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 |
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
|
+$773M |
| 2 |
Invitation Homes
INVH
|
+$303M |
| 3 |
Gartner
IT
|
+$245M |
| 4 |
BKI
Black Knight, Inc. Common Stock
BKI
|
+$160M |
| 5 |
GDVD
Principal Active Global Dividend Income ETF
GDVD
|
+$152M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
SFR
Starwood Waypoint Homes
SFR
|
+$302M |
| 2 |
Fidelity National Financial
FNF
|
+$293M |
| 3 |
Crown Castle
CCI
|
+$175M |
| 4 |
DaVita
DVA
|
+$166M |
| 5 |
Wells Fargo
WFC
|
+$153M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 17.71% |
| 2 | Real Estate | 13.92% |
| 3 | Technology | 12.24% |
| 4 | Consumer Discretionary | 10.83% |
| 5 | Industrials | 9.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
TTSH
1726
DELISTED
Tile Shop Holdings
TTSH
| $2.47M | ﹤0.01% |
257,597
-7,875
| -3% | -$69.5K |
|
1727
Corpay
CPAY
$25.1B
| $2.47M | ﹤0.01% |
12,836
+915
| +8% | +$161K |
|
1728
Mueller Water Products
MWA
$4.05B
| $2.46M | ﹤0.01% |
196,641
-154,020
| -44% | -$1.9M |
|
1729
Insulet
PODD
$11.6B
| $2.45M | ﹤0.01% |
35,542
+28,686
| +418% | +$1.88M |
|
1730
Lennar Class B
LEN.B
$20.7B
| $2.41M | ﹤0.01% |
+49,153
| New | +$2.27M |
|
|
VRTV
1731
DELISTED
VERITIV CORPORATION
VRTV
| $2.41M | ﹤0.01% |
83,348
-650
| -0.8% | -$18.9K |
|
|
PERY
1732
DELISTED
Perry Ellis International Inc
PERY
| $2.35M | ﹤0.01% |
94,063
-734
| -0.8% | -$17.5K |
|
1733
Spok Holdings
SPOK
$227M
| $2.34M | ﹤0.01% |
149,521
-8,604
| -5% | -$144K |
|
|
ACET
1734
DELISTED
Aceto Corp
ACET
| $2.34M | ﹤0.01% |
226,214
-1,757
| -0.8% | -$18.5K |
|
1735
Barnes & Noble Education
BNED
$451M
| $2.29M | ﹤0.01% |
2,781
-21
| -0.7% | -$13.9K |
|
|
SHOE
1736
Shoe Station Group
SHOE
$431M
| $2.28M | ﹤0.01% |
170,658
-1,334
| -0.8% | -$15.5K |
|
1737
Vanguard Real Estate ETF
VNQ
$40B
| $2.27M | ﹤0.01% |
+27,416
| New | +$2.3M |
|
1738
QuinStreet
QNST
$916M
| $2.24M | ﹤0.01% |
266,821
-344
| -0.1% | -$2.92K |
|
|
FRAN
1739
DELISTED
Francesca's Holdings Corporation
FRAN
| $2.2M | ﹤0.01% |
25,110
-254
| -1% | -$21.3K |
|
1740
Ryman Hospitality Properties
RHP
$8.58B
| $2.19M | ﹤0.01% |
31,704
+26,487
| +508% | +$1.77M |
|
|
WAAS
1741
DELISTED
AquaVenture Holdings Limited
WAAS
| $2.17M | ﹤0.01% |
140,000
-13,000
| -8% | -$186K |
|
|
TWOU
1742
DELISTED
2U Inc
TWOU
| $2.17M | ﹤0.01% |
1,122
+760
| +210% | +$1.43M |
|
1743
Tesla
TSLA
$1.21T
| $2.15M | ﹤0.01% |
103,545
| – | – |
|
1744
Dell
DELL
$253B
| $2.14M | ﹤0.01% |
93,692
-2,619
| -3% | -$59.3K |
|
|
RP
1745
DELISTED
RealPage, Inc.
RP
| $2.13M | ﹤0.01% |
48,210
+11,738
| +32% | +$512K |
|
1746
eHealth
EHTH
$43.2M
| $2.13M | ﹤0.01% |
122,627
-378
| -0.3% | -$8.46K |
|
|
WP
1747
DELISTED
Worldpay, Inc.
WP
| $2.13M | ﹤0.01% |
28,903
+2,805
| +11% | +$200K |
|
1748
Teva Pharmaceuticals
TEVA
$36.9B
| $2.12M | ﹤0.01% |
111,851
-7,659
| -6% | -$115K |
|
1749
Armstrong World Industries
AWI
$7.62B
| $2.11M | ﹤0.01% |
34,824
+27,531
| +377% | +$1.52M |
|
|
DSPG
1750
DELISTED
DSP Group Inc
DSPG
| $2.09M | ﹤0.01% |
167,042
-753
| -0.4% | -$9.91K |
|
Similar funds
Principal Financial Group's Q4 2017 Portfolio in Review
As of Q4 2017, Principal Financial Group held 2,336 positions worth $109B, up 5.3% from $103B the previous quarter. Its ten largest holdings account for 9.7% of the portfolio.
Principal Financial Group's Q4 2017 filing shows 133 new, 951 increased, 1,116 reduced and 97 closed positions. Its largest new stake was Principal Exchange-Traded Funds Principal US Mega-Cap ETF: 30,300,000 shares worth $791M. The largest sale was Starwood Waypoint Homes, an estimated $302M.
By sector, the portfolio is most concentrated in Financials at 18% of assets, down from 18% a quarter earlier, followed by Real Estate and Technology.
- Principal Financial Group's largest Q4 2017 buy was Principal Exchange-Traded Funds Principal US Mega-Cap ETF: 30,300,000 shares worth $791M.
- Principal Financial Group added most to Invitation Homes in Q4 2017, an estimated $303M increase.
- Principal Financial Group's biggest Q4 2017 reduction was Fidelity National Financial, cutting an estimated $293M.
- Principal Financial Group fully exited Starwood Waypoint Homes in Q4 2017, selling an estimated $302M.
- Principal Financial Group's ten largest holdings make up 9.7% of its $109B portfolio in Q4 2017.
- Principal Financial Group opened 133 new positions and closed 97 in Q4 2017.
- Principal Financial Group's portfolio value rose 5.3% quarter-over-quarter to $109B.
Based on Principal Financial Group's 13F filing for Q4 2017, filed 13 Feb 2018.