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 |
Air Products & Chemicals
APD
|
+$196M |
| 2 |
Pfizer
PFE
|
+$115M |
| 3 |
Johnson & Johnson
JNJ
|
+$89M |
| 4 |
STJ
St Jude Medical
STJ
|
+$70.2M |
| 5 |
SC
SANTANDER CONSUMER USA HOLDINGS INC
SC
|
+$67.8M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Allstate
ALL
|
+$118M |
| 2 |
BEAM
BEAM INC COM STK (DE)
BEAM
|
+$117M |
| 3 |
ADT
ADT Corp
ADT
|
+$112M |
| 4 |
Gen Digital
GEN
|
+$66.9M |
| 5 |
POSCO
PKX
|
+$61.6M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 16.67% |
| 2 | Real Estate | 11.52% |
| 3 | Technology | 11.34% |
| 4 | Healthcare | 10.45% |
| 5 | Consumer Discretionary | 10.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1776
Gaming and Leisure Properties
GLPI
$12.7B
| $945K | ﹤0.01% |
25,914
+20,904
| +417% | +$791K |
|
1777
Nelnet
NNI
$4.88B
| $929K | ﹤0.01% |
22,735
-148,278
| -87% | -$5.85M |
|
1778
Prospect Capital
PSEC
$1.08B
| $923K | ﹤0.01% |
85,465
-1,650,959
| -95% | -$18.3M |
|
|
PCTI
1779
DELISTED
PCTEL, Inc. Common Stock
PCTI
| $922K | ﹤0.01% |
105,598
+3,941
| +4% | +$34K |
|
1780
Assured Guaranty
AGO
$3.73B
| $919K | ﹤0.01% |
36,282
+24,144
| +199% | +$571K |
|
|
LVLT
1781
DELISTED
Level 3 Communications Inc
LVLT
| $903K | ﹤0.01% |
23,078
+2,170
| +10% | +$78.1K |
|
|
SRC
1782
DELISTED
SPIRIT REALTY CAPITAL, INC.
SRC
| $900K | ﹤0.01% |
18,280
-238,021
| -93% | -$11.4M |
|
|
SIGM
1783
DELISTED
Sigma Designs Inc
SIGM
| $899K | ﹤0.01% |
188,793
+7,230
| +4% | +$35.5K |
|
|
SEMG
1784
DELISTED
SEMGROUP CORPORATION
SEMG
| $897K | ﹤0.01% |
13,663
-143
| -1% | -$9.09K |
|
1785
AGNC Investment
AGNC
$12.7B
| $896K | ﹤0.01% |
41,683
-80,201
| -66% | -$1.72M |
|
1786
Popular Inc
BPOP
$11.2B
| $886K | ﹤0.01% |
28,586
+8,573
| +43% | +$244K |
|
1787
IPG Photonics
IPGP
$3.6B
| $883K | ﹤0.01% |
12,420
+6,904
| +125% | +$485K |
|
1788
TransDigm Group
TDG
$69.9B
| $875K | ﹤0.01% |
4,725
-584
| -11% | -$102K |
|
|
CIM
1789
Chimera Investment
CIM
$1.06B
| $871K | ﹤0.01% |
18,966
+785
| +4% | +$36.5K |
|
1790
NXP Semiconductors
NXPI
$61.8B
| $865K | ﹤0.01% |
+14,701
| New | +$767K |
|
|
EQC
1791
DELISTED
Equity Commonwealth
EQC
| $861K | ﹤0.01% |
32,726
+1,032
| +3% | +$26.4K |
|
1792
Dillards
DDS
$9.41B
| $856K | ﹤0.01% |
9,268
+7,056
| +319% | +$638K |
|
1793
BioMarin Pharmaceuticals
BMRN
$11.7B
| $855K | ﹤0.01% |
12,536
-1,599
| -11% | -$118K |
|
|
P
1794
DELISTED
Pandora Media Inc
P
| $850K | ﹤0.01% |
28,028
-4,371
| -13% | -$151K |
|
1795
Herc Holdings
HRI
$4.88B
| $834K | ﹤0.01% |
10,433
-20,234
| -66% | -$1.63M |
|
1796
State Street SPDR S&P 500 ETF Trust
SPY
$784B
| $825K | ﹤0.01% |
4,410
+426
| +11% | +$78.2K |
|
|
LGF
1797
DELISTED
Lions Gate Entertainment
LGF
| $812K | ﹤0.01% |
30,377
-1,876
| -6% | -$57.5K |
|
1798
American Airlines Group
AAL
$10.2B
| $807K | ﹤0.01% |
22,052
-21,299
| -49% | -$725K |
|
|
PDM
1799
Piedmont Realty Trust
PDM
$1.25B
| $796K | ﹤0.01% |
46,393
+1,541
| +3% | +$25.8K |
|
|
CLR
1800
DELISTED
CONTINENTAL RESOURCES INC.
CLR
| $795K | ﹤0.01% |
12,792
-21,826
| -63% | -$1.24M |
|
Similar funds
Principal Financial Group's Q1 2014 Portfolio in Review
As of Q1 2014, Principal Financial Group held 2,367 positions worth $56.1B, up 4.6% from $53.6B the previous quarter. Its ten largest holdings account for 9.6% of the portfolio.
Principal Financial Group's Q1 2014 filing shows 92 new, 1,403 increased, 751 reduced and 109 closed positions. Its largest new stake was SANTANDER CONSUMER USA HOLDINGS INC: 2,740,724 shares worth $66M. The largest sale was Allstate, an estimated $118M.
By sector, the portfolio is most concentrated in Financials at 17% of assets, down from 17% a quarter earlier, followed by Real Estate and Technology.
- Principal Financial Group's largest Q1 2014 buy was SANTANDER CONSUMER USA HOLDINGS INC: 2,740,724 shares worth $66M.
- Principal Financial Group added most to Air Products & Chemicals in Q1 2014, an estimated $196M increase.
- Principal Financial Group's biggest Q1 2014 reduction was Allstate, cutting an estimated $118M.
- Principal Financial Group fully exited POSCO in Q1 2014, selling an estimated $61.6M.
- Principal Financial Group's ten largest holdings make up 9.6% of its $56.1B portfolio in Q1 2014.
- Principal Financial Group opened 92 new positions and closed 109 in Q1 2014.
- Principal Financial Group's portfolio value rose 4.6% quarter-over-quarter to $56.1B.
Based on Principal Financial Group's 13F filing for Q1 2014, filed 13 May 2014.