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 | |
|---|---|---|---|---|---|---|
|
CVGW
1351
DELISTED
Calavo Growers
CVGW
| $7.64M | 0.01% |
126,111
+4,119
| +3% | +$238K |
|
1352
Kemper
KMPR
$1.81B
| $7.62M | 0.01% |
190,957
-72
| -0% | -$3.08K |
|
1353
Check Point Software Technologies
CHKP
$14.3B
| $7.61M | 0.01% |
74,163
+64,736
| +687% | +$6.34M |
|
|
GCI
1354
DELISTED
Gannett Co., Inc
GCI
| $7.61M | 0.01% |
907,678
+3,265
| +0.4% | +$29.2K |
|
1355
Lazard
LAZ
$4B
| $7.57M | 0.01% |
164,587
-13,779
| -8% | -$594K |
|
1356
Andersons Inc
ANDE
$2.39B
| $7.55M | 0.01% |
199,360
+8,761
| +5% | +$339K |
|
|
ENLK
1357
DELISTED
EnLink Midstream Partners, LP
ENLK
| $7.55M | 0.01% |
412,530
+70,591
| +21% | +$1.3M |
|
|
VALE.P
1358
DELISTED
Vale S A
VALE.P
| $7.48M | 0.01% |
832,667
-133,156
| -14% | -$1.25M |
|
|
JCP
1359
DELISTED
J.C. Penney Company, Inc.
JCP
| $7.44M | 0.01% |
1,208,145
-8,581
| -0.7% | -$56.7K |
|
|
ACOR
1360
DELISTED
Acorda Therapeutics
ACOR
| $7.43M | 0.01% |
2,950
+121
| +4% | +$348K |
|
1361
MiMedx Group
MDXG
$630M
| $7.43M | 0.01% |
779,732
+22,209
| +3% | +$188K |
|
1362
Clearwater Paper
CLW
$348M
| $7.43M | 0.01% |
132,683
+2,499
| +2% | +$148K |
|
|
HSBC.PRA
1363
DELISTED
HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A)
HSBC.PRA
| $7.41M | 0.01% |
285,936
-5,259
| -2% | -$135K |
|
|
CIR
1364
DELISTED
CIRCOR International, Inc
CIR
| $7.4M | 0.01% |
124,439
+3,979
| +3% | +$245K |
|
|
HF
1365
DELISTED
HFF Inc.
HF
| $7.4M | 0.01% |
267,317
+10,355
| +4% | +$304K |
|
1366
Assurant
AIZ
$13.9B
| $7.39M | 0.01% |
77,254
-8,629
| -10% | -$835K |
|
1367
United Fire Group
UFCS
$1.35B
| $7.37M | 0.01% |
172,279
+1,328
| +0.8% | +$59.7K |
|
|
WSTC
1368
DELISTED
West Corporation
WSTC
| $7.36M | 0.01% |
301,577
-1,340
| -0.4% | -$32.8K |
|
1369
Avanos Medical
AVNS
| $7.36M | 0.01% |
193,168
+4,141
| +2% | +$161K |
|
|
LABL
1370
DELISTED
Multi-Color Corp
LABL
| $7.36M | 0.01% |
103,640
+3,470
| +3% | +$258K |
|
|
MNK
1371
DELISTED
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
| $7.33M | 0.01% |
164,395
+699
| +0.4% | +$34.5K |
|
1372
Annaly Capital Management
NLY
$17.3B
| $7.32M | 0.01% |
164,680
+131,624
| +398% | +$5.6M |
|
|
BGG
1373
DELISTED
Briggs & Stratton Corp.
BGG
| $7.3M | 0.01% |
325,366
+2,183
| +0.7% | +$47.4K |
|
|
IPXL
1374
DELISTED
Impax Laboratories, Inc.
IPXL
| $7.3M | 0.01% |
576,949
+22,713
| +4% | +$274K |
|
1375
Green Plains
GPRE
$1.15B
| $7.29M | 0.01% |
294,653
+7,281
| +3% | +$173K |
|
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.