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 |
Intuit
INTU
|
+$210M |
| 2 |
Truist Financial
TFC
|
+$185M |
| 3 |
Charter Communications
CHTR
|
+$172M |
| 4 |
Credit Acceptance
CACC
|
+$155M |
| 5 |
Park Hotels & Resorts
PK
|
+$145M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
STI
SunTrust Banks, Inc.
STI
|
+$162M |
| 2 |
Albemarle
ALB
|
+$152M |
| 3 |
CELG
Celgene Corp
CELG
|
+$109M |
| 4 |
Apple
AAPL
|
+$102M |
| 5 |
DOC
PHYSICIANS REALTY TRUST
DOC
|
+$102M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Real Estate | 16.21% |
| 2 | Financials | 16.12% |
| 3 | Technology | 15.59% |
| 4 | Consumer Discretionary | 11.07% |
| 5 | Industrials | 9.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2176
Precigen
PGEN
$2.12B
| $130K | ﹤0.01% |
23,659
+3,236
| +16% | +$18.2K |
|
|
CISN
2177
DELISTED
Cision Ltd. Ordinary Share
CISN
| $126K | ﹤0.01% |
12,626
-2,424
| -16% | -$23.2K |
|
|
CETV
2178
DELISTED
Central European Media Enterprises Ltd
CETV
| $123K | ﹤0.01% |
27,187
+12,485
| +85% | +$56.4K |
|
|
SRNE
2179
DELISTED
Sorrento Therapeutics, Inc.
SRNE
| $122K | ﹤0.01% |
35,968
+4,028
| +13% | +$9.6K |
|
2180
Akebia Therapeutics
AKBA
$362M
| $110K | ﹤0.01% |
17,351
-11,049
| -39% | -$52.5K |
|
|
RUBY
2181
DELISTED
Rubius Therapeutics, Inc
RUBY
| $110K | ﹤0.01% |
11,627
-137
| -1% | -$1.32K |
|
2182
BioCryst Pharmaceuticals
BCRX
$2.35B
| $109K | ﹤0.01% |
31,465
-1,679
| -5% | -$4.22K |
|
2183
Comstock Resources
CRK
$3.73B
| $109K | ﹤0.01% |
+13,252
| New | +$92.5K |
|
|
ATRS
2184
DELISTED
Antares Pharma, Inc.
ATRS
| $109K | ﹤0.01% |
23,289
-45,122
| -66% | -$185K |
|
2185
Coeur Mining
CDE
$15.9B
| $105K | ﹤0.01% |
13,000
-1,895
| -13% | -$11.7K |
|
|
CPRX
2186
DELISTED
Catalyst Pharmaceutical
CPRX
| $105K | ﹤0.01% |
28,088
-1,713
| -6% | -$8.01K |
|
|
VRAY
2187
DELISTED
ViewRay, Inc.
VRAY
| $103K | ﹤0.01% |
24,403
+14,334
| +142% | +$46.3K |
|
2188
Rigel Pharmaceuticals
RIGL
$704M
| $102K | ﹤0.01% |
4,783
-282
| -6% | -$5.81K |
|
2189
Hecla Mining
HL
$10B
| $99K | ﹤0.01% |
29,159
-6,215
| -18% | -$15.2K |
|
|
FIT
2190
DELISTED
Fitbit, Inc. Class A common stock
FIT
| $99K | ﹤0.01% |
15,132
-6,242
| -29% | -$36.6K |
|
2191
National CineMedia
NCMI
$375M
| $98K | ﹤0.01% |
+1,346
| New | +$101K |
|
2192
Pacific Biosciences
PACB
$460M
| $98K | ﹤0.01% |
19,104
-3,246
| -15% | -$16.5K |
|
|
TELL
2193
DELISTED
Tellurian Inc.
TELL
| $90K | ﹤0.01% |
12,406
-2,295
| -16% | -$17.5K |
|
2194
TherapeuticsMD
TXMD
$23.5M
| $85K | ﹤0.01% |
704
-54
| -7% | -$7.76K |
|
2195
Viking Therapeutics
VKTX
$3.84B
| $85K | ﹤0.01% |
+10,541
| New | +$76.8K |
|
|
INFN
2196
DELISTED
Infinera Corporation Common Stock
INFN
| $82K | ﹤0.01% |
10,327
-2,644
| -20% | -$16.3K |
|
2197
Digital Turbine
APPS
$990M
| $78K | ﹤0.01% |
10,981
-2,052
| -16% | -$15.3K |
|
|
LTRPA
2198
DELISTED
Liberty TripAdvisor Holdings, Inc. Series A
LTRPA
| $77K | ﹤0.01% |
10,482
-1,164
| -10% | -$9.37K |
|
|
KDMN
2199
DELISTED
Kadmon Holdings, Inc.
KDMN
| $77K | ﹤0.01% |
16,889
-3,825
| -18% | -$14K |
|
|
STR
2200
DELISTED
Sitio Royalties
STR
| $75K | ﹤0.01% |
+2,651
| New | +$67.5K |
|
Similar funds
Principal Financial Group's Q4 2019 Portfolio in Review
As of Q4 2019, Principal Financial Group held 2,348 positions worth $120B, up 5.8% from $113B the previous quarter. Its ten largest holdings account for 11% of the portfolio.
Principal Financial Group's Q4 2019 filing shows 104 new, 867 increased, 1,241 reduced and 118 closed positions. Its largest new stake was Park Hotels & Resorts: 6,053,859 shares worth $157M. The largest sale was SunTrust Banks, Inc., an estimated $162M.
By sector, the portfolio is most concentrated in Real Estate at 16% of assets, down from 17% a quarter earlier, followed by Financials and Technology.
- Principal Financial Group's largest Q4 2019 buy was Park Hotels & Resorts: 6,053,859 shares worth $157M.
- Principal Financial Group added most to Intuit in Q4 2019, an estimated $210M increase.
- Principal Financial Group's biggest Q4 2019 reduction was Albemarle, cutting an estimated $152M.
- Principal Financial Group fully exited SunTrust Banks, Inc. in Q4 2019, selling an estimated $162M.
- Principal Financial Group's ten largest holdings make up 11% of its $120B portfolio in Q4 2019.
- Principal Financial Group opened 104 new positions and closed 118 in Q4 2019.
- Principal Financial Group's portfolio value rose 5.8% quarter-over-quarter to $120B.
Based on Principal Financial Group's 13F filing for Q4 2019, filed 5 Feb 2020.