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 | |
|---|---|---|---|---|---|---|
|
PENG
1701
Penguin Solutions Inc
PENG
$2.7B
| $2.49M | ﹤0.01% |
259,284
-204
| -0.1% | -$2.64K |
|
1702
Arlo Technologies
ARLO
$1.63B
| $2.46M | ﹤0.01% |
596,702
+101,831
| +21% | +$564K |
|
|
IVC
1703
DELISTED
Invacare Corporation
IVC
| $2.46M | ﹤0.01% |
294,091
-2,702
| -0.9% | -$19.5K |
|
|
FRGI
1704
DELISTED
Fiesta Restaurant Group, Inc.
FRGI
| $2.46M | ﹤0.01% |
187,437
-2,873
| -2% | -$42.5K |
|
1705
Park Aerospace
PKE
$774M
| $2.43M | ﹤0.01% |
154,795
-1,595
| -1% | -$30K |
|
1706
Titan International
TWI
$466M
| $2.42M | ﹤0.01% |
404,446
-4,166
| -1% | -$23.5K |
|
1707
Sarepta Therapeutics
SRPT
$1.68B
| $2.41M | ﹤0.01% |
20,240
+2,938
| +17% | +$378K |
|
1708
TETRA Technologies
TTI
$1.15B
| $2.4M | ﹤0.01% |
1,026,136
-14,092
| -1% | -$32.7K |
|
1709
Alnylam Pharmaceuticals
ALNY
$29.5B
| $2.4M | ﹤0.01% |
25,633
+1,788
| +7% | +$150K |
|
1710
Daktronics
DAKT
$1,000M
| $2.37M | ﹤0.01% |
318,311
-2,193
| -0.7% | -$17K |
|
|
EXPR
1711
DELISTED
Express, Inc.
EXPR
| $2.36M | ﹤0.01% |
27,535
-2,253
| -8% | -$227K |
|
|
CDR
1712
DELISTED
Cedar Realty Trust, Inc
CDR
| $2.35M | ﹤0.01% |
104,873
-5,352
| -5% | -$120K |
|
1713
Tencent Music
TME
$15.6B
| $2.33M | ﹤0.01% |
+128,839
| New | +$2.06M |
|
1714
El Pollo Loco
LOCO
$504M
| $2.33M | ﹤0.01% |
178,943
-1,843
| -1% | -$27.8K |
|
|
LL
1715
DELISTED
LL Flooring Holdings, Inc.
LL
| $2.32M | ﹤0.01% |
229,986
-2,369
| -1% | -$26.3K |
|
1716
News Corp Class B
NWS
$17.2B
| $2.32M | ﹤0.01% |
185,568
-421
| -0.2% | -$5.37K |
|
1717
Vera Bradley
VRA
$99.2M
| $2.31M | ﹤0.01% |
174,594
-5,168
| -3% | -$52.8K |
|
|
ICPT
1718
DELISTED
Intercept Pharmaceuticals, Inc.
ICPT
| $2.3M | ﹤0.01% |
20,533
+619
| +3% | +$67.6K |
|
1719
Moelis & Co
MC
$5.08B
| $2.29M | ﹤0.01% |
55,060
-394,518
| -88% | -$16.9M |
|
|
WNS
1720
DELISTED
WNS Holdings
WNS
| $2.27M | ﹤0.01% |
42,702
+34,244
| +405% | +$1.72M |
|
1721
UNIFI
UFI
$119M
| $2.26M | ﹤0.01% |
116,719
-1,184
| -1% | -$25.8K |
|
|
DF
1722
DELISTED
Dean Foods Company
DF
| $2.23M | ﹤0.01% |
734,871
-17,654
| -2% | -$71K |
|
|
ACH
1723
Accendra Health
ACH
$261M
| $2.19M | ﹤0.01% |
533,065
-5,295
| -1% | -$33.5K |
|
|
CBL
1724
DELISTED
CBL& Associates Properties, Inc.
CBL
| $2.19M | ﹤0.01% |
1,409,184
-12,999
| -0.9% | -$27.7K |
|
|
DSPG
1725
DELISTED
DSP Group Inc
DSPG
| $2.18M | ﹤0.01% |
155,176
-1,600
| -1% | -$20.8K |
|
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.