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 | |
|---|---|---|---|---|---|---|
1551
ICICI Bank
IBN
$108B
| $4.88M | ﹤0.01% |
425,467
+279,855
| +192% | +$2.91M |
|
1552
Movado Group
MOV
$849M
| $4.88M | ﹤0.01% |
134,030
-1,368
| -1% | -$45.9K |
|
1553
Adient
ADNT
$1.65B
| $4.87M | ﹤0.01% |
376,118
+1,089
| +0.3% | +$19.1K |
|
|
LION
1554
DELISTED
Fidelity Southern Corporation
LION
| $4.86M | ﹤0.01% |
177,566
-1,763
| -1% | -$52.5K |
|
1555
OneSpan
OSPN
$574M
| $4.85M | ﹤0.01% |
252,129
-2,793
| -1% | -$47.5K |
|
|
HSKA
1556
DELISTED
Heska Corp
HSKA
| $4.84M | ﹤0.01% |
56,830
-574
| -1% | -$51.8K |
|
1557
Neurocrine Biosciences
NBIX
$16.8B
| $4.78M | ﹤0.01% |
54,195
+10
| +0% | +$836 |
|
1558
Regis Corp
RGS
$68.4M
| $4.77M | ﹤0.01% |
12,125
-1,371
| -10% | -$507K |
|
|
IPHS
1559
DELISTED
Innophos Holdings, Inc.
IPHS
| $4.75M | ﹤0.01% |
157,599
-1,655
| -1% | -$49.7K |
|
1560
CEVA Inc
CEVA
$910M
| $4.75M | ﹤0.01% |
176,001
-1,814
| -1% | -$49.3K |
|
1561
Banc of California
BANC
$3.03B
| $4.74M | ﹤0.01% |
342,719
-3,527
| -1% | -$52.7K |
|
1562
Bunge Global
BG
$20.4B
| $4.74M | ﹤0.01% |
89,281
+4,047
| +5% | +$215K |
|
|
CHS
1563
DELISTED
Chicos FAS, Inc.
CHS
| $4.73M | ﹤0.01% |
1,108,233
-10,486
| -0.9% | -$58.1K |
|
|
SP
1564
DELISTED
SP Plus Corporation
SP
| $4.71M | ﹤0.01% |
138,108
-818
| -0.6% | -$27.6K |
|
1565
Greif
GEF
$4.92B
| $4.71M | ﹤0.01% |
114,128
+1,827
| +2% | +$73K |
|
1566
ANI Pharmaceuticals
ANIP
$1.8B
| $4.7M | ﹤0.01% |
66,662
-664
| -1% | -$39.1K |
|
1567
Comtech Telecommunications
CMTL
$50.3M
| $4.67M | ﹤0.01% |
201,224
-2,012
| -1% | -$49.8K |
|
1568
Mercer International
MERC
$42.3M
| $4.67M | ﹤0.01% |
+345,811
| New | +$4.75M |
|
1569
Vanguard FTSE Developed Markets ETF
VEA
$229B
| $4.66M | ﹤0.01% |
114,075
-6,505
| -5% | -$260K |
|
|
SPTN
1570
DELISTED
SpartanNash
SPTN
| $4.66M | ﹤0.01% |
293,308
-2,879
| -1% | -$55.2K |
|
|
SAFE
1571
Safehold
SAFE
$1.16B
| $4.65M | ﹤0.01% |
113,502
-875
| -0.8% | -$38.6K |
|
|
MIK
1572
DELISTED
Michaels Stores, Inc
MIK
| $4.64M | ﹤0.01% |
406,186
+3,675
| +0.9% | +$50.3K |
|
|
PPLI
1573
People Inc
PPLI
$3.09B
| $4.62M | ﹤0.01% |
123,127
+24,525
| +25% | +$907K |
|
|
DCOM
1574
DELISTED
Dime Community Bancshares
DCOM
| $4.62M | ﹤0.01% |
246,534
-4,969
| -2% | -$95.6K |
|
1575
MYR Group
MYRG
$5.19B
| $4.61M | ﹤0.01% |
133,113
-1,369
| -1% | -$44.6K |
|
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.