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 | |
|---|---|---|---|---|---|---|
1801
W.P. Carey
WPC
$16.8B
| $1.25M | ﹤0.01% |
16,350
+5,879
| +56% | +$424K |
|
1802
Barnes & Noble Education
BNED
$431M
| $1.24M | ﹤0.01% |
2,943
-30
| -1% | -$16.3K |
|
1803
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.89B
| $1.22M | ﹤0.01% |
20,300
-7,272
| -26% | -$439K |
|
|
BLCM
1804
DELISTED
Bellicum Pharmaceuticals, Inc.
BLCM
| $1.2M | ﹤0.01% |
35,743
-28
| -0.1% | -$936 |
|
|
TRTX
1805
TPG RE Finance Trust
TRTX
$612M
| $1.2M | ﹤0.01% |
61,368
+1,524
| +3% | +$30K |
|
1806
Check Point Software Technologies
CHKP
$13B
| $1.2M | ﹤0.01% |
9,490
-110
| -1% | -$12.8K |
|
1807
Vanguard Morningstar Mid-Cap ETF
VO
$106B
| $1.2M | ﹤0.01% |
29,728
-667,192
| -96% | -$25.7M |
|
1808
Middleby
MIDD
$6.04B
| $1.19M | ﹤0.01% |
9,157
+6,234
| +213% | +$748K |
|
1809
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.2B
| $1.18M | ﹤0.01% |
33,012
-11,111
| -25% | -$387K |
|
|
ZEUS
1810
DELISTED
Olympic Steel
ZEUS
| $1.17M | ﹤0.01% |
73,420
-754
| -1% | -$13.6K |
|
1811
Ally Financial
ALLY
$13.2B
| $1.16M | ﹤0.01% |
42,154
+2,611
| +7% | +$68.1K |
|
|
QVCGA
1812
DELISTED
QVC Group Inc Series A
QVCGA
| $1.16M | ﹤0.01% |
1,488
+689
| +86% | +$664K |
|
1813
Dell
DELL
$262B
| $1.14M | ﹤0.01% |
38,468
+9,165
| +31% | +$242K |
|
1814
Vistra
VST
$50B
| $1.14M | ﹤0.01% |
43,856
+3,637
| +9% | +$91.8K |
|
1815
CVR Energy
CVI
$3.58B
| $1.13M | ﹤0.01% |
27,507
+732
| +3% | +$29.1K |
|
|
HTLF
1816
DELISTED
Heartland Financial USA, Inc.
HTLF
| $1.13M | ﹤0.01% |
26,402
+557
| +2% | +$25.9K |
|
1817
iRhythm Holdings
IRTC
$3.85B
| $1.12M | ﹤0.01% |
14,926
+499
| +3% | +$42.6K |
|
1818
SiriusXM
SIRI
$9.97B
| $1.12M | ﹤0.01% |
19,738
+3,676
| +23% | +$219K |
|
1819
Varonis Systems
VRNS
$4.59B
| $1.11M | ﹤0.01% |
55,935
+1,470
| +3% | +$27.9K |
|
|
VMW
1820
DELISTED
VMware, Inc
VMW
| $1.11M | ﹤0.01% |
6,162
+712
| +13% | +$116K |
|
1821
Insulet
PODD
$11.5B
| $1.11M | ﹤0.01% |
11,650
-1,787
| -13% | -$153K |
|
|
AMTD
1822
DELISTED
TD Ameritrade Holding Corp
AMTD
| $1.09M | ﹤0.01% |
21,877
+2,300
| +12% | +$125K |
|
1823
Coca-Cola Europacific Partners
CCEP
$48.3B
| $1.09M | ﹤0.01% |
21,008
+4,201
| +25% | +$200K |
|
1824
Gaming and Leisure Properties
GLPI
$12.7B
| $1.05M | ﹤0.01% |
27,142
+3,899
| +17% | +$142K |
|
1825
Arrowhead Research
ARWR
$11.9B
| $1.05M | ﹤0.01% |
57,005
+1,094
| +2% | +$18K |
|
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.