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 |
GLIBA
GCI Liberty, Inc. Class A Common Stock (DE)
GLIBA
|
+$171M |
| 2 |
FRC
First Republic Bank
FRC
|
+$124M |
| 3 |
Equinix
EQIX
|
+$95.1M |
| 4 |
Brookfield
BN
|
+$92.9M |
| 5 |
Hilton Worldwide
HLT
|
+$88.5M |
Top Sells
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 18.07% |
| 2 | Real Estate | 14.09% |
| 3 | Technology | 13.35% |
| 4 | Consumer Discretionary | 11.15% |
| 5 | Industrials | 10.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1251
Standex International
SXI
$3.59B
| $9.97M | 0.01% |
104,550
+3,310
| +3% | +$331K |
|
|
RAVN
1252
DELISTED
Raven Industries Inc
RAVN
| $9.94M | 0.01% |
283,708
+7,399
| +3% | +$264K |
|
|
NAVG
1253
DELISTED
Navigators Group Inc
NAVG
| $9.92M | 0.01% |
172,024
+3,345
| +2% | +$176K |
|
|
NSA
1254
DELISTED
National Storage Affiliates Trust
NSA
| $9.88M | 0.01% |
394,009
+14,514
| +4% | +$366K |
|
1255
Insight Enterprises
NSIT
$3.89B
| $9.88M | 0.01% |
282,784
+6,535
| +2% | +$236K |
|
|
ALOG
1256
DELISTED
Analogic Corp
ALOG
| $9.88M | 0.01% |
102,982
+2,941
| +3% | +$255K |
|
1257
Asbury Automotive
ABG
$4.31B
| $9.82M | 0.01% |
145,557
+2,999
| +2% | +$207K |
|
|
HBI
1258
DELISTED
Hanesbrands
HBI
| $9.8M | 0.01% |
531,855
-31,653
| -6% | -$653K |
|
1259
Urban Edge Properties
UE
$2.86B
| $9.8M | 0.01% |
458,907
+11,472
| +3% | +$257K |
|
|
CHS
1260
DELISTED
Chicos FAS, Inc.
CHS
| $9.79M | 0.01% |
1,082,884
+38,582
| +4% | +$358K |
|
1261
Granite Construction
GVA
$5.29B
| $9.76M | 0.01% |
174,763
+4,314
| +3% | +$266K |
|
1262
Kite Realty
KRG
$5.81B
| $9.76M | 0.01% |
640,750
+15,199
| +2% | +$246K |
|
|
BPFH
1263
DELISTED
Boston Private Financial Holdings, Inc.
BPFH
| $9.72M | 0.01% |
645,870
+15,492
| +2% | +$235K |
|
1264
Kimco Realty
KIM
$17.2B
| $9.65M | 0.01% |
670,493
+27,134
| +4% | +$418K |
|
|
MIK
1265
DELISTED
Michaels Stores, Inc
MIK
| $9.63M | 0.01% |
488,441
+13,179
| +3% | +$316K |
|
1266
Ralph Lauren
RL
$22.6B
| $9.62M | 0.01% |
86,056
+79
| +0.1% | +$8.55K |
|
|
GDEN
1267
DELISTED
Golden Entertainment
GDEN
| $9.62M | 0.01% |
+414,001
| New | +$12M |
|
1268
Mativ Holdings
MATV
$481M
| $9.61M | 0.01% |
245,359
+5,817
| +2% | +$246K |
|
|
TGI
1269
DELISTED
Triumph Group
TGI
| $9.59M | 0.01% |
380,726
+9,209
| +2% | +$251K |
|
|
AVP
1270
DELISTED
Avon Products, Inc.
AVP
| $9.59M | 0.01% |
3,375,401
+1,563,794
| +86% | +$3.95M |
|
|
LNW
1271
DELISTED
Light & Wonder
LNW
| $9.58M | 0.01% |
230,270
-171,829
| -43% | -$8.04M |
|
1272
United Natural Foods
UNFI
$3.08B
| $9.57M | 0.01% |
222,915
+4,009
| +2% | +$181K |
|
|
EFII
1273
DELISTED
Electronics for Imaging
EFII
| $9.57M | 0.01% |
350,215
-493
| -0.1% | -$14.1K |
|
|
ARR
1274
Armour Residential REIT
ARR
$2.33B
| $9.56M | 0.01% |
82,174
+3,179
| +4% | +$371K |
|
1275
Gentherm
THRM
$1.25B
| $9.54M | 0.01% |
281,155
+6,666
| +2% | +$216K |
|
Similar funds
Principal Financial Group's Q1 2018 Portfolio in Review
As of Q1 2018, Principal Financial Group held 2,291 positions worth $105B, down 3.6% from $109B the previous quarter. Its ten largest holdings account for 11% of the portfolio.
Principal Financial Group's Q1 2018 filing shows 52 new, 1,357 increased, 770 reduced and 85 closed positions. Its largest new stake was GCI Liberty, Inc. Class A Common Stock (DE): 3,264,583 shares worth $173M. The largest sale was Principal Exchange-Traded Funds Principal US Mega-Cap ETF, an estimated $791M.
By sector, the portfolio is most concentrated in Financials at 18% of assets, up from 18% a quarter earlier, followed by Real Estate and Technology.
- Principal Financial Group's largest Q1 2018 buy was GCI Liberty, Inc. Class A Common Stock (DE): 3,264,583 shares worth $173M.
- Principal Financial Group added most to First Republic Bank in Q1 2018, an estimated $124M increase.
- Principal Financial Group's biggest Q1 2018 reduction was Loews, cutting an estimated $99.2M.
- Principal Financial Group fully exited Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q1 2018, selling an estimated $791M.
- Principal Financial Group's ten largest holdings make up 11% of its $105B portfolio in Q1 2018.
- Principal Financial Group opened 52 new positions and closed 85 in Q1 2018.
- Principal Financial Group's portfolio value fell 3.6% quarter-over-quarter to $105B.
Based on Principal Financial Group's 13F filing for Q1 2018, filed 14 May 2018.