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 | |
|---|---|---|---|---|---|---|
651
Coherent
COHR
$16.1B
| $24.7M | 0.02% |
324,719
+10,625
| +3% | +$807K |
|
|
ILPT
652
Industrial Logistics Properties Trust
ILPT
$415M
| $24.6M | 0.02% |
1,054,488
-30,484
| -3% | -$710K |
|
653
Conagra Brands
CAG
$9.27B
| $24.5M | 0.02% |
676,442
-20,474
| -3% | -$742K |
|
654
Viavi Solutions
VIAV
$2.66B
| $24.5M | 0.02% |
1,633,143
-340,669
| -17% | -$5.1M |
|
655
Independence Realty Trust
IRT
$4.06B
| $24.4M | 0.02% |
1,818,192
-67,341
| -4% | -$904K |
|
656
Omega Healthcare
OHI
$12.6B
| $24.4M | 0.02% |
672,154
-2,040
| -0.3% | -$74.1K |
|
|
PRAH
657
DELISTED
PRA Health Sciences, Inc.
PRAH
| $24.3M | 0.02% |
193,324
+856
| +0.4% | +$107K |
|
658
Expedia Group
EXPE
$26.7B
| $24.2M | 0.02% |
183,083
-13,619
| -7% | -$1.8M |
|
659
Macy's
M
$4.56B
| $24.2M | 0.02% |
2,154,509
-94,422
| -4% | -$1.06M |
|
|
WRK
660
DELISTED
WestRock Company
WRK
| $24.2M | 0.02% |
555,274
+20,668
| +4% | +$900K |
|
661
First Merchants
FRME
$2.32B
| $24.2M | 0.02% |
645,865
+134,419
| +26% | +$5.03M |
|
662
Ciena
CIEN
$18.4B
| $24.1M | 0.02% |
456,927
+1,320
| +0.3% | +$69.8K |
|
663
Graphic Packaging
GPK
$6.14B
| $23.9M | 0.02% |
1,413,313
-25,793
| -2% | -$437K |
|
664
Principal Exchange-Traded Funds Principal Quality ETF
PSET
$52.8M
| $23.9M | 0.02% |
+505,913
| New | +$23.9M |
|
665
Williams-Sonoma
WSM
$24.7B
| $23.9M | 0.02% |
468,550
-4,148
| -0.9% | -$211K |
|
666
Quaker Houghton
KWR
$2.42B
| $23.9M | 0.02% |
94,143
-2,083
| -2% | -$528K |
|
667
Applied Industrial Technologies
AIT
$9.95B
| $23.8M | 0.02% |
304,802
+16
| +0% | +$1.25K |
|
668
FormFactor
FORM
$2.27B
| $23.7M | 0.02% |
551,913
-12,745
| -2% | -$548K |
|
669
Cooper Companies
COO
$13.5B
| $23.7M | 0.02% |
260,828
-20,172
| -7% | -$1.83M |
|
670
MYR Group
MYRG
$2.77B
| $23.7M | 0.02% |
394,181
+274,663
| +230% | +$16.5M |
|
671
Pacira BioSciences
PCRX
$1.2B
| $23.7M | 0.02% |
395,482
-25,191
| -6% | -$1.51M |
|
672
NetApp
NTAP
$24.7B
| $23.6M | 0.02% |
355,601
-15,883
| -4% | -$1.05M |
|
673
Axon Enterprise
AXON
$58.7B
| $23.5M | 0.02% |
192,079
+663
| +0.3% | +$81.2K |
|
674
Badger Meter
BMI
$5.23B
| $23.5M | 0.02% |
249,984
+3,636
| +1% | +$342K |
|
675
Occidental Petroleum
OXY
$45.6B
| $23.4M | 0.02% |
1,354,244
-127,747
| -9% | -$2.21M |
|