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 | |
|---|---|---|---|---|---|---|
1226
Mativ Holdings
MATV
$481M
| $10M | 0.01% |
259,210
-1,551
| -0.6% | -$52.9K |
|
1227
Fortune Brands Innovations
FBIN
$5.88B
| $10M | 0.01% |
246,030
-302
| -0.1% | -$11.6K |
|
1228
Gentherm
THRM
$1.25B
| $9.97M | 0.01% |
270,473
-12,779
| -5% | -$520K |
|
|
AMWD
1229
DELISTED
American Woodmark
AMWD
| $9.97M | 0.01% |
120,647
-4,096
| -3% | -$306K |
|
1230
ePlus
PLUS
$2.42B
| $9.95M | 0.01% |
224,842
+1,012
| +0.5% | +$42.1K |
|
|
WIRE
1231
DELISTED
Encore Wire Corp
WIRE
| $9.95M | 0.01% |
173,905
-1,751
| -1% | -$97.1K |
|
|
HBI
1232
DELISTED
Hanesbrands
HBI
| $9.94M | 0.01% |
556,060
-1,991
| -0.4% | -$33.1K |
|
|
EGOV
1233
DELISTED
NIC Inc
EGOV
| $9.93M | 0.01% |
581,094
+8,412
| +1% | +$133K |
|
1234
Sally Beauty Holdings
SBH
$1.43B
| $9.9M | 0.01% |
537,829
+2,410
| +0.5% | +$43.1K |
|
1235
3D Systems Corp
DDD
$431M
| $9.89M | 0.01% |
918,820
-8,173
| -0.9% | -$97.1K |
|
1236
Group 1 Automotive
GPI
$3.42B
| $9.88M | 0.01% |
152,776
-7,921
| -5% | -$481K |
|
1237
Avis
CAR
$4.86B
| $9.83M | 0.01% |
282,043
+2,524
| +0.9% | +$75.6K |
|
|
ARRY
1238
DELISTED
Array Biopharma Inc
ARRY
| $9.79M | 0.01% |
401,649
+58,375
| +17% | +$1.22M |
|
|
FLIR
1239
DELISTED
FLIR Systems, Inc. (DE) Common Stock
FLIR
| $9.79M | 0.01% |
205,695
-6,165
| -3% | -$298K |
|
|
MDP
1240
DELISTED
Meredith Corporation
MDP
| $9.78M | 0.01% |
176,883
+5,316
| +3% | +$295K |
|
1241
PRA Group
PRAA
$663M
| $9.76M | 0.01% |
364,048
-3,750
| -1% | -$108K |
|
|
INN
1242
Summit Hotel Properties
INN
$746M
| $9.75M | 0.01% |
854,282
-12,117
| -1% | -$134K |
|
1243
Nektar Therapeutics
NKTR
$2.39B
| $9.74M | 0.01% |
19,327
+112
| +0.6% | +$66.4K |
|
|
GCI
1244
DELISTED
Gannett Co., Inc
GCI
| $9.7M | 0.01% |
919,887
-13,632
| -1% | -$147K |
|
1245
Boyd Gaming
BYD
$6.18B
| $9.68M | 0.01% |
353,920
+6,352
| +2% | +$173K |
|
1246
FormFactor
FORM
$8.28B
| $9.63M | 0.01% |
598,494
-3,113
| -0.5% | -$46.9K |
|
|
PRSU
1247
Pursuit Attractions and Hospitality Inc
PRSU
$1.39B
| $9.61M | 0.01% |
170,683
-2,844
| -2% | -$154K |
|
|
PPBI
1248
DELISTED
Pacific Premier Bancorp
PPBI
| $9.59M | 0.01% |
361,596
-3,584
| -1% | -$102K |
|
1249
Hamilton Lane
HLNE
$4.91B
| $9.58M | 0.01% |
219,793
-878
| -0.4% | -$36.2K |
|
1250
Heritage Financial
HFWA
$1.22B
| $9.56M | 0.01% |
317,212
-1,819
| -0.6% | -$57K |
|
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.