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 |
ConocoPhillips
COP
|
+$118M |
| 2 |
Citigroup
C
|
+$105M |
| 3 |
GE Aerospace
GE
|
+$75.9M |
| 4 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
+$74.2M |
| 5 |
Boeing
BA
|
+$66.5M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amgen
AMGN
|
+$114M |
| 2 |
MRSH
Marsh
MRSH
|
+$77.3M |
| 3 |
NWSA
NEWS CORPORATION CL-A
NWSA
|
+$76.7M |
| 4 |
NBL
Noble Energy, Inc.
NBL
|
+$73.6M |
| 5 |
CF Industries
CF
|
+$70.9M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 16.46% |
| 2 | Technology | 11.07% |
| 3 | Real Estate | 10.76% |
| 4 | Consumer Discretionary | 10.38% |
| 5 | Industrials | 10% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1876
BOK Financial
BOKF
$8.58B
| $422K | ﹤0.01% |
6,663
-1,567
| -19% | -$103K |
|
1877
Jakks Pacific
JAKK
$303M
| $422K | ﹤0.01% |
9,397
-1,672
| -15% | -$108K |
|
1878
RBC Bearings
RBC
$17.4B
| $417K | ﹤0.01% |
6,329
-415
| -6% | -$24.4K |
|
1879
Bloomin' Brands
BLMN
$754M
| $416K | ﹤0.01% |
17,611
-1,154
| -6% | -$27.6K |
|
1880
Nexstar Media Group
NXST
$6.01B
| $416K | ﹤0.01% |
9,347
-613
| -6% | -$21.9K |
|
1881
Mueller Water Products
MWA
$3.94B
| $414K | ﹤0.01% |
51,818
-1,791
| -3% | -$13.8K |
|
1882
Forum Energy Technologies
FET
$578M
| $413K | ﹤0.01% |
765
+151
| +25% | +$84.5K |
|
|
SYA
1883
DELISTED
SYMETRA FINANCIAL CORPORATION COMMON STOCK
SYA
| $413K | ﹤0.01% |
23,184
-21,643
| -48% | -$386K |
|
1884
Rithm Capital
RITM
$5.58B
| $412K | ﹤0.01% |
31,146
-11,308
| -27% | -$148K |
|
|
WAC
1885
DELISTED
Walter Investment Mgt Corp
WAC
| $410K | ﹤0.01% |
10,370
+1,167
| +13% | +$44.8K |
|
|
AFSI
1886
DELISTED
AmTrust Financial Services, Inc.
AFSI
| $405K | ﹤0.01% |
20,748
-1,353
| -6% | -$25.2K |
|
|
KKD
1887
DELISTED
KRISPY KREME DOUGHNUTS INC
KKD
| $403K | ﹤0.01% |
20,849
-1,366
| -6% | -$27.8K |
|
1888
First Citizens BancShares
FCNCA
$24.7B
| $402K | ﹤0.01% |
1,953
-535
| -22% | -$110K |
|
1889
Five Below
FIVE
$11.6B
| $399K | ﹤0.01% |
9,110
-516
| -5% | -$20.7K |
|
|
PMT
1890
PennyMac Mortgage Investment
PMT
$845M
| $394K | ﹤0.01% |
17,368
+2,052
| +13% | +$44.8K |
|
1891
Spectrum Brands
SPB
$2.03B
| $392K | ﹤0.01% |
5,960
+25
| +0.4% | +$1.53K |
|
|
SNTS
1892
DELISTED
SANTARUS INC
SNTS
| $391K | ﹤0.01% |
17,315
-1,134
| -6% | -$27K |
|
1893
Acadia Healthcare
ACHC
$2.55B
| $388K | ﹤0.01% |
9,840
-1,922
| -16% | -$71.3K |
|
|
BZ
1894
DELISTED
BOISE INC COM STK (DE)
BZ
| $384K | ﹤0.01% |
30,437
+450
| +2% | +$4.3K |
|
|
VER
1895
DELISTED
VEREIT, Inc.
VER
| $383K | ﹤0.01% |
6,285
-402
| -6% | -$27.4K |
|
|
ARR
1896
Armour Residential REIT
ARR
$2.32B
| $382K | ﹤0.01% |
2,274
-145
| -6% | -$24.9K |
|
|
PHH
1897
DELISTED
PHH Corporation
PHH
| $381K | ﹤0.01% |
16,052
+1,377
| +9% | +$30.5K |
|
1898
Churchill Downs
CHDN
$6.17B
| $379K | ﹤0.01% |
26,256
-1,722
| -6% | -$23.9K |
|
|
RWT
1899
Redwood Trust
RWT
$588M
| $378K | ﹤0.01% |
19,220
-1,230
| -6% | -$21.9K |
|
1900
Sasol
SSL
$7.4B
| $377K | ﹤0.01% |
+7,881
| New | +$367K |
|
Similar funds
Principal Financial Group's Q3 2013 Portfolio in Review
As of Q3 2013, Principal Financial Group held 2,356 positions worth $48.4B, up 7.2% from $45.1B the previous quarter. Its ten largest holdings account for 8.8% of the portfolio.
Principal Financial Group's Q3 2013 filing shows 108 new, 1,198 increased, 933 reduced and 95 closed positions. Its largest new stake was Twenty-First Century Fox, Inc. Class A: 2,356,599 shares worth $78.9M. The largest sale was Amgen, an estimated $114M.
By sector, the portfolio is most concentrated in Financials at 16% of assets, up from 16% a quarter earlier, followed by Technology and Real Estate.
- Principal Financial Group's largest Q3 2013 buy was Twenty-First Century Fox, Inc. Class A: 2,356,599 shares worth $78.9M.
- Principal Financial Group added most to ConocoPhillips in Q3 2013, an estimated $118M increase.
- Principal Financial Group's biggest Q3 2013 reduction was Amgen, cutting an estimated $114M.
- Principal Financial Group fully exited NEWS CORPORATION CL-A in Q3 2013, selling an estimated $76.7M.
- Principal Financial Group's ten largest holdings make up 8.8% of its $48.4B portfolio in Q3 2013.
- Principal Financial Group opened 108 new positions and closed 95 in Q3 2013.
- Principal Financial Group's portfolio value rose 7.2% quarter-over-quarter to $48.4B.
Based on Principal Financial Group's 13F filing for Q3 2013, filed 5 Nov 2013.