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 | |
|---|---|---|---|---|---|---|
1926
IQVIA
IQV
$40.7B
| $384K | ﹤0.01% |
+7,560
| New | +$381K |
|
|
SCS
1927
DELISTED
Steelcase
SCS
| $384K | ﹤0.01% |
23,148
-2,648
| -10% | -$39.4K |
|
|
CRAY
1928
DELISTED
Cray, Inc.
CRAY
| $384K | ﹤0.01% |
+10,287
| New | +$347K |
|
|
EVER
1929
DELISTED
Everbank Financial Corp
EVER
| $382K | ﹤0.01% |
19,371
-3,647
| -16% | -$66.1K |
|
|
RAVN
1930
DELISTED
Raven Industries Inc
RAVN
| $379K | ﹤0.01% |
11,563
+1,435
| +14% | +$52.2K |
|
|
CTB
1931
DELISTED
Cooper Tire & Rubber Co.
CTB
| $374K | ﹤0.01% |
15,374
-3,979
| -21% | -$94.9K |
|
1932
Unisys
UIS
$252M
| $373K | ﹤0.01% |
12,255
-240
| -2% | -$7.74K |
|
|
INVN
1933
DELISTED
Invensense Inc
INVN
| $373K | ﹤0.01% |
15,764
-2,594
| -14% | -$54.3K |
|
|
MRH
1934
DELISTED
MONTPELIER RE HOLDINGS LTD
MRH
| $370K | ﹤0.01% |
12,440
-255
| -2% | -$7.22K |
|
|
DWRE
1935
DELISTED
DEMANDWARE INC COM STK (DE)
DWRE
| $369K | ﹤0.01% |
5,759
+548
| +11% | +$38.1K |
|
|
HZNP
1936
DELISTED
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
| $368K | ﹤0.01% |
+24,363
| New | +$275K |
|
|
WBMD
1937
DELISTED
WebMD Health Corp.
WBMD
| $368K | ﹤0.01% |
8,877
-1,614
| -15% | -$72.7K |
|
|
KKD
1938
DELISTED
KRISPY KREME DOUGHNUTS INC
KKD
| $366K | ﹤0.01% |
20,653
-196
| -0.9% | -$3.63K |
|
1939
Main Street Capital
MAIN
$5.05B
| $365K | ﹤0.01% |
11,098
+1,089
| +11% | +$37.1K |
|
1940
Gentherm
THRM
$1.32B
| $365K | ﹤0.01% |
10,510
-100
| -0.9% | -$2.81K |
|
|
ARR
1941
Armour Residential REIT
ARR
$2.32B
| $361K | ﹤0.01% |
2,188
-45
| -2% | -$7.54K |
|
|
CHSP
1942
DELISTED
Chesapeake Lodging Trust
CHSP
| $359K | ﹤0.01% |
13,935
-286
| -2% | -$7.25K |
|
1943
Halozyme
HALO
$9.88B
| $356K | ﹤0.01% |
28,028
+3,407
| +14% | +$50.6K |
|
1944
Universal Display
OLED
$3.75B
| $356K | ﹤0.01% |
11,163
-106
| -0.9% | -$3.52K |
|
1945
RH
RH
$3.33B
| $355K | ﹤0.01% |
4,825
-46
| -0.9% | -$2.87K |
|
|
CHUY
1946
DELISTED
Chuy's Holdings, Inc. Common Stock
CHUY
| $353K | ﹤0.01% |
+8,190
| New | +$318K |
|
|
LOCK
1947
DELISTED
LifeLock, Inc.
LOCK
| $353K | ﹤0.01% |
20,613
+1,196
| +6% | +$23.4K |
|
|
GTI
1948
DELISTED
GRAFTECH INTERNATIONAL LTD
GTI
| $350K | ﹤0.01% |
32,095
+3,739
| +13% | +$39.6K |
|
1949
Credit Acceptance
CACC
$5.82B
| $347K | ﹤0.01% |
2,439
+233
| +11% | +$31.7K |
|
1950
Nexstar Media Group
NXST
$6.01B
| $347K | ﹤0.01% |
9,259
-88
| -0.9% | -$3.81K |
|
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.