.18M |
|
|
CLR
1591
DELISTED
CONTINENTAL RESOURCES INC.
CLR
| $3.13M | 0.01% |
39,656
+26,864
| +210% | +$1.87M |
|
1592
CorVel
CRVL
$3.14B
| $3.11M | 0.01% |
206,370
-16,629
| -7% | -$259K |
|
|
GTY
1593
Getty Realty Corp
GTY
$2.12B
| $3.1M | 0.01% |
164,729
+696
| +0.4% | +$13.2K |
|
|
MCRL
1594
DELISTED
MICREL INC
MCRL
| $3.1M | 0.01% |
275,047
-21,434
| -7% | -$231K |
|
|
ACAT
1595
DELISTED
Arctic Cat Inc
ACAT
| $3.1M | 0.01% |
78,516
-7,843
| -9% | -$311K |
|
|
OREX
1596
DELISTED
Orexigen Therapeutics, Inc.
OREX
| $3.1M | 0.01% |
50,083
-667
| -1% | -$38.8K |
|
|
MOBL
1597
DELISTED
MobileIron, Inc.
MOBL
| $3.09M | 0.01% |
+325,000
| New | +$3.27M |
|
1598
Haverty Furniture Companies
HVT
$421M
| $3.07M | 0.01% |
121,992
-299,256
| -71% | -$7.6M |
|
1599
Interparfums
IPAR
$4.09B
| $3.06M | 0.01% |
103,572
-6,922
| -6% | -$221K |
|
1600
HealthStream
HSTM
$843M
| $3.06M | 0.01% |
125,860
-8,905
| -7% | -$222K |
|
Similar funds
Principal Financial Group's Q2 2014 Portfolio in Review
As of Q2 2014, Principal Financial Group held 2,412 positions worth $59.5B, up 6.1% from $56.1B the previous quarter. Its ten largest holdings account for 9.6% of the portfolio.
Principal Financial Group's Q2 2014 filing shows 154 new, 902 increased, 1,162 reduced and 172 closed positions. Its largest new stake was Navient: 3,397,915 shares worth $60.2M. The largest sale was Lamar Advertising Co, an estimated $141M.
By sector, the portfolio is most concentrated in Financials at 16% of assets, down from 17% a quarter earlier, followed by Real Estate and Technology.
- Principal Financial Group's largest Q2 2014 buy was Navient: 3,397,915 shares worth $60.2M.
- Principal Financial Group added most to Aon in Q2 2014, an estimated $228M increase.
- Principal Financial Group's biggest Q2 2014 reduction was Lamar Advertising Co, cutting an estimated $141M.
- Principal Financial Group fully exited BRE PROPERTIES INC CL A in Q2 2014, selling an estimated $122M.
- Principal Financial Group's ten largest holdings make up 9.6% of its $59.5B portfolio in Q2 2014.
- Principal Financial Group opened 154 new positions and closed 172 in Q2 2014.
- Principal Financial Group's portfolio value rose 6.1% quarter-over-quarter to $59.5B.
Based on Principal Financial Group's 13F filing for Q2 2014, filed 12 Aug 2014.