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 |
ExxonMobil
XOM
|
+$589M |
| 2 |
Simon Property Group
SPG
|
+$553M |
| 3 |
Apple
AAPL
|
+$526M |
| 4 |
JPMorgan Chase
JPM
|
+$449M |
| 5 |
Chevron
CVX
|
+$391M |
Top Sells
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 16.25% |
| 2 | Real Estate | 11.42% |
| 3 | Technology | 11.1% |
| 4 | Consumer Discretionary | 10.25% |
| 5 | Healthcare | 9.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
MIG
1601
DELISTED
MEADOWBROOK INSURANCE GRP INC
MIG
| $1.99M | ﹤0.01% |
+247,558
| New | +$1.91M |
|
|
ISCA
1602
DELISTED
International Speedway Corp
ISCA
| $1.99M | ﹤0.01% |
+63,085
| New | +$2.11M |
|
|
DTSI
1603
DELISTED
DTS, Inc.
DTSI
| $1.98M | ﹤0.01% |
+96,413
| New | +$1.79M |
|
|
BGFV
1604
DELISTED
Big 5 Sporting Goods
BGFV
| $1.98M | ﹤0.01% |
+90,145
| New | +$1.69M |
|
|
HITK
1605
DELISTED
HI-TECH PHARMACAL INC
HITK
| $1.97M | ﹤0.01% |
+59,463
| New | +$1.98M |
|
1606
Telkom Indonesia
TLK
$14.2B
| $1.97M | ﹤0.01% |
+91,964
| New | +$2.1M |
|
|
ACI
1607
DELISTED
ARCH COAL, INC.
ACI
| $1.96M | ﹤0.01% |
+51,708
| New | +$2.51M |
|
|
ITC
1608
DELISTED
ITC HOLDINGS CORP
ITC
| $1.93M | ﹤0.01% |
+63,498
| New | +$1.89M |
|
|
AMED
1609
DELISTED
Amedisys
AMED
| $1.93M | ﹤0.01% |
+166,109
| New | +$1.9M |
|
|
BAS
1610
DELISTED
Basis Energy Services, Inc.
BAS
| $1.92M | ﹤0.01% |
+278
| New | +$2.07M |
|
1611
Hawkins
HWKN
$2.99B
| $1.91M | ﹤0.01% |
+96,984
| New | +$1.89M |
|
|
ZEP
1612
DELISTED
ZEP INC COM STK (DE)
ZEP
| $1.89M | ﹤0.01% |
+119,548
| New | +$1.88M |
|
1613
Orion Group Holdings
ORN
$485M
| $1.89M | ﹤0.01% |
+156,376
| New | +$1.67M |
|
1614
Scholastic
SCHL
$766M
| $1.89M | ﹤0.01% |
+64,562
| New | +$1.83M |
|
1615
National Presto Industries
NPK
$884M
| $1.86M | ﹤0.01% |
+25,847
| New | +$1.96M |
|
1616
Tesla
TSLA
$1.21T
| $1.85M | ﹤0.01% |
+258,960
| New | +$1.3M |
|
1617
Insmed
INSM
$22.6B
| $1.85M | ﹤0.01% |
+154,689
| New | +$1.58M |
|
|
AMTD
1618
DELISTED
TD Ameritrade Holding Corp
AMTD
| $1.85M | ﹤0.01% |
+76,069
| New | +$1.65M |
|
1619
CorVel
CRVL
$3.14B
| $1.83M | ﹤0.01% |
+187,482
| New | +$1.6M |
|
|
CVGW
1620
DELISTED
Calavo Growers
CVGW
| $1.81M | ﹤0.01% |
+66,762
| New | +$1.92M |
|
|
AFFX
1621
DELISTED
Affymetrix Inc
AFFX
| $1.81M | ﹤0.01% |
+408,059
| New | +$1.55M |
|
|
AOI
1622
DELISTED
Alliance One International
AOI
| $1.8M | ﹤0.01% |
+47,426
| New | +$1.77M |
|
1623
Onto Innovation
ONTO
$12B
| $1.8M | ﹤0.01% |
+122,607
| New | +$1.77M |
|
|
NTRI
1624
DELISTED
NutriSystem, Inc.
NTRI
| $1.78M | ﹤0.01% |
+151,131
| New | +$1.33M |
|
1625
Corpay
CPAY
$25.1B
| $1.78M | ﹤0.01% |
+21,845
| New | +$1.77M |
|
Similar funds
Principal Financial Group's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Principal Financial Group, which disclosed 2,248 positions worth $45.1B. Its ten largest holdings account for 9.3% of the portfolio.
Its largest position is ExxonMobil: 6,547,866 shares worth $592M.
By sector, the portfolio is most concentrated in Financials at 16% of assets, followed by Real Estate and Technology.
- Principal Financial Group's largest Q2 2013 buy was ExxonMobil: 6,547,866 shares worth $592M.
- Principal Financial Group's ten largest holdings make up 9.3% of its $45.1B portfolio in Q2 2013.
- Principal Financial Group disclosed 2,248 positions in Q2 2013, its first 13F filing on record.
Based on Principal Financial Group's 13F filing for Q2 2013, filed 12 Aug 2013.