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 | |
|---|---|---|---|---|---|---|
|
CIVI
1926
DELISTED
Civitas Resources
CIVI
| $394K | ﹤0.01% |
81
| – | – |
|
1927
Churchill Downs
CHDN
$6.17B
| $392K | ﹤0.01% |
26,256
| – | – |
|
|
PMT
1928
PennyMac Mortgage Investment
PMT
$845M
| $392K | ﹤0.01% |
17,053
-315
| -2% | -$7.12K |
|
|
KW
1929
DELISTED
Kennedy-Wilson Holdings
KW
| $391K | ﹤0.01% |
17,584
+5,590
| +47% | +$112K |
|
|
ITMN
1930
DELISTED
INTERMUNE INC
ITMN
| $388K | ﹤0.01% |
26,342
+5,328
| +25% | +$73.6K |
|
1931
Universal Display
OLED
$3.75B
| $387K | ﹤0.01% |
11,269
-1,926
| -15% | -$64.2K |
|
|
RWT
1932
Redwood Trust
RWT
$588M
| $386K | ﹤0.01% |
19,922
+702
| +4% | +$12.9K |
|
|
GRT
1933
DELISTED
GLIMCHER REALTY TRUST
GRT
| $385K | ﹤0.01% |
41,122
+5,204
| +14% | +$51.1K |
|
|
PHH
1934
DELISTED
PHH Corporation
PHH
| $384K | ﹤0.01% |
15,761
-291
| -2% | -$6.99K |
|
1935
RPC Inc
RES
$1.13B
| $383K | ﹤0.01% |
21,466
| – | – |
|
1936
Core Laboratories
CLB
$455M
| $381K | ﹤0.01% |
+1,996
| New | +$371K |
|
|
INVN
1937
DELISTED
Invensense Inc
INVN
| $381K | ﹤0.01% |
18,358
+2,588
| +16% | +$46.3K |
|
|
VOLC
1938
DELISTED
VOLCANO CORPORATION COM STK
VOLC
| $380K | ﹤0.01% |
17,392
+2,378
| +16% | +$52.7K |
|
|
ARTC
1939
DELISTED
ARTHROCARE CORP
ARTC
| $378K | ﹤0.01% |
9,390
-37
| -0.4% | -$1.37K |
|
1940
8x8 Inc
EGHT
$279M
| $371K | ﹤0.01% |
36,546
+16,547
| +83% | +$169K |
|
1941
Halozyme
HALO
$9.88B
| $369K | ﹤0.01% |
24,621
| – | – |
|
|
MRH
1942
DELISTED
MONTPELIER RE HOLDINGS LTD
MRH
| $369K | ﹤0.01% |
12,695
-235
| -2% | -$6.55K |
|
1943
Rush Enterprises Class A
RUSHA
$6.34B
| $367K | ﹤0.01% |
27,844
-54
| -0.2% | -$682 |
|
|
WEB
1944
DELISTED
Web.com Group, Inc.
WEB
| $367K | ﹤0.01% |
11,537
| – | – |
|
1945
MiMedx Group
MDXG
$630M
| $364K | ﹤0.01% |
41,681
-275
| -0.7% | -$1.68K |
|
|
CHSP
1946
DELISTED
Chesapeake Lodging Trust
CHSP
| $360K | ﹤0.01% |
14,221
-1,252
| -8% | -$29.9K |
|
|
WAC
1947
DELISTED
Walter Investment Mgt Corp
WAC
| $360K | ﹤0.01% |
10,182
-188
| -2% | -$7.08K |
|
|
ARR
1948
Armour Residential REIT
ARR
$2.32B
| $358K | ﹤0.01% |
2,233
-41
| -2% | -$6.61K |
|
1949
Primoris Services
PRIM
$4.06B
| $356K | ﹤0.01% |
11,450
| – | – |
|
|
ARNA
1950
DELISTED
Arena Pharmaceuticals Inc
ARNA
| $353K | ﹤0.01% |
6,033
-1,113
| -16% | -$58.2K |
|
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.