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 | |
|---|---|---|---|---|---|---|
1676
Donnelley Financial Solutions
DFIN
$1.18B
| $2.58M | ﹤0.01% |
246,600
+413
| +0.2% | +$4.33K |
|
|
CAMP
1677
DELISTED
CalAmp Corp.
CAMP
| $2.58M | ﹤0.01% |
11,720
+187
| +2% | +$45.6K |
|
|
LCI
1678
DELISTED
Lannett Company, Inc.
LCI
| $2.58M | ﹤0.01% |
73,000
-5,085
| -7% | -$207K |
|
1679
News Corp Class B
NWS
$16.9B
| $2.56M | ﹤0.01% |
176,733
-6,237
| -3% | -$85.9K |
|
1680
Match Group
MTCH
$9.2B
| $2.54M | ﹤0.01% |
30,878
-3,493
| -10% | -$254K |
|
1681
RPC Inc
RES
$1.25B
| $2.54M | ﹤0.01% |
483,865
+77,676
| +19% | +$348K |
|
1682
Future Fuel
FF
$218M
| $2.53M | ﹤0.01% |
203,899
+340
| +0.2% | +$4.05K |
|
1683
Arlo Technologies
ARLO
$1.6B
| $2.52M | ﹤0.01% |
598,135
+7,668
| +1% | +$26.4K |
|
|
GDVD
1684
DELISTED
Principal Active Global Dividend Income ETF
GDVD
| $2.52M | ﹤0.01% |
83,731
+26,028
| +45% | +$750K |
|
|
PEI
1685
DELISTED
Pennsylvania Real Estate Investment Trust
PEI
| $2.52M | ﹤0.01% |
31,468
+70
| +0.2% | +$5.83K |
|
1686
Park Aerospace
PKE
$735M
| $2.51M | ﹤0.01% |
153,998
+452
| +0.3% | +$7.49K |
|
|
IVC
1687
DELISTED
Invacare Corporation
IVC
| $2.5M | ﹤0.01% |
277,347
-4,191
| -1% | -$35.2K |
|
1688
Metallus
MTUS
$838M
| $2.48M | ﹤0.01% |
315,151
+558
| +0.2% | +$3.5K |
|
|
CNSL
1689
DELISTED
Consolidated Communications Holdings, Inc.
CNSL
| $2.46M | ﹤0.01% |
634,762
+20,969
| +3% | +$80.6K |
|
1690
Central Garden & Pet Co
CENT
$2.7B
| $2.43M | ﹤0.01% |
97,938
-5,048
| -5% | -$120K |
|
1691
Sarepta Therapeutics
SRPT
$1.57B
| $2.41M | ﹤0.01% |
18,675
-102
| -0.5% | -$10.3K |
|
1692
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.76B
| $2.4M | ﹤0.01% |
81,752
+1,397
| +2% | +$41.2K |
|
|
NE
1693
DELISTED
Noble Corporation
NE
| $2.4M | ﹤0.01% |
1,968,825
+3,452
| +0.2% | +$4.13K |
|
|
SPLK
1694
DELISTED
Splunk Inc
SPLK
| $2.36M | ﹤0.01% |
15,738
+267
| +2% | +$35.1K |
|
1695
Bright Horizons
BFAM
$3.92B
| $2.35M | ﹤0.01% |
15,651
+790
| +5% | +$119K |
|
1696
El Pollo Loco
LOCO
$500M
| $2.34M | ﹤0.01% |
154,336
-8,374
| -5% | -$117K |
|
1697
HCI Group
HCI
$2.24B
| $2.31M | ﹤0.01% |
50,680
-5,911
| -10% | -$261K |
|
|
WCC
1698
WESCO International
WCC
$16.8B
| $2.31M | ﹤0.01% |
38,896
-11,415
| -23% | -$595K |
|
1699
Palo Alto Networks
PANW
$270B
| $2.3M | ﹤0.01% |
59,652
-127,782
| -68% | -$4.83M |
|
|
SAIL
1700
DELISTED
SailPoint Technologies Holdings, Inc. Common Stock
SAIL
| $2.29M | ﹤0.01% |
97,074
+26,511
| +38% | +$580K |
|
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.