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 | |
|---|---|---|---|---|---|---|
626
Lear
LEA
$5.76B
| $25.9M | 0.02% |
162,938
-161
| -0.1% | -$25.6K |
|
627
WD-40
WDFC
$2.85B
| $25.9M | 0.02% |
97,298
-2,439
| -2% | -$648K |
|
|
EV
628
DELISTED
Eaton Vance Corp.
EV
| $25.8M | 0.02% |
380,430
-2,288
| -0.6% | -$155K |
|
|
JBTM
629
JBT Marel Corporation
JBTM
$7.09B
| $25.8M | 0.02% |
226,201
-5,476
| -2% | -$624K |
|
630
Old Dominion Freight Line
ODFL
$30.7B
| $25.8M | 0.02% |
263,930
-19,220
| -7% | -$1.88M |
|
631
KeyCorp
KEY
$21.1B
| $25.7M | 0.02% |
1,565,183
-92,938
| -6% | -$1.53M |
|
632
Chemed
CHE
$6.57B
| $25.7M | 0.02% |
48,191
-95
| -0.2% | -$50.6K |
|
633
Carlisle Companies
CSL
$16.2B
| $25.7M | 0.02% |
164,276
-4,742
| -3% | -$741K |
|
634
Reliance Steel & Aluminium
RS
$15.4B
| $25.6M | 0.02% |
214,108
-56
| -0% | -$6.71K |
|
635
Hartford Financial Services
HIG
$36.9B
| $25.6M | 0.02% |
522,990
-29,189
| -5% | -$1.43M |
|
|
Y
636
DELISTED
Alleghany Corporation
Y
| $25.6M | 0.02% |
42,426
-133
| -0.3% | -$80.3K |
|
637
Nucor
NUE
$32.6B
| $25.6M | 0.02% |
481,148
-33,234
| -6% | -$1.77M |
|
|
STMP
638
DELISTED
Stamps.com, Inc.
STMP
| $25.5M | 0.02% |
129,755
+1,466
| +1% | +$288K |
|
639
Steel Dynamics
STLD
$19.5B
| $25.4M | 0.02% |
688,578
-4,283
| -0.6% | -$158K |
|
640
Vishay Intertechnology
VSH
$2.07B
| $25.3M | 0.02% |
1,223,785
+14,826
| +1% | +$307K |
|
641
Papa John's
PZZA
$1.63B
| $25.3M | 0.02% |
298,577
+199,114
| +200% | +$16.9M |
|
642
Las Vegas Sands
LVS
$37.4B
| $25.3M | 0.02% |
424,324
-28,028
| -6% | -$1.67M |
|
643
First Solar
FSLR
$21.9B
| $25.3M | 0.02% |
255,435
+3,913
| +2% | +$387K |
|
644
Liberty Media Series A
FWONA
$22.4B
| $25.3M | 0.02% |
694,237
-6,178
| -0.9% | -$225K |
|
645
RenaissanceRe
RNR
$11.2B
| $25.1M | 0.02% |
151,506
-1,650
| -1% | -$274K |
|
|
KSU
646
DELISTED
Kansas City Southern
KSU
| $25M | 0.02% |
122,347
-12,806
| -9% | -$2.61M |
|
647
W.W. Grainger
GWW
$47.5B
| $24.9M | 0.02% |
60,941
-4,120
| -6% | -$1.68M |
|
|
AAWW
648
DELISTED
Atlas Air Worldwide Holdings, Inc.
AAWW
| $24.9M | 0.02% |
456,113
+73,164
| +19% | +$3.99M |
|
649
Akamai
AKAM
$11B
| $24.8M | 0.02% |
235,767
-38,720
| -14% | -$4.07M |
|
650
Owens Corning
OC
$12.8B
| $24.7M | 0.02% |
326,384
+646
| +0.2% | +$48.9K |
|