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 |
Alibaba
BABA
|
+$189M |
| 2 |
Domino's
DPZ
|
+$179M |
| 3 |
Boston Properties
BXP
|
+$172M |
| 4 |
VICI Properties
VICI
|
+$120M |
| 5 |
Vail Resorts
MTN
|
+$108M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
O'Reilly Automotive
ORLY
|
+$118M |
| 2 |
CDK
CDK Global, Inc.
CDK
|
+$115M |
| 3 |
SBA Communications
SBAC
|
+$107M |
| 4 |
Steris
STE
|
+$106M |
| 5 |
Equinix
EQIX
|
+$99.6M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Real Estate | 16.13% |
| 2 | Financials | 15.66% |
| 3 | Technology | 14.56% |
| 4 | Consumer Discretionary | 11.38% |
| 5 | Industrials | 9.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1376
United Fire Group
UFCS
$1.32B
| $7.79M | 0.01% |
178,121
-1,521
| -0.8% | -$76K |
|
1377
Alamo Group
ALG
$1.94B
| $7.78M | 0.01% |
77,869
-770
| -1% | -$69.4K |
|
1378
CTS Corp
CTS
$1.83B
| $7.77M | 0.01% |
264,687
-5,574
| -2% | -$163K |
|
1379
IPG Photonics
IPGP
$3.61B
| $7.77M | 0.01% |
51,204
-3,878
| -7% | -$549K |
|
|
KYNB
1380
Kyntra Bio
KYNB
$27.2M
| $7.76M | 0.01% |
5,715
+167
| +3% | +$226K |
|
1381
Interface
TILE
$1.99B
| $7.74M | 0.01% |
505,440
-5,579
| -1% | -$91.3K |
|
|
RPT
1382
DELISTED
RPT Realty Common Shares of Beneficial Interest (MD)
RPT
| $7.74M | 0.01% |
644,632
-3,184,795
| -83% | -$39.6M |
|
|
UHT
1383
Universal Health Realty Income Trust
UHT
$603M
| $7.69M | 0.01% |
101,623
-1,047
| -1% | -$74.6K |
|
1384
Standex International
SXI
$3.59B
| $7.68M | 0.01% |
104,607
-2,487
| -2% | -$188K |
|
|
TBI
1385
Trueblue
TBI
$215M
| $7.66M | 0.01% |
324,177
-6,654
| -2% | -$155K |
|
|
CJ
1386
DELISTED
C&J Energy Services, Inc.
CJ
| $7.66M | 0.01% |
493,706
-14,629
| -3% | -$236K |
|
1387
Fluor
FLR
$7.01B
| $7.64M | 0.01% |
207,710
+302
| +0.1% | +$11K |
|
1388
Coty
COTY
$2.42B
| $7.64M | 0.01% |
664,664
+981
| +0.1% | +$9.28K |
|
|
TGI
1389
DELISTED
Triumph Group
TGI
| $7.64M | 0.01% |
400,740
-3,852
| -1% | -$72.6K |
|
|
GPMT
1390
Granite Point Mortgage Trust
GPMT
$69M
| $7.63M | 0.01% |
410,987
+58,182
| +16% | +$1.1M |
|
|
FBC
1391
DELISTED
Flagstar Bancorp, Inc. New
FBC
| $7.62M | 0.01% |
231,317
-7,291
| -3% | -$228K |
|
1392
Oceaneering
OII
$4.86B
| $7.6M | 0.01% |
482,077
+3,214
| +0.7% | +$49.8K |
|
|
CNR
1393
Core Natural Resources Inc
CNR
$4.02B
| $7.59M | 0.01% |
221,791
-5,032
| -2% | -$176K |
|
1394
Tompkins Financial
TMP
$1.43B
| $7.58M | 0.01% |
99,693
-777
| -0.8% | -$60.3K |
|
1395
Lantheus
LNTH
$6.49B
| $7.58M | 0.01% |
309,766
-2,516
| -0.8% | -$50.3K |
|
1396
Tactile Systems Technology
TCMD
$635M
| $7.56M | 0.01% |
143,417
+539
| +0.4% | +$34.8K |
|
1397
Shutterstock
SSTK
$198M
| $7.55M | 0.01% |
162,001
-1,407
| -0.9% | -$59.4K |
|
1398
Upbound Group
UPBD
$1.13B
| $7.51M | 0.01% |
360,026
-582
| -0.2% | -$10.7K |
|
1399
Scansource
SCSC
$1.15B
| $7.49M | 0.01% |
209,193
-1,364
| -0.6% | -$51K |
|
|
ALEX
1400
DELISTED
Alexander & Baldwin
ALEX
| $7.45M | 0.01% |
293,020
+1,738
| +0.6% | +$39.9K |
|
Similar funds
Principal Financial Group's Q1 2019 Portfolio in Review
As of Q1 2019, Principal Financial Group held 2,299 positions worth $107B, up 14% from $93.8B the previous quarter. Its ten largest holdings account for 11% of the portfolio.
Principal Financial Group's Q1 2019 filing shows 59 new, 812 increased, 1,315 reduced and 94 closed positions. Its largest new stake was Capri Holdings: 848,055 shares worth $38.8M. The largest sale was O'Reilly Automotive, an estimated $118M.
By sector, the portfolio is most concentrated in Real Estate at 16% of assets, up from 15% a quarter earlier, followed by Financials and Technology.
- Principal Financial Group's largest Q1 2019 buy was Capri Holdings: 848,055 shares worth $38.8M.
- Principal Financial Group added most to Alibaba in Q1 2019, an estimated $189M increase.
- Principal Financial Group's biggest Q1 2019 reduction was O'Reilly Automotive, cutting an estimated $118M.
- Principal Financial Group fully exited Twenty-First Century Fox, Inc. Class A in Q1 2019, selling an estimated $73.4M.
- Principal Financial Group's ten largest holdings make up 11% of its $107B portfolio in Q1 2019.
- Principal Financial Group opened 59 new positions and closed 94 in Q1 2019.
- Principal Financial Group's portfolio value rose 14% quarter-over-quarter to $107B.
Based on Principal Financial Group's 13F filing for Q1 2019, filed 10 May 2019.