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 | |
|---|---|---|---|---|---|---|
526
Williams Companies
WMB
$71.4B
| $32.9M | 0.02% |
1,641,982
-65,771
| -4% | -$1.32M |
|
527
Keysight
KEYS
$29.3B
| $32.6M | 0.02% |
247,032
-20,269
| -8% | -$2.68M |
|
528
Iridium Communications
IRDM
$1.98B
| $32.6M | 0.02% |
828,821
-19,971
| -2% | -$785K |
|
529
Equifax
EFX
$30.4B
| $32.4M | 0.02% |
168,251
-7,354
| -4% | -$1.42M |
|
530
XPO
XPO
$15.2B
| $32.3M | 0.02% |
783,562
-92,747
| -11% | -$3.82M |
|
531
Consolidated Edison
ED
$34.9B
| $32.3M | 0.02% |
446,776
-23,932
| -5% | -$1.73M |
|
532
Idacorp
IDA
$6.74B
| $32.3M | 0.02% |
335,872
+3,588
| +1% | +$345K |
|
533
Essent Group
ESNT
$6.26B
| $32.2M | 0.02% |
745,826
+541
| +0.1% | +$23.4K |
|
534
Fortive
FTV
$16.2B
| $32.1M | 0.02% |
453,717
-109,605
| -19% | -$7.76M |
|
535
Pebblebrook Hotel Trust
PEB
$1.36B
| $32M | 0.02% |
1,701,792
+21,875
| +1% | +$411K |
|
536
Paycom
PAYC
$12.5B
| $32M | 0.02% |
70,661
-1,115
| -2% | -$504K |
|
537
Alibaba
BABA
$342B
| $31.9M | 0.02% |
137,225
-63,084
| -31% | -$14.7M |
|
538
MarketAxess Holdings
MKTX
$6.86B
| $31.8M | 0.02% |
55,746
-1,312
| -2% | -$749K |
|
539
nVent Electric
NVT
$15.4B
| $31.7M | 0.02% |
1,359,106
-62,848
| -4% | -$1.46M |
|
|
DOOR
540
DELISTED
MASONITE INTERNATIONAL CORP
DOOR
| $31.5M | 0.02% |
320,499
+73,331
| +30% | +$7.21M |
|
541
Comfort Systems
FIX
$26.6B
| $31.5M | 0.02% |
598,423
+97,443
| +19% | +$5.13M |
|
542
Atkore
ATKR
$2.03B
| $31.5M | 0.02% |
766,243
-8,765
| -1% | -$360K |
|
|
MXIM
543
DELISTED
Maxim Integrated Products
MXIM
| $31.5M | 0.02% |
354,835
-32,850
| -8% | -$2.91M |
|
544
Corpay
CPAY
$21.6B
| $31.4M | 0.02% |
115,064
-8,300
| -7% | -$2.26M |
|
545
D.R. Horton
DHI
$52.2B
| $31.2M | 0.02% |
453,350
-37,819
| -8% | -$2.61M |
|
546
Edison International
EIX
$21.2B
| $31M | 0.02% |
494,064
-37,235
| -7% | -$2.34M |
|
|
AZPN
547
DELISTED
ASPEN TECHNOLOGY INC
AZPN
| $31M | 0.02% |
238,205
-1,738
| -0.7% | -$226K |
|
548
Fifth Third Bancorp
FITB
$30.2B
| $30.9M | 0.02% |
1,121,014
-32,932
| -3% | -$908K |
|
549
Crocs
CROX
$4.43B
| $30.8M | 0.02% |
491,381
-13,969
| -3% | -$875K |
|
550
Hershey
HSY
$37.3B
| $30.7M | 0.02% |
201,719
-13,330
| -6% | -$2.03M |
|