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 | |
|---|---|---|---|---|---|---|
1526
BrightView Holdings
BV
$1.22B
| $5.14M | ﹤0.01% |
+357,000
| New | +$4.96M |
|
1527
Griffon
GFF
$3.95B
| $5.14M | ﹤0.01% |
278,083
+3,679
| +1% | +$59.1K |
|
|
CHCT
1528
Community Healthcare Trust
CHCT
$523M
| $5.13M | ﹤0.01% |
142,901
-45
| -0% | -$1.5K |
|
|
ORIT
1529
DELISTED
Oritani Financial Corp. New
ORIT
| $5.11M | ﹤0.01% |
307,278
-6,663
| -2% | -$112K |
|
1530
Photronics
PLAB
$1.79B
| $5.09M | ﹤0.01% |
538,758
-16,458
| -3% | -$167K |
|
|
ROCC
1531
DELISTED
Ranger Oil Corporation Class A Common Stock
ROCC
| $5.09M | ﹤0.01% |
115,404
-921
| -0.8% | -$49.3K |
|
1532
CorVel
CRVL
$3.06B
| $5.07M | ﹤0.01% |
233,241
-3,324
| -1% | -$71K |
|
1533
BancFirst
BANF
$3.79B
| $5.06M | ﹤0.01% |
96,956
+91,847
| +1,798% | +$4.98M |
|
1534
Myers Industries
MYE
$1.29B
| $5.05M | ﹤0.01% |
294,983
-2,967
| -1% | -$50.4K |
|
1535
Cohu
COHU
$2.26B
| $5.04M | ﹤0.01% |
341,641
-3,423
| -1% | -$58.3K |
|
1536
iShares Russell 2000 Value ETF
IWN
$14.3B
| $5.03M | ﹤0.01% |
41,978
-736,936
| -95% | -$88M |
|
1537
Fossil Group
FOSL
$293M
| $5.03M | ﹤0.01% |
366,750
-2,644
| -0.7% | -$42.1K |
|
|
SRDX
1538
DELISTED
Surmodics
SRDX
| $5.01M | ﹤0.01% |
115,323
-397
| -0.3% | -$20.2K |
|
|
AEGN
1539
DELISTED
Aegion Corp
AEGN
| $5.01M | ﹤0.01% |
284,904
-11,471
| -4% | -$208K |
|
|
ISCA
1540
DELISTED
International Speedway Corp
ISCA
| $5M | ﹤0.01% |
114,670
-2,393
| -2% | -$104K |
|
1541
DXP Enterprises
DXPE
$2.43B
| $5M | ﹤0.01% |
128,482
-1,323
| -1% | -$46K |
|
|
MAGN
1542
Magnera Corp
MAGN
$472M
| $4.99M | ﹤0.01% |
27,207
-135
| -0.5% | -$22.7K |
|
1543
StoneX
SNEX
$9.26B
| $4.99M | ﹤0.01% |
651,974
-775
| -0.1% | -$6.12K |
|
|
UBA
1544
DELISTED
Urstadt Biddle Properties Inc. Class A
UBA
| $4.96M | ﹤0.01% |
240,384
-1,664
| -0.7% | -$34.7K |
|
1545
Rithm Capital
RITM
$5.52B
| $4.96M | ﹤0.01% |
293,136
-4,925
| -2% | -$81.1K |
|
1546
Atlanta Braves Holdings Series A
BATRA
$3.49B
| $4.94M | ﹤0.01% |
176,686
| – | – |
|
1547
ATN International
ATNI
$366M
| $4.93M | ﹤0.01% |
87,446
-690
| -0.8% | -$45.7K |
|
1548
Southern Copper
SCCO
$143B
| $4.91M | ﹤0.01% |
133,360
-6,331
| -5% | -$202K |
|
|
TDAY
1549
USA Today Co
TDAY
$1.27B
| $4.9M | ﹤0.01% |
466,509
-3,075
| -0.7% | -$39.4K |
|
|
LNW
1550
DELISTED
Light & Wonder
LNW
| $4.89M | ﹤0.01% |
239,328
+2,605
| +1% | +$62.3K |
|
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.