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 |
iShares MBS ETF
MBB
|
+$249M |
| 2 |
Host Hotels & Resorts
HST
|
+$199M |
| 3 |
Wayfair
W
|
+$197M |
| 4 |
AerCap
AER
|
+$115M |
| 5 |
Fastenal
FAST
|
+$98.7M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Bloomberg High Yield Bond ETF
JNK
|
+$223M |
| 2 |
SRC
SPIRIT REALTY CAPITAL, INC.
SRC
|
+$174M |
| 3 |
Apple
AAPL
|
+$133M |
| 4 |
Scotiabank
BNS
|
+$121M |
| 5 |
Simon Property Group
SPG
|
+$109M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Real Estate | 16.64% |
| 2 | Financials | 16.14% |
| 3 | Technology | 14.76% |
| 4 | Consumer Discretionary | 11.12% |
| 5 | Industrials | 9.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
CUTR
1626
DELISTED
Cutera, Inc.
CUTR
| $3.33M | ﹤0.01% |
113,805
-899
| -0.8% | -$24.7K |
|
1627
Unisys
UIS
$213M
| $3.3M | ﹤0.01% |
444,547
-4,414
| -1% | -$39.3K |
|
1628
Unitil
UTL
$969M
| $3.29M | ﹤0.01% |
+51,938
| New | +$3.11M |
|
1629
American Vanguard Corp
AVD
$69.2M
| $3.29M | ﹤0.01% |
209,611
-133
| -0.1% | -$1.95K |
|
1630
Movado Group
MOV
$859M
| $3.25M | ﹤0.01% |
130,895
-2,590
| -2% | -$64.2K |
|
1631
Infosys
INFY
$49.1B
| $3.25M | ﹤0.01% |
285,806
-24,478
| -8% | -$276K |
|
1632
iShares Russell 2000 Value ETF
IWN
$14.3B
| $3.25M | ﹤0.01% |
27,212
-32,226
| -54% | -$3.81M |
|
|
CHUY
1633
DELISTED
Chuy's Holdings, Inc. Common Stock
CHUY
| $3.25M | ﹤0.01% |
131,042
-3,978
| -3% | -$96.2K |
|
|
HIBB
1634
DELISTED
Hibbett, Inc. Common Stock
HIBB
| $3.23M | ﹤0.01% |
141,126
-6,327
| -4% | -$115K |
|
|
AGS
1635
DELISTED
PlayAGS
AGS
| $3.22M | ﹤0.01% |
313,400
-95,704
| -23% | -$1.36M |
|
1636
CoStar Group
CSGP
$11.7B
| $3.22M | ﹤0.01% |
54,220
-4,840
| -8% | -$290K |
|
|
PVAL
1637
DELISTED
Principal Contrarian Value Index ETF
PVAL
| $3.21M | ﹤0.01% |
119,905
| – | – |
|
|
PPLI
1638
People Inc
PPLI
$3.06B
| $3.21M | ﹤0.01% |
82,325
-76,573
| -48% | -$3.27M |
|
1639
PetMed Express
PETS
$42.7M
| $3.19M | ﹤0.01% |
176,750
-1,104
| -0.6% | -$18.2K |
|
1640
Hawkins
HWKN
$2.57B
| $3.18M | ﹤0.01% |
149,764
-3,624
| -2% | -$79.4K |
|
1641
Cato Corp
CATO
$67.9M
| $3.17M | ﹤0.01% |
180,097
-11,641
| -6% | -$175K |
|
1642
Ring Energy
REI
$317M
| $3.16M | ﹤0.01% |
1,927,851
+92,969
| +5% | +$199K |
|
|
AMAG
1643
DELISTED
AMAG Pharmaceuticals
AMAG
| $3.15M | ﹤0.01% |
272,539
-3,596
| -1% | -$37.8K |
|
1644
FIVE9
FIVN
$2.08B
| $3.14M | ﹤0.01% |
58,402
+5,294
| +10% | +$298K |
|
|
ROCC
1645
DELISTED
Ranger Oil Corporation Class A Common Stock
ROCC
| $3.08M | ﹤0.01% |
106,048
-1,779
| -2% | -$55.2K |
|
|
CAMP
1646
DELISTED
CalAmp Corp.
CAMP
| $3.06M | ﹤0.01% |
11,533
-182
| -2% | -$44.9K |
|
|
EXTN
1647
DELISTED
Exterran Corporation
EXTN
| $3.05M | ﹤0.01% |
233,846
-19,643
| -8% | -$237K |
|
1648
Donnelley Financial Solutions
DFIN
$1.18B
| $3.03M | ﹤0.01% |
246,187
-28,102
| -10% | -$349K |
|
1649
Digi International
DGII
$2.63B
| $3.02M | ﹤0.01% |
221,926
-3,111
| -1% | -$41K |
|
1650
Haverty Furniture Companies
HVT
$397M
| $3.01M | ﹤0.01% |
148,273
-7,260
| -5% | -$137K |
|
Similar funds
Principal Financial Group's Q3 2019 Portfolio in Review
As of Q3 2019, Principal Financial Group held 2,307 positions worth $113B, up 2% from $111B the previous quarter. Its ten largest holdings account for 11% of the portfolio.
Principal Financial Group's Q3 2019 filing shows 81 new, 938 increased, 1,207 reduced and 62 closed positions. Its largest new stake was State Street SPDR Portfolio Intermediate Term Corporate Bond ETF: 1,179,809 shares worth $41.6M. The largest sale was State Street SPDR Bloomberg High Yield Bond ETF, an estimated $223M.
By sector, the portfolio is most concentrated in Real Estate at 17% of assets, up from 16% a quarter earlier, followed by Financials and Technology.
- Principal Financial Group's largest Q3 2019 buy was State Street SPDR Portfolio Intermediate Term Corporate Bond ETF: 1,179,809 shares worth $41.6M.
- Principal Financial Group added most to iShares MBS ETF in Q3 2019, an estimated $249M increase.
- Principal Financial Group's biggest Q3 2019 reduction was State Street SPDR Bloomberg High Yield Bond ETF, cutting an estimated $223M.
- Principal Financial Group fully exited Anadarko Petroleum in Q3 2019, selling an estimated $55.2M.
- Principal Financial Group's ten largest holdings make up 11% of its $113B portfolio in Q3 2019.
- Principal Financial Group opened 81 new positions and closed 62 in Q3 2019.
- Principal Financial Group's portfolio value rose 2% quarter-over-quarter to $113B.
Based on Principal Financial Group's 13F filing for Q3 2019, filed 13 Nov 2019.