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 | |
|---|---|---|---|---|---|---|
|
CUDA
1276
DELISTED
Barracuda Networks, Inc.
CUDA
| $9.87M | 0.01% |
358,967
+25,379
| +8% | +$630K |
|
1277
8x8 Inc
EGHT
$282M
| $9.85M | 0.01% |
698,503
-39,145
| -5% | -$541K |
|
1278
SiriusPoint
SPNT
$3.05B
| $9.83M | 0.01% |
671,131
+173,379
| +35% | +$2.79M |
|
|
QEP
1279
DELISTED
QEP RESOURCES, INC.
QEP
| $9.83M | 0.01% |
1,027,243
-819
| -0.1% | -$7.42K |
|
|
WWE
1280
DELISTED
World Wrestling Entertainment
WWE
| $9.77M | 0.01% |
319,359
+4,754
| +2% | +$129K |
|
1281
News Corp Class A
NWSA
$15.7B
| $9.76M | 0.01% |
602,396
+32,370
| +6% | +$484K |
|
|
MANT
1282
DELISTED
Mantech International Corp
MANT
| $9.75M | 0.01% |
194,309
-683
| -0.4% | -$33.2K |
|
1283
Leggett & Platt
LEG
$1.41B
| $9.75M | 0.01% |
204,309
+11,211
| +6% | +$529K |
|
|
BPFH
1284
DELISTED
Boston Private Financial Holdings, Inc.
BPFH
| $9.74M | 0.01% |
630,378
-18,231
| -3% | -$291K |
|
1285
Allison Transmission
ALSN
$9.64B
| $9.74M | 0.01% |
226,068
-340,047
| -60% | -$13.9M |
|
1286
Tennant Co
TNC
$1.45B
| $9.71M | 0.01% |
133,586
-830
| -0.6% | -$55.4K |
|
|
TPC
1287
Tutor Perini Cor
TPC
$4.2B
| $9.69M | 0.01% |
382,184
-8,373
| -2% | -$223K |
|
1288
SM Energy
SM
$7.54B
| $9.67M | 0.01% |
437,885
+15,865
| +4% | +$320K |
|
1289
AeroVironment
AVAV
$7.5B
| $9.62M | 0.01% |
171,274
+11,265
| +7% | +$573K |
|
1290
Commault Systems
CVLT
$5.05B
| $9.62M | 0.01% |
183,158
+2,413
| +1% | +$133K |
|
1291
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.79B
| $9.58M | 0.01% |
+195,184
| New | +$9.19M |
|
1292
Strategy Inc
MSTR
$36.3B
| $9.55M | 0.01% |
727,600
+17,820
| +3% | +$239K |
|
1293
Ring Energy
REI
$307M
| $9.55M | 0.01% |
687,190
+3,973
| +0.6% | +$53.4K |
|
|
PSXP
1294
DELISTED
PHILLIPS 66 PARTNERS LP
PSXP
| $9.54M | 0.01% |
+182,304
| New | +$9.08M |
|
|
RAVN
1295
DELISTED
Raven Industries Inc
RAVN
| $9.49M | 0.01% |
276,309
+4,044
| +1% | +$138K |
|
1296
Matsons
MATX
$6.15B
| $9.48M | 0.01% |
317,643
-7,510
| -2% | -$212K |
|
1297
AAR Corp
AIR
$5.58B
| $9.47M | 0.01% |
240,941
-1,879
| -0.8% | -$75.6K |
|
|
IPXL
1298
DELISTED
Impax Laboratories, Inc.
IPXL
| $9.44M | 0.01% |
566,781
+4,149
| +0.7% | +$76K |
|
1299
Quanta Services
PWR
$86.2B
| $9.42M | 0.01% |
240,755
+8,802
| +4% | +$330K |
|
|
BID
1300
DELISTED
Sotheby's
BID
| $9.33M | 0.01% |
180,811
+22,133
| +14% | +$1.1M |
|
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.