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 |
Chevron
CVX
|
+$112M |
| 2 |
EOG Resources
EOG
|
+$105M |
| 3 |
Morgan Stanley
MS
|
+$103M |
| 4 |
CVS Health
CVS
|
+$101M |
| 5 |
Kilroy Realty
KRC
|
+$98.8M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
ExxonMobil
XOM
|
+$130M |
| 2 |
Equity Residential
EQR
|
+$110M |
| 3 |
Pfizer
PFE
|
+$84.4M |
| 4 |
LVNTA
Liberty Interactive Corporation Series A Liberty Ventures
LVNTA
|
+$77.5M |
| 5 |
PayPal
PYPL
|
+$76.5M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 17.65% |
| 2 | Real Estate | 15.91% |
| 3 | Technology | 11.62% |
| 4 | Consumer Discretionary | 10.11% |
| 5 | Industrials | 9.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1651
Tootsie Roll Industries
TR
$2.97B
| $2.9M | ﹤0.01% |
97,708
+8,037
| +9% | +$224K |
|
|
KYNB
1652
Kyntra Bio
KYNB
$27.4M
| $2.9M | ﹤0.01% |
5,422
+1,028
| +23% | +$513K |
|
1653
Harmonic Inc
HLIT
$1.15B
| $2.87M | ﹤0.01% |
574,572
+10,049
| +2% | +$51.6K |
|
1654
World Acceptance Corp
WRLD
$861M
| $2.86M | ﹤0.01% |
44,469
+1,227
| +3% | +$68.8K |
|
|
PETX
1655
DELISTED
Aratana Therapeutics, Inc.
PETX
| $2.85M | ﹤0.01% |
396,961
+6,961
| +2% | +$56.3K |
|
|
ARAV
1656
DELISTED
Aravive, Inc. Common Stock
ARAV
| $2.83M | ﹤0.01% |
31,683
+766
| +2% | +$58K |
|
|
TESO
1657
DELISTED
Tesco Corp
TESO
| $2.81M | ﹤0.01% |
340,307
+4,588
| +1% | +$36.3K |
|
1658
Zumiez
ZUMZ
$330M
| $2.79M | ﹤0.01% |
127,809
+417
| +0.3% | +$9.66K |
|
1659
Insmed
INSM
$22.4B
| $2.79M | ﹤0.01% |
210,665
+1,337
| +0.6% | +$18.2K |
|
1660
Mueller Water Products
MWA
$3.94B
| $2.78M | ﹤0.01% |
208,864
+163,151
| +357% | +$2.09M |
|
1661
CorVel
CRVL
$3.18B
| $2.78M | ﹤0.01% |
227,661
+5,784
| +3% | +$66.2K |
|
1662
Central Garden & Pet Co
CENT
$2.76B
| $2.76M | ﹤0.01% |
104,111
+11,565
| +12% | +$264K |
|
|
SHOE
1663
Shoe Station Group
SHOE
$424M
| $2.73M | ﹤0.01% |
201,966
-2,652
| -1% | -$36.3K |
|
|
LMOS
1664
DELISTED
Lumos Networks Corp
LMOS
| $2.7M | ﹤0.01% |
172,902
+3,142
| +2% | +$45.7K |
|
|
XLRN
1665
DELISTED
Acceleron Pharma
XLRN
| $2.7M | ﹤0.01% |
105,742
+2,652
| +3% | +$84K |
|
1666
Sabesp
SBS
$18.4B
| $2.67M | ﹤0.01% |
+1,584,795
| New | +$2.79M |
|
1667
Digi International
DGII
$2.47B
| $2.64M | ﹤0.01% |
191,840
+2,566
| +1% | +$31.4K |
|
1668
Vanguard Real Estate ETF
VNQ
$39.9B
| $2.63M | ﹤0.01% |
31,898
+26,641
| +507% | +$2.17M |
|
|
NXRT
1669
NexPoint Residential Trust
NXRT
$689M
| $2.61M | ﹤0.01% |
+116,843
| New | +$2.29M |
|
1670
Park Aerospace
PKE
$720M
| $2.6M | ﹤0.01% |
139,490
+1,880
| +1% | +$32.1K |
|
1671
Forestar Group
FOR
$1.48B
| $2.59M | ﹤0.01% |
194,732
+2,558
| +1% | +$31.3K |
|
1672
Celanese
CE
$4.82B
| $2.58M | ﹤0.01% |
32,787
-44
| -0.1% | -$3.31K |
|
|
VEDL
1673
DELISTED
Vedanta Limited American Depostary Shares (Each representing four equity shares)
VEDL
| $2.58M | ﹤0.01% |
207,453
+109,019
| +111% | +$1.37M |
|
1674
Cohu
COHU
$1.86B
| $2.56M | ﹤0.01% |
184,237
+2,691
| +1% | +$32.8K |
|
|
CLD
1675
DELISTED
Cloud Peak Energy Inc
CLD
| $2.53M | ﹤0.01% |
450,692
+7,053
| +2% | +$42.6K |
|
Similar funds
Principal Financial Group's Q4 2016 Portfolio in Review
As of Q4 2016, Principal Financial Group held 2,300 positions worth $78.8B, up 3.7% from $76B the previous quarter. Its ten largest holdings account for 9.7% of the portfolio.
Principal Financial Group's Q4 2016 filing shows 133 new, 1,352 increased, 702 reduced and 71 closed positions. Its largest new stake was Liberty Expedia Holdings, Inc. Class A Common Stock: 2,233,978 shares worth $88.6M. The largest sale was ExxonMobil, an estimated $130M.
By sector, the portfolio is most concentrated in Financials at 18% of assets, up from 16% a quarter earlier, followed by Real Estate and Technology.
- Principal Financial Group's largest Q4 2016 buy was Liberty Expedia Holdings, Inc. Class A Common Stock: 2,233,978 shares worth $88.6M.
- Principal Financial Group added most to Chevron in Q4 2016, an estimated $112M increase.
- Principal Financial Group's biggest Q4 2016 reduction was ExxonMobil, cutting an estimated $130M.
- Principal Financial Group fully exited PIEDMONT NATURAL GAS CO INC(NC in Q4 2016, selling an estimated $35.9M.
- Principal Financial Group's ten largest holdings make up 9.7% of its $78.8B portfolio in Q4 2016.
- Principal Financial Group opened 133 new positions and closed 71 in Q4 2016.
- Principal Financial Group's portfolio value rose 3.7% quarter-over-quarter to $78.8B.
Based on Principal Financial Group's 13F filing for Q4 2016, filed 13 Feb 2017.