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 |
Hilton Worldwide
HLT
|
+$332M |
| 2 |
FRC
First Republic Bank
FRC
|
+$239M |
| 3 |
Mettler-Toledo International
MTD
|
+$207M |
| 4 |
Baidu
BIDU
|
+$196M |
| 5 |
BKI
Black Knight, Inc. Common Stock
BKI
|
+$172M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Dollar Tree
DLTR
|
+$346M |
| 2 |
Aon
AON
|
+$335M |
| 3 |
Intuit
INTU
|
+$262M |
| 4 |
Fidelity National Information Services
FIS
|
+$198M |
| 5 |
Loews
L
|
+$164M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 16.93% |
| 2 | Real Estate | 15.1% |
| 3 | Technology | 13.32% |
| 4 | Consumer Discretionary | 11.84% |
| 5 | Industrials | 9.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1726
Daktronics
DAKT
$946M
| $2.6M | ﹤0.01% |
304,902
+4,922
| +2% | +$44.1K |
|
1727
Tootsie Roll Industries
TR
$2.97B
| $2.57M | ﹤0.01% |
105,455
+1,326
| +1% | +$30.6K |
|
1728
PDF Solutions
PDFS
$1.72B
| $2.57M | ﹤0.01% |
214,237
+3,645
| +2% | +$43.5K |
|
1729
Westlake Corp
WLK
$9.26B
| $2.55M | ﹤0.01% |
23,660
+17,959
| +315% | +$2.01M |
|
1730
Arista Networks
ANET
$199B
| $2.52M | ﹤0.01% |
156,464
+25,232
| +19% | +$412K |
|
1731
Lennar Class B
LEN.B
$19.9B
| $2.51M | ﹤0.01% |
61,963
+5,526
| +10% | +$229K |
|
1732
HCI Group
HCI
$2.34B
| $2.45M | ﹤0.01% |
58,934
-1,799
| -3% | -$74.5K |
|
1733
Sarepta Therapeutics
SRPT
$1.64B
| $2.45M | ﹤0.01% |
18,528
-1,418
| -7% | -$134K |
|
1734
Madrigal Pharmaceuticals
MDGL
$12.6B
| $2.45M | ﹤0.01% |
+8,749
| New | +$1.54M |
|
1735
Alnylam Pharmaceuticals
ALNY
$38.3B
| $2.39M | ﹤0.01% |
24,289
-236
| -1% | -$23.4K |
|
|
HOUS
1736
DELISTED
Anywhere Real Estate
HOUS
| $2.39M | ﹤0.01% |
104,881
+85,986
| +455% | +$2.14M |
|
1737
Powell Industries
POWL
$6.79B
| $2.36M | ﹤0.01% |
203,643
+3,528
| +2% | +$38.8K |
|
1738
Palo Alto Networks
PANW
$256B
| $2.34M | ﹤0.01% |
68,376
+44,952
| +192% | +$1.5M |
|
1739
Spok Holdings
SPOK
$229M
| $2.33M | ﹤0.01% |
154,832
+1,399
| +0.9% | +$21.1K |
|
1740
Dell
DELL
$239B
| $2.32M | ﹤0.01% |
97,889
+6,670
| +7% | +$147K |
|
|
FOLD
1741
DELISTED
Amicus Therapeutics
FOLD
| $2.32M | ﹤0.01% |
148,699
+14,051
| +10% | +$212K |
|
1742
Vanguard Morningstar Mid-Cap ETF
VO
$106B
| $2.31M | ﹤0.01% |
58,632
-18,844
| -24% | -$740K |
|
1743
Workday
WDAY
$41.5B
| $2.24M | ﹤0.01% |
18,468
+2,395
| +15% | +$307K |
|
|
WAAS
1744
DELISTED
AquaVenture Holdings Limited
WAAS
| $2.23M | ﹤0.01% |
143,000
+4,000
| +3% | +$57.4K |
|
|
SPLK
1745
DELISTED
Splunk Inc
SPLK
| $2.21M | ﹤0.01% |
22,352
+1,562
| +8% | +$170K |
|
|
DSPG
1746
DELISTED
DSP Group Inc
DSPG
| $2.2M | ﹤0.01% |
176,659
+5,556
| +3% | +$68.1K |
|
|
PPLI
1747
People Inc
PPLI
$3.12B
| $2.16M | ﹤0.01% |
79,348
-2,384
| -3% | -$65.3K |
|
|
CLD
1748
DELISTED
Cloud Peak Energy Inc
CLD
| $2.1M | ﹤0.01% |
601,583
+15,019
| +3% | +$50.1K |
|
1749
Bristow Group
VTOL
$1.33B
| $2.08M | ﹤0.01% |
80,257
+2,816
| +4% | +$66.3K |
|
1750
SS&C Technologies
SSNC
$18.9B
| $2.08M | ﹤0.01% |
40,038
+14,092
| +54% | +$713K |
|
Similar funds
Principal Financial Group's Q2 2018 Portfolio in Review
As of Q2 2018, Principal Financial Group held 2,357 positions worth $109B, up 3.9% from $105B the previous quarter. Its ten largest holdings account for 11% of the portfolio.
Principal Financial Group's Q2 2018 filing shows 151 new, 1,254 increased, 850 reduced and 87 closed positions. Its largest new stake was Evergy: 2,164,041 shares worth $122M. The largest sale was Dollar Tree, an estimated $346M.
By sector, the portfolio is most concentrated in Financials at 17% of assets, down from 18% a quarter earlier, followed by Real Estate and Technology.
- Principal Financial Group's largest Q2 2018 buy was Evergy: 2,164,041 shares worth $122M.
- Principal Financial Group added most to Hilton Worldwide in Q2 2018, an estimated $332M increase.
- Principal Financial Group's biggest Q2 2018 reduction was Dollar Tree, cutting an estimated $346M.
- Principal Financial Group fully exited Great Plains Energy Incorporated in Q2 2018, selling an estimated $120M.
- Principal Financial Group's ten largest holdings make up 11% of its $109B portfolio in Q2 2018.
- Principal Financial Group opened 151 new positions and closed 87 in Q2 2018.
- Principal Financial Group's portfolio value rose 3.9% quarter-over-quarter to $109B.
Based on Principal Financial Group's 13F filing for Q2 2018, filed 13 Aug 2018.