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
| 1 |
Tesla
TSLA
|
+$714M |
| 2 |
Liberty Broadband Class C
LBRDK
|
+$328M |
| 3 |
AIRC
Apartment Income REIT Corp.
AIRC
|
+$300M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$215M |
| 5 |
Cable One
CABO
|
+$192M |
Top Sells
| 1 |
Walt Disney
DIS
|
+$365M |
| 2 |
GLIBA
GCI Liberty, Inc. Class A Common Stock (DE)
GLIBA
|
+$266M |
| 3 |
AIV
Aimco
AIV
|
+$263M |
| 4 |
Ventas
VTR
|
+$236M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$154M |
Sector Composition
| 1 | Technology | 19.28% |
| 2 | Financials | 15.11% |
| 3 | Real Estate | 14.76% |
| 4 | Consumer Discretionary | 12.04% |
| 5 | Industrials | 9.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
476
Southwest Gas
SWX
$5.65B
| $37.2M | 0.03% |
612,596
+40,735
| +7% | +$2.47M |
|
477
AutoZone
AZO
$71.7B
| $37.2M | 0.03% |
31,343
-2,407
| -7% | -$2.85M |
|
478
Bio-Techne
TECH
$8.36B
| $37M | 0.03% |
466,244
+872
| +0.2% | +$69.2K |
|
|
FMBI
479
DELISTED
First Midwest Bancorp Inc/IL
FMBI
| $36.8M | 0.03% |
2,312,502
+279,840
| +14% | +$4.46M |
|
480
AMN Healthcare
AMN
$766M
| $36.8M | 0.03% |
539,352
-4,642
| -0.9% | -$317K |
|
481
PROG Holdings
PRG
$1.38B
| $36.7M | 0.03% |
+682,127
| New | +$36.7M |
|
482
VF Corp
VFC
$5.85B
| $36.7M | 0.03% |
429,401
-36,223
| -8% | -$3.09M |
|
483
Portland General Electric
POR
$4.62B
| $36.7M | 0.03% |
857,183
-87,783
| -9% | -$3.75M |
|
484
Targa Resources
TRGP
$35.5B
| $36.5M | 0.03% |
1,383,466
-140,052
| -9% | -$3.69M |
|
485
Southwest Airlines
LUV
$16.4B
| $36.4M | 0.03% |
781,592
-50,385
| -6% | -$2.35M |
|
486
Sprout Social
SPT
$861M
| $36.4M | 0.03% |
800,953
-172,010
| -18% | -$7.81M |
|
487
Graco
GGG
$14.1B
| $36.3M | 0.03% |
501,220
+1,908
| +0.4% | +$138K |
|
488
Clorox
CLX
$15.2B
| $36.3M | 0.03% |
179,549
-6,372
| -3% | -$1.29M |
|
489
Omnicell
OMCL
$1.47B
| $36.2M | 0.03% |
301,792
-11,023
| -4% | -$1.32M |
|
490
Washington Trust Bancorp
WASH
$572M
| $36.2M | 0.03% |
807,933
-93,579
| -10% | -$4.19M |
|
|
TRTN
491
DELISTED
Triton International Limited
TRTN
| $36.2M | 0.03% |
745,905
+699,838
| +1,519% | +$33.9M |
|
492
Corning
GLW
$63.4B
| $36M | 0.03% |
998,975
-71,491
| -7% | -$2.57M |
|
493
Willis Towers Watson
WTW
$32.2B
| $35.9M | 0.03% |
170,625
-10,675
| -6% | -$2.25M |
|
|
AMED
494
DELISTED
Amedisys
AMED
| $35.9M | 0.03% |
122,356
-428
| -0.3% | -$126K |
|
495
CNO Financial Group
CNO
$3.81B
| $35.9M | 0.03% |
1,613,758
+691,387
| +75% | +$15.4M |
|
496
Piper Sandler
PIPR
$5.96B
| $35.8M | 0.03% |
355,087
-3,213
| -0.9% | -$324K |
|
497
ONE Gas
OGS
$4.49B
| $35.7M | 0.03% |
465,632
-17,295
| -4% | -$1.33M |
|
498
Azenta
AZTA
$1.34B
| $35.7M | 0.03% |
526,296
-12,262
| -2% | -$832K |
|
499
John Wiley & Sons Class A
WLY
$2.2B
| $35.4M | 0.03% |
775,985
-375,736
| -33% | -$17.2M |
|
500
State Street
STT
$31.8B
| $35.4M | 0.03% |
485,754
-35,822
| -7% | -$2.61M |
|