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 | |
|---|---|---|---|---|---|---|
|
AIMC
1976
DELISTED
Altra Industrial Motion Corp
AIMC
| $310K | ﹤0.01% |
8,695
-83
| -0.9% | -$2.84K |
|
|
FOE
1977
DELISTED
Ferro Corporation
FOE
| $310K | ﹤0.01% |
22,676
-215
| -0.9% | -$2.85K |
|
|
TAHO
1978
DELISTED
Tahoe Resources Inc
TAHO
| $309K | ﹤0.01% |
14,593
+237
| +2% | +$4.76K |
|
|
IMPV
1979
DELISTED
Imperva, Inc.
IMPV
| $309K | ﹤0.01% |
5,550
-1,072
| -16% | -$61.7K |
|
1980
Astronics
ATRO
$3.21B
| $307K | ﹤0.01% |
10,602
-101
| -0.9% | -$2.84K |
|
1981
Greenlight Captial
GLRE
$579M
| $307K | ﹤0.01% |
+9,345
| New | +$302K |
|
1982
The Greenbrier Companies
GBX
$1.57B
| $305K | ﹤0.01% |
6,689
-137
| -2% | -$5.41K |
|
|
IMGN
1983
DELISTED
Immunogen Inc
IMGN
| $305K | ﹤0.01% |
20,457
-8,614
| -30% | -$136K |
|
|
RNET
1984
DELISTED
RigNet, Inc.
RNET
| $304K | ﹤0.01% |
5,649
-54
| -0.9% | -$2.61K |
|
1985
Stride
LRN
$4.16B
| $303K | ﹤0.01% |
13,393
-127
| -0.9% | -$2.76K |
|
|
KCG
1986
DELISTED
KCG Holdings, Inc.
KCG
| $303K | ﹤0.01% |
+25,367
| New | +$299K |
|
|
WMGI
1987
DELISTED
Wright Medical Group Inc
WMGI
| $302K | ﹤0.01% |
9,727
-1,195
| -11% | -$37.7K |
|
|
VVUS
1988
DELISTED
Vivus Inc
VVUS
| $302K | ﹤0.01% |
5,083
+1,874
| +58% | +$133K |
|
|
ROIC
1989
DELISTED
Retail Opportunity Investments Corp.
ROIC
| $301K | ﹤0.01% |
20,157
-413
| -2% | -$6.02K |
|
|
BLT
1990
DELISTED
BLOUNT INTERNATIONAL (NEW)
BLT
| $300K | ﹤0.01% |
25,199
+9,232
| +58% | +$117K |
|
|
STNR
1991
DELISTED
STEINER LEISURE LTD
STNR
| $300K | ﹤0.01% |
6,497
+1,494
| +30% | +$71.1K |
|
1992
Helios Technologies
HLIO
$2.47B
| $299K | ﹤0.01% |
6,912
+960
| +16% | +$39K |
|
1993
Stagwell
STGW
$2B
| $299K | ﹤0.01% |
13,083
-209
| -2% | -$5K |
|
|
ISBC
1994
DELISTED
Investors Bancorp, Inc.
ISBC
| $299K | ﹤0.01% |
27,603
-12,597
| -31% | -$129K |
|
1995
CNA Financial
CNA
$14.9B
| $298K | ﹤0.01% |
6,965
+193
| +3% | +$8.02K |
|
1996
Lattice Semiconductor
LSCC
$16B
| $298K | ﹤0.01% |
38,016
-296
| -0.8% | -$2.02K |
|
|
SN
1997
DELISTED
Sanchez Energy Corporation
SN
| $297K | ﹤0.01% |
10,033
+1,391
| +16% | +$38.8K |
|
|
ENV
1998
DELISTED
ENVESTNET, INC.
ENV
| $296K | ﹤0.01% |
7,370
-71
| -1% | -$3.04K |
|
1999
Neurocrine Biosciences
NBIX
$18.2B
| $295K | ﹤0.01% |
+18,339
| New | +$314K |
|
2000
Columbia Sportswear
COLM
$3.25B
| $294K | ﹤0.01% |
7,106
-146
| -2% | -$5.82K |
|
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.