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 | |
|---|---|---|---|---|---|---|
|
LDL
1676
DELISTED
Lydall, Inc.
LDL
| $1.31M | ﹤0.01% |
+89,940
| New | +$1.3M |
|
|
CBR
1677
DELISTED
CIBER Inc.
CBR
| $1.31M | ﹤0.01% |
+392,726
| New | +$1.62M |
|
|
SUPX
1678
DELISTED
SUPERTEX INC
SUPX
| $1.31M | ﹤0.01% |
+54,710
| New | +$1.19M |
|
|
GNC
1679
DELISTED
GNC Holdings, Inc.
GNC
| $1.3M | ﹤0.01% |
+29,353
| New | +$1.3M |
|
|
TAYC
1680
DELISTED
TAYLOR CAPITAL GROUP INC
TAYC
| $1.3M | ﹤0.01% |
+76,780
| New | +$1.22M |
|
|
CBK
1681
DELISTED
Christopher & Banks Corporation
CBK
| $1.29M | ﹤0.01% |
+191,737
| New | +$1.3M |
|
|
BKS
1682
DELISTED
Barnes & Noble
BKS
| $1.29M | ﹤0.01% |
+123,337
| New | +$1.55M |
|
|
BKMU
1683
DELISTED
Bank Mutual Corp
BKMU
| $1.28M | ﹤0.01% |
+227,903
| New | +$1.24M |
|
1684
ServiceNow
NOW
$114B
| $1.28M | ﹤0.01% |
+158,035
| New | +$1.21M |
|
|
SRDX
1685
DELISTED
Surmodics
SRDX
| $1.27M | ﹤0.01% |
+63,539
| New | +$1.59M |
|
|
LNW
1686
DELISTED
Light & Wonder
LNW
| $1.27M | ﹤0.01% |
+112,902
| New | +$1.08M |
|
|
ZLC
1687
DELISTED
ZALE CORPORATION
ZLC
| $1.26M | ﹤0.01% |
+139,037
| New | +$847K |
|
|
OB
1688
DELISTED
Onebeacon Insurance Group Ltd
OB
| $1.26M | ﹤0.01% |
+87,064
| New | +$1.22M |
|
|
PERY
1689
DELISTED
Perry Ellis International Inc
PERY
| $1.26M | ﹤0.01% |
+62,035
| New | +$1.2M |
|
1690
Marcus Corp
MCS
$766M
| $1.26M | ﹤0.01% |
+98,733
| New | +$1.26M |
|
1691
Seneca Foods Class A
SENEA
$1.15B
| $1.25M | ﹤0.01% |
+40,868
| New | +$1.35M |
|
|
VOXX
1692
DELISTED
VOXX International Corporation Class A
VOXX
| $1.25M | ﹤0.01% |
+101,972
| New | +$1.08M |
|
1693
Jakks Pacific
JAKK
$305M
| $1.25M | ﹤0.01% |
+11,069
| New | +$1.14M |
|
1694
BWX Technologies
BWXT
$15.5B
| $1.23M | ﹤0.01% |
+57,216
| New | +$1.16M |
|
|
USG
1695
DELISTED
Usg
USG
| $1.21M | ﹤0.01% |
+52,695
| New | +$1.37M |
|
1696
Kopin
KOPN
$654M
| $1.21M | ﹤0.01% |
+325,585
| New | +$1.12M |
|
|
LPDX
1697
DELISTED
LIPOSCIENCE INC COM
LPDX
| $1.2M | ﹤0.01% |
+172,000
| New | +$1.31M |
|
|
ZEUS
1698
DELISTED
Olympic Steel
ZEUS
| $1.19M | ﹤0.01% |
+48,464
| New | +$1.13M |
|
|
PQUE
1699
DELISTED
PETROQUEST ENERGY INC (DE)
PQUE
| $1.19M | ﹤0.01% |
+299,430
| New | +$1.19M |
|
1700
QuinStreet
QNST
$916M
| $1.17M | ﹤0.01% |
+135,806
| New | +$967K |
|
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.