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 |
PIEQ
Principal International Equity ETF
PIEQ
|
+$636M |
| 2 |
Entegris
ENTG
|
+$355M |
| 3 |
LPL Financial
LPLA
|
+$338M |
| 4 |
Air Products & Chemicals
APD
|
+$327M |
| 5 |
Simon Property Group
SPG
|
+$320M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Intuit
INTU
|
+$575M |
| 2 |
Autodesk
ADSK
|
+$415M |
| 3 |
Microchip Technology
MCHP
|
+$391M |
| 4 |
Terreno Realty
TRNO
|
+$202M |
| 5 |
NNN REIT
NNN
|
+$193M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 18.17% |
| 2 | Financials | 16.92% |
| 3 | Real Estate | 13.31% |
| 4 | Consumer Discretionary | 11.4% |
| 5 | Industrials | 10.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1301
MasterBrand
MBC
$1.17B
| $9.24M | 0.01% |
707,817
+22,065
| +3% | +$335K |
|
1302
Kemper
KMPR
$1.72B
| $9.24M | 0.01% |
138,226
+173
| +0.1% | +$11.5K |
|
1303
Hasbro
HAS
$12.9B
| $9.23M | 0.01% |
150,120
-2,563
| -2% | -$155K |
|
1304
HCI Group
HCI
$2.28B
| $9.2M | 0.01% |
61,664
+1,332
| +2% | +$169K |
|
1305
Lennar Class B
LEN.B
$20.8B
| $9.19M | 0.01% |
84,277
+1,627
| +2% | +$194K |
|
1306
Canadian National Railway
CNI
$77.1B
| $9.19M | 0.01% |
94,400
+3,400
| +4% | +$344K |
|
1307
Cleveland-Cliffs
CLF
$7.22B
| $9.18M | 0.01% |
1,116,810
+1,922
| +0.2% | +$19.5K |
|
1308
Comstock Resources
CRK
$3.81B
| $9.18M | 0.01% |
451,327
+11,857
| +3% | +$227K |
|
|
MZTI
1309
The Marzetti Company
MZTI
$3.05B
| $9.18M | 0.01% |
52,433
+659
| +1% | +$119K |
|
1310
EPR Properties
EPR
$4.68B
| $9.17M | 0.01% |
174,282
+699
| +0.4% | +$34.3K |
|
1311
SiriusPoint
SPNT
$2.74B
| $9.16M | 0.01% |
529,959
+18,114
| +4% | +$270K |
|
1312
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
$588M
| $9.11M | 0.01% |
180,937
-22,404
| -11% | -$1.2M |
|
1313
Century Communities
CCS
$2.03B
| $9.11M | 0.01% |
135,730
+1,870
| +1% | +$135K |
|
1314
Yeti Holdings
YETI
$3.98B
| $9.1M | 0.01% |
274,846
-14,952
| -5% | -$542K |
|
|
LTC
1315
LTC Properties
LTC
$1.98B
| $9.05M | 0.01% |
255,309
+8,646
| +4% | +$301K |
|
1316
Weatherford International
WFRD
$6.27B
| $9.05M | 0.01% |
168,936
-176
| -0.1% | -$11.2K |
|
1317
Rayonier
RYN
$6.62B
| $9.03M | 0.01% |
339,802
+16,133
| +5% | +$409K |
|
1318
Murphy Oil
MUR
$5.17B
| $9.03M | 0.01% |
317,879
+2,713
| +0.9% | +$76.5K |
|
1319
Werner Enterprises
WERN
$2.27B
| $9.03M | 0.01% |
308,067
+8,080
| +3% | +$271K |
|
|
WBA
1320
DELISTED
Walgreens Boots Alliance
WBA
| $9.02M | 0.01% |
807,825
-3,346
| -0.4% | -$36.3K |
|
1321
DNOW Inc
DNOW
$2.6B
| $8.99M | 0.01% |
526,101
+12,797
| +2% | +$194K |
|
1322
La-Z-Boy
LZB
$1.66B
| $8.97M | 0.01% |
229,505
+5,822
| +3% | +$252K |
|
1323
First Commonwealth Financial
FCF
$2.19B
| $8.95M | 0.01% |
576,222
+18,825
| +3% | +$306K |
|
1324
Franklin Resources
BEN
$17.7B
| $8.94M | 0.01% |
464,238
+85,407
| +23% | +$1.71M |
|
1325
FB Financial Corp
FBK
$3.09B
| $8.93M | 0.01% |
192,645
+6,444
| +3% | +$323K |
|
Similar funds
Principal Financial Group's Q1 2025 Portfolio in Review
As of Q1 2025, Principal Financial Group held 2,246 positions worth $178B, down 2.8% from $183B the previous quarter. Its ten largest holdings account for 19% of the portfolio.
Principal Financial Group's Q1 2025 filing shows 38 new, 1,302 increased, 816 reduced and 75 closed positions. Its largest new stake was Atour Lifestyle Holdings: 2,409,952 shares worth $68.3M. The largest sale was Intuit, an estimated $575M.
By sector, the portfolio is most concentrated in Technology at 18% of assets, down from 20% a quarter earlier, followed by Financials and Real Estate.
- Principal Financial Group's largest Q1 2025 buy was Atour Lifestyle Holdings: 2,409,952 shares worth $68.3M.
- Principal Financial Group added most to Principal International Equity ETF in Q1 2025, an estimated $636M increase.
- Principal Financial Group's biggest Q1 2025 reduction was Intuit, cutting an estimated $575M.
- Principal Financial Group fully exited Retail Opportunity Investments Corp. in Q1 2025, selling an estimated $102M.
- Principal Financial Group's ten largest holdings make up 19% of its $178B portfolio in Q1 2025.
- Principal Financial Group opened 38 new positions and closed 75 in Q1 2025.
- Principal Financial Group's portfolio value fell 2.8% quarter-over-quarter to $178B.
Based on Principal Financial Group's 13F filing for Q1 2025, filed 28 Apr 2025.