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 | |
|---|---|---|---|---|---|---|
|
SAFE
2001
Safehold
SAFE
$1.17B
| $293K | ﹤0.01% |
4,076
-83
| -2% | -$6.09K |
|
|
ATHL
2002
DELISTED
ATHLON ENERGY INC COM
ATHL
| $293K | ﹤0.01% |
+8,278
| New | +$272K |
|
|
BLOX
2003
DELISTED
Infoblox Inc
BLOX
| $292K | ﹤0.01% |
14,559
-1,867
| -11% | -$51.6K |
|
|
FURX
2004
DELISTED
FURIEX PHARMACEUTICALS INC COM STK (DE)
FURX
| $292K | ﹤0.01% |
+3,353
| New | +$259K |
|
|
TPC
2005
Tutor Perini Cor
TPC
$4.03B
| $290K | ﹤0.01% |
10,113
-207
| -2% | -$5.25K |
|
|
WAIR
2006
DELISTED
WESCO Aircraft Holdings Inc.
WAIR
| $289K | ﹤0.01% |
13,111
-221
| -2% | -$4.82K |
|
|
OVTI
2007
DELISTED
OMNIVISION TECHNOLOGIES INC
OVTI
| $289K | ﹤0.01% |
16,300
-309
| -2% | -$5.02K |
|
2008
National CineMedia
NCMI
$378M
| $287K | ﹤0.01% |
1,915
-3,778
| -66% | -$652K |
|
2009
Team
TISI
$80.6M
| $284K | ﹤0.01% |
662
-6
| -0.9% | -$2.61K |
|
|
HT
2010
DELISTED
Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest
HT
| $284K | ﹤0.01% |
12,193
-2,641
| -18% | -$58.9K |
|
2011
MiMedx Group
MDXG
$630M
| $282K | ﹤0.01% |
45,995
+4,314
| +10% | +$31.7K |
|
2012
Zurn Elkay Water Solutions
ZWS
$8.55B
| $282K | ﹤0.01% |
20,204
-193
| -0.9% | -$2.64K |
|
|
HPP
2013
Hudson Pacific Properties
HPP
$758M
| $280K | ﹤0.01% |
1,737
-180
| -9% | -$28.1K |
|
2014
TherapeuticsMD
TXMD
$23.8M
| $279K | ﹤0.01% |
+884
| New | +$281K |
|
2015
Gorman-Rupp
GRC
$2.07B
| $278K | ﹤0.01% |
8,733
-108
| -1% | -$3.46K |
|
2016
SFL Corp
SFL
$1.61B
| $277K | ﹤0.01% |
15,406
-316
| -2% | -$5.47K |
|
2017
Canadian Solar
CSIQ
$932M
| $275K | ﹤0.01% |
+8,578
| New | +$322K |
|
2018
California Water Service
CWT
$3.1B
| $275K | ﹤0.01% |
11,494
-2,754
| -19% | -$63.3K |
|
|
VGR
2019
DELISTED
Vector Group Ltd.
VGR
| $275K | ﹤0.01% |
24,169
-69,055
| -74% | -$692K |
|
|
DENN
2020
DELISTED
Denny's
DENN
| $273K | ﹤0.01% |
42,381
-496
| -1% | -$3.34K |
|
2021
Cass Information Systems
CASS
$716M
| $272K | ﹤0.01% |
+6,954
| New | +$295K |
|
|
EDR
2022
DELISTED
Education Realty Trust Inc
EDR
| $272K | ﹤0.01% |
9,196
-1,952
| -18% | -$54.6K |
|
2023
Itaú Unibanco
ITUB
$89.8B
| $271K | ﹤0.01% |
49,968
+7,984
| +19% | +$38.1K |
|
2024
Wabash National
WNC
$504M
| $271K | ﹤0.01% |
19,664
-374
| -2% | -$5K |
|
|
RP
2025
DELISTED
RealPage, Inc.
RP
| $271K | ﹤0.01% |
14,948
-142
| -0.9% | -$2.85K |
|
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.