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 | |
|---|---|---|---|---|---|---|
1651
Copa Holdings
CPA
$5.71B
| $1.52M | ﹤0.01% |
+11,578
| New | +$1.48M |
|
1652
Cohu
COHU
$2B
| $1.52M | ﹤0.01% |
+121,331
| New | +$1.26M |
|
|
GNCMA
1653
DELISTED
GCI Liberty, Inc. Class A-1 Common Stock
GNCMA
| $1.49M | ﹤0.01% |
+190,433
| New | +$1.71M |
|
|
PKT
1654
DELISTED
PROCERA NETWORKS INC NEW COM STK (DE)
PKT
| $1.49M | ﹤0.01% |
+108,476
| New | +$1.4M |
|
1655
PetMed Express
PETS
$43M
| $1.47M | ﹤0.01% |
+116,707
| New | +$1.52M |
|
|
GIFI
1656
DELISTED
Gulf Island Fabrication
GIFI
| $1.46M | ﹤0.01% |
+76,321
| New | +$1.55M |
|
|
HSII
1657
DELISTED
Heidrick & Struggles
HSII
| $1.45M | ﹤0.01% |
+86,751
| New | +$1.29M |
|
1658
MarineMax
HZO
$782M
| $1.44M | ﹤0.01% |
+127,433
| New | +$1.54M |
|
|
LUMO
1659
DELISTED
Lumos Pharma, Inc. Common Stock
LUMO
| $1.44M | ﹤0.01% |
+8,089
| New | +$1.15M |
|
|
VMW
1660
DELISTED
VMware, Inc
VMW
| $1.44M | ﹤0.01% |
+21,440
| New | +$1.57M |
|
|
NAFC
1661
DELISTED
NASH FINCH CO
NAFC
| $1.43M | ﹤0.01% |
+64,801
| New | +$1.41M |
|
|
N
1662
DELISTED
Netsuite Inc
N
| $1.41M | ﹤0.01% |
+15,341
| New | +$1.32M |
|
1663
Strategic Education
STRA
$1.84B
| $1.41M | ﹤0.01% |
+28,781
| New | +$1.44M |
|
1664
OneSpan
OSPN
$572M
| $1.4M | ﹤0.01% |
+168,146
| New | +$1.41M |
|
|
CAS
1665
DELISTED
A M Castle & Co
CAS
| $1.4M | ﹤0.01% |
+88,608
| New | +$1.53M |
|
1666
Digi International
DGII
$2.53B
| $1.39M | ﹤0.01% |
+148,228
| New | +$1.38M |
|
1667
Avis
CAR
$5.88B
| $1.39M | ﹤0.01% |
+48,285
| New | +$1.45M |
|
|
MWW
1668
DELISTED
Monster Worldwide Inc
MWW
| $1.38M | ﹤0.01% |
+281,119
| New | +$1.38M |
|
1669
STAG Industrial
STAG
$7.79B
| $1.38M | ﹤0.01% |
+68,914
| New | +$1.51M |
|
|
BDN
1670
Brandywine Realty Trust
BDN
$521M
| $1.37M | ﹤0.01% |
+101,598
| New | +$1.48M |
|
|
CBEY
1671
DELISTED
CBEYOND INC COM STK
CBEY
| $1.35M | ﹤0.01% |
+171,968
| New | +$1.44M |
|
1672
iShares Dow Jones US ETF
IYY
$2.94B
| $1.33M | ﹤0.01% |
+33,000
| New | +$1.34M |
|
|
MANT
1673
DELISTED
Mantech International Corp
MANT
| $1.33M | ﹤0.01% |
+50,887
| New | +$1.35M |
|
1674
United Airlines
UAL
$40.2B
| $1.33M | ﹤0.01% |
+42,435
| New | +$1.35M |
|
|
NTLS
1675
DELISTED
NTELOS HLDGS CORP COM
NTLS
| $1.32M | ﹤0.01% |
+80,389
| New | +$1.21M |
|
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.