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 | |
|---|---|---|---|---|---|---|
|
LPDX
1826
DELISTED
LIPOSCIENCE INC COM
LPDX
| $676K | ﹤0.01% |
159,000
-13,000
| -8% | -$57.2K |
|
1827
Guidewire Software
GWRE
$13.9B
| $675K | ﹤0.01% |
13,752
+2,199
| +19% | +$104K |
|
1828
Jakks Pacific
JAKK
$303M
| $675K | ﹤0.01% |
10,023
+626
| +7% | +$37.5K |
|
1829
Myriad Genetics
MYGN
$476M
| $666K | ﹤0.01% |
31,759
| – | – |
|
|
CBL
1830
DELISTED
CBL& Associates Properties, Inc.
CBL
| $662K | ﹤0.01% |
36,857
-403,107
| -92% | -$7.57M |
|
1831
Lazard
LAZ
$4B
| $660K | ﹤0.01% |
+14,567
| New | +$590K |
|
|
ARUN
1832
DELISTED
ARUBA NETWORKS, INC.
ARUN
| $660K | ﹤0.01% |
36,897
-302
| -0.8% | -$5.43K |
|
1833
Workday
WDAY
$41.5B
| $653K | ﹤0.01% |
7,856
+4,302
| +121% | +$340K |
|
1834
Graphic Packaging
GPK
$3.35B
| $648K | ﹤0.01% |
67,517
| – | – |
|
|
QLIK
1835
DELISTED
QLIK TECHNOLOGIES INC COM STK (DE)
QLIK
| $645K | ﹤0.01% |
24,238
+121
| +0.5% | +$3.34K |
|
1836
Morningstar
MORN
$7.55B
| $643K | ﹤0.01% |
8,235
+4,716
| +134% | +$375K |
|
|
AEGR
1837
DELISTED
Aegerion Pharmaceuticals
AEGR
| $643K | ﹤0.01% |
9,068
| – | – |
|
1838
Puma Biotechnology
PBYI
$398M
| $642K | ﹤0.01% |
6,205
+105
| +2% | +$6.16K |
|
1839
Celldex Therapeutics
CLDX
$2.94B
| $638K | ﹤0.01% |
1,756
-2
| -0.1% | -$770 |
|
1840
Incyte
INCY
$25.4B
| $633K | ﹤0.01% |
12,509
+6,780
| +118% | +$295K |
|
1841
Grand Canyon Education
LOPE
$4.22B
| $631K | ﹤0.01% |
14,483
| – | – |
|
|
VRNT
1842
DELISTED
Verint Systems
VRNT
| $630K | ﹤0.01% |
28,807
-5,561
| -16% | -$108K |
|
|
ABCO
1843
DELISTED
Advisory Board Co
ABCO
| $625K | ﹤0.01% |
9,812
| – | – |
|
|
N
1844
DELISTED
Netsuite Inc
N
| $624K | ﹤0.01% |
6,055
+92
| +2% | +$9.22K |
|
|
SAPE
1845
DELISTED
SAPIENT CORP
SAPE
| $624K | ﹤0.01% |
35,972
| – | – |
|
1846
Ulta Beauty
ULTA
$21.8B
| $623K | ﹤0.01% |
6,451
| – | – |
|
|
EXXI
1847
DELISTED
ENERGY XXI LTD COM SHS
EXXI
| $619K | ﹤0.01% |
22,863
+675
| +3% | +$19.4K |
|
1848
Zillow
ZG
$7.85B
| $618K | ﹤0.01% |
22,668
+3,300
| +17% | +$87.2K |
|
1849
Baidu
BIDU
$35.7B
| $611K | ﹤0.01% |
3,434
-593
| -15% | -$95.8K |
|
1850
Cimpress
CMPR
$2.37B
| $611K | ﹤0.01% |
10,747
| – | – |
|
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.