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 | |
|---|---|---|---|---|---|---|
2051
BGC Group
BGC
$5.64B
| $256K | ﹤0.01% |
60,751
-577
| -0.9% | -$2.45K |
|
|
ELGX
2052
DELISTED
Endologix Inc
ELGX
| $255K | ﹤0.01% |
1,983
-19
| -0.9% | -$2.95K |
|
|
ANAC
2053
DELISTED
ANACOR PHARMACEUTICALS INC COM
ANAC
| $254K | ﹤0.01% |
12,717
-121
| -0.9% | -$2.35K |
|
|
LORL
2054
DELISTED
Loral Space and Communications, Inc.
LORL
| $253K | ﹤0.01% |
3,573
-34
| -0.9% | -$2.59K |
|
|
TRLA
2055
DELISTED
TRULIA INC (DEL)
TRLA
| $252K | ﹤0.01% |
7,601
-73
| -1% | -$2.46K |
|
|
DMC
2056
Del Monte Corp
DMC
$1.42B
| $251K | ﹤0.01% |
9,117
-1,274
| -12% | -$34.3K |
|
|
CHL
2057
DELISTED
China Mobile Limited
CHL
| $251K | ﹤0.01% |
+5,500
| New | +$261K |
|
2058
Ambarella
AMBA
$3.04B
| $250K | ﹤0.01% |
9,374
+165
| +2% | +$5.05K |
|
2059
Sarepta Therapeutics
SRPT
$1.64B
| $250K | ﹤0.01% |
+10,384
| New | +$265K |
|
2060
Shutterstock
SSTK
$209M
| $249K | ﹤0.01% |
3,426
-44
| -1% | -$3.72K |
|
2061
XPO
XPO
$23.4B
| $249K | ﹤0.01% |
+24,444
| New | +$244K |
|
2062
Renasant Corp
RNST
$4.01B
| $248K | ﹤0.01% |
8,542
+1,130
| +15% | +$33K |
|
2063
Arq
ARQ
$83.3M
| $248K | ﹤0.01% |
10,094
-96
| -0.9% | -$2.48K |
|
|
ACET
2064
DELISTED
Aceto Corp
ACET
| $248K | ﹤0.01% |
12,340
+3,023
| +32% | +$61.7K |
|
|
TPLM
2065
DELISTED
Triangle Petroleum Corporation
TPLM
| $248K | ﹤0.01% |
30,123
+7,959
| +36% | +$65.3K |
|
2066
Orthofix Medical
OFIX
$492M
| $247K | ﹤0.01% |
+8,176
| New | +$189K |
|
2067
QuidelOrtho
QDEL
$1.13B
| $247K | ﹤0.01% |
9,037
-86
| -0.9% | -$2.51K |
|
2068
Shenandoah Telecom
SHEN
$678M
| $247K | ﹤0.01% |
15,324
-7,864
| -34% | -$105K |
|
|
CSR
2069
Centerspace
CSR
$952M
| $246K | ﹤0.01% |
2,735
-56
| -2% | -$4.82K |
|
|
NFBK
2070
DELISTED
Northfield Bancorp
NFBK
| $245K | ﹤0.01% |
19,090
+1,690
| +10% | +$21.6K |
|
|
CORE
2071
DELISTED
Core Mark Holding Co., Inc.
CORE
| $245K | ﹤0.01% |
13,512
-248
| -2% | -$4.69K |
|
2072
Baidu
BIDU
$35.7B
| $244K | ﹤0.01% |
1,603
-1,831
| -53% | -$306K |
|
|
MESG
2073
DELISTED
XURA INC COM (DE)
MESG
| $243K | ﹤0.01% |
7,041
+942
| +15% | +$33.8K |
|
|
CTCT
2074
DELISTED
CONSTANT CONTACT, INC COM
CTCT
| $243K | ﹤0.01% |
9,928
-94
| -0.9% | -$2.65K |
|
2075
Cohen & Steers
CNS
$4.2B
| $240K | ﹤0.01% |
6,015
-57
| -0.9% | -$2.15K |
|
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.