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 | |
|---|---|---|---|---|---|---|
1626
Par Pacific Holdings
PARR
$3.73B
| $3.97M | ﹤0.01% |
278,536
+7,294
| +3% | +$114K |
|
1627
Marten Transport
MRTN
$1.22B
| $3.95M | ﹤0.01% |
288,223
+7,351
| +3% | +$109K |
|
1628
Tompkins Financial
TMP
$1.46B
| $3.94M | ﹤0.01% |
62,552
+1,829
| +3% | +$122K |
|
1629
Astec Industries
ASTE
$1.06B
| $3.91M | ﹤0.01% |
113,556
+2,983
| +3% | +$103K |
|
1630
BJ's Restaurants
BJRI
$1.45B
| $3.89M | ﹤0.01% |
113,468
+2,635
| +2% | +$93.5K |
|
1631
Greif
GEF
$5.1B
| $3.89M | ﹤0.01% |
70,662
+762
| +1% | +$44.9K |
|
1632
Bristow Group
VTOL
$1.29B
| $3.87M | ﹤0.01% |
122,592
+3,213
| +3% | +$110K |
|
1633
SunCoke Energy
SXC
$793M
| $3.86M | ﹤0.01% |
420,006
+12,160
| +3% | +$117K |
|
1634
IPG Photonics
IPGP
$4.03B
| $3.84M | ﹤0.01% |
60,818
-761
| -1% | -$51.1K |
|
|
BDN
1635
Brandywine Realty Trust
BDN
$548M
| $3.83M | ﹤0.01% |
859,755
+22,530
| +3% | +$111K |
|
1636
HDFC Bank
HDB
$122B
| $3.82M | ﹤0.01% |
114,850
+17,492
| +18% | +$533K |
|
1637
Ichor Holdings
ICHR
$2.37B
| $3.81M | ﹤0.01% |
168,688
+4,803
| +3% | +$142K |
|
1638
Ezcorp Inc
EZPW
$1.89B
| $3.76M | ﹤0.01% |
255,338
+8,451
| +3% | +$112K |
|
|
PRSU
1639
Pursuit Attractions and Hospitality Inc
PRSU
$1.42B
| $3.76M | ﹤0.01% |
106,182
+2,808
| +3% | +$110K |
|
1640
Allegiant Air
ALGT
$2.84B
| $3.74M | ﹤0.01% |
72,503
+1,915
| +3% | +$154K |
|
|
WSR
1641
DELISTED
Whitestone REIT
WSR
| $3.74M | ﹤0.01% |
256,481
+6,497
| +3% | +$89.4K |
|
1642
Cheniere Energy
LNG
$53.9B
| $3.72M | ﹤0.01% |
16,069
-2,132
| -12% | -$480K |
|
1643
Xencor
XNCR
$1.48B
| $3.71M | ﹤0.01% |
348,726
+8,581
| +3% | +$142K |
|
1644
Embecta
EMBC
$211M
| $3.69M | ﹤0.01% |
289,605
+9,601
| +3% | +$154K |
|
1645
Healthcare Services Group
HCSG
$1.57B
| $3.69M | ﹤0.01% |
365,960
+10,541
| +3% | +$116K |
|
|
MCW
1646
DELISTED
Mister Car Wash
MCW
| $3.68M | ﹤0.01% |
466,540
+10,404
| +2% | +$80.5K |
|
1647
PagSeguro Digital
PAGS
$2.64B
| $3.66M | ﹤0.01% |
480,067
+28,957
| +6% | +$215K |
|
|
AAMI
1648
Acadian Asset Management
AAMI
$3.27B
| $3.61M | ﹤0.01% |
139,684
+3,195
| +2% | +$80.3K |
|
1649
SITE Centers
SITC
$172M
| $3.57M | ﹤0.01% |
277,998
+6,931
| +3% | +$98.7K |
|
1650
Thomson Reuters
TRI
$43.6B
| $3.56M | ﹤0.01% |
20,328
+492
| +2% | +$84.9K |
|
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.