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 | |
|---|---|---|---|---|---|---|
|
ADVM
2151
DELISTED
Adverum Biotechnologies
ADVM
| $115K | ﹤0.01% |
2,202
+22
| +1% | +$889 |
|
2152
Amkor Technology
AMKR
$12B
| $107K | ﹤0.01% |
12,510
+546
| +5% | +$4.52K |
|
2153
GoPro
GPRO
$124M
| $104K | ﹤0.01% |
15,940
+673
| +4% | +$3.76K |
|
2154
Lloyds Banking Group
LYG
$90.7B
| $99K | ﹤0.01% |
30,879
| – | – |
|
2155
Precigen
PGEN
$2.12B
| $98K | ﹤0.01% |
18,575
+1,619
| +10% | +$11.2K |
|
|
FIT
2156
DELISTED
Fitbit, Inc. Class A common stock
FIT
| $98K | ﹤0.01% |
16,480
-12,060
| -42% | -$73.3K |
|
|
ACHN
2157
DELISTED
Achillion Pharmaceuticals
ACHN
| $97K | ﹤0.01% |
32,659
-2,443
| -7% | -$6K |
|
2158
Akebia Therapeutics
AKBA
$362M
| $92K | ﹤0.01% |
11,209
-1,593
| -12% | -$10.9K |
|
2159
Inovio Pharmaceuticals
INO
$54M
| $92K | ﹤0.01% |
2,041
+28
| +1% | +$1.41K |
|
2160
Lexicon Pharmaceuticals
LXRX
$1.04B
| $87K | ﹤0.01% |
15,671
+478
| +3% | +$2.9K |
|
2161
ADT
ADT
$5.51B
| $85K | ﹤0.01% |
13,288
+1,215
| +10% | +$8.77K |
|
2162
Geron
GERN
$860M
| $83K | ﹤0.01% |
49,932
-344
| -0.7% | -$470 |
|
2163
MannKind Corp
MNKD
$1.27B
| $82K | ﹤0.01% |
41,514
-1,507
| -4% | -$2.39K |
|
2164
Hecla Mining
HL
$10B
| $77K | ﹤0.01% |
33,324
-7,905
| -19% | -$19.9K |
|
|
XOG
2165
DELISTED
Extraction Oil & Gas, Inc. Common Stock
XOG
| $77K | ﹤0.01% |
18,093
+4,079
| +29% | +$17.1K |
|
|
EIGI
2166
DELISTED
Endurance International Group Holdings, Inc.
EIGI
| $76K | ﹤0.01% |
10,425
+390
| +4% | +$2.84K |
|
|
AGEN
2167
Agenus
AGEN
$329M
| $74K | ﹤0.01% |
1,275
+48
| +4% | +$2.98K |
|
|
VRAY
2168
DELISTED
ViewRay, Inc.
VRAY
| $74K | ﹤0.01% |
+10,013
| New | +$77.2K |
|
|
AMRS
2169
DELISTED
Amyris Inc.
AMRS
| $68K | ﹤0.01% |
32,769
+113
| +0.3% | +$446 |
|
|
ORBC
2170
DELISTED
ORBCOMM, Inc.
ORBC
| $68K | ﹤0.01% |
+10,097
| New | +$80.7K |
|
|
HAPN
2171
Happen Inc
HAPN
$2.23B
| $67K | ﹤0.01% |
4,368
-1,206
| -22% | -$18.6K |
|
|
CPRX
2172
DELISTED
Catalyst Pharmaceutical
CPRX
| $66K | ﹤0.01% |
12,997
-1,766
| -12% | -$5.19K |
|
2173
Senseonics Holdings Inc
SENS
$265M
| $64K | ﹤0.01% |
1,303
+40
| +3% | +$2.13K |
|
|
PTN
2174
Palatin Technologies
PTN
$13.9M
| $63K | ﹤0.01% |
52
-3
| -5% | -$3.14K |
|
|
FRTA
2175
DELISTED
Forterra, Inc
FRTA
| $63K | ﹤0.01% |
14,835
-2,267
| -13% | -$10.9K |
|
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.