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 | |
|---|---|---|---|---|---|---|
2026
Seaboard Corp
SEB
$4.39B
| $210K | ﹤0.01% |
+50
| New | +$168K |
|
|
CTCT
2027
DELISTED
CONSTANT CONTACT, INC COM
CTCT
| $210K | ﹤0.01% |
+5,735
| New | +$188K |
|
|
KERX
2028
DELISTED
Keryx Biopharmaceuticals Inc
KERX
| $209K | ﹤0.01% |
14,766
-4,110
| -22% | -$63.7K |
|
|
HNP
2029
DELISTED
Huaneng Power Intl, Inc.
HNP
| $206K | ﹤0.01% |
+3,796
| New | +$182K |
|
|
ACHN
2030
DELISTED
Achillion Pharmaceuticals
ACHN
| $206K | ﹤0.01% |
16,836
-4,626
| -22% | -$56.5K |
|
|
AGU
2031
DELISTED
Agrium
AGU
| $206K | ﹤0.01% |
+2,172
| New | +$203K |
|
|
DMC
2032
Del Monte Corp
DMC
$1.42B
| $205K | ﹤0.01% |
6,096
-1,430
| -19% | -$46.6K |
|
2033
PTC Therapeutics
PTCT
$6.18B
| $205K | ﹤0.01% |
+3,967
| New | +$175K |
|
2034
Cavco Industries
CVCO
$4.36B
| $204K | ﹤0.01% |
2,577
-372
| -13% | -$27.3K |
|
2035
Innospec
IOSP
$2.09B
| $204K | ﹤0.01% |
4,772
-1,344
| -22% | -$55.1K |
|
|
VIA
2036
DELISTED
Viacom Inc. Class A
VIA
| $204K | ﹤0.01% |
2,704
| – | – |
|
2037
U-Haul Holding Co
UHAL
$14B
| $203K | ﹤0.01% |
7,150
-5,980
| -46% | -$162K |
|
|
ELLI
2038
DELISTED
Ellie Mae Inc
ELLI
| $203K | ﹤0.01% |
+5,043
| New | +$195K |
|
|
NXTM
2039
DELISTED
NxStage Medical Inc.
NXTM
| $202K | ﹤0.01% |
11,266
-1,499
| -12% | -$24.1K |
|
2040
St. Joe Company
JOE
$3.55B
| $201K | ﹤0.01% |
10,913
+146
| +1% | +$2.75K |
|
|
SD
2041
DELISTED
SANDRIDGE ENERGY, INC.
SD
| $201K | ﹤0.01% |
110,526
+6,846
| +7% | +$22.4K |
|
2042
Aramark
ARMK
$15B
| $200K | ﹤0.01% |
8,882
-11,876
| -57% | -$243K |
|
|
FCH
2043
DELISTED
Felcor Lodging Trust
FCH
| $197K | ﹤0.01% |
18,236
-5,940
| -25% | -$61K |
|
2044
MiMedx Group
MDXG
$630M
| $195K | ﹤0.01% |
16,886
-2,967
| -15% | -$29.3K |
|
|
RFP
2045
DELISTED
Resolute Forest Products Inc.
RFP
| $195K | ﹤0.01% |
11,054
-1,403
| -11% | -$24.5K |
|
|
MACK
2046
DELISTED
Merrimack Pharmaceuticals, Inc.
MACK
| $193K | ﹤0.01% |
2,175
-27
| -1% | -$1.97K |
|
2047
MannKind Corp
MNKD
$1.19B
| $192K | ﹤0.01% |
7,364
-2,362
| -24% | -$66.7K |
|
|
RPTP
2048
DELISTED
RAPTOR PHARMACEUTICAL CORP COM STK (DE)
RPTP
| $192K | ﹤0.01% |
18,270
+6,569
| +56% | +$64.2K |
|
|
ARR
2049
Armour Residential REIT
ARR
$2.32B
| $191K | ﹤0.01% |
1,298
-508
| -28% | -$79.2K |
|
|
ARIA
2050
DELISTED
Ariad Pharmaceuticals Inc
ARIA
| $183K | ﹤0.01% |
26,613
-7,650
| -22% | -$47.8K |
|
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.