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 |
PIEQ
Principal International Equity ETF
PIEQ
|
+$636M |
| 2 |
Entegris
ENTG
|
+$355M |
| 3 |
LPL Financial
LPLA
|
+$338M |
| 4 |
Air Products & Chemicals
APD
|
+$327M |
| 5 |
Simon Property Group
SPG
|
+$320M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Intuit
INTU
|
+$575M |
| 2 |
Autodesk
ADSK
|
+$415M |
| 3 |
Microchip Technology
MCHP
|
+$391M |
| 4 |
Terreno Realty
TRNO
|
+$202M |
| 5 |
NNN REIT
NNN
|
+$193M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 18.17% |
| 2 | Financials | 16.92% |
| 3 | Real Estate | 13.31% |
| 4 | Consumer Discretionary | 11.4% |
| 5 | Industrials | 10.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
501
Twilio
TWLO
$29.3B
| $41.6M | 0.02% |
424,593
+281,991
| +198% | +$33.4M |
|
502
Agilent Technologies
A
$39.9B
| $41.5M | 0.02% |
354,931
-6,780
| -2% | -$914K |
|
503
Global X MLP & Energy Infrastructure ETF
MLPX
$3.54B
| $41.5M | 0.02% |
+649,900
| New | +$40.9M |
|
504
Manhattan Associates
MANH
$11.2B
| $41.4M | 0.02% |
239,181
-13,969
| -6% | -$2.91M |
|
|
SEM
505
DELISTED
Select Medical
SEM
| $41.4M | 0.02% |
2,476,816
+73,308
| +3% | +$1.35M |
|
506
ResMed
RMD
$32.5B
| $41.2M | 0.02% |
184,085
-1,703
| -0.9% | -$398K |
|
507
Emcor
EME
$36.3B
| $40.8M | 0.02% |
110,267
-5,395
| -5% | -$2.33M |
|
508
DigitalOcean
DOCN
$14.6B
| $40.6M | 0.02% |
1,217,185
-34,747
| -3% | -$1.36M |
|
509
EQT Corp
EQT
$32B
| $40.5M | 0.02% |
757,544
+48,027
| +7% | +$2.45M |
|
510
Donaldson
DCI
$11.3B
| $40.1M | 0.02% |
598,039
-104,362
| -15% | -$7.22M |
|
511
Corning
GLW
$135B
| $40.1M | 0.02% |
874,903
-2,436
| -0.3% | -$120K |
|
512
Reinsurance Group of America
RGA
$15.5B
| $39.9M | 0.02% |
202,662
+20,593
| +11% | +$4.27M |
|
513
BridgeBio Pharma
BBIO
$16.1B
| $39.7M | 0.02% |
1,148,292
+98,153
| +9% | +$3.31M |
|
514
Occidental Petroleum
OXY
$53.5B
| $39.6M | 0.02% |
801,603
+32,117
| +4% | +$1.57M |
|
515
Vishay Intertechnology
VSH
$5.09B
| $39.5M | 0.02% |
2,485,544
-205,893
| -8% | -$3.53M |
|
516
Trimble
TRMB
$13.7B
| $39.4M | 0.02% |
599,801
-77,416
| -11% | -$5.57M |
|
517
Patterson-UTI
PTEN
$3.62B
| $38.9M | 0.02% |
4,732,820
-111,527
| -2% | -$936K |
|
518
Nextpower Inc
NXT
$15.1B
| $38.7M | 0.02% |
918,856
+45,115
| +5% | +$2.01M |
|
519
Take-Two Interactive
TTWO
$43.9B
| $38.7M | 0.02% |
186,529
-20
| -0% | -$4K |
|
520
CONMED
CNMD
$1.48B
| $38.3M | 0.02% |
634,677
+9,619
| +2% | +$620K |
|
521
Diamondback Energy
FANG
$52.4B
| $37.7M | 0.02% |
236,045
-62,746
| -21% | -$10.1M |
|
522
DuPont de Nemours
DD
$19.9B
| $37.6M | 0.02% |
401,320
+16,070
| +4% | +$1.57M |
|
523
Dick's Sporting Goods
DKS
$17.9B
| $37.5M | 0.02% |
185,866
-1,202
| -0.6% | -$268K |
|
|
SGI
524
Somnigroup International
SGI
$14.6B
| $37.4M | 0.02% |
624,077
+220,870
| +55% | +$13.4M |
|
|
IPG
525
DELISTED
Interpublic Group of Companies
IPG
| $37.3M | 0.02% |
1,374,959
+17,341
| +1% | +$476K |
|
Similar funds
Principal Financial Group's Q1 2025 Portfolio in Review
As of Q1 2025, Principal Financial Group held 2,246 positions worth $178B, down 2.8% from $183B the previous quarter. Its ten largest holdings account for 19% of the portfolio.
Principal Financial Group's Q1 2025 filing shows 38 new, 1,302 increased, 816 reduced and 75 closed positions. Its largest new stake was Atour Lifestyle Holdings: 2,409,952 shares worth $68.3M. The largest sale was Intuit, an estimated $575M.
By sector, the portfolio is most concentrated in Technology at 18% of assets, down from 20% a quarter earlier, followed by Financials and Real Estate.
- Principal Financial Group's largest Q1 2025 buy was Atour Lifestyle Holdings: 2,409,952 shares worth $68.3M.
- Principal Financial Group added most to Principal International Equity ETF in Q1 2025, an estimated $636M increase.
- Principal Financial Group's biggest Q1 2025 reduction was Intuit, cutting an estimated $575M.
- Principal Financial Group fully exited Retail Opportunity Investments Corp. in Q1 2025, selling an estimated $102M.
- Principal Financial Group's ten largest holdings make up 19% of its $178B portfolio in Q1 2025.
- Principal Financial Group opened 38 new positions and closed 75 in Q1 2025.
- Principal Financial Group's portfolio value fell 2.8% quarter-over-quarter to $178B.
Based on Principal Financial Group's 13F filing for Q1 2025, filed 28 Apr 2025.