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 |
Berkshire Hathaway Class B
BRK.B
|
+$179M |
| 2 |
Zoetis
ZTS
|
+$178M |
| 3 |
STI
SunTrust Banks, Inc.
STI
|
+$118M |
| 4 |
American Tower
AMT
|
+$118M |
| 5 |
Cisco
CSCO
|
+$117M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Labcorp
LH
|
+$121M |
| 2 |
DFS
Discover Financial Services
DFS
|
+$102M |
| 3 |
Bank of America
BAC
|
+$100M |
| 4 |
Entergy
ETR
|
+$94.3M |
| 5 |
TCO
Taubman Centers Inc.
TCO
|
+$93M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 15.86% |
| 2 | Real Estate | 15.38% |
| 3 | Technology | 11.79% |
| 4 | Healthcare | 11.21% |
| 5 | Consumer Discretionary | 10.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
TERP
2001
DELISTED
TerraForm Power, Inc
TERP
| $221K | ﹤0.01% |
6,054
-86,346
| -93% | -$2.84M |
|
2002
Shenandoah Telecom
SHEN
$631M
| $220K | ﹤0.01% |
14,140
+464
| +3% | +$7.09K |
|
|
MACK
2003
DELISTED
Merrimack Pharmaceuticals, Inc.
MACK
| $220K | ﹤0.01% |
2,361
+186
| +9% | +$15.8K |
|
|
ARIA
2004
DELISTED
Ariad Pharmaceuticals Inc
ARIA
| $219K | ﹤0.01% |
26,583
-30
| -0.1% | -$222 |
|
|
SD
2005
DELISTED
SANDRIDGE ENERGY, INC.
SD
| $219K | ﹤0.01% |
123,307
+12,781
| +12% | +$21.5K |
|
|
HLSS
2006
DELISTED
HOME LN SERVICING SOLUTIONS LTD(CAYMAN ISLANDS)
HLSS
| $219K | ﹤0.01% |
13,223
-47,425
| -78% | -$782K |
|
2007
Amkor Technology
AMKR
$12B
| $217K | ﹤0.01% |
24,549
+1,958
| +9% | +$15.9K |
|
|
CTCT
2008
DELISTED
CONSTANT CONTACT, INC COM
CTCT
| $216K | ﹤0.01% |
5,667
-68
| -1% | -$2.67K |
|
2009
RPC Inc
RES
$1.2B
| $214K | ﹤0.01% |
16,723
+221
| +1% | +$2.77K |
|
|
MEG
2010
DELISTED
Media General, Inc
MEG
| $214K | ﹤0.01% |
+12,964
| New | +$202K |
|
|
DRII
2011
DELISTED
DIAMOND RESORTS INTL, INC
DRII
| $214K | ﹤0.01% |
+6,391
| New | +$201K |
|
|
PIR
2012
DELISTED
Pier 1 Imports, Inc.
PIR
| $213K | ﹤0.01% |
763
+3
| +0.4% | +$868 |
|
|
KNL
2013
DELISTED
Knoll, Inc.
KNL
| $213K | ﹤0.01% |
+9,100
| New | +$189K |
|
2014
TherapeuticsMD
TXMD
$23.5M
| $212K | ﹤0.01% |
701
+84
| +14% | +$20.5K |
|
|
GPT
2015
DELISTED
Gramercy Property Trust
GPT
| $212K | ﹤0.01% |
2,508
-3,190
| -56% | -$90.8K |
|
2016
Hecla Mining
HL
$10B
| $208K | ﹤0.01% |
69,890
+20,458
| +41% | +$65K |
|
2017
OneMain Financial
OMF
$7.32B
| $206K | ﹤0.01% |
+3,974
| New | +$160K |
|
2018
State Street SPDR S&P 500 ETF Trust
SPY
$784B
| $206K | ﹤0.01% |
1,000
-500
| -33% | -$103K |
|
|
PDLI
2019
DELISTED
PDL BioPharma, Inc.
PDLI
| $206K | ﹤0.01% |
29,281
-131,498
| -82% | -$952K |
|
2020
Chunghwa Telecom
CHT
$33.1B
| $204K | ﹤0.01% |
+6,358
| New | +$195K |
|
2021
Park National Corp
PRK
$3.74B
| $204K | ﹤0.01% |
+2,381
| New | +$201K |
|
2022
Essent Group
ESNT
$6.12B
| $202K | ﹤0.01% |
+8,442
| New | +$203K |
|
2023
Gray Television
GTN
$417M
| $202K | ﹤0.01% |
+14,616
| New | +$166K |
|
|
GTLS
2024
DELISTED
Chart Industries
GTLS
| $201K | ﹤0.01% |
+5,725
| New | +$184K |
|
2025
Tronox
TROX
$999M
| $201K | ﹤0.01% |
9,903
-427
| -4% | -$9.09K |
|
Similar funds
Principal Financial Group's Q1 2015 Portfolio in Review
As of Q1 2015, Principal Financial Group held 2,263 positions worth $67.1B, up 4.3% from $64.4B the previous quarter. Its ten largest holdings account for 10% of the portfolio.
Principal Financial Group's Q1 2015 filing shows 93 new, 1,467 increased, 575 reduced and 109 closed positions. Its largest new stake was Qorvo: 779,371 shares worth $62.1M. The largest sale was Labcorp, an estimated $121M.
By sector, the portfolio is most concentrated in Financials at 16% of assets, down from 16% a quarter earlier, followed by Real Estate and Technology.
- Principal Financial Group's largest Q1 2015 buy was Qorvo: 779,371 shares worth $62.1M.
- Principal Financial Group added most to Berkshire Hathaway Class B in Q1 2015, an estimated $179M increase.
- Principal Financial Group's biggest Q1 2015 reduction was Labcorp, cutting an estimated $121M.
- Principal Financial Group fully exited Allergan Inc in Q1 2015, selling an estimated $81.6M.
- Principal Financial Group's ten largest holdings make up 10% of its $67.1B portfolio in Q1 2015.
- Principal Financial Group opened 93 new positions and closed 109 in Q1 2015.
- Principal Financial Group's portfolio value rose 4.3% quarter-over-quarter to $67.1B.
Based on Principal Financial Group's 13F filing for Q1 2015, filed 12 May 2015.