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 | |
|---|---|---|---|---|---|---|
|
ARC
2101
DELISTED
ARC Document Solutions, Inc.
ARC
| $117K | ﹤0.01% |
11,420
-2,007
| -15% | -$19.3K |
|
|
OWW
2102
DELISTED
ORBITZ WORLDWIDE, INC
OWW
| $115K | ﹤0.01% |
13,993
-3,509
| -20% | -$28.1K |
|
|
SIMG
2103
DELISTED
SILICON IMAGE INC
SIMG
| $114K | ﹤0.01% |
20,627
-5,040
| -20% | -$27.1K |
|
|
ATSG
2104
DELISTED
Air Transport Services Group
ATSG
| $111K | ﹤0.01% |
12,953
-4,220
| -25% | -$33.6K |
|
|
ELNK
2105
DELISTED
EarthLink Holdings Corp.
ELNK
| $111K | ﹤0.01% |
25,371
-8,266
| -25% | -$32.5K |
|
|
VG
2106
DELISTED
Vonage Holdings Corporation
VG
| $110K | ﹤0.01% |
28,928
-5,396
| -16% | -$18.6K |
|
2107
Globalstar
GSAT
$10.1B
| $109K | ﹤0.01% |
2,638
-860
| -25% | -$33K |
|
|
IIP
2108
DELISTED
INTERNAP NETWORK SERVICES CORPORATION
IIP
| $109K | ﹤0.01% |
13,657
-4,449
| -25% | -$35.5K |
|
|
BV
2109
DELISTED
Bazaarvoice, Inc.
BV
| $108K | ﹤0.01% |
+13,381
| New | +$99.6K |
|
2110
Rockwell Medical
RMTI
$27.6M
| $107K | ﹤0.01% |
95
-16
| -14% | -$16.4K |
|
|
TPLM
2111
DELISTED
Triangle Petroleum Corporation
TPLM
| $103K | ﹤0.01% |
21,580
-5,258
| -20% | -$35.2K |
|
|
ELX
2112
DELISTED
EMULEX CORP
ELX
| $101K | ﹤0.01% |
17,798
-10,092
| -36% | -$54.4K |
|
|
MDR
2113
DELISTED
McDermott International
MDR
| $100K | ﹤0.01% |
11,413
-3,719
| -25% | -$41.7K |
|
|
UAM
2114
DELISTED
Universal American Corp
UAM
| $98K | ﹤0.01% |
10,590
-2,100
| -17% | -$18.3K |
|
|
IMGN
2115
DELISTED
Immunogen Inc
IMGN
| $97K | ﹤0.01% |
15,975
-1,885
| -11% | -$17.2K |
|
|
MHR
2116
DELISTED
MAGNUM HUNTER RESOURCES CORP (DEL)
MHR
| $97K | ﹤0.01% |
30,972
-5,441
| -15% | -$23.2K |
|
|
RSO
2117
DELISTED
Resource Capital Corp.
RSO
| $95K | ﹤0.01% |
4,696
-2,838
| -38% | -$58.3K |
|
|
RAS
2118
DELISTED
RAIT Financial Trust
RAS
| $94K | ﹤0.01% |
12,262
-3,995
| -25% | -$29.4K |
|
|
PKD
2119
DELISTED
Parker Drilling Company
PKD
| $93K | ﹤0.01% |
2,023
+174
| +9% | +$10.1K |
|
|
GLUU
2120
DELISTED
Glu Mobile Inc.
GLUU
| $92K | ﹤0.01% |
23,484
-4,125
| -15% | -$16.8K |
|
|
CTIC
2121
DELISTED
CTI BioPharma Corp. (DE) Common Stock
CTIC
| $89K | ﹤0.01% |
3,781
-664
| -15% | -$15.4K |
|
2122
CBIZ
CBZ
$2.95B
| $88K | ﹤0.01% |
10,318
-2,644
| -20% | -$22.8K |
|
2123
Photronics
PLAB
$1.65B
| $84K | ﹤0.01% |
10,147
-3,274
| -24% | -$28K |
|
2124
Teekay Tankers
TNK
$2.71B
| $83K | ﹤0.01% |
2,042
-666
| -25% | -$22.8K |
|
|
FRM
2125
DELISTED
FURMANITE CORPORATION COM
FRM
| $83K | ﹤0.01% |
10,658
-1,873
| -15% | -$13.2K |
|
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.