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 | |
|---|---|---|---|---|---|---|
1451
Grocery Outlet
GO
$975M
| $6.74M | ﹤0.01% |
482,178
+11,080
| +2% | +$164K |
|
1452
Mohawk Industries
MHK
$9.19B
| $6.74M | ﹤0.01% |
59,031
-198
| -0.3% | -$23.6K |
|
1453
Power Integrations
POWI
$3.45B
| $6.7M | ﹤0.01% |
132,718
+440
| +0.3% | +$26.3K |
|
1454
Papa John's
PZZA
$979M
| $6.69M | ﹤0.01% |
162,923
+3,895
| +2% | +$166K |
|
1455
Harley-Davidson
HOG
$2.76B
| $6.67M | ﹤0.01% |
264,185
+1,178
| +0.4% | +$31.5K |
|
1456
Pacira BioSciences
PCRX
$979M
| $6.64M | ﹤0.01% |
267,276
+9,543
| +4% | +$228K |
|
1457
Trade Desk
TTD
$8.91B
| $6.64M | ﹤0.01% |
121,312
-58,246
| -32% | -$5.27M |
|
1458
Knowles
KN
$3.38B
| $6.63M | ﹤0.01% |
436,486
+9,418
| +2% | +$169K |
|
1459
WisdomTree
WT
$3.37B
| $6.63M | ﹤0.01% |
743,700
+15,355
| +2% | +$143K |
|
|
KLG
1460
DELISTED
WK Kellogg Co
KLG
| $6.6M | ﹤0.01% |
330,984
+7,398
| +2% | +$135K |
|
1461
CTS Corp
CTS
$1.91B
| $6.6M | ﹤0.01% |
158,729
+3,711
| +2% | +$174K |
|
|
ABX
1462
Abacus Global Management
ABX
$1.01B
| $6.59M | ﹤0.01% |
879,438
-65,002
| -7% | -$493K |
|
|
STEL
1463
DELISTED
Stellar Bancorp
STEL
| $6.55M | ﹤0.01% |
236,895
+6,303
| +3% | +$178K |
|
1464
Check Point Software Technologies
CHKP
$12.8B
| $6.55M | ﹤0.01% |
28,723
-353
| -1% | -$74.8K |
|
1465
Sunrun
RUN
$2.5B
| $6.55M | ﹤0.01% |
1,116,909
+29,227
| +3% | +$241K |
|
|
ARR
1466
Armour Residential REIT
ARR
$2.35B
| $6.48M | ﹤0.01% |
379,182
+108,769
| +40% | +$2.03M |
|
1467
Acadia Healthcare
ACHC
$3B
| $6.48M | ﹤0.01% |
213,583
-411,358
| -66% | -$15.7M |
|
1468
Olin
OLN
$2.13B
| $6.45M | ﹤0.01% |
266,229
-975
| -0.4% | -$27.4K |
|
1469
Ashland
ASH
$3.28B
| $6.45M | ﹤0.01% |
108,775
-3,210
| -3% | -$205K |
|
1470
Interface
TILE
$2.04B
| $6.42M | ﹤0.01% |
323,731
+8,135
| +3% | +$177K |
|
1471
Principal Focused Blue Chip ETF
BCHP
$246M
| $6.39M | ﹤0.01% |
198,099
| – | – |
|
1472
iShares US Infrastructure ETF
IFRA
$4.59B
| $6.37M | ﹤0.01% |
141,375
| – | – |
|
|
NSA
1473
DELISTED
National Storage Affiliates Trust
NSA
| $6.36M | ﹤0.01% |
161,381
+367
| +0.2% | +$13.8K |
|
1474
Sonos
SONO
$1.88B
| $6.34M | ﹤0.01% |
594,599
+928
| +0.2% | +$12.2K |
|
1475
GeneDx Holdings
WGS
$2.08B
| $6.34M | ﹤0.01% |
71,584
+55,833
| +354% | +$4.84M |
|
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.