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 |
HDFC Bank
HDB
|
+$556M |
| 2 |
Nice
NICE
|
+$493M |
| 3 |
SUNB
Sunbelt Rentals Holdings
SUNB
|
+$464M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$453M |
| 5 |
Brookfield Asset Management
BAM
|
+$238M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Hilton Worldwide
HLT
|
+$839M |
| 2 |
Domino's
DPZ
|
+$633M |
| 3 |
Roper Technologies
ROP
|
+$440M |
| 4 |
O'Reilly Automotive
ORLY
|
+$334M |
| 5 |
Liberty Media Series C
FWONK
|
+$329M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 20.41% |
| 2 | Financials | 14.41% |
| 3 | Real Estate | 11.67% |
| 4 | Industrials | 10.63% |
| 5 | Consumer Discretionary | 10.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1326
Insight Enterprises
NSIT
$3.55B
| $10.1M | 0.01% |
150,867
+3,121
| +2% | +$255K |
|
1327
UFP Technologies
UFPT
$1.84B
| $10.1M | 0.01% |
52,206
+2,750
| +6% | +$637K |
|
1328
A10 Networks
ATEN
$2.47B
| $10.1M | 0.01% |
436,279
-15,967
| -4% | -$312K |
|
1329
Mattel
MAT
$4.17B
| $10.1M | 0.01% |
694,038
+25,289
| +4% | +$461K |
|
1330
Huazhu Hotels Group
HTHT
$12.4B
| $10M | 0.01% |
199,635
-58,459
| -23% | -$2.98M |
|
1331
Lennar Class B
LEN.B
$20B
| $9.99M | 0.01% |
118,801
+5,827
| +5% | +$587K |
|
1332
PagSeguro Digital
PAGS
$2.57B
| $9.96M | 0.01% |
994,414
-215,811
| -18% | -$2.25M |
|
1333
Travel + Leisure Co
TNL
$4.54B
| $9.96M | 0.01% |
143,985
+5,783
| +4% | +$417K |
|
1334
ANI Pharmaceuticals
ANIP
$1.77B
| $9.93M | 0.01% |
129,148
+20,679
| +19% | +$1.61M |
|
1335
Veeco
VECO
$3.15B
| $9.92M | 0.01% |
293,043
+6,338
| +2% | +$202K |
|
1336
Alaska Air
ALK
$5.15B
| $9.92M | 0.01% |
269,736
+6,706
| +3% | +$323K |
|
1337
Extreme Networks
EXTR
$3.86B
| $9.9M | 0.01% |
656,528
+17,187
| +3% | +$257K |
|
1338
Omnicell
OMCL
$1.86B
| $9.89M | 0.01% |
296,321
+26,441
| +10% | +$1.11M |
|
1339
Norwegian Cruise Line
NCLH
$8.89B
| $9.86M | 0.01% |
527,032
-9,646
| -2% | -$211K |
|
1340
Neogen
NEOG
$2.05B
| $9.82M | 0.01% |
1,057,248
+21,481
| +2% | +$211K |
|
1341
CorVel
CRVL
$3.05B
| $9.82M | 0.01% |
179,600
+13,938
| +8% | +$802K |
|
1342
Factset
FDS
$9.05B
| $9.81M | 0.01% |
45,209
+2,137
| +5% | +$499K |
|
1343
Independent Bank Corp
IBCP
$776M
| $9.81M | 0.01% |
294,575
-9,623
| -3% | -$331K |
|
1344
Innoviva
INVA
$1.58B
| $9.76M | 0.01% |
418,731
+79,625
| +23% | +$1.72M |
|
1345
Charles River Laboratories
CRL
$10.9B
| $9.69M | 0.01% |
56,182
-63,317
| -53% | -$11.7M |
|
1346
Wingstop
WING
$3.68B
| $9.69M | 0.01% |
62,535
+2,969
| +5% | +$714K |
|
1347
Valvoline
VVV
$4.97B
| $9.65M | 0.01% |
286,562
+13,938
| +5% | +$482K |
|
1348
Graham Holdings Company
GHC
$4.97B
| $9.63M | 0.01% |
9,112
-2,086
| -19% | -$2.3M |
|
1349
Baxter International
BAX
$11.6B
| $9.63M | 0.01% |
573,422
+6,212
| +1% | +$120K |
|
1350
Alignment Healthcare
ALHC
$4.02B
| $9.59M | 0.01% |
544,274
+145,491
| +36% | +$2.92M |
|
Similar funds
Principal Financial Group's Q1 2026 Portfolio in Review
As of Q1 2026, Principal Financial Group held 2,308 positions worth $187B, down 4.4% from $196B the previous quarter. Its ten largest holdings account for 20% of the portfolio.
Principal Financial Group's Q1 2026 filing shows 128 new, 1,371 increased, 662 reduced and 131 closed positions. Its largest new stake was Sunbelt Rentals Holdings: 6,610,971 shares worth $427M. The largest sale was Hilton Worldwide, an estimated $839M.
By sector, the portfolio is most concentrated in Technology at 20% of assets, down from 21% a quarter earlier, followed by Financials and Real Estate.
- Principal Financial Group's largest Q1 2026 buy was Sunbelt Rentals Holdings: 6,610,971 shares worth $427M.
- Principal Financial Group added most to HDFC Bank in Q1 2026, an estimated $556M increase.
- Principal Financial Group's biggest Q1 2026 reduction was Hilton Worldwide, cutting an estimated $839M.
- Principal Financial Group fully exited Globant in Q1 2026, selling an estimated $53.3M.
- Principal Financial Group's ten largest holdings make up 20% of its $187B portfolio in Q1 2026.
- Principal Financial Group opened 128 new positions and closed 131 in Q1 2026.
- Principal Financial Group's portfolio value fell 4.4% quarter-over-quarter to $187B.
Based on Principal Financial Group's 13F filing for Q1 2026, filed 4 May 2026.