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 |
Air Products & Chemicals
APD
|
+$196M |
| 2 |
Pfizer
PFE
|
+$115M |
| 3 |
Johnson & Johnson
JNJ
|
+$89M |
| 4 |
STJ
St Jude Medical
STJ
|
+$70.2M |
| 5 |
SC
SANTANDER CONSUMER USA HOLDINGS INC
SC
|
+$67.8M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Allstate
ALL
|
+$118M |
| 2 |
BEAM
BEAM INC COM STK (DE)
BEAM
|
+$117M |
| 3 |
ADT
ADT Corp
ADT
|
+$112M |
| 4 |
Gen Digital
GEN
|
+$66.9M |
| 5 |
POSCO
PKX
|
+$61.6M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 16.67% |
| 2 | Real Estate | 11.52% |
| 3 | Technology | 11.34% |
| 4 | Healthcare | 10.45% |
| 5 | Consumer Discretionary | 10.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
APL
1601
DELISTED
ATLAS PIPELINE PARTNERS LP UTS
APL
| $2.54M | ﹤0.01% |
78,964
+25,209
| +47% | +$814K |
|
|
ISCA
1602
DELISTED
International Speedway Corp
ISCA
| $2.51M | ﹤0.01% |
73,803
+3,287
| +5% | +$111K |
|
1603
Harte-Hanks
HHS
$16.8M
| $2.5M | ﹤0.01% |
28,334
+954
| +3% | +$74.3K |
|
|
UTIW
1604
DELISTED
UTI WORLDWIDE INC
UTIW
| $2.48M | ﹤0.01% |
233,905
+11,054
| +5% | +$158K |
|
|
AMWD
1605
DELISTED
American Woodmark
AMWD
| $2.47M | ﹤0.01% |
73,480
+3,411
| +5% | +$117K |
|
|
ZEP
1606
DELISTED
ZEP INC COM STK (DE)
ZEP
| $2.46M | ﹤0.01% |
139,284
-4,089
| -3% | -$70.3K |
|
1607
Onto Innovation
ONTO
$12.5B
| $2.46M | ﹤0.01% |
136,813
+7,364
| +6% | +$134K |
|
|
KMI.WS
1608
DELISTED
Kinder Morgan Inc
KMI.WS
| $2.46M | ﹤0.01% |
1,387,515
+18,700
| +1% | +$47.3K |
|
|
FUEL
1609
DELISTED
Rocket Fuel Inc.
FUEL
| $2.45M | ﹤0.01% |
57,200
-278
| -0.5% | -$15.2K |
|
|
ANR
1610
DELISTED
Alpha Natural Resources Inc
ANR
| $2.45M | ﹤0.01% |
576,624
+26,364
| +5% | +$141K |
|
|
SMA
1611
DELISTED
SYMMETRY MEDICAL INC
SMA
| $2.44M | ﹤0.01% |
242,802
+9,565
| +4% | +$95.3K |
|
|
ENTR
1612
DELISTED
ENTROPIC COMMUNICATIONS INC COM STK (DE)
ENTR
| $2.44M | ﹤0.01% |
595,660
+24,365
| +4% | +$106K |
|
1613
Middleby
MIDD
$6.03B
| $2.42M | ﹤0.01% |
27,540
-1,608
| -6% | -$140K |
|
|
GRA
1614
DELISTED
W.R. Grace & Co.
GRA
| $2.4M | ﹤0.01% |
24,239
-893
| -4% | -$87.9K |
|
|
ARO
1615
DELISTED
Aeropostale Inc
ARO
| $2.39M | ﹤0.01% |
475,845
+17,802
| +4% | +$124K |
|
1616
Spok Holdings
SPOK
$225M
| $2.39M | ﹤0.01% |
131,300
+4,941
| +4% | +$73.4K |
|
|
VIRX
1617
DELISTED
Viracta Therapeutics, Inc. Common Stock
VIRX
| $2.38M | ﹤0.01% |
1,717
-131
| -7% | -$152K |
|
1618
CEVA Inc
CEVA
$916M
| $2.34M | ﹤0.01% |
133,271
+4,975
| +4% | +$85.4K |
|
|
VMW
1619
DELISTED
VMware, Inc
VMW
| $2.33M | ﹤0.01% |
+21,603
| New | +$2.12M |
|
1620
Medifast
MED
$110M
| $2.33M | ﹤0.01% |
80,155
+5,611
| +8% | +$150K |
|
|
LDL
1621
DELISTED
Lydall, Inc.
LDL
| $2.33M | ﹤0.01% |
101,966
+3,975
| +4% | +$77.4K |
|
1622
Universal Insurance Holdings
UVE
$1.23B
| $2.33M | ﹤0.01% |
183,228
+171,949
| +1,525% | +$2.19M |
|
|
AKAO
1623
DELISTED
Achaogen Inc
AKAO
| $2.32M | ﹤0.01% |
+150,000
| New | +$2.59M |
|
1624
National Presto Industries
NPK
$871M
| $2.32M | ﹤0.01% |
29,699
+1,109
| +4% | +$86.6K |
|
|
BBOX
1625
DELISTED
Black Box Corp
BBOX
| $2.31M | ﹤0.01% |
94,982
-4,756
| -5% | -$127K |
|
Similar funds
Principal Financial Group's Q1 2014 Portfolio in Review
As of Q1 2014, Principal Financial Group held 2,367 positions worth $56.1B, up 4.6% from $53.6B the previous quarter. Its ten largest holdings account for 9.6% of the portfolio.
Principal Financial Group's Q1 2014 filing shows 92 new, 1,403 increased, 751 reduced and 109 closed positions. Its largest new stake was SANTANDER CONSUMER USA HOLDINGS INC: 2,740,724 shares worth $66M. The largest sale was Allstate, an estimated $118M.
By sector, the portfolio is most concentrated in Financials at 17% of assets, down from 17% a quarter earlier, followed by Real Estate and Technology.
- Principal Financial Group's largest Q1 2014 buy was SANTANDER CONSUMER USA HOLDINGS INC: 2,740,724 shares worth $66M.
- Principal Financial Group added most to Air Products & Chemicals in Q1 2014, an estimated $196M increase.
- Principal Financial Group's biggest Q1 2014 reduction was Allstate, cutting an estimated $118M.
- Principal Financial Group fully exited POSCO in Q1 2014, selling an estimated $61.6M.
- Principal Financial Group's ten largest holdings make up 9.6% of its $56.1B portfolio in Q1 2014.
- Principal Financial Group opened 92 new positions and closed 109 in Q1 2014.
- Principal Financial Group's portfolio value rose 4.6% quarter-over-quarter to $56.1B.
Based on Principal Financial Group's 13F filing for Q1 2014, filed 13 May 2014.