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 |
Intuit
INTU
|
+$210M |
| 2 |
Truist Financial
TFC
|
+$185M |
| 3 |
Charter Communications
CHTR
|
+$172M |
| 4 |
Credit Acceptance
CACC
|
+$155M |
| 5 |
Park Hotels & Resorts
PK
|
+$145M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
STI
SunTrust Banks, Inc.
STI
|
+$162M |
| 2 |
Albemarle
ALB
|
+$152M |
| 3 |
CELG
Celgene Corp
CELG
|
+$109M |
| 4 |
Apple
AAPL
|
+$102M |
| 5 |
DOC
PHYSICIANS REALTY TRUST
DOC
|
+$102M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Real Estate | 16.21% |
| 2 | Financials | 16.12% |
| 3 | Technology | 15.59% |
| 4 | Consumer Discretionary | 11.07% |
| 5 | Industrials | 9.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
PVAL
1626
DELISTED
Principal Contrarian Value Index ETF
PVAL
| $3.42M | ﹤0.01% |
119,905
| – | – |
|
|
VSTO
1627
DELISTED
Vista Outdoor Inc.
VSTO
| $3.42M | ﹤0.01% |
456,865
+1,093
| +0.2% | +$8.21K |
|
1628
Regis Corp
RGS
$68.4M
| $3.41M | ﹤0.01% |
9,549
-121
| -1% | -$44.9K |
|
1629
Powell Industries
POWL
$7.6B
| $3.41M | ﹤0.01% |
208,755
+744
| +0.4% | +$10.4K |
|
|
CHUY
1630
DELISTED
Chuy's Holdings, Inc. Common Stock
CHUY
| $3.4M | ﹤0.01% |
131,267
+225
| +0.2% | +$5.83K |
|
|
CCRN
1631
DELISTED
Cross Country Healthcare
CCRN
| $3.38M | ﹤0.01% |
291,349
+386
| +0.1% | +$4.36K |
|
1632
Red Robin
RRGB
$145M
| $3.38M | ﹤0.01% |
102,237
-46
| -0% | -$1.36K |
|
1633
American Public Education
APEI
$890M
| $3.36M | ﹤0.01% |
122,770
-5,051
| -4% | -$123K |
|
|
SPPI
1634
DELISTED
Spectrum Pharmaceuticals Inc
SPPI
| $3.36M | ﹤0.01% |
923,116
+102
| +0% | +$824 |
|
|
AMAG
1635
DELISTED
AMAG Pharmaceuticals
AMAG
| $3.32M | ﹤0.01% |
272,905
+366
| +0.1% | +$4K |
|
1636
Vanguard Real Estate ETF
VNQ
$39.2B
| $3.32M | ﹤0.01% |
35,777
+24,488
| +217% | +$2.27M |
|
|
PPLI
1637
People Inc
PPLI
$3.09B
| $3.32M | ﹤0.01% |
74,480
-7,845
| -10% | -$316K |
|
|
TUP
1638
DELISTED
Tupperware Brands Corporation
TUP
| $3.31M | ﹤0.01% |
386,329
+1,493
| +0.4% | +$16.3K |
|
1639
Motorcar Parts of America
MPAA
$254M
| $3.3M | ﹤0.01% |
149,778
+786
| +0.5% | +$15.2K |
|
1640
Enphase Energy
ENPH
$4.96B
| $3.29M | ﹤0.01% |
125,828
+110,253
| +708% | +$2.51M |
|
|
ROCC
1641
DELISTED
Ranger Oil Corporation Class A Common Stock
ROCC
| $3.23M | ﹤0.01% |
106,337
+289
| +0.3% | +$7.69K |
|
1642
Tesla
TSLA
$1.23T
| $3.22M | ﹤0.01% |
115,440
+12,870
| +13% | +$279K |
|
1643
Precision BioSciences
DTIL
$180M
| $3.19M | ﹤0.01% |
7,667
+2,017
| +36% | +$634K |
|
1644
GameStop
GME
$9.75B
| $3.17M | ﹤0.01% |
2,082,280
-807,916
| -28% | -$1.19M |
|
1645
Alnylam Pharmaceuticals
ALNY
$27.5B
| $3.16M | ﹤0.01% |
27,439
-93
| -0.3% | -$9.27K |
|
1646
Dillards
DDS
$9.19B
| $3.13M | ﹤0.01% |
42,630
-1,517
| -3% | -$108K |
|
1647
Insteel Industries
IIIN
$593M
| $3.11M | ﹤0.01% |
144,564
+309
| +0.2% | +$6.53K |
|
1648
Cato Corp
CATO
$68.3M
| $3.06M | ﹤0.01% |
175,718
-4,379
| -2% | -$78.4K |
|
|
CNR
1649
Core Natural Resources Inc
CNR
$4.02B
| $2.99M | ﹤0.01% |
205,802
-10,564
| -5% | -$146K |
|
1650
Haverty Furniture Companies
HVT
$397M
| $2.97M | ﹤0.01% |
147,219
-1,054
| -0.7% | -$21.3K |
|
Similar funds
Principal Financial Group's Q4 2019 Portfolio in Review
As of Q4 2019, Principal Financial Group held 2,348 positions worth $120B, up 5.8% from $113B the previous quarter. Its ten largest holdings account for 11% of the portfolio.
Principal Financial Group's Q4 2019 filing shows 104 new, 867 increased, 1,241 reduced and 118 closed positions. Its largest new stake was Park Hotels & Resorts: 6,053,859 shares worth $157M. The largest sale was SunTrust Banks, Inc., an estimated $162M.
By sector, the portfolio is most concentrated in Real Estate at 16% of assets, down from 17% a quarter earlier, followed by Financials and Technology.
- Principal Financial Group's largest Q4 2019 buy was Park Hotels & Resorts: 6,053,859 shares worth $157M.
- Principal Financial Group added most to Intuit in Q4 2019, an estimated $210M increase.
- Principal Financial Group's biggest Q4 2019 reduction was Albemarle, cutting an estimated $152M.
- Principal Financial Group fully exited SunTrust Banks, Inc. in Q4 2019, selling an estimated $162M.
- Principal Financial Group's ten largest holdings make up 11% of its $120B portfolio in Q4 2019.
- Principal Financial Group opened 104 new positions and closed 118 in Q4 2019.
- Principal Financial Group's portfolio value rose 5.8% quarter-over-quarter to $120B.
Based on Principal Financial Group's 13F filing for Q4 2019, filed 5 Feb 2020.