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 |
ANSS
Ansys
ANSS
|
+$188M |
| 2 |
Hyatt Hotels
H
|
+$164M |
| 3 |
Prologis
PLD
|
+$156M |
| 4 |
PayPal
PYPL
|
+$145M |
| 5 |
RP
RealPage, Inc.
RP
|
+$144M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Sherwin-Williams
SHW
|
+$358M |
| 2 |
Moody's
MCO
|
+$318M |
| 3 |
Dentsply Sirona
XRAY
|
+$235M |
| 4 |
Ross Stores
ROST
|
+$233M |
| 5 |
S&P Global
SPGI
|
+$164M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 16.51% |
| 2 | Technology | 14.45% |
| 3 | Real Estate | 14.24% |
| 4 | Consumer Discretionary | 11.99% |
| 5 | Industrials | 9.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1026
Lear
LEA
$6.54B
| $15.8M | 0.01% |
109,203
-100,179
| -48% | -$17.2M |
|
1027
Northwest Bancshares
NWBI
$2.3B
| $15.8M | 0.01% |
913,390
+35,261
| +4% | +$635K |
|
1028
Pentair
PNR
$10.4B
| $15.8M | 0.01% |
364,683
+3,217
| +0.9% | +$140K |
|
1029
Power Integrations
POWI
$3.38B
| $15.8M | 0.01% |
500,184
+16,068
| +3% | +$578K |
|
|
UNIT
1030
Uniti Group
UNIT
$2.36B
| $15.8M | 0.01% |
782,747
+53,730
| +7% | +$1.06M |
|
1031
Sprouts Farmers Market
SFM
$8.13B
| $15.8M | 0.01% |
575,367
+28,270
| +5% | +$694K |
|
1032
Horace Mann Educators
HMN
$2.1B
| $15.7M | 0.01% |
350,622
+11,907
| +4% | +$542K |
|
1033
Cboe Global Markets
CBOE
$32.5B
| $15.7M | 0.01% |
163,975
-6,470
| -4% | -$652K |
|
|
EBIX
1034
DELISTED
Ebix Inc
EBIX
| $15.7M | 0.01% |
198,495
+12,412
| +7% | +$988K |
|
1035
Range Resources
RRC
$9.38B
| $15.7M | 0.01% |
924,555
-73,640
| -7% | -$1.18M |
|
1036
Home BancShares
HOMB
$6.23B
| $15.7M | 0.01% |
716,625
+21,568
| +3% | +$501K |
|
|
JNPR
1037
DELISTED
Juniper Networks
JNPR
| $15.6M | 0.01% |
521,483
-871
| -0.2% | -$24.3K |
|
|
WLH
1038
DELISTED
WILLIAM LYON HOMES
WLH
| $15.6M | 0.01% |
983,111
+10,499
| +1% | +$218K |
|
1039
Helen of Troy
HELE
$644M
| $15.6M | 0.01% |
119,307
+247
| +0.2% | +$29.1K |
|
|
TPC
1040
Tutor Perini Cor
TPC
$4.41B
| $15.6M | 0.01% |
830,432
+5,522
| +0.7% | +$107K |
|
1041
Signet Jewelers
SIG
$3.61B
| $15.6M | 0.01% |
236,059
-30,358
| -11% | -$1.87M |
|
1042
Northwest Natural Holdings
NWN
$2.06B
| $15.6M | 0.01% |
232,541
+8,296
| +4% | +$542K |
|
1043
Lithia Motors
LAD
$8.47B
| $15.5M | 0.01% |
190,322
+1,191
| +0.6% | +$105K |
|
1044
Plexus
PLXS
$6.72B
| $15.5M | 0.01% |
265,401
+2,796
| +1% | +$171K |
|
1045
Timken Company
TKR
$9.56B
| $15.4M | 0.01% |
309,860
+7,885
| +3% | +$372K |
|
1046
Sanmina
SANM
$9.95B
| $15.4M | 0.01% |
558,297
+13,561
| +2% | +$406K |
|
1047
Innospec
IOSP
$2.12B
| $15.4M | 0.01% |
200,325
+6,632
| +3% | +$517K |
|
1048
Americold
COLD
$4.02B
| $15.3M | 0.01% |
610,613
+32,300
| +6% | +$750K |
|
|
CTRA
1049
DELISTED
Coterra Energy
CTRA
| $15.3M | 0.01% |
678,002
-3,357
| -0.5% | -$78.3K |
|
1050
Churchill Downs
CHDN
$5.88B
| $15.3M | 0.01% |
329,664
+21,720
| +7% | +$1.03M |
|
Similar funds
Principal Financial Group's Q3 2018 Portfolio in Review
As of Q3 2018, Principal Financial Group held 2,364 positions worth $113B, up 4.3% from $109B the previous quarter. Its ten largest holdings account for 11% of the portfolio.
Principal Financial Group's Q3 2018 filing shows 94 new, 1,514 increased, 663 reduced and 76 closed positions. Its largest new stake was Shopify: 3,933,080 shares worth $64.7M. The largest sale was Sherwin-Williams, an estimated $358M.
By sector, the portfolio is most concentrated in Financials at 17% of assets, down from 17% a quarter earlier, followed by Technology and Real Estate.
- Principal Financial Group's largest Q3 2018 buy was Shopify: 3,933,080 shares worth $64.7M.
- Principal Financial Group added most to Ansys in Q3 2018, an estimated $188M increase.
- Principal Financial Group's biggest Q3 2018 reduction was Sherwin-Williams, cutting an estimated $358M.
- Principal Financial Group fully exited DCT Industrial Trust Inc. in Q3 2018, selling an estimated $155M.
- Principal Financial Group's ten largest holdings make up 11% of its $113B portfolio in Q3 2018.
- Principal Financial Group opened 94 new positions and closed 76 in Q3 2018.
- Principal Financial Group's portfolio value rose 4.3% quarter-over-quarter to $113B.
Based on Principal Financial Group's 13F filing for Q3 2018, filed 14 Nov 2018.