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 | |
|---|---|---|---|---|---|---|
|
BMCH
2126
DELISTED
BMC Stock Holdings, Inc
BMCH
| $185K | ﹤0.01% |
10,497
-1,659
| -14% | -$28.8K |
|
|
CVIA
2127
DELISTED
Covia Holdings Corporation Common Stock
CVIA
| $185K | ﹤0.01% |
33,138
-149
| -0.4% | -$768 |
|
|
BHR
2128
Braemar Hotels & Resorts
BHR
$160M
| $178K | ﹤0.01% |
14,723
-65
| -0.4% | -$729 |
|
2129
Conduent
CNDT
$245M
| $178K | ﹤0.01% |
12,853
+1,063
| +9% | +$14.2K |
|
|
LADR
2130
Ladder Capital
LADR
$1.23B
| $175K | ﹤0.01% |
10,274
-1,829
| -15% | -$31.3K |
|
|
PSDO
2131
DELISTED
Presidio, Inc. Common Stock
PSDO
| $174K | ﹤0.01% |
11,738
-53
| -0.4% | -$810 |
|
|
LGF.B
2132
DELISTED
Lions Gate Entertainment Corp. Class B Non-Voting Shares
LGF.B
| $170K | ﹤0.01% |
11,285
-3,824
| -25% | -$60K |
|
2133
DigitalBridge
DBRG
$2.93B
| $168K | ﹤0.01% |
+7,905
| New | +$176K |
|
|
PR
2134
Permian Resources
PR
$17.6B
| $165K | ﹤0.01% |
18,753
+8,098
| +76% | +$92K |
|
2135
Old Second Bancorp
OSBC
$1.29B
| $164K | ﹤0.01% |
12,992
-58
| -0.4% | -$803 |
|
2136
Antero Resources
AR
$10.9B
| $161K | ﹤0.01% |
18,224
-8,015
| -31% | -$75.7K |
|
2137
Groupon
GRPN
$1.06B
| $161K | ﹤0.01% |
2,264
-17
| -0.7% | -$1.2K |
|
2138
RadNet
RDNT
$4.93B
| $149K | ﹤0.01% |
12,033
-54
| -0.4% | -$709 |
|
|
ARQL
2139
DELISTED
Arqule Inc
ARQL
| $147K | ﹤0.01% |
30,637
-69
| -0.2% | -$266 |
|
|
VNET
2140
VNET Group
VNET
$2.08B
| $146K | ﹤0.01% |
18,325
+3,250
| +22% | +$29.1K |
|
|
ALDR
2141
DELISTED
Alder Biopharmaceuticals
ALDR
| $146K | ﹤0.01% |
+10,718
| New | +$139K |
|
2142
Coherus Oncology
CHRS
$227M
| $145K | ﹤0.01% |
+10,648
| New | +$142K |
|
2143
Alaunos Therapeutics
TCRT
$4.59M
| $144K | ﹤0.01% |
249
-1
| -0.4% | -$418 |
|
2144
Lattice Semiconductor
LSCC
$17.7B
| $143K | ﹤0.01% |
11,993
-4,718
| -28% | -$47.1K |
|
2145
Pacific Biosciences
PACB
$460M
| $139K | ﹤0.01% |
19,159
-16,733
| -47% | -$121K |
|
2146
RPC Inc
RES
$1.2B
| $138K | ﹤0.01% |
+12,110
| New | +$129K |
|
|
EPZM
2147
DELISTED
Epizyme, Inc
EPZM
| $135K | ﹤0.01% |
+10,934
| New | +$122K |
|
|
FG
2148
DELISTED
FGL Holdings Ordinary Shares
FG
| $134K | ﹤0.01% |
16,982
-4,373
| -20% | -$34.7K |
|
|
TWNK
2149
DELISTED
Hostess Brands, Inc. Class A Common Stock
TWNK
| $126K | ﹤0.01% |
+10,064
| New | +$117K |
|
2150
Rigel Pharmaceuticals
RIGL
$704M
| $121K | ﹤0.01% |
4,717
-10
| -0.2% | -$229 |
|
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.