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 |
Equity Residential
EQR
|
+$250M |
| 2 |
Autodesk
ADSK
|
+$122M |
| 3 |
WRK
WestRock Company
WRK
|
+$108M |
| 4 |
DuPont de Nemours
DD
|
+$98.8M |
| 5 |
Brookfield
BN
|
+$82.8M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Bausch Health
BHC
|
+$150M |
| 2 |
XEC
CIMAREX ENERGY CO
XEC
|
+$137M |
| 3 |
Camden Property Trust
CPT
|
+$127M |
| 4 |
Adobe
ADBE
|
+$114M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$110M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 17% |
| 2 | Real Estate | 15.4% |
| 3 | Technology | 11.62% |
| 4 | Consumer Discretionary | 10.7% |
| 5 | Healthcare | 10.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2026
Coty
COTY
$2.4B
| $205K | ﹤0.01% |
+7,566
| New | +$215K |
|
|
OVTI
2027
DELISTED
OMNIVISION TECHNOLOGIES INC
OVTI
| $205K | ﹤0.01% |
7,822
-2,259
| -22% | -$56.2K |
|
|
SPWR
2028
DELISTED
SunPower Corporation Common Stock
SPWR
| $204K | ﹤0.01% |
+15,534
| New | +$250K |
|
2029
Invesco Mortgage Capital
IVR
$759M
| $203K | ﹤0.01% |
1,658
-232
| -12% | -$32.3K |
|
|
ZSPH
2030
DELISTED
ZS PHARMA INC COMS TK (DE)
ZSPH
| $202K | ﹤0.01% |
+3,073
| New | +$185K |
|
2031
Babcock & Wilcox
BW
$1.18B
| $201K | ﹤0.01% |
+1,194
| New | +$220K |
|
2032
Protolabs
PRLB
$1.7B
| $201K | ﹤0.01% |
2,994
-517
| -15% | -$36.8K |
|
2033
Hilltop Holdings
HTH
$2.26B
| $200K | ﹤0.01% |
10,086
-4,903
| -33% | -$105K |
|
2034
TFS Financial
TFSL
$5.11B
| $199K | ﹤0.01% |
+11,540
| New | +$195K |
|
|
KG
2035
Kestrel Group
KG
$66.1M
| $198K | ﹤0.01% |
+714
| New | +$219K |
|
2036
BGC Group
BGC
$5.64B
| $194K | ﹤0.01% |
36,637
-12,865
| -26% | -$74.8K |
|
|
LQ
2037
DELISTED
La Quinta Holdings Inc.
LQ
| $190K | ﹤0.01% |
12,040
-2,078
| -15% | -$41.7K |
|
2038
National CineMedia
NCMI
$378M
| $189K | ﹤0.01% |
1,409
+181
| +15% | +$26.1K |
|
|
CSFL
2039
DELISTED
CenterState Bank Corporation Common Stock
CSFL
| $188K | ﹤0.01% |
+12,822
| New | +$179K |
|
2040
Exelixis
EXEL
$13.9B
| $186K | ﹤0.01% |
33,166
+3,534
| +12% | +$19.2K |
|
2041
SiriusPoint
SPNT
$3.03B
| $182K | ﹤0.01% |
13,501
-2,073
| -13% | -$29.5K |
|
2042
Kosmos Energy
KOS
$1.47B
| $181K | ﹤0.01% |
+32,361
| New | +$224K |
|
|
MEG
2043
DELISTED
Media General, Inc
MEG
| $180K | ﹤0.01% |
12,899
-1,812
| -12% | -$24.6K |
|
|
RPXC
2044
DELISTED
RPX Corporation
RPXC
| $178K | ﹤0.01% |
12,944
+2,759
| +27% | +$40.9K |
|
2045
Celldex Therapeutics
CLDX
$2.94B
| $176K | ﹤0.01% |
1,113
+214
| +24% | +$60.6K |
|
|
BRSL
2046
Brightstar Lottery PLC
BRSL
$1.9B
| $176K | ﹤0.01% |
+11,497
| New | +$204K |
|
2047
Alaunos Therapeutics
TCRT
$4.64M
| $175K | ﹤0.01% |
129
+14
| +12% | +$23.1K |
|
2048
Acco Brands
ACCO
$399M
| $172K | ﹤0.01% |
24,272
+5,007
| +26% | +$37.5K |
|
|
PE
2049
DELISTED
PARSLEY ENERGY INC
PE
| $167K | ﹤0.01% |
11,056
-5,364
| -33% | -$83.4K |
|
2050
Wabash National
WNC
$504M
| $165K | ﹤0.01% |
15,551
+3,560
| +30% | +$43.7K |
|
Similar funds
Principal Financial Group's Q3 2015 Portfolio in Review
As of Q3 2015, Principal Financial Group held 2,307 positions worth $63.6B, down 5.1% from $67.1B the previous quarter. Its ten largest holdings account for 11% of the portfolio.
Principal Financial Group's Q3 2015 filing shows 135 new, 1,373 increased, 665 reduced and 123 closed positions. Its largest new stake was WestRock Company: 2,024,526 shares worth $93.8M. The largest sale was Bausch Health, an estimated $150M.
By sector, the portfolio is most concentrated in Financials at 17% of assets, up from 17% a quarter earlier, followed by Real Estate and Technology.
- Principal Financial Group's largest Q3 2015 buy was WestRock Company: 2,024,526 shares worth $93.8M.
- Principal Financial Group added most to Equity Residential in Q3 2015, an estimated $250M increase.
- Principal Financial Group's biggest Q3 2015 reduction was Bausch Health, cutting an estimated $150M.
- Principal Financial Group fully exited MEADWESTVACO CORP in Q3 2015, selling an estimated $73.2M.
- Principal Financial Group's ten largest holdings make up 11% of its $63.6B portfolio in Q3 2015.
- Principal Financial Group opened 135 new positions and closed 123 in Q3 2015.
- Principal Financial Group's portfolio value fell 5.1% quarter-over-quarter to $63.6B.
Based on Principal Financial Group's 13F filing for Q3 2015, filed 9 Nov 2015.