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 |
Restaurant Brands International
QSR
|
+$221M |
| 2 |
Liberty Media Series C
FWONK
|
+$168M |
| 3 |
Fidelity National Financial
FNF
|
+$150M |
| 4 |
PPL
PPL Corp
PPL
|
+$119M |
| 5 |
General Dynamics
GD
|
+$100M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
BKW
BURGER KING WORLDWIDE
BKW
|
+$170M |
| 2 |
TYC
TYCO INTL PLC COM SHS (IRL)
TYC
|
+$136M |
| 3 |
LyondellBasell Industries
LYB
|
+$123M |
| 4 |
AbbVie
ABBV
|
+$103M |
| 5 |
Trane Technologies
TT
|
+$92M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 15.98% |
| 2 | Real Estate | 14.38% |
| 3 | Technology | 11.77% |
| 4 | Healthcare | 10.83% |
| 5 | Consumer Discretionary | 10.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2001
BioCryst Pharmaceuticals
BCRX
$2.42B
| $235K | ﹤0.01% |
19,356
+789
| +4% | +$8.71K |
|
|
PIR
2002
DELISTED
Pier 1 Imports, Inc.
PIR
| $234K | ﹤0.01% |
760
-256
| -25% | -$68.2K |
|
|
HTWR
2003
DELISTED
HEARTWARE INTERNATIONAL INC COM STK (DE)
HTWR
| $230K | ﹤0.01% |
3,137
-322
| -9% | -$24.5K |
|
|
KKD
2004
DELISTED
KRISPY KREME DOUGHNUTS INC
KKD
| $230K | ﹤0.01% |
11,653
-2,047
| -15% | -$38.8K |
|
2005
Canadian Natural Resources
CNQ
$96.9B
| $229K | ﹤0.01% |
+15,330
| New | +$250K |
|
2006
iShares Global Energy ETF
IXC
$2.75B
| $229K | ﹤0.01% |
+6,150
| New | +$244K |
|
2007
MGE Energy Inc
MGEE
$3.03B
| $229K | ﹤0.01% |
5,021
-1,602
| -24% | -$69.4K |
|
2008
Novavax
NVAX
$1.21B
| $228K | ﹤0.01% |
1,922
-616
| -24% | -$64.4K |
|
2009
Eagle Bancorp
EGBN
$850M
| $227K | ﹤0.01% |
+6,402
| New | +$221K |
|
2010
Itaú Unibanco
ITUB
$89.8B
| $227K | ﹤0.01% |
43,445
| – | – |
|
|
PMT
2011
PennyMac Mortgage Investment
PMT
$845M
| $227K | ﹤0.01% |
10,753
-3,379
| -24% | -$72.7K |
|
2012
Trex
TREX
$4.4B
| $227K | ﹤0.01% |
21,364
-3,756
| -15% | -$37.4K |
|
|
VISN
2013
Vistance Networks Inc
VISN
$2.61B
| $223K | ﹤0.01% |
9,765
| – | – |
|
|
HA
2014
DELISTED
Hawaiian Holdings, Inc.
HA
| $223K | ﹤0.01% |
+8,576
| New | +$162K |
|
2015
Rush Enterprises Class A
RUSHA
$6.34B
| $221K | ﹤0.01% |
15,503
-2,722
| -15% | -$41.7K |
|
|
CRAY
2016
DELISTED
Cray, Inc.
CRAY
| $221K | ﹤0.01% |
+6,405
| New | +$204K |
|
|
ESGR
2017
DELISTED
Enstar Group
ESGR
| $219K | ﹤0.01% |
1,432
-196
| -12% | -$28.4K |
|
2018
Scorpio Tankers
STNG
$3.91B
| $217K | ﹤0.01% |
2,496
-813
| -25% | -$67.4K |
|
|
ANAC
2019
DELISTED
ANACOR PHARMACEUTICALS INC COM
ANAC
| $217K | ﹤0.01% |
6,716
-4,086
| -38% | -$123K |
|
2020
iShares Global Materials ETF
MXI
$337M
| $215K | ﹤0.01% |
+3,850
| New | +$221K |
|
2021
RPC Inc
RES
$1.13B
| $215K | ﹤0.01% |
16,502
-437,444
| -96% | -$6.74M |
|
|
EXPR
2022
DELISTED
Express, Inc.
EXPR
| $215K | ﹤0.01% |
731
-228
| -24% | -$65.8K |
|
2023
Universal Display
OLED
$3.75B
| $214K | ﹤0.01% |
7,697
-916
| -11% | -$26.1K |
|
2024
Shenandoah Telecom
SHEN
$703M
| $214K | ﹤0.01% |
13,676
-2,794
| -17% | -$39.5K |
|
|
MIK
2025
DELISTED
Michaels Stores, Inc
MIK
| $214K | ﹤0.01% |
+8,653
| New | +$180K |
|
Similar funds
Principal Financial Group's Q4 2014 Portfolio in Review
As of Q4 2014, Principal Financial Group held 2,313 positions worth $64.4B, up 9.2% from $58.9B the previous quarter. Its ten largest holdings account for 10% of the portfolio.
Principal Financial Group's Q4 2014 filing shows 109 new, 1,177 increased, 869 reduced and 142 closed positions. Its largest new stake was Restaurant Brands International: 5,750,957 shares worth $225M. The largest sale was BURGER KING WORLDWIDE, an estimated $170M.
By sector, the portfolio is most concentrated in Financials at 16% of assets, up from 16% a quarter earlier, followed by Real Estate and Technology.
- Principal Financial Group's largest Q4 2014 buy was Restaurant Brands International: 5,750,957 shares worth $225M.
- Principal Financial Group added most to PPL Corp in Q4 2014, an estimated $119M increase.
- Principal Financial Group's biggest Q4 2014 reduction was TYCO INTL PLC COM SHS (IRL), cutting an estimated $136M.
- Principal Financial Group fully exited BURGER KING WORLDWIDE in Q4 2014, selling an estimated $170M.
- Principal Financial Group's ten largest holdings make up 10% of its $64.4B portfolio in Q4 2014.
- Principal Financial Group opened 109 new positions and closed 142 in Q4 2014.
- Principal Financial Group's portfolio value rose 9.2% quarter-over-quarter to $64.4B.
Based on Principal Financial Group's 13F filing for Q4 2014, filed 12 Feb 2015.