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 | |
|---|---|---|---|---|---|---|
1676
Sonic Automotive
SAH
$2.89B
| $2.83M | ﹤0.01% |
191,295
-752
| -0.4% | -$11.3K |
|
1677
Workday
WDAY
$39.6B
| $2.83M | ﹤0.01% |
14,652
+8,816
| +151% | +$1.6M |
|
1678
Digi International
DGII
$2.63B
| $2.82M | ﹤0.01% |
222,392
-610
| -0.3% | -$7.61K |
|
1679
Future Fuel
FF
$217M
| $2.78M | ﹤0.01% |
207,391
-2,137
| -1% | -$36.3K |
|
|
SAVE
1680
DELISTED
Spirit Airlines, Inc.
SAVE
| $2.78M | ﹤0.01% |
52,558
+145
| +0.3% | +$8.34K |
|
|
AKRX
1681
DELISTED
Akorn Inc
AKRX
| $2.77M | ﹤0.01% |
785,679
-8,403
| -1% | -$32.3K |
|
1682
PDF Solutions
PDFS
$1.93B
| $2.75M | ﹤0.01% |
223,047
-2,297
| -1% | -$25.4K |
|
1683
Generac Holdings
GNRC
$11.6B
| $2.75M | ﹤0.01% |
53,761
+727
| +1% | +$37.9K |
|
1684
Cato Corp
CATO
$68.3M
| $2.75M | ﹤0.01% |
183,585
-1,893
| -1% | -$28K |
|
1685
American Coastal Insurance
ACIC
$515M
| $2.75M | ﹤0.01% |
172,710
-1,778
| -1% | -$28.8K |
|
1686
Principal Exchange-Traded Funds Principal US Small-Cap ETF
PSC
$2.23B
| $2.73M | ﹤0.01% |
87,451
+6,644
| +8% | +$204K |
|
|
AQ
1687
DELISTED
Aquantia Corp. Common Stock
AQ
| $2.73M | ﹤0.01% |
300,900
+7,100
| +2% | +$60.6K |
|
|
ASRT
1688
DELISTED
Assertio
ASRT
| $2.7M | ﹤0.01% |
8,890
-89
| -1% | -$23K |
|
|
VRTV
1689
DELISTED
VERITIV CORPORATION
VRTV
| $2.69M | ﹤0.01% |
102,222
-702
| -0.7% | -$21.5K |
|
1690
CoStar Group
CSGP
$11.7B
| $2.69M | ﹤0.01% |
57,570
+530
| +0.9% | +$21.9K |
|
1691
HCI Group
HCI
$2.23B
| $2.68M | ﹤0.01% |
62,692
-621
| -1% | -$28.6K |
|
|
RRD
1692
DELISTED
RR Donnelley & Sons Co.
RRD
| $2.67M | ﹤0.01% |
566,078
-5,452
| -1% | -$28.1K |
|
|
XYZ
1693
Block Inc
XYZ
$48.4B
| $2.66M | ﹤0.01% |
35,464
+1,730
| +5% | +$125K |
|
|
DPLO
1694
DELISTED
DIPLOMAT PHARMACY, INC.
DPLO
| $2.64M | ﹤0.01% |
454,837
-4,685
| -1% | -$48.4K |
|
|
CSOD
1695
DELISTED
Cornerstone OnDemand, Inc.
CSOD
| $2.64M | ﹤0.01% |
48,146
+4,917
| +11% | +$272K |
|
1696
Clearwater Paper
CLW
$339M
| $2.58M | ﹤0.01% |
132,278
-1,362
| -1% | -$39.2K |
|
|
WP
1697
DELISTED
Worldpay, Inc.
WP
| $2.55M | ﹤0.01% |
22,454
+2,557
| +13% | +$232K |
|
1698
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$40.2B
| $2.54M | ﹤0.01% |
86,843
-18,111
| -17% | -$516K |
|
|
SWCH
1699
DELISTED
Switch, Inc. Class A Common Stock
SWCH
| $2.5M | ﹤0.01% |
242,907
-4,321
| -2% | -$37.5K |
|
|
BKS
1700
DELISTED
Barnes & Noble
BKS
| $2.49M | ﹤0.01% |
458,627
-4,724
| -1% | -$28.8K |
|
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.