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 |
PIEQ
Principal International Equity ETF
PIEQ
|
+$636M |
| 2 |
Entegris
ENTG
|
+$355M |
| 3 |
LPL Financial
LPLA
|
+$338M |
| 4 |
Air Products & Chemicals
APD
|
+$327M |
| 5 |
Simon Property Group
SPG
|
+$320M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Intuit
INTU
|
+$575M |
| 2 |
Autodesk
ADSK
|
+$415M |
| 3 |
Microchip Technology
MCHP
|
+$391M |
| 4 |
Terreno Realty
TRNO
|
+$202M |
| 5 |
NNN REIT
NNN
|
+$193M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 18.17% |
| 2 | Financials | 16.92% |
| 3 | Real Estate | 13.31% |
| 4 | Consumer Discretionary | 11.4% |
| 5 | Industrials | 10.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1926
monday.com
MNDY
$3.97B
| $552K | ﹤0.01% |
2,271
-218
| -9% | -$57.6K |
|
1927
iShares US Real Estate ETF
IYR
$4.66B
| $546K | ﹤0.01% |
5,702
-39,173
| -87% | -$3.73M |
|
1928
Dole
DOLE
$1.33B
| $529K | ﹤0.01% |
36,633
+1,440
| +4% | +$19.9K |
|
1929
Zillow
Z
$8.3B
| $524K | ﹤0.01% |
7,645
-394
| -5% | -$30.1K |
|
1930
Liberty Broadband Class C
LBRDK
$5.15B
| $522K | ﹤0.01% |
6,141
-735
| -11% | -$59.1K |
|
|
GRP.U
1931
DELISTED
Granite Real Estate Investment Trust
GRP.U
| $522K | ﹤0.01% |
11,200
-100
| -0.9% | -$4.77K |
|
1932
Rivian
RIVN
$22.8B
| $516K | ﹤0.01% |
41,446
-944
| -2% | -$11.9K |
|
1933
Select Water Solutions
WTTR
$2.29B
| $510K | ﹤0.01% |
48,603
+1,822
| +4% | +$22.1K |
|
|
THR
1934
DELISTED
Thermon Group Holdings
THR
| $501K | ﹤0.01% |
17,990
+639
| +4% | +$18.5K |
|
1935
Vanguard Morningstar Small-Cap ETF
VB
$82.3B
| $497K | ﹤0.01% |
2,243
-273
| -11% | -$65.2K |
|
1936
Napco Security Technologies
NSSC
$1.43B
| $491K | ﹤0.01% |
21,346
+156
| +0.7% | +$4.42K |
|
1937
Varex Imaging
VREX
$520M
| $491K | ﹤0.01% |
42,319
+1,175
| +3% | +$15.5K |
|
1938
International Money Express
IMXI
$370M
| $483K | ﹤0.01% |
38,295
+284
| +0.7% | +$4.86K |
|
1939
Aurora
AUR
$13.9B
| $475K | ﹤0.01% |
70,652
+2,061
| +3% | +$14.8K |
|
1940
Madrigal Pharmaceuticals
MDGL
$11.8B
| $475K | ﹤0.01% |
1,434
-96
| -6% | -$31.5K |
|
|
CCRN
1941
DELISTED
Cross Country Healthcare
CCRN
| $474K | ﹤0.01% |
31,821
+827
| +3% | +$14.2K |
|
1942
MiMedx Group
MDXG
$614M
| $467K | ﹤0.01% |
61,451
+1,225
| +2% | +$10.2K |
|
1943
Kornit Digital
KRNT
$781M
| $453K | ﹤0.01% |
23,758
-35,826
| -60% | -$936K |
|
1944
Revolution Medicines
RVMD
$41.2B
| $452K | ﹤0.01% |
12,792
+259
| +2% | +$10.5K |
|
1945
Orrstown Financial Services
ORRF
$856M
| $450K | ﹤0.01% |
14,997
+462
| +3% | +$15.5K |
|
1946
Liberty Latin America Class C
LILAK
$1.67B
| $444K | ﹤0.01% |
78,685
+2,917
| +4% | +$17.7K |
|
|
AZEK
1947
DELISTED
The AZEK Co
AZEK
| $437K | ﹤0.01% |
8,942
-126,422
| -93% | -$5.99M |
|
1948
Turning Point Brands
TPB
$1.62B
| $434K | ﹤0.01% |
7,309
+62
| +0.9% | +$3.84K |
|
1949
Immersion
IMMR
$256M
| $428K | ﹤0.01% |
56,469
+1,242
| +2% | +$10.2K |
|
1950
Qiagen
QGEN
$8.71B
| $428K | ﹤0.01% |
10,658
-531
| -5% | -$22.3K |
|
Similar funds
Principal Financial Group's Q1 2025 Portfolio in Review
As of Q1 2025, Principal Financial Group held 2,246 positions worth $178B, down 2.8% from $183B the previous quarter. Its ten largest holdings account for 19% of the portfolio.
Principal Financial Group's Q1 2025 filing shows 38 new, 1,302 increased, 816 reduced and 75 closed positions. Its largest new stake was Atour Lifestyle Holdings: 2,409,952 shares worth $68.3M. The largest sale was Intuit, an estimated $575M.
By sector, the portfolio is most concentrated in Technology at 18% of assets, down from 20% a quarter earlier, followed by Financials and Real Estate.
- Principal Financial Group's largest Q1 2025 buy was Atour Lifestyle Holdings: 2,409,952 shares worth $68.3M.
- Principal Financial Group added most to Principal International Equity ETF in Q1 2025, an estimated $636M increase.
- Principal Financial Group's biggest Q1 2025 reduction was Intuit, cutting an estimated $575M.
- Principal Financial Group fully exited Retail Opportunity Investments Corp. in Q1 2025, selling an estimated $102M.
- Principal Financial Group's ten largest holdings make up 19% of its $178B portfolio in Q1 2025.
- Principal Financial Group opened 38 new positions and closed 75 in Q1 2025.
- Principal Financial Group's portfolio value fell 2.8% quarter-over-quarter to $178B.
Based on Principal Financial Group's 13F filing for Q1 2025, filed 28 Apr 2025.