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 | |
|---|---|---|---|---|---|---|
|
CHMT
1801
DELISTED
Chemtura Corporation
CHMT
| $774K | ﹤0.01% |
30,623
+3,301
| +12% | +$84.2K |
|
|
ITMN
1802
DELISTED
INTERMUNE INC
ITMN
| $773K | ﹤0.01% |
23,084
-3,258
| -12% | -$72.5K |
|
|
VRNT
1803
DELISTED
Verint Systems
VRNT
| $772K | ﹤0.01% |
32,293
+3,486
| +12% | +$81.8K |
|
|
MFA
1804
MFA Financial
MFA
$935M
| $762K | ﹤0.01% |
24,575
+7,479
| +44% | +$225K |
|
1805
Guidewire Software
GWRE
$12.8B
| $759K | ﹤0.01% |
15,480
+1,728
| +13% | +$86.6K |
|
1806
MGIC Investment
MTG
$6.44B
| $759K | ﹤0.01% |
89,081
-1,223
| -1% | -$10.6K |
|
|
AAIC
1807
DELISTED
Arlington Asset Investment Corp.
AAIC
| $758K | ﹤0.01% |
28,614
| – | – |
|
1808
SS&C Technologies
SSNC
$18.6B
| $757K | ﹤0.01% |
37,814
-360
| -0.9% | -$7.4K |
|
1809
Jakks Pacific
JAKK
$302M
| $752K | ﹤0.01% |
10,411
+388
| +4% | +$25.4K |
|
|
ARQL
1810
DELISTED
Arqule Inc
ARQL
| $738K | ﹤0.01% |
359,912
+41,554
| +13% | +$93.1K |
|
1811
T-Mobile US
TMUS
$186B
| $736K | ﹤0.01% |
22,272
-11,310
| -34% | -$359K |
|
1812
Charter Communications
CHTR
$16.9B
| $735K | ﹤0.01% |
5,968
-740
| -11% | -$96.9K |
|
|
IHS
1813
DELISTED
IHS INC CL-A COM STK
IHS
| $722K | ﹤0.01% |
5,940
-745
| -11% | -$87.9K |
|
1814
Pentair
PNR
$10.6B
| $707K | ﹤0.01% |
13,263
-2,162
| -14% | -$113K |
|
|
MRC
1815
DELISTED
MRC Global
MRC
| $701K | ﹤0.01% |
25,994
-199
| -0.8% | -$5.57K |
|
1816
Vail Resorts
MTN
$5.45B
| $695K | ﹤0.01% |
9,974
+21
| +0.2% | +$1.49K |
|
|
USG
1817
DELISTED
Usg
USG
| $691K | ﹤0.01% |
21,106
-200
| -0.9% | -$6.5K |
|
|
ARUN
1818
DELISTED
ARUBA NETWORKS, INC.
ARUN
| $685K | ﹤0.01% |
36,550
-347
| -0.9% | -$6.95K |
|
1819
Euronet Worldwide
EEFT
$2.92B
| $673K | ﹤0.01% |
16,177
-154
| -0.9% | -$6.39K |
|
|
GTLS
1820
DELISTED
Chart Industries
GTLS
| $671K | ﹤0.01% |
8,429
-66
| -0.8% | -$5.68K |
|
1821
Grand Canyon Education
LOPE
$3.98B
| $670K | ﹤0.01% |
14,346
-137
| -0.9% | -$6.35K |
|
1822
Thomson Reuters
TRI
$43.1B
| $659K | ﹤0.01% |
16,611
-35
| -0.2% | -$1.44K |
|
|
FNSR
1823
DELISTED
Finisar Corp
FNSR
| $659K | ﹤0.01% |
24,870
-509
| -2% | -$12.2K |
|
1824
Puma Biotechnology
PBYI
$402M
| $641K | ﹤0.01% |
6,153
-52
| -0.8% | -$6.11K |
|
1825
Radian Group
RDN
$5.16B
| $641K | ﹤0.01% |
42,617
+12,357
| +41% | +$189K |
|
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.