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 |
Cardinal Health
CAH
|
+$99.9M |
| 2 |
Ambev
ABEV
|
+$95.7M |
| 3 |
Meta Platforms (Facebook)
META
|
+$90.6M |
| 4 |
RTN
Raytheon Company
RTN
|
+$90.2M |
| 5 |
Norfolk Southern
NSC
|
+$75.9M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Eli Lilly
LLY
|
+$132M |
| 2 |
Citigroup
C
|
+$107M |
| 3 |
APC
Anadarko Petroleum
APC
|
+$101M |
| 4 |
GE Aerospace
GE
|
+$90.9M |
| 5 |
Whirlpool
WHR
|
+$75.2M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 16.92% |
| 2 | Technology | 11.31% |
| 3 | Consumer Discretionary | 10.7% |
| 4 | Real Estate | 10.55% |
| 5 | Industrials | 10.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1651
Lifecore Biomedical
LFCR
$162M
| $2.16M | ﹤0.01% |
178,400
-1,341
| -0.7% | -$16K |
|
1652
Harte-Hanks
HHS
$16.4M
| $2.14M | ﹤0.01% |
27,380
+1,568
| +6% | +$128K |
|
1653
First Merchants
FRME
$2.69B
| $2.13M | ﹤0.01% |
+93,512
| New | +$1.87M |
|
1654
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.3B
| $2.13M | ﹤0.01% |
+18,629
| New | +$2.13M |
|
1655
Mercury Systems
MRCY
$5.41B
| $2.13M | ﹤0.01% |
194,272
+17,065
| +10% | +$171K |
|
1656
Crown Holdings
CCK
$13B
| $2.11M | ﹤0.01% |
47,303
-177
| -0.4% | -$7.58K |
|
|
DCT
1657
DELISTED
DCT Industrial Trust Inc.
DCT
| $2.09M | ﹤0.01% |
73,285
-1,637
| -2% | -$48.6K |
|
1658
MacroGenics
MGNX
$233M
| $2.08M | ﹤0.01% |
+75,800
| New | +$1.98M |
|
1659
Cytokinetics
CYTK
$10.6B
| $2.07M | ﹤0.01% |
317,887
+4,700
| +2% | +$30.9K |
|
|
BGFV
1660
DELISTED
Big 5 Sporting Goods
BGFV
| $2.06M | ﹤0.01% |
104,075
+6,894
| +7% | +$122K |
|
1661
PBF Energy
PBF
$7.49B
| $2.05M | ﹤0.01% |
+65,282
| New | +$1.78M |
|
1662
Hawkins
HWKN
$2.9B
| $2.05M | ﹤0.01% |
110,174
+6,940
| +7% | +$127K |
|
|
SRDX
1663
DELISTED
Surmodics
SRDX
| $2.03M | ﹤0.01% |
83,296
+5,203
| +7% | +$123K |
|
|
SGEN
1664
DELISTED
Seagen Inc. Common Stock
SGEN
| $2.03M | ﹤0.01% |
50,790
-44,700
| -47% | -$1.82M |
|
|
ONE
1665
DELISTED
HIGHER ONE HOLDINGS, INC COM STK
ONE
| $2.01M | ﹤0.01% |
205,757
+11,941
| +6% | +$108K |
|
1666
PetMed Express
PETS
$42.3M
| $1.96M | ﹤0.01% |
117,827
+7,803
| +7% | +$122K |
|
1667
CEVA Inc
CEVA
$831M
| $1.95M | ﹤0.01% |
128,296
+7,580
| +6% | +$114K |
|
1668
Digi International
DGII
$2.47B
| $1.95M | ﹤0.01% |
161,110
+9,364
| +6% | +$101K |
|
|
OPLK
1669
DELISTED
OPLINK COMMUNICATIONS INC
OPLK
| $1.95M | ﹤0.01% |
104,896
+8,013
| +8% | +$140K |
|
1670
Medifast
MED
$107M
| $1.95M | ﹤0.01% |
74,544
+4,762
| +7% | +$122K |
|
|
CLR
1671
DELISTED
CONTINENTAL RESOURCES INC.
CLR
| $1.95M | ﹤0.01% |
34,618
+586
| +2% | +$32.8K |
|
|
FMI
1672
DELISTED
Foundation Medicine, Inc.
FMI
| $1.93M | ﹤0.01% |
+80,800
| New | +$2.26M |
|
1673
Perdoceo Education
PRDO
$2.17B
| $1.92M | ﹤0.01% |
337,038
+21,376
| +7% | +$94.8K |
|
1674
Orion Group Holdings
ORN
$368M
| $1.92M | ﹤0.01% |
159,600
+10,160
| +7% | +$118K |
|
|
VOXX
1675
DELISTED
VOXX International Corporation Class A
VOXX
| $1.92M | ﹤0.01% |
114,778
+8,304
| +8% | +$131K |
|
Similar funds
Principal Financial Group's Q4 2013 Portfolio in Review
As of Q4 2013, Principal Financial Group held 2,383 positions worth $53.6B, up 11% from $48.4B the previous quarter. Its ten largest holdings account for 9.1% of the portfolio.
Principal Financial Group's Q4 2013 filing shows 122 new, 1,402 increased, 628 reduced and 109 closed positions. Its largest new stake was Ambev: 13,087,778 shares worth $96.2M. The largest sale was Eli Lilly, an estimated $132M.
By sector, the portfolio is most concentrated in Financials at 17% of assets, up from 16% a quarter earlier, followed by Technology and Consumer Discretionary.
- Principal Financial Group's largest Q4 2013 buy was Ambev: 13,087,778 shares worth $96.2M.
- Principal Financial Group added most to Cardinal Health in Q4 2013, an estimated $99.9M increase.
- Principal Financial Group's biggest Q4 2013 reduction was Eli Lilly, cutting an estimated $132M.
- Principal Financial Group fully exited COMPANHIA BEBIDA ADS EACH REPSTG 1 PFD SH in Q4 2013, selling an estimated $61.7M.
- Principal Financial Group's ten largest holdings make up 9.1% of its $53.6B portfolio in Q4 2013.
- Principal Financial Group opened 122 new positions and closed 109 in Q4 2013.
- Principal Financial Group's portfolio value rose 11% quarter-over-quarter to $53.6B.
Based on Principal Financial Group's 13F filing for Q4 2013, filed 12 Feb 2014.