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 | |
|---|---|---|---|---|---|---|
1726
Ionis Pharmaceuticals
IONS
$9.01B
| $1M | ﹤0.01% |
+37,302
| New | +$793K |
|
|
PDM
1727
Piedmont Realty Trust
PDM
$1.21B
| $1M | ﹤0.01% |
+56,053
| New | +$1.09M |
|
1728
Sanmina
SANM
$9.22B
| $1M | ﹤0.01% |
+69,670
| New | +$895K |
|
|
LGF
1729
DELISTED
Lions Gate Entertainment
LGF
| $994K | ﹤0.01% |
+36,196
| New | +$948K |
|
|
DGIT
1730
DELISTED
DIGITAL GENERATION INC COM STK (DE)
DGIT
| $994K | ﹤0.01% |
+134,873
| New | +$925K |
|
1731
BioMarin Pharmaceuticals
BMRN
$11.9B
| $989K | ﹤0.01% |
+17,720
| New | +$1.1M |
|
1732
Alliance Resource Partners
ARLP
$3.34B
| $987K | ﹤0.01% |
+27,936
| New | +$981K |
|
|
WCC
1733
WESCO International
WCC
$16.1B
| $983K | ﹤0.01% |
+14,459
| New | +$1.03M |
|
1734
IAMGOLD
IAG
$8.27B
| $976K | ﹤0.01% |
+225,457
| New | +$1.2M |
|
|
DSPG
1735
DELISTED
DSP Group Inc
DSPG
| $965K | ﹤0.01% |
+116,146
| New | +$924K |
|
1736
Erie Indemnity
ERIE
$12.6B
| $958K | ﹤0.01% |
+12,026
| New | +$935K |
|
1737
RLJ Lodging Trust
RLJ
$1.89B
| $956K | ﹤0.01% |
+42,519
| New | +$975K |
|
1738
IPG Photonics
IPGP
$3.57B
| $942K | ﹤0.01% |
+15,517
| New | +$948K |
|
1739
Dana Inc
DAN
$2.96B
| $914K | ﹤0.01% |
+47,473
| New | +$840K |
|
1740
Pentair
PNR
$10.6B
| $914K | ﹤0.01% |
+23,593
| New | +$882K |
|
|
SIGM
1741
DELISTED
Sigma Designs Inc
SIGM
| $911K | ﹤0.01% |
+180,356
| New | +$865K |
|
|
CCRN
1742
DELISTED
Cross Country Healthcare
CCRN
| $906K | ﹤0.01% |
+175,534
| New | +$900K |
|
1743
Artivion
AORT
$1.32B
| $905K | ﹤0.01% |
+144,541
| New | +$882K |
|
1744
Manitowoc
MTW
$521M
| $884K | ﹤0.01% |
+54,467
| New | +$931K |
|
|
APL
1745
DELISTED
ATLAS PIPELINE PARTNERS LP UTS
APL
| $877K | ﹤0.01% |
+22,952
| New | +$847K |
|
|
IHS
1746
DELISTED
IHS INC CL-A COM STK
IHS
| $872K | ﹤0.01% |
+8,352
| New | +$856K |
|
1747
RH
RH
$3.34B
| $866K | ﹤0.01% |
+11,555
| New | +$573K |
|
|
GTLS
1748
DELISTED
Chart Industries
GTLS
| $862K | ﹤0.01% |
+9,163
| New | +$801K |
|
|
PSEM
1749
DELISTED
PERICOM SEMICONDUCTOR CP
PSEM
| $862K | ﹤0.01% |
+120,997
| New | +$825K |
|
1750
CNO Financial Group
CNO
$5B
| $856K | ﹤0.01% |
+66,059
| New | +$781K |
|
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.