PRINCIPAL FINANCIAL GROUP INC

Q1 2014 13F-HR Holdings

Location
Des Moines, IA
Holdings as of
3/31/2014
Date filed
5/13/2014
Form type
13F-HR
Num holdings
2,257
Total value ($000)
$56,057,352
Net value change ($000)
+2,478,401 (4.6%)
New positions
100
Sold out positions
117
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 2/12/2014 Next filing: 2/5/2020 SEC filing

Snapshot: Change Analysis

Compared to Q4 2013
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
APD 205,003 781.7%
PFE 132,506 42.7%
JNJ 122,605 31.4%
SPG 90,671 17.8%
BN 84,330 24.3%
WFC 79,514 15.9%
EOG 77,757 31.4%
EIX 72,803 270.4%
ST JUDE 72,621 195.8%
PTEN 71,083 772.6%
Top Reduces (Value $000, Stocks/ETFs)
ADT CORP -140,048 -95.1%
ALL -118,341 -67.1%
BEAM INC -92,096 -75.0%
GEN DIGITAL INC -78,090 -76.4%
LBTYA -67,257 -52.6%
EG -64,404 -64.5%
PKX -61,587 -100.0%
MPC -59,269 -50.6%
SCI -57,123 -85.1%
GNTX -55,262 -31.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type