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 | |
|---|---|---|---|---|---|---|
1576
Daktronics
DAKT
$946M
| $3.1M | ﹤0.01% |
247,618
+861
| +0.3% | +$10.8K |
|
|
CTRX
1577
DELISTED
CATAMARAN CORP COM STK (CDA)
CTRX
| $3.1M | ﹤0.01% |
59,852
-17,562
| -23% | -$826K |
|
1578
Comtech Telecommunications
CMTL
$49.7M
| $3.1M | ﹤0.01% |
98,207
+1,735
| +2% | +$63.2K |
|
1579
iShares MSCI EAFE ETF
EFA
$76.4B
| $3.09M | ﹤0.01% |
50,749
-390,746
| -89% | -$24.4M |
|
1580
Kelly Services Class A
KELYA
$548M
| $3.07M | ﹤0.01% |
180,233
+1,599
| +0.9% | +$25.8K |
|
|
AMWD
1581
DELISTED
American Woodmark
AMWD
| $3.06M | ﹤0.01% |
75,746
+1,843
| +2% | +$72.6K |
|
|
CGI
1582
DELISTED
Celadon Group Inc
CGI
| $3.02M | ﹤0.01% |
133,223
+1,958
| +1% | +$40.9K |
|
1583
Freshpet
FRPT
$3.04B
| $3.02M | ﹤0.01% |
+177,100
| New | +$3.05M |
|
|
EBIX
1584
DELISTED
Ebix Inc
EBIX
| $3.02M | ﹤0.01% |
177,737
-16,843
| -9% | -$259K |
|
1585
MarineMax
HZO
$748M
| $3.02M | ﹤0.01% |
150,555
+1,011
| +0.7% | +$18.5K |
|
1586
Larimar Therapeutics
LRMR
$377M
| $3.01M | ﹤0.01% |
+8,142
| New | +$2.1M |
|
|
PVA
1587
DELISTED
PENN VIRGINIA CORP
PVA
| $3M | ﹤0.01% |
449,896
+5,392
| +1% | +$40.8K |
|
|
DCOM
1588
DELISTED
Dime Community Bancshares
DCOM
| $2.98M | ﹤0.01% |
183,053
-9,813
| -5% | -$150K |
|
1589
Community Trust Bancorp
CTBI
$1.42B
| $2.98M | ﹤0.01% |
81,314
-43,395
| -35% | -$1.55M |
|
|
IVC
1590
DELISTED
Invacare Corporation
IVC
| $2.97M | ﹤0.01% |
177,018
-9,933
| -5% | -$151K |
|
1591
AngioDynamics
ANGO
$605M
| $2.94M | ﹤0.01% |
+154,869
| New | +$2.62M |
|
1592
Alliance Resource Partners
ARLP
$3.34B
| $2.94M | ﹤0.01% |
68,334
+21,878
| +47% | +$972K |
|
1593
Bunge Global
BG
$20.9B
| $2.94M | ﹤0.01% |
32,281
+2,647
| +9% | +$233K |
|
1594
W.P. Carey
WPC
$17B
| $2.93M | ﹤0.01% |
42,682
+648
| +2% | +$42.8K |
|
|
OREX
1595
DELISTED
Orexigen Therapeutics, Inc.
OREX
| $2.93M | ﹤0.01% |
48,338
-3,529
| -7% | -$177K |
|
|
ENLK
1596
DELISTED
EnLink Midstream Partners, LP
ENLK
| $2.93M | ﹤0.01% |
+100,934
| New | +$2.92M |
|
1597
Ocular Therapeutix
OCUL
$1.83B
| $2.92M | ﹤0.01% |
+124,000
| New | +$2.09M |
|
|
EXAR
1598
DELISTED
Exar Corporation
EXAR
| $2.91M | ﹤0.01% |
285,149
+290
| +0.1% | +$2.69K |
|
|
ARRY
1599
DELISTED
Array Biopharma Inc
ARRY
| $2.89M | ﹤0.01% |
610,177
+1,710
| +0.3% | +$6.76K |
|
|
TNGO
1600
DELISTED
Tangoe, Inc.
TNGO
| $2.88M | ﹤0.01% |
221,179
+1,841
| +0.8% | +$24.7K |
|
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.