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 | |
|---|---|---|---|---|---|---|
1876
TriMas Corp
TRS
$1.36B
| $472K | ﹤0.01% |
17,859
-169
| -0.9% | -$4.77K |
|
1877
RBC Bearings
RBC
$17.8B
| $470K | ﹤0.01% |
7,384
-70
| -0.9% | -$4.58K |
|
|
MHR
1878
DELISTED
MAGNUM HUNTER RESOURCES CORP (DEL)
MHR
| $469K | ﹤0.01% |
55,122
+26,641
| +94% | +$214K |
|
1879
Celldex Therapeutics
CLDX
$3.02B
| $465K | ﹤0.01% |
1,753
-3
| -0.2% | -$1.15K |
|
1880
Forum Energy Technologies
FET
$581M
| $464K | ﹤0.01% |
750
-10
| -1% | -$5.43K |
|
|
WEB
1881
DELISTED
Web.com Group, Inc.
WEB
| $452K | ﹤0.01% |
13,297
+1,760
| +15% | +$60.1K |
|
1882
Globus Medical
GMED
$10.9B
| $449K | ﹤0.01% |
16,873
-160
| -0.9% | -$3.8K |
|
|
SFLY
1883
DELISTED
Shutterfly, Inc.
SFLY
| $447K | ﹤0.01% |
10,475
-100
| -0.9% | -$4.77K |
|
|
ARTC
1884
DELISTED
ARTHROCARE CORP
ARTC
| $447K | ﹤0.01% |
9,280
-110
| -1% | -$5.22K |
|
1885
RPC Inc
RES
$1.2B
| $446K | ﹤0.01% |
21,819
+353
| +2% | +$6.51K |
|
|
ARNA
1886
DELISTED
Arena Pharmaceuticals Inc
ARNA
| $446K | ﹤0.01% |
7,075
+1,042
| +17% | +$69.1K |
|
1887
Acadia Pharmaceuticals
ACAD
$4.55B
| $443K | ﹤0.01% |
18,192
-2,458
| -12% | -$62.2K |
|
|
PPO
1888
DELISTED
POLYPORE INTERNATIONAL, INC
PPO
| $443K | ﹤0.01% |
12,955
-113
| -0.9% | -$3.95K |
|
|
SYA
1889
DELISTED
SYMETRA FINANCIAL CORPORATION COMMON STOCK
SYA
| $442K | ﹤0.01% |
22,309
-456
| -2% | -$8.81K |
|
1890
Five Below
FIVE
$12.1B
| $441K | ﹤0.01% |
10,371
-99
| -0.9% | -$3.8K |
|
|
GEVA
1891
DELISTED
SYNAGEVA BIOPHARMA CORP COM STK (DE)
GEVA
| $440K | ﹤0.01% |
5,300
-51
| -1% | -$4.72K |
|
|
CSG
1892
DELISTED
CHAMBERS STR PPTYS COM
CSG
| $437K | ﹤0.01% |
56,236
-1,151
| -2% | -$9.01K |
|
|
SPWR
1893
DELISTED
SunPower Corporation Common Stock
SPWR
| $433K | ﹤0.01% |
20,494
+133
| +0.7% | +$2.84K |
|
|
DCH
1894
Dauch Corp
DCH
$1.39B
| $432K | ﹤0.01% |
23,322
-316
| -1% | -$6.08K |
|
1895
Pilgrim's Pride
PPC
$6.98B
| $429K | ﹤0.01% |
20,514
-195
| -0.9% | -$3.36K |
|
|
ARGO
1896
DELISTED
Argo Group International Holdings, Ltd.
ARGO
| $428K | ﹤0.01% |
12,970
-199
| -2% | -$6.46K |
|
|
AUXL
1897
DELISTED
AUXILIUM PHARAMCEUTICALS INC
AUXL
| $428K | ﹤0.01% |
15,759
-150
| -0.9% | -$3.98K |
|
1898
WisdomTree
WT
$2.88B
| $427K | ﹤0.01% |
32,539
+4,695
| +17% | +$71.7K |
|
|
PTP
1899
DELISTED
PLATINUM UNDERWRITERS HLDGS LTD
PTP
| $425K | ﹤0.01% |
7,078
-1,095
| -13% | -$63.9K |
|
|
EXPR
1900
DELISTED
Express, Inc.
EXPR
| $424K | ﹤0.01% |
1,334
-53
| -4% | -$18.6K |
|
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.