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 | |
|---|---|---|---|---|---|---|
851
Seagate
STX
$197B
| $19.4M | 0.01% |
228,071
-78,399
| -26% | -$7.41M |
|
852
Principal Financial Group
PFG
$24.6B
| $19.4M | 0.01% |
229,603
+2,513
| +1% | +$209K |
|
853
ON Semiconductor
ON
$18.7B
| $19.3M | 0.01% |
474,881
-10,659
| -2% | -$536K |
|
854
Korn Ferry
KFY
$4.17B
| $19.3M | 0.01% |
284,607
+5,128
| +2% | +$346K |
|
855
Western Alliance Bancorporation
WAL
$8.92B
| $19.3M | 0.01% |
250,804
-359,137
| -59% | -$30.2M |
|
856
Commault Systems
CVLT
$5.47B
| $19.3M | 0.01% |
122,042
+1,668
| +1% | +$274K |
|
857
iShares Russell 2000 Value ETF
IWN
$14.5B
| $19.2M | 0.01% |
127,159
-74,632
| -37% | -$12.1M |
|
858
Cooper Companies
COO
$14.4B
| $19.2M | 0.01% |
227,405
-9,452
| -4% | -$847K |
|
859
Globus Medical
GMED
$10.8B
| $19.1M | 0.01% |
261,592
+919
| +0.4% | +$75.9K |
|
860
Amcor
AMCR
$21.8B
| $19.1M | 0.01% |
394,235
+19,072
| +5% | +$939K |
|
861
Vertex
VERX
$1.88B
| $19.1M | 0.01% |
546,006
-26,239
| -5% | -$1.2M |
|
862
OSI Systems
OSIS
$3.94B
| $19.1M | 0.01% |
98,072
+17,018
| +21% | +$3.24M |
|
863
Organon & Co
OGN
$3.56B
| $19M | 0.01% |
1,278,678
+29,881
| +2% | +$460K |
|
864
Avista
AVA
$3.22B
| $19M | 0.01% |
452,975
+13,295
| +3% | +$505K |
|
|
PQDI
865
Principal Spectrum Preferred and Income ETF
PQDI
$70.3M
| $19M | 0.01% |
995,521
| – | – |
|
866
Gildan
GIL
$10.8B
| $18.9M | 0.01% |
428,400
-48,430
| -10% | -$2.41M |
|
867
CACI
CACI
$13.9B
| $18.9M | 0.01% |
51,558
+211
| +0.4% | +$80.7K |
|
868
Evergy
EVRG
$19B
| $18.9M | 0.01% |
273,959
-2,453
| -0.9% | -$161K |
|
869
Celestica
CLS
$36.7B
| $18.9M | 0.01% |
239,460
-163,760
| -41% | -$17.4M |
|
870
ICU Medical
ICUI
$4.15B
| $18.9M | 0.01% |
136,009
+3,910
| +3% | +$607K |
|
871
Planet Fitness
PLNT
$4.18B
| $18.9M | 0.01% |
195,177
-206
| -0.1% | -$20.7K |
|
872
Telephone and Data Systems
TDS
$4.06B
| $18.8M | 0.01% |
485,690
+12,702
| +3% | +$458K |
|
873
Middleby
MIDD
$5.99B
| $18.8M | 0.01% |
123,761
+402
| +0.3% | +$63.1K |
|
874
Arcosa
ACA
$7.12B
| $18.7M | 0.01% |
242,878
+6,335
| +3% | +$581K |
|
875
StoneX
SNEX
$8.19B
| $18.7M | 0.01% |
551,581
+23,326
| +4% | +$782K |
|
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.