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 |
ANSS
Ansys
ANSS
|
+$188M |
| 2 |
Hyatt Hotels
H
|
+$164M |
| 3 |
Prologis
PLD
|
+$156M |
| 4 |
PayPal
PYPL
|
+$145M |
| 5 |
RP
RealPage, Inc.
RP
|
+$144M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Sherwin-Williams
SHW
|
+$358M |
| 2 |
Moody's
MCO
|
+$318M |
| 3 |
Dentsply Sirona
XRAY
|
+$235M |
| 4 |
Ross Stores
ROST
|
+$233M |
| 5 |
S&P Global
SPGI
|
+$164M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 16.51% |
| 2 | Technology | 14.45% |
| 3 | Real Estate | 14.24% |
| 4 | Consumer Discretionary | 11.99% |
| 5 | Industrials | 9.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
ZAYO
1851
DELISTED
Zayo Group Holdings, Inc.
ZAYO
| $966K | ﹤0.01% |
27,819
+857
| +3% | +$31.3K |
|
|
WBC
1852
DELISTED
WABCO HOLDINGS INC.
WBC
| $964K | ﹤0.01% |
8,173
+48
| +0.6% | +$5.8K |
|
|
IBTX
1853
DELISTED
Independent Bank Group, Inc.
IBTX
| $955K | ﹤0.01% |
14,398
+66
| +0.5% | +$4.51K |
|
1854
BWX Technologies
BWXT
$15.3B
| $953K | ﹤0.01% |
15,233
-198
| -1% | -$12.5K |
|
1855
Workday
WDAY
$38.6B
| $951K | ﹤0.01% |
6,513
-11,955
| -65% | -$1.66M |
|
|
AQUA
1856
DELISTED
Evoqua Water Technologies Corp. Common Stock
AQUA
| $948K | ﹤0.01% |
53,328
+11,813
| +28% | +$231K |
|
1857
Helios Technologies
HLIO
$2.58B
| $938K | ﹤0.01% |
17,137
+4,353
| +34% | +$221K |
|
|
COUP
1858
DELISTED
Coupa Software Incorporated
COUP
| $931K | ﹤0.01% |
11,773
+2,486
| +27% | +$173K |
|
|
BFYT
1859
DELISTED
Benefytt Technologies, Inc. Class A Common Stock
BFYT
| $930K | ﹤0.01% |
15,092
+216
| +1% | +$9.85K |
|
1860
Warrior Met Coal
HCC
$4.14B
| $921K | ﹤0.01% |
34,078
+489
| +1% | +$12.5K |
|
|
WMGI
1861
DELISTED
Wright Medical Group Inc
WMGI
| $908K | ﹤0.01% |
31,263
+4,150
| +15% | +$112K |
|
1862
Dolby
DLB
$5.47B
| $899K | ﹤0.01% |
12,843
+458
| +4% | +$30.7K |
|
1863
US Foods
USFD
$22.1B
| $896K | ﹤0.01% |
29,068
-1,667
| -5% | -$57.6K |
|
1864
Voya Financial
VOYA
$8.96B
| $887K | ﹤0.01% |
17,862
-7,822
| -30% | -$387K |
|
1865
Crown Holdings
CCK
$12.7B
| $881K | ﹤0.01% |
18,345
+536
| +3% | +$23.8K |
|
1866
Ironwood Pharmaceuticals
IRWD
$672M
| $879K | ﹤0.01% |
56,836
+8,154
| +17% | +$129K |
|
1867
AerCap
AER
$23.8B
| $877K | ﹤0.01% |
15,254
-419
| -3% | -$23.7K |
|
|
PE
1868
DELISTED
PARSLEY ENERGY INC
PE
| $859K | ﹤0.01% |
29,370
-2,326
| -7% | -$69K |
|
1869
LPL Financial
LPLA
$28.2B
| $858K | ﹤0.01% |
13,298
+148
| +1% | +$9.81K |
|
|
ATHN
1870
DELISTED
Athenahealth, Inc.
ATHN
| $848K | ﹤0.01% |
6,344
+2,739
| +76% | +$410K |
|
1871
National Vision
EYE
$1.78B
| $840K | ﹤0.01% |
18,614
+7,649
| +70% | +$323K |
|
|
BERY
1872
DELISTED
Berry Global Group, Inc.
BERY
| $834K | ﹤0.01% |
18,763
+39
| +0.2% | +$1.71K |
|
|
CIT
1873
DELISTED
CIT Group Inc.
CIT
| $833K | ﹤0.01% |
16,140
-1,568
| -9% | -$83.5K |
|
1874
W.P. Carey
WPC
$16.7B
| $832K | ﹤0.01% |
13,210
-1,199
| -8% | -$77.2K |
|
|
BGFV
1875
DELISTED
Big 5 Sporting Goods
BGFV
| $830K | ﹤0.01% |
162,660
+5,827
| +4% | +$34.6K |
|
Similar funds
Principal Financial Group's Q3 2018 Portfolio in Review
As of Q3 2018, Principal Financial Group held 2,364 positions worth $113B, up 4.3% from $109B the previous quarter. Its ten largest holdings account for 11% of the portfolio.
Principal Financial Group's Q3 2018 filing shows 94 new, 1,514 increased, 663 reduced and 76 closed positions. Its largest new stake was Shopify: 3,933,080 shares worth $64.7M. The largest sale was Sherwin-Williams, an estimated $358M.
By sector, the portfolio is most concentrated in Financials at 17% of assets, down from 17% a quarter earlier, followed by Technology and Real Estate.
- Principal Financial Group's largest Q3 2018 buy was Shopify: 3,933,080 shares worth $64.7M.
- Principal Financial Group added most to Ansys in Q3 2018, an estimated $188M increase.
- Principal Financial Group's biggest Q3 2018 reduction was Sherwin-Williams, cutting an estimated $358M.
- Principal Financial Group fully exited DCT Industrial Trust Inc. in Q3 2018, selling an estimated $155M.
- Principal Financial Group's ten largest holdings make up 11% of its $113B portfolio in Q3 2018.
- Principal Financial Group opened 94 new positions and closed 76 in Q3 2018.
- Principal Financial Group's portfolio value rose 4.3% quarter-over-quarter to $113B.
Based on Principal Financial Group's 13F filing for Q3 2018, filed 14 Nov 2018.