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 | |
|---|---|---|---|---|---|---|
1176
Campbell Soup
CPB
$6.55B
| $11M | 0.01% |
288,955
-4,241
| -1% | -$150K |
|
1177
Ameris Bancorp
ABCB
$5.85B
| $11M | 0.01% |
320,636
-3,306
| -1% | -$123K |
|
|
EXAS
1178
DELISTED
Exact Sciences
EXAS
| $11M | 0.01% |
126,834
+6,698
| +6% | +$570K |
|
1179
Healthcare Services Group
HCSG
$1.6B
| $10.9M | 0.01% |
330,656
+5,680
| +2% | +$218K |
|
|
FLOW
1180
DELISTED
SPX FLOW, Inc.
FLOW
| $10.9M | 0.01% |
341,941
-3,522
| -1% | -$116K |
|
|
CMD
1181
DELISTED
Cantel Medical Corporation
CMD
| $10.8M | 0.01% |
161,872
+1,018
| +0.6% | +$77.1K |
|
1182
Gibraltar Industries
ROCK
$1.25B
| $10.8M | 0.01% |
266,550
-2,485
| -0.9% | -$94.8K |
|
1183
City Holding Co
CHCO
$2.05B
| $10.8M | 0.01% |
141,757
-1,637
| -1% | -$122K |
|
|
STMP
1184
DELISTED
Stamps.com, Inc.
STMP
| $10.8M | 0.01% |
132,521
-8,376
| -6% | -$1.18M |
|
1185
First Commonwealth Financial
FCF
$2.18B
| $10.8M | 0.01% |
855,704
-3,527
| -0.4% | -$47.1K |
|
1186
Kite Realty
KRG
$5.81B
| $10.8M | 0.01% |
673,603
-6,063
| -0.9% | -$96.1K |
|
|
GPOR
1187
DELISTED
Gulfport Energy Corp.
GPOR
| $10.8M | 0.01% |
1,342,764
-95,143
| -7% | -$758K |
|
1188
Enpro
NPO
$6.63B
| $10.8M | 0.01% |
167,009
-1,364
| -0.8% | -$90K |
|
1189
Coca-Cola Consolidated
COKE
$12.5B
| $10.7M | 0.01% |
372,990
-3,840
| -1% | -$87.8K |
|
1190
Archrock
AROC
$6.27B
| $10.7M | 0.01% |
1,097,692
-6,107
| -0.6% | -$58.4K |
|
|
DISH
1191
DELISTED
DISH Network Corp.
DISH
| $10.7M | 0.01% |
338,770
-5,334
| -2% | -$163K |
|
|
SRCI
1192
DELISTED
SRC Energy Inc
SRCI
| $10.7M | 0.01% |
2,095,423
-15,520
| -0.7% | -$76K |
|
|
CATM
1193
DELISTED
Cardtronics plc Class A Ordinary Shares (UK)
CATM
| $10.7M | 0.01% |
301,114
-9,991
| -3% | -$298K |
|
1194
Safety Insurance
SAFT
$1.52B
| $10.7M | 0.01% |
122,831
-1,225
| -1% | -$105K |
|
1195
Cheesecake Factory
CAKE
$5.04B
| $10.7M | 0.01% |
218,330
+8,158
| +4% | +$375K |
|
|
OPI
1196
DELISTED
Office Properties Income Trust
OPI
| $10.7M | 0.01% |
+386,422
| New | +$11.7M |
|
1197
Employers Holdings
EIG
$908M
| $10.6M | 0.01% |
265,259
-2,474
| -0.9% | -$105K |
|
1198
Varex Imaging
VREX
$472M
| $10.6M | 0.01% |
313,897
+3,558
| +1% | +$108K |
|
1199
Ralph Lauren
RL
$22.6B
| $10.6M | 0.01% |
81,787
-32,699
| -29% | -$3.89M |
|
1200
STAAR Surgical
STAA
$1.21B
| $10.6M | 0.01% |
309,958
+26,948
| +10% | +$953K |
|
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.