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 |
Berkshire Hathaway Class B
BRK.B
|
+$179M |
| 2 |
Zoetis
ZTS
|
+$178M |
| 3 |
STI
SunTrust Banks, Inc.
STI
|
+$118M |
| 4 |
American Tower
AMT
|
+$118M |
| 5 |
Cisco
CSCO
|
+$117M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Labcorp
LH
|
+$121M |
| 2 |
DFS
Discover Financial Services
DFS
|
+$102M |
| 3 |
Bank of America
BAC
|
+$100M |
| 4 |
Entergy
ETR
|
+$94.3M |
| 5 |
TCO
Taubman Centers Inc.
TCO
|
+$93M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 15.86% |
| 2 | Real Estate | 15.38% |
| 3 | Technology | 11.79% |
| 4 | Healthcare | 11.21% |
| 5 | Consumer Discretionary | 10.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1851
Delek US
DK
$4.15B
| $443K | ﹤0.01% |
11,155
+783
| +8% | +$25.9K |
|
1852
Brixmor Property Group
BRX
$9.67B
| $442K | ﹤0.01% |
+16,669
| New | +$435K |
|
1853
Pilgrim's Pride
PPC
$6.99B
| $438K | ﹤0.01% |
19,353
+1,856
| +11% | +$52.8K |
|
1854
Chord Energy
CHRD
$7.78B
| $432K | ﹤0.01% |
30,406
-3,096
| -9% | -$45.5K |
|
|
INFN
1855
DELISTED
Infinera Corporation Common Stock
INFN
| $427K | ﹤0.01% |
21,759
+5,051
| +30% | +$84.9K |
|
|
DFT
1856
DELISTED
DuPont Fabros Technology Inc.
DFT
| $427K | ﹤0.01% |
13,071
-736,733
| -98% | -$24.9M |
|
|
ANAC
1857
DELISTED
ANACOR PHARMACEUTICALS INC COM
ANAC
| $424K | ﹤0.01% |
7,312
+596
| +9% | +$25.3K |
|
1858
Ryman Hospitality Properties
RHP
$8.41B
| $423K | ﹤0.01% |
6,958
+296
| +4% | +$17.2K |
|
|
PPO
1859
DELISTED
POLYPORE INTERNATIONAL, INC
PPO
| $422K | ﹤0.01% |
7,159
-89
| -1% | -$4.6K |
|
1860
Morningstar
MORN
$7.24B
| $415K | ﹤0.01% |
+5,541
| New | +$393K |
|
|
DGI
1861
DELISTED
DigitalGlobe Inc.
DGI
| $414K | ﹤0.01% |
12,163
+1,221
| +11% | +$38.1K |
|
|
SWFT
1862
DELISTED
Swift Transportation Company
SWFT
| $409K | ﹤0.01% |
15,705
+2,181
| +16% | +$59.9K |
|
1863
First Citizens BancShares
FCNCA
$24.6B
| $406K | ﹤0.01% |
1,564
+468
| +43% | +$116K |
|
1864
Ambarella
AMBA
$3.25B
| $403K | ﹤0.01% |
5,321
-67
| -1% | -$4.07K |
|
1865
EPAM Systems
EPAM
$5.42B
| $394K | ﹤0.01% |
6,429
-78
| -1% | -$4.24K |
|
|
CAS
1866
DELISTED
A M Castle & Co
CAS
| $394K | ﹤0.01% |
108,022
+2,667
| +3% | +$13.7K |
|
1867
Sinclair Inc
SBGI
$994M
| $392K | ﹤0.01% |
12,465
-463,237
| -97% | -$12.6M |
|
|
CSG
1868
DELISTED
CHAMBERS STR PPTYS COM
CSG
| $390K | ﹤0.01% |
49,491
+2,614
| +6% | +$21.5K |
|
|
ELME
1869
Elme Communities
ELME
$144M
| $384K | ﹤0.01% |
13,914
+735
| +6% | +$20.8K |
|
1870
Zillow
ZG
$7.79B
| $382K | ﹤0.01% |
11,427
-3,312
| -22% | -$117K |
|
1871
Acadia Pharmaceuticals
ACAD
$4.55B
| $377K | ﹤0.01% |
11,568
-148
| -1% | -$5.09K |
|
1872
Zurn Elkay Water Solutions
ZWS
$8.31B
| $377K | ﹤0.01% |
29,330
-392
| -1% | -$5.01K |
|
1873
WisdomTree
WT
$2.88B
| $373K | ﹤0.01% |
17,352
+241
| +1% | +$4.5K |
|
1874
Grand Canyon Education
LOPE
$3.98B
| $371K | ﹤0.01% |
8,547
-108
| -1% | -$4.84K |
|
|
AFSI
1875
DELISTED
AmTrust Financial Services, Inc.
AFSI
| $371K | ﹤0.01% |
13,046
-331,662
| -96% | -$8.97M |
|
Similar funds
Principal Financial Group's Q1 2015 Portfolio in Review
As of Q1 2015, Principal Financial Group held 2,263 positions worth $67.1B, up 4.3% from $64.4B the previous quarter. Its ten largest holdings account for 10% of the portfolio.
Principal Financial Group's Q1 2015 filing shows 93 new, 1,467 increased, 575 reduced and 109 closed positions. Its largest new stake was Qorvo: 779,371 shares worth $62.1M. The largest sale was Labcorp, an estimated $121M.
By sector, the portfolio is most concentrated in Financials at 16% of assets, down from 16% a quarter earlier, followed by Real Estate and Technology.
- Principal Financial Group's largest Q1 2015 buy was Qorvo: 779,371 shares worth $62.1M.
- Principal Financial Group added most to Berkshire Hathaway Class B in Q1 2015, an estimated $179M increase.
- Principal Financial Group's biggest Q1 2015 reduction was Labcorp, cutting an estimated $121M.
- Principal Financial Group fully exited Allergan Inc in Q1 2015, selling an estimated $81.6M.
- Principal Financial Group's ten largest holdings make up 10% of its $67.1B portfolio in Q1 2015.
- Principal Financial Group opened 93 new positions and closed 109 in Q1 2015.
- Principal Financial Group's portfolio value rose 4.3% quarter-over-quarter to $67.1B.
Based on Principal Financial Group's 13F filing for Q1 2015, filed 12 May 2015.