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 |
Dentsply Sirona
XRAY
|
+$298M |
| 2 |
HPP
Hudson Pacific Properties
HPP
|
+$165M |
| 3 |
Regency Centers
REG
|
+$153M |
| 4 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
+$105M |
| 5 |
TransDigm Group
TDG
|
+$87.4M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Zoetis
ZTS
|
+$443M |
| 2 |
EQY
Equity One
EQY
|
+$208M |
| 3 |
MJN
Mead Johnson Nutrition Company
MJN
|
+$76.3M |
| 4 |
SL Green Realty
SLG
|
+$63.3M |
| 5 |
FITB
Fifth Third Bancorp
FITB
|
+$60.9M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 17.51% |
| 2 | Real Estate | 15.76% |
| 3 | Technology | 12.08% |
| 4 | Consumer Discretionary | 10.35% |
| 5 | Industrials | 9.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1326
Fox Factory Holding Corp
FOXF
$794M
| $7.87M | 0.01% |
274,355
+51,587
| +23% | +$1.4M |
|
|
TIME
1327
DELISTED
Time Inc.
TIME
| $7.87M | 0.01% |
406,691
+14,474
| +4% | +$274K |
|
1328
Stewart Information Services
STC
$2.14B
| $7.85M | 0.01% |
177,637
+1,229
| +0.7% | +$54.1K |
|
1329
Banc of California
BANC
$2.87B
| $7.8M | 0.01% |
376,847
+1,018
| +0.3% | +$18.9K |
|
1330
Transocean
RIG
$5.48B
| $7.8M | 0.01% |
626,397
+38,355
| +7% | +$527K |
|
|
AVP
1331
DELISTED
Avon Products, Inc.
AVP
| $7.79M | 0.01% |
1,771,098
+30,700
| +2% | +$153K |
|
|
CFNL
1332
DELISTED
Cardinal Financial Corp
CFNL
| $7.79M | 0.01% |
260,173
+19,588
| +8% | +$605K |
|
1333
Boise Cascade
BCC
$2.73B
| $7.78M | 0.01% |
291,497
+7,314
| +3% | +$190K |
|
1334
SPX Corp
SPXC
$9.39B
| $7.78M | 0.01% |
320,943
+13,761
| +4% | +$341K |
|
|
EXTN
1335
DELISTED
Exterran Corporation
EXTN
| $7.78M | 0.01% |
247,398
+17,417
| +8% | +$521K |
|
|
ALOG
1336
DELISTED
Analogic Corp
ALOG
| $7.78M | 0.01% |
102,492
+2,628
| +3% | +$206K |
|
1337
Enviri
NVRI
$624M
| $7.77M | 0.01% |
609,446
+10,487
| +2% | +$140K |
|
|
ECOL
1338
DELISTED
US Ecology, Inc.
ECOL
| $7.76M | 0.01% |
165,689
+5,964
| +4% | +$298K |
|
1339
News Corp Class A
NWSA
$15.6B
| $7.75M | 0.01% |
595,834
-7,142
| -1% | -$89.4K |
|
1340
Scansource
SCSC
$1.17B
| $7.74M | 0.01% |
197,299
+1,785
| +0.9% | +$72.8K |
|
|
CHS
1341
DELISTED
Chicos FAS, Inc.
CHS
| $7.72M | 0.01% |
543,414
+13,820
| +3% | +$192K |
|
1342
DNOW Inc
DNOW
$2.44B
| $7.71M | 0.01% |
454,726
+3,436
| +0.8% | +$67.6K |
|
1343
Deckers Outdoor
DECK
$14.1B
| $7.71M | 0.01% |
774,540
-4,344
| -0.6% | -$40.1K |
|
|
TVTY
1344
DELISTED
Tivity Health, Inc. Common Stock
TVTY
| $7.7M | 0.01% |
264,446
+10,530
| +4% | +$278K |
|
|
PCH
1345
DELISTED
PotlatchDeltic
PCH
| $7.69M | 0.01% |
168,338
+4,895
| +3% | +$211K |
|
|
NSR
1346
DELISTED
Neustar Inc
NSR
| $7.69M | 0.01% |
231,898
+9,133
| +4% | +$304K |
|
|
JNS
1347
DELISTED
Janus Capital Group Inc
JNS
| $7.67M | 0.01% |
580,690
+7,333
| +1% | +$93.7K |
|
1348
Signet Jewelers
SIG
$3.84B
| $7.65M | 0.01% |
110,495
+2,747
| +3% | +$205K |
|
|
FLIR
1349
DELISTED
FLIR Systems, Inc. (DE) Common Stock
FLIR
| $7.64M | 0.01% |
210,691
+1,926
| +0.9% | +$69.4K |
|
|
CYS
1350
DELISTED
CYS Investments Inc.
CYS
| $7.64M | 0.01% |
961,553
-1,925,097
| -67% | -$15.1M |
|
Similar funds
Principal Financial Group's Q1 2017 Portfolio in Review
As of Q1 2017, Principal Financial Group held 2,291 positions worth $83.1B, up 5.4% from $78.8B the previous quarter. Its ten largest holdings account for 10% of the portfolio.
Principal Financial Group's Q1 2017 filing shows 65 new, 1,460 increased, 605 reduced and 84 closed positions. Its largest new stake was Invitation Homes: 4,089,587 shares worth $89.3M. The largest sale was Zoetis, an estimated $443M.
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 Q1 2017 buy was Invitation Homes: 4,089,587 shares worth $89.3M.
- Principal Financial Group added most to Dentsply Sirona in Q1 2017, an estimated $298M increase.
- Principal Financial Group's biggest Q1 2017 reduction was Zoetis, cutting an estimated $443M.
- Principal Financial Group fully exited Equity One in Q1 2017, selling an estimated $208M.
- Principal Financial Group's ten largest holdings make up 10% of its $83.1B portfolio in Q1 2017.
- Principal Financial Group opened 65 new positions and closed 84 in Q1 2017.
- Principal Financial Group's portfolio value rose 5.4% quarter-over-quarter to $83.1B.
Based on Principal Financial Group's 13F filing for Q1 2017, filed 11 May 2017.