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 |
Dentsply Sirona
XRAY
|
+$298M |
| 2 |
HPP
Hudson Pacific Properties
HPP
|
+$165M |
| 3 |
Regency Centers
REG
|
+$153M |
| 4 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
+$105M |
| 5 |
TransDigm Group
TDG
|
+$87.4M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Zoetis
ZTS
|
+$443M |
| 2 |
EQY
Equity One
EQY
|
+$208M |
| 3 |
MJN
Mead Johnson Nutrition Company
MJN
|
+$76.3M |
| 4 |
SL Green Realty
SLG
|
+$63.3M |
| 5 |
FITB
Fifth Third Bancorp
FITB
|
+$60.9M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 17.51% |
| 2 | Real Estate | 15.76% |
| 3 | Technology | 12.08% |
| 4 | Consumer Discretionary | 10.35% |
| 5 | Industrials | 9.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1851
Huazhu Hotels Group
HTHT
$13.2B
| $762K | ﹤0.01% |
49,132
+88
| +0.2% | +$1.23K |
|
|
YRD
1852
Yiren Digital
YRD
$98.9M
| $758K | ﹤0.01% |
+30,222
| New | +$724K |
|
|
NXTM
1853
DELISTED
NxStage Medical Inc.
NXTM
| $757K | ﹤0.01% |
28,191
+303
| +1% | +$8.37K |
|
1854
Shenandoah Telecom
SHEN
$655M
| $756K | ﹤0.01% |
26,941
-8,604
| -24% | -$238K |
|
1855
Delek US
DK
$3.85B
| $752K | ﹤0.01% |
30,984
+4,006
| +15% | +$95.2K |
|
1856
Universal Display
OLED
$3.85B
| $750K | ﹤0.01% |
8,709
+2,856
| +49% | +$206K |
|
1857
Genpact
G
$5.87B
| $744K | ﹤0.01% |
30,062
-1,420
| -5% | -$34.6K |
|
|
CLR
1858
DELISTED
CONTINENTAL RESOURCES INC.
CLR
| $722K | ﹤0.01% |
15,898
-726
| -4% | -$34.2K |
|
1859
AerCap
AER
$24.3B
| $718K | ﹤0.01% |
15,606
-1,025
| -6% | -$45.9K |
|
|
ISBC
1860
DELISTED
Investors Bancorp, Inc.
ISBC
| $713K | ﹤0.01% |
49,583
+8,838
| +22% | +$127K |
|
1861
Outfront Media
OUT
$5.72B
| $708K | ﹤0.01% |
27,084
+1,430
| +6% | +$37.4K |
|
|
SMRT
1862
DELISTED
Stein Mart Inc
SMRT
| $708K | ﹤0.01% |
235,259
+8,270
| +4% | +$29.3K |
|
|
ARCH
1863
DELISTED
Arch Resources, Inc.
ARCH
| $708K | ﹤0.01% |
10,269
-1,445
| -12% | -$103K |
|
1864
Popular Inc
BPOP
$11.1B
| $704K | ﹤0.01% |
17,282
-281
| -2% | -$12.1K |
|
1865
Spectrum Brands
SPB
$2.08B
| $674K | ﹤0.01% |
4,848
-220
| -4% | -$29.2K |
|
|
SCS
1866
DELISTED
Steelcase
SCS
| $670K | ﹤0.01% |
40,040
+387
| +1% | +$6.39K |
|
|
KNL
1867
DELISTED
Knoll, Inc.
KNL
| $670K | ﹤0.01% |
28,153
+166
| +0.6% | +$4.11K |
|
|
CIM
1868
Chimera Investment
CIM
$1.06B
| $669K | ﹤0.01% |
11,058
-26
| -0.2% | -$1.45K |
|
|
EQC
1869
DELISTED
Equity Commonwealth
EQC
| $669K | ﹤0.01% |
21,414
+161
| +0.8% | +$5K |
|
1870
TriNet
TNET
$3.14B
| $668K | ﹤0.01% |
23,097
| – | – |
|
1871
Advanced Drainage Systems
WMS
$11.1B
| $667K | ﹤0.01% |
30,454
+2,023
| +7% | +$45.9K |
|
|
RSPP
1872
DELISTED
RSP Permian, Inc.
RSPP
| $663K | ﹤0.01% |
16,002
-18,104
| -53% | -$752K |
|
|
PEGI
1873
DELISTED
Pattern Energy Group Inc. Class A
PEGI
| $661K | ﹤0.01% |
32,843
| – | – |
|
1874
Antero Resources
AR
$10.5B
| $643K | ﹤0.01% |
28,189
-1,078
| -4% | -$26.4K |
|
|
CAVM
1875
DELISTED
Cavium, Inc.
CAVM
| $642K | ﹤0.01% |
8,959
| – | – |
|
Similar funds
Principal Financial Group's Q1 2017 Portfolio in Review
As of Q1 2017, Principal Financial Group held 2,291 positions worth $83.1B, up 5.4% from $78.8B the previous quarter. Its ten largest holdings account for 10% of the portfolio.
Principal Financial Group's Q1 2017 filing shows 65 new, 1,460 increased, 605 reduced and 84 closed positions. Its largest new stake was Invitation Homes: 4,089,587 shares worth $89.3M. The largest sale was Zoetis, an estimated $443M.
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 Q1 2017 buy was Invitation Homes: 4,089,587 shares worth $89.3M.
- Principal Financial Group added most to Dentsply Sirona in Q1 2017, an estimated $298M increase.
- Principal Financial Group's biggest Q1 2017 reduction was Zoetis, cutting an estimated $443M.
- Principal Financial Group fully exited Equity One in Q1 2017, selling an estimated $208M.
- Principal Financial Group's ten largest holdings make up 10% of its $83.1B portfolio in Q1 2017.
- Principal Financial Group opened 65 new positions and closed 84 in Q1 2017.
- Principal Financial Group's portfolio value rose 5.4% quarter-over-quarter to $83.1B.
Based on Principal Financial Group's 13F filing for Q1 2017, filed 11 May 2017.