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 |
Restaurant Brands International
QSR
|
+$221M |
| 2 |
Liberty Media Series C
FWONK
|
+$168M |
| 3 |
Fidelity National Financial
FNF
|
+$150M |
| 4 |
PPL
PPL Corp
PPL
|
+$119M |
| 5 |
General Dynamics
GD
|
+$100M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
BKW
BURGER KING WORLDWIDE
BKW
|
+$170M |
| 2 |
TYC
TYCO INTL PLC COM SHS (IRL)
TYC
|
+$136M |
| 3 |
LyondellBasell Industries
LYB
|
+$123M |
| 4 |
AbbVie
ABBV
|
+$103M |
| 5 |
Trane Technologies
TT
|
+$92M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 15.98% |
| 2 | Real Estate | 14.38% |
| 3 | Technology | 11.77% |
| 4 | Healthcare | 10.83% |
| 5 | Consumer Discretionary | 10.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1876
Zillow
ZG
$7.85B
| $520K | ﹤0.01% |
14,739
+123
| +0.8% | +$4.51K |
|
1877
Euronet Worldwide
EEFT
$3.19B
| $516K | ﹤0.01% |
9,394
-1,472
| -14% | -$78.5K |
|
1878
Alnylam Pharmaceuticals
ALNY
$38.3B
| $506K | ﹤0.01% |
+5,218
| New | +$483K |
|
|
BERY
1879
DELISTED
Berry Global Group, Inc.
BERY
| $499K | ﹤0.01% |
17,231
-2,674
| -13% | -$67K |
|
1880
BOK Financial
BOKF
$8.58B
| $484K | ﹤0.01% |
8,067
+285
| +4% | +$18.4K |
|
1881
MGIC Investment
MTG
$6.47B
| $470K | ﹤0.01% |
50,449
-13,137
| -21% | -$115K |
|
1882
Cimpress
CMPR
$2.37B
| $457K | ﹤0.01% |
6,101
-753
| -11% | -$48.9K |
|
|
MRC
1883
DELISTED
MRC Global
MRC
| $457K | ﹤0.01% |
30,142
-2,041
| -6% | -$39.7K |
|
1884
Diamondback Energy
FANG
$56B
| $451K | ﹤0.01% |
7,550
-312
| -4% | -$19.8K |
|
|
QLIK
1885
DELISTED
QLIK TECHNOLOGIES INC COM STK (DE)
QLIK
| $440K | ﹤0.01% |
14,252
-2,504
| -15% | -$71.4K |
|
1886
Asbury Automotive
ABG
$4.62B
| $432K | ﹤0.01% |
5,691
-813
| -13% | -$58.3K |
|
1887
National Health Investors
NHI
$3.79B
| $430K | ﹤0.01% |
6,150
-1,504
| -20% | -$97.7K |
|
|
AXLL
1888
DELISTED
AXIALL CORP COM STK (DE)
AXLL
| $430K | ﹤0.01% |
10,125
-114,631
| -92% | -$4.67M |
|
|
NTLS
1889
DELISTED
NTELOS HLDGS CORP COM
NTLS
| $428K | ﹤0.01% |
102,089
-67,678
| -40% | -$533K |
|
1890
iShares Russell Mid-Cap ETF
IWR
$55.9B
| $424K | ﹤0.01% |
+10,164
| New | +$413K |
|
|
RCPT
1891
DELISTED
RECEPTOS INC COM STK (DE)
RCPT
| $423K | ﹤0.01% |
3,451
-16
| -0.5% | -$1.62K |
|
1892
GoPro
GPRO
$120M
| $407K | ﹤0.01% |
+6,437
| New | +$474K |
|
1893
Matador Resources
MTDR
$6.04B
| $406K | ﹤0.01% |
20,055
+3,982
| +25% | +$82.6K |
|
1894
Grand Canyon Education
LOPE
$4.22B
| $404K | ﹤0.01% |
8,655
-1,255
| -13% | -$56K |
|
1895
Zurn Elkay Water Solutions
ZWS
$8.6B
| $404K | ﹤0.01% |
29,722
-3,318
| -10% | -$43.8K |
|
1896
MBIA
MBI
$275M
| $402K | ﹤0.01% |
+42,086
| New | +$406K |
|
|
SWFT
1897
DELISTED
Swift Transportation Company
SWFT
| $387K | ﹤0.01% |
13,524
-2,376
| -15% | -$60.6K |
|
|
CSG
1898
DELISTED
CHAMBERS STR PPTYS COM
CSG
| $378K | ﹤0.01% |
46,877
-10,563
| -18% | -$84.4K |
|
|
HAWK
1899
DELISTED
Blackhawk Network Holdings, Inc. Common Stock
HAWK
| $374K | ﹤0.01% |
9,639
-1,088
| -10% | -$38.7K |
|
1900
Acadia Pharmaceuticals
ACAD
$4.51B
| $372K | ﹤0.01% |
11,716
-1,767
| -13% | -$50.1K |
|
Similar funds
Principal Financial Group's Q4 2014 Portfolio in Review
As of Q4 2014, Principal Financial Group held 2,313 positions worth $64.4B, up 9.2% from $58.9B the previous quarter. Its ten largest holdings account for 10% of the portfolio.
Principal Financial Group's Q4 2014 filing shows 109 new, 1,177 increased, 869 reduced and 142 closed positions. Its largest new stake was Restaurant Brands International: 5,750,957 shares worth $225M. The largest sale was BURGER KING WORLDWIDE, an estimated $170M.
By sector, the portfolio is most concentrated in Financials at 16% of assets, up from 16% a quarter earlier, followed by Real Estate and Technology.
- Principal Financial Group's largest Q4 2014 buy was Restaurant Brands International: 5,750,957 shares worth $225M.
- Principal Financial Group added most to PPL Corp in Q4 2014, an estimated $119M increase.
- Principal Financial Group's biggest Q4 2014 reduction was TYCO INTL PLC COM SHS (IRL), cutting an estimated $136M.
- Principal Financial Group fully exited BURGER KING WORLDWIDE in Q4 2014, selling an estimated $170M.
- Principal Financial Group's ten largest holdings make up 10% of its $64.4B portfolio in Q4 2014.
- Principal Financial Group opened 109 new positions and closed 142 in Q4 2014.
- Principal Financial Group's portfolio value rose 9.2% quarter-over-quarter to $64.4B.
Based on Principal Financial Group's 13F filing for Q4 2014, filed 12 Feb 2015.