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 |
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
|
+$773M |
| 2 |
Invitation Homes
INVH
|
+$303M |
| 3 |
Gartner
IT
|
+$245M |
| 4 |
BKI
Black Knight, Inc. Common Stock
BKI
|
+$160M |
| 5 |
GDVD
Principal Active Global Dividend Income ETF
GDVD
|
+$152M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
SFR
Starwood Waypoint Homes
SFR
|
+$302M |
| 2 |
Fidelity National Financial
FNF
|
+$293M |
| 3 |
Crown Castle
CCI
|
+$175M |
| 4 |
DaVita
DVA
|
+$166M |
| 5 |
Wells Fargo
WFC
|
+$153M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 17.71% |
| 2 | Real Estate | 13.92% |
| 3 | Technology | 12.24% |
| 4 | Consumer Discretionary | 10.83% |
| 5 | Industrials | 9.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
AKS
1076
DELISTED
AK Steel Holding Corp
AKS
| $13.5M | 0.01% |
2,388,940
-31,480
| -1% | -$164K |
|
1077
Winnebago Industries
WGO
$901M
| $13.5M | 0.01% |
243,164
+19,076
| +9% | +$958K |
|
|
XL
1078
DELISTED
XL Group Ltd.
XL
| $13.5M | 0.01% |
384,467
-24,979
| -6% | -$969K |
|
1079
Western Union
WU
$2.53B
| $13.5M | 0.01% |
709,480
+4,706
| +0.7% | +$92.4K |
|
1080
Sensient Technologies
SXT
$5.3B
| $13.5M | 0.01% |
184,276
-1,807
| -1% | -$138K |
|
1081
Nexstar Media Group
NXST
$6.06B
| $13.5M | 0.01% |
172,350
-66,326
| -28% | -$4.45M |
|
|
IPG
1082
DELISTED
Interpublic Group of Companies
IPG
| $13.5M | 0.01% |
667,210
-109,907
| -14% | -$2.19M |
|
|
KAMN
1083
DELISTED
Kaman Corp
KAMN
| $13.4M | 0.01% |
228,358
-5,930
| -3% | -$338K |
|
|
BBBY
1084
DELISTED
Bed Bath & Beyond Inc
BBBY
| $13.4M | 0.01% |
610,938
-3,393
| -0.6% | -$73.7K |
|
|
JBGS
1085
JBG SMITH
JBGS
$845M
| $13.4M | 0.01% |
384,467
-11,885
| -3% | -$392K |
|
1086
UMB Financial
UMBF
$11.3B
| $13.3M | 0.01% |
185,473
-712
| -0.4% | -$52.3K |
|
1087
John Wiley & Sons Class A
WLY
$2.86B
| $13.3M | 0.01% |
202,841
+365
| +0.2% | +$21.1K |
|
1088
Avis
CAR
$5.33B
| $13.3M | 0.01% |
303,927
-4,789
| -2% | -$190K |
|
|
SPPI
1089
DELISTED
Spectrum Pharmaceuticals Inc
SPPI
| $13.3M | 0.01% |
702,317
+116,176
| +20% | +$2.1M |
|
|
LTC
1090
LTC Properties
LTC
$2.13B
| $13.2M | 0.01% |
303,859
-2,271
| -0.7% | -$105K |
|
1091
Emergent Biosolutions
EBS
$383M
| $13.2M | 0.01% |
284,708
+19,791
| +7% | +$833K |
|
|
UFS
1092
DELISTED
DOMTAR CORPORATION (New)
UFS
| $13.2M | 0.01% |
267,124
+127
| +0% | +$5.9K |
|
1093
Qorvo
QRVO
$7.95B
| $13.2M | 0.01% |
198,499
+6,976
| +4% | +$508K |
|
1094
The Greenbrier Companies
GBX
$1.58B
| $13.2M | 0.01% |
248,014
+3,527
| +1% | +$177K |
|
1095
Harley-Davidson
HOG
$2.65B
| $13.2M | 0.01% |
259,804
+11,109
| +4% | +$540K |
|
1096
Patrick Industries
PATK
$2.88B
| $13.2M | 0.01% |
285,395
-16,393
| -5% | -$674K |
|
1097
Azenta
AZTA
$1.33B
| $13.2M | 0.01% |
551,709
+1,813
| +0.3% | +$51.5K |
|
1098
Northwest Bancshares
NWBI
$2.32B
| $13.1M | 0.01% |
784,686
-4,935
| -0.6% | -$83K |
|
|
NTRI
1099
DELISTED
NutriSystem, Inc.
NTRI
| $13.1M | 0.01% |
248,348
+8,287
| +3% | +$435K |
|
1100
NRG Energy
NRG
$26.7B
| $13.1M | 0.01% |
458,263
+7,858
| +2% | +$214K |
|
Similar funds
Principal Financial Group's Q4 2017 Portfolio in Review
As of Q4 2017, Principal Financial Group held 2,336 positions worth $109B, up 5.3% from $103B the previous quarter. Its ten largest holdings account for 9.7% of the portfolio.
Principal Financial Group's Q4 2017 filing shows 133 new, 951 increased, 1,116 reduced and 97 closed positions. Its largest new stake was Principal Exchange-Traded Funds Principal US Mega-Cap ETF: 30,300,000 shares worth $791M. The largest sale was Starwood Waypoint Homes, an estimated $302M.
By sector, the portfolio is most concentrated in Financials at 18% of assets, down from 18% a quarter earlier, followed by Real Estate and Technology.
- Principal Financial Group's largest Q4 2017 buy was Principal Exchange-Traded Funds Principal US Mega-Cap ETF: 30,300,000 shares worth $791M.
- Principal Financial Group added most to Invitation Homes in Q4 2017, an estimated $303M increase.
- Principal Financial Group's biggest Q4 2017 reduction was Fidelity National Financial, cutting an estimated $293M.
- Principal Financial Group fully exited Starwood Waypoint Homes in Q4 2017, selling an estimated $302M.
- Principal Financial Group's ten largest holdings make up 9.7% of its $109B portfolio in Q4 2017.
- Principal Financial Group opened 133 new positions and closed 97 in Q4 2017.
- Principal Financial Group's portfolio value rose 5.3% quarter-over-quarter to $109B.
Based on Principal Financial Group's 13F filing for Q4 2017, filed 13 Feb 2018.