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 |
ConocoPhillips
COP
|
+$118M |
| 2 |
Citigroup
C
|
+$105M |
| 3 |
GE Aerospace
GE
|
+$75.9M |
| 4 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
+$74.2M |
| 5 |
Boeing
BA
|
+$66.5M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amgen
AMGN
|
+$114M |
| 2 |
MRSH
Marsh
MRSH
|
+$77.3M |
| 3 |
NWSA
NEWS CORPORATION CL-A
NWSA
|
+$76.7M |
| 4 |
NBL
Noble Energy, Inc.
NBL
|
+$73.6M |
| 5 |
CF Industries
CF
|
+$70.9M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 16.46% |
| 2 | Technology | 11.07% |
| 3 | Real Estate | 10.76% |
| 4 | Consumer Discretionary | 10.38% |
| 5 | Industrials | 10% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
TUMI
2001
DELISTED
TUMI HLDGS INC COM
TUMI
| $267K | ﹤0.01% |
13,266
-3,007
| -18% | -$68.1K |
|
|
VVUS
2002
DELISTED
Vivus Inc
VVUS
| $267K | ﹤0.01% |
2,867
-188
| -6% | -$23.5K |
|
|
HPP
2003
Hudson Pacific Properties
HPP
$758M
| $266K | ﹤0.01% |
1,952
-125
| -6% | -$18.2K |
|
2004
Team
TISI
$80.6M
| $266K | ﹤0.01% |
668
+53
| +9% | +$20.9K |
|
2005
Cass Information Systems
CASS
$716M
| $265K | ﹤0.01% |
6,550
-779
| -11% | -$32.4K |
|
2006
iShares Core US Aggregate Bond ETF
AGG
$138B
| $264K | ﹤0.01% |
+2,465
| New | +$263K |
|
|
DENN
2007
DELISTED
Denny's
DENN
| $263K | ﹤0.01% |
43,038
-6,379
| -13% | -$37.2K |
|
2008
National Bank Holdings
NBHC
$1.9B
| $263K | ﹤0.01% |
12,816
-820
| -6% | -$16.4K |
|
|
AH
2009
DELISTED
Accretive Health
AH
| $261K | ﹤0.01% |
28,594
+9,158
| +47% | +$91K |
|
|
AMCC
2010
DELISTED
Applied Micro Circuits Corporation New
AMCC
| $261K | ﹤0.01% |
20,262
+396
| +2% | +$4.5K |
|
2011
QuidelOrtho
QDEL
$1.13B
| $259K | ﹤0.01% |
9,123
-598
| -6% | -$16.3K |
|
|
OVTI
2012
DELISTED
OMNIVISION TECHNOLOGIES INC
OVTI
| $258K | ﹤0.01% |
16,873
+1,396
| +9% | +$23.2K |
|
2013
Park National Corp
PRK
$3.84B
| $256K | ﹤0.01% |
3,236
-208
| -6% | -$16.3K |
|
|
NIHD
2014
DELISTED
NII HOLDINGS INC CL B
NIHD
| $256K | ﹤0.01% |
42,182
-2,699
| -6% | -$18.2K |
|
2015
Shutterstock
SSTK
$209M
| $254K | ﹤0.01% |
3,489
-228
| -6% | -$13K |
|
2016
Renasant Corp
RNST
$4.01B
| $253K | ﹤0.01% |
+9,294
| New | +$247K |
|
|
HK
2017
DELISTED
Halcon Resources Corporation
HK
| $253K | ﹤0.01% |
331
+18
| +6% | +$16.4K |
|
2018
TFS Financial
TFSL
$5.11B
| $251K | ﹤0.01% |
20,944
+7,355
| +54% | +$84.7K |
|
2019
Usana Health Sciences
USNA
$419M
| $251K | ﹤0.01% |
5,782
-882
| -13% | -$35.4K |
|
|
NXTM
2020
DELISTED
NxStage Medical Inc.
NXTM
| $251K | ﹤0.01% |
19,044
+912
| +5% | +$12K |
|
|
GHDX
2021
DELISTED
Genomic Health, Inc.
GHDX
| $250K | ﹤0.01% |
8,162
-535
| -6% | -$17.9K |
|
|
BDBD
2022
DELISTED
BOULDER BRANDS INC
BDBD
| $249K | ﹤0.01% |
15,524
-1,017
| -6% | -$15.4K |
|
2023
EPAM Systems
EPAM
$5.58B
| $248K | ﹤0.01% |
+7,193
| New | +$221K |
|
|
SAFE
2024
Safehold
SAFE
$1.17B
| $248K | ﹤0.01% |
4,236
-271
| -6% | -$15.2K |
|
|
LBY
2025
DELISTED
Libbey, Inc.
LBY
| $248K | ﹤0.01% |
+10,446
| New | +$255K |
|
Similar funds
Principal Financial Group's Q3 2013 Portfolio in Review
As of Q3 2013, Principal Financial Group held 2,356 positions worth $48.4B, up 7.2% from $45.1B the previous quarter. Its ten largest holdings account for 8.8% of the portfolio.
Principal Financial Group's Q3 2013 filing shows 108 new, 1,198 increased, 933 reduced and 95 closed positions. Its largest new stake was Twenty-First Century Fox, Inc. Class A: 2,356,599 shares worth $78.9M. The largest sale was Amgen, an estimated $114M.
By sector, the portfolio is most concentrated in Financials at 16% of assets, up from 16% a quarter earlier, followed by Technology and Real Estate.
- Principal Financial Group's largest Q3 2013 buy was Twenty-First Century Fox, Inc. Class A: 2,356,599 shares worth $78.9M.
- Principal Financial Group added most to ConocoPhillips in Q3 2013, an estimated $118M increase.
- Principal Financial Group's biggest Q3 2013 reduction was Amgen, cutting an estimated $114M.
- Principal Financial Group fully exited NEWS CORPORATION CL-A in Q3 2013, selling an estimated $76.7M.
- Principal Financial Group's ten largest holdings make up 8.8% of its $48.4B portfolio in Q3 2013.
- Principal Financial Group opened 108 new positions and closed 95 in Q3 2013.
- Principal Financial Group's portfolio value rose 7.2% quarter-over-quarter to $48.4B.
Based on Principal Financial Group's 13F filing for Q3 2013, filed 5 Nov 2013.