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 |
ExxonMobil
XOM
|
+$589M |
| 2 |
Simon Property Group
SPG
|
+$553M |
| 3 |
Apple
AAPL
|
+$526M |
| 4 |
JPMorgan Chase
JPM
|
+$449M |
| 5 |
Chevron
CVX
|
+$391M |
Top Sells
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 16.25% |
| 2 | Real Estate | 11.42% |
| 3 | Technology | 11.1% |
| 4 | Consumer Discretionary | 10.25% |
| 5 | Healthcare | 9.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Danaher
DHR
$136B
| $71.5M | 0.16% |
+1,679,692
| New | +$69.5M |
|
177
Ford
F
$57.9B
| $70.1M | 0.16% |
+4,534,490
| New | +$65M |
|
178
Sensata Technologies
ST
$6.61B
| $69.8M | 0.15% |
+2,000,251
| New | +$68.4M |
|
|
CA
179
DELISTED
CA, Inc.
CA
| $69.2M | 0.15% |
+2,415,972
| New | +$64.7M |
|
180
Medtronic
MDT
$109B
| $68.9M | 0.15% |
+1,338,936
| New | +$66.2M |
|
|
VR
181
DELISTED
Validus Hold Ltd
VR
| $68.9M | 0.15% |
+1,907,647
| New | +$70.6M |
|
|
DRE
182
DELISTED
Duke Realty Corp.
DRE
| $68.8M | 0.15% |
+4,411,475
| New | +$75.1M |
|
183
Travelers Companies
TRV
$81.4B
| $68.3M | 0.15% |
+854,912
| New | +$71.9M |
|
184
Fastenal
FAST
$54.6B
| $66.8M | 0.15% |
+5,830,344
| New | +$71.5M |
|
185
America Movil
AMX
$77.7B
| $66.7M | 0.15% |
+3,064,474
| New | +$62.7M |
|
186
Biogen
BIIB
$30.1B
| $66.4M | 0.15% |
+308,392
| New | +$65.9M |
|
187
Elevance Health
ELV
$81.8B
| $66M | 0.15% |
+806,096
| New | +$60.3M |
|
|
DD
188
DELISTED
Du Pont De Nemours E I
DD
| $65.8M | 0.15% |
+1,319,825
| New | +$66.6M |
|
189
Arch Capital
ACGL
$36.4B
| $65.3M | 0.14% |
+3,813,390
| New | +$66.4M |
|
|
Y
190
DELISTED
Alleghany Corp
Y
| $65.3M | 0.14% |
+170,286
| New | +$66M |
|
|
MJN
191
DELISTED
Mead Johnson Nutrition Company
MJN
| $64.4M | 0.14% |
+812,227
| New | +$65.1M |
|
|
ABV
192
DELISTED
COMPANHIA BEBIDA ADS EACH REPSTG 1 PFD SH
ABV
| $63.3M | 0.14% |
+1,693,840
| New | +$67M |
|
193
Live Nation Entertainment
LYV
$41.8B
| $63.2M | 0.14% |
+4,077,182
| New | +$55.4M |
|
|
MCRS
194
DELISTED
MICROS SYSTEMS INC
MCRS
| $62.7M | 0.14% |
+1,453,661
| New | +$62.9M |
|
195
Lincoln National
LNC
$7.99B
| $62.1M | 0.14% |
+1,702,980
| New | +$58.1M |
|
196
Tyson Foods
TSN
$21.5B
| $62.1M | 0.14% |
+2,418,188
| New | +$59.9M |
|
197
Caterpillar
CAT
$393B
| $61.8M | 0.14% |
+749,633
| New | +$63.8M |
|
|
TWX
198
DELISTED
Time Warner Inc
TWX
| $61.3M | 0.14% |
+1,105,559
| New | +$62.6M |
|
199
CubeSmart
CUBE
$9.68B
| $61M | 0.14% |
+3,818,327
| New | +$62.5M |
|
|
MIC
200
DELISTED
Macquarie Infrastructure Holdings, LLC
MIC
| $60.8M | 0.13% |
+1,136,864
| New | +$62.4M |
|
Similar funds
Principal Financial Group's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Principal Financial Group, which disclosed 2,248 positions worth $45.1B. Its ten largest holdings account for 9.3% of the portfolio.
Its largest position is ExxonMobil: 6,547,866 shares worth $592M.
By sector, the portfolio is most concentrated in Financials at 16% of assets, followed by Real Estate and Technology.
- Principal Financial Group's largest Q2 2013 buy was ExxonMobil: 6,547,866 shares worth $592M.
- Principal Financial Group's ten largest holdings make up 9.3% of its $45.1B portfolio in Q2 2013.
- Principal Financial Group disclosed 2,248 positions in Q2 2013, its first 13F filing on record.
Based on Principal Financial Group's 13F filing for Q2 2013, filed 12 Aug 2013.