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 |
Alibaba
BABA
|
+$189M |
| 2 |
Domino's
DPZ
|
+$179M |
| 3 |
Boston Properties
BXP
|
+$172M |
| 4 |
VICI Properties
VICI
|
+$120M |
| 5 |
Vail Resorts
MTN
|
+$108M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
O'Reilly Automotive
ORLY
|
+$118M |
| 2 |
CDK
CDK Global, Inc.
CDK
|
+$115M |
| 3 |
SBA Communications
SBAC
|
+$107M |
| 4 |
Steris
STE
|
+$106M |
| 5 |
Equinix
EQIX
|
+$99.6M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Real Estate | 16.13% |
| 2 | Financials | 15.66% |
| 3 | Technology | 14.56% |
| 4 | Consumer Discretionary | 11.38% |
| 5 | Industrials | 9.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
HRC
526
DELISTED
HILL-ROM HOLDINGS, INC.
HRC
| $31.5M | 0.03% |
297,437
-485
| -0.2% | -$48.8K |
|
|
SBNY
527
DELISTED
Signature Bank
SBNY
| $31.4M | 0.03% |
245,042
+12,035
| +5% | +$1.53M |
|
528
Clorox
CLX
$11.6B
| $31.4M | 0.03% |
195,560
+1,423
| +0.7% | +$221K |
|
529
Aptiv
APTV
$12B
| $31.4M | 0.03% |
394,456
-7,556
| -2% | -$580K |
|
530
Jones Lang LaSalle
JLL
$16.3B
| $31.3M | 0.03% |
203,054
+1,020
| +0.5% | +$153K |
|
531
Charles River Laboratories
CRL
$11.2B
| $31.2M | 0.03% |
215,125
+3,228
| +2% | +$424K |
|
532
Citizens Financial Group
CFG
$30.3B
| $31.2M | 0.03% |
961,151
-92,544
| -9% | -$3.21M |
|
533
Carlisle Companies
CSL
$14.3B
| $31.2M | 0.03% |
254,074
-7,648
| -3% | -$883K |
|
|
BDN
534
Brandywine Realty Trust
BDN
$524M
| $31M | 0.03% |
1,952,529
+77,151
| +4% | +$1.17M |
|
535
FirstCash
FCFS
$8.85B
| $30.8M | 0.03% |
355,806
-7,570
| -2% | -$632K |
|
536
WaFd
WAFD
$2.72B
| $30.7M | 0.03% |
1,063,169
+25,616
| +2% | +$753K |
|
537
Five Below
FIVE
$12B
| $30.7M | 0.03% |
246,703
-1,426
| -0.6% | -$173K |
|
538
Ulta Beauty
ULTA
$22B
| $30.5M | 0.03% |
87,324
-185
| -0.2% | -$55.9K |
|
539
EXL Service
EXLS
$5.14B
| $30.4M | 0.03% |
2,536,360
-26,275
| -1% | -$308K |
|
540
Selective Insurance
SIGI
$5.65B
| $30.3M | 0.03% |
479,571
-5,550
| -1% | -$349K |
|
541
Lamar Advertising Co
LAMR
$16.2B
| $30.3M | 0.03% |
382,303
+4,170
| +1% | +$315K |
|
|
FITB
542
Fifth Third Bancorp
FITB
$51.2B
| $30.3M | 0.03% |
1,201,349
+168,195
| +16% | +$4.48M |
|
543
KLA
KLAC
$239B
| $30.3M | 0.03% |
2,536,340
+176,440
| +7% | +$1.9M |
|
544
Stanley Black & Decker
SWK
$14.3B
| $30.2M | 0.03% |
221,890
-1,375
| -0.6% | -$179K |
|
|
MASI
545
DELISTED
Masimo
MASI
| $30.2M | 0.03% |
218,456
+2,379
| +1% | +$299K |
|
546
Planet Fitness
PLNT
$4.42B
| $30.2M | 0.03% |
438,876
-156,392
| -26% | -$9.47M |
|
547
SEI Investments
SEIC
$12.4B
| $30.2M | 0.03% |
577,119
-2,762
| -0.5% | -$138K |
|
548
Fortis
FTS
$29B
| $29.9M | 0.03% |
808,609
+5,114
| +0.6% | +$182K |
|
|
COR
549
DELISTED
Coresite Realty Corporation
COR
| $29.8M | 0.03% |
278,836
+14,311
| +5% | +$1.42M |
|
550
Western Digital
WDC
$188B
| $29.8M | 0.03% |
821,419
+236,879
| +41% | +$8.11M |
|
Similar funds
Principal Financial Group's Q1 2019 Portfolio in Review
As of Q1 2019, Principal Financial Group held 2,299 positions worth $107B, up 14% from $93.8B the previous quarter. Its ten largest holdings account for 11% of the portfolio.
Principal Financial Group's Q1 2019 filing shows 59 new, 812 increased, 1,315 reduced and 94 closed positions. Its largest new stake was Capri Holdings: 848,055 shares worth $38.8M. The largest sale was O'Reilly Automotive, an estimated $118M.
By sector, the portfolio is most concentrated in Real Estate at 16% of assets, up from 15% a quarter earlier, followed by Financials and Technology.
- Principal Financial Group's largest Q1 2019 buy was Capri Holdings: 848,055 shares worth $38.8M.
- Principal Financial Group added most to Alibaba in Q1 2019, an estimated $189M increase.
- Principal Financial Group's biggest Q1 2019 reduction was O'Reilly Automotive, cutting an estimated $118M.
- Principal Financial Group fully exited Twenty-First Century Fox, Inc. Class A in Q1 2019, selling an estimated $73.4M.
- Principal Financial Group's ten largest holdings make up 11% of its $107B portfolio in Q1 2019.
- Principal Financial Group opened 59 new positions and closed 94 in Q1 2019.
- Principal Financial Group's portfolio value rose 14% quarter-over-quarter to $107B.
Based on Principal Financial Group's 13F filing for Q1 2019, filed 10 May 2019.