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 | |
|---|---|---|---|---|---|---|
|
OB
1676
DELISTED
Onebeacon Insurance Group Ltd
OB
| $1.92M | ﹤0.01% |
121,064
-2,628
| -2% | -$40.9K |
|
|
HSII
1677
DELISTED
Heidrick & Struggles
HSII
| $1.9M | ﹤0.01% |
94,074
+5,906
| +7% | +$109K |
|
|
MIG
1678
DELISTED
MEADOWBROOK INSURANCE GRP INC
MIG
| $1.88M | ﹤0.01% |
270,757
+16,912
| +7% | +$117K |
|
|
APL
1679
DELISTED
ATLAS PIPELINE PARTNERS LP UTS
APL
| $1.88M | ﹤0.01% |
53,755
+17,582
| +49% | +$640K |
|
1680
STAG Industrial
STAG
$7.44B
| $1.88M | ﹤0.01% |
92,250
+23,993
| +35% | +$500K |
|
1681
Copa Holdings
CPA
$5.56B
| $1.86M | ﹤0.01% |
11,627
-1,621
| -12% | -$245K |
|
|
LNW
1682
DELISTED
Light & Wonder
LNW
| $1.85M | ﹤0.01% |
109,257
+1,587
| +1% | +$28K |
|
|
VIRX
1683
DELISTED
Viracta Therapeutics, Inc. Common Stock
VIRX
| $1.84M | ﹤0.01% |
1,848
+6
| +0.3% | +$6.2K |
|
|
BDN
1684
Brandywine Realty Trust
BDN
$509M
| $1.84M | ﹤0.01% |
130,452
+35,165
| +37% | +$477K |
|
|
ITC
1685
DELISTED
ITC HOLDINGS CORP
ITC
| $1.83M | ﹤0.01% |
57,285
+9
| +0% | +$287 |
|
|
CBK
1686
DELISTED
Christopher & Banks Corporation
CBK
| $1.81M | ﹤0.01% |
212,466
+13,270
| +7% | +$89.3K |
|
|
PKT
1687
DELISTED
PROCERA NETWORKS INC NEW COM STK (DE)
PKT
| $1.81M | ﹤0.01% |
120,372
+7,738
| +7% | +$112K |
|
1688
Spok Holdings
SPOK
$229M
| $1.8M | ﹤0.01% |
126,359
+7,926
| +7% | +$115K |
|
1689
Tootsie Roll Industries
TR
$2.97B
| $1.79M | ﹤0.01% |
80,467
+834
| +1% | +$18.1K |
|
1690
Alliance Resource Partners
ARLP
$3.34B
| $1.78M | ﹤0.01% |
46,278
+7,674
| +20% | +$289K |
|
1691
Chord Energy
CHRD
$7.68B
| $1.78M | ﹤0.01% |
37,932
+641
| +2% | +$31.8K |
|
|
BKMU
1692
DELISTED
Bank Mutual Corp
BKMU
| $1.77M | ﹤0.01% |
252,005
+15,741
| +7% | +$103K |
|
1693
DHI Group
DHX
$177M
| $1.76M | ﹤0.01% |
243,272
+3,862
| +2% | +$29.6K |
|
1694
Franco-Nevada
FNV
$41.3B
| $1.75M | ﹤0.01% |
43,024
-45,031
| -51% | -$1.89M |
|
1695
CoStar Group
CSGP
$12.2B
| $1.75M | ﹤0.01% |
94,840
| – | – |
|
1696
Artivion
AORT
$1.34B
| $1.74M | ﹤0.01% |
156,625
+8,809
| +6% | +$82.9K |
|
|
LDL
1697
DELISTED
Lydall, Inc.
LDL
| $1.73M | ﹤0.01% |
97,991
+6,345
| +7% | +$109K |
|
1698
Universal Technical Institute
UTI
$2.26B
| $1.72M | ﹤0.01% |
123,685
+8,619
| +7% | +$114K |
|
|
DGIT
1699
DELISTED
DIGITAL GENERATION INC COM STK (DE)
DGIT
| $1.71M | ﹤0.01% |
134,415
+7,858
| +6% | +$96.9K |
|
1700
Annaly Capital Management
NLY
$17.3B
| $1.71M | ﹤0.01% |
42,776
+5,168
| +14% | +$224K |
|
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.