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 | |
|---|---|---|---|---|---|---|
726
SEI Investments
SEIC
$10.7B
| $21.4M | 0.02% |
372,251
-5,939
| -2% | -$341K |
|
727
iShares MSCI EAFE ETF
EFA
$66.6B
| $21.4M | 0.02% |
292,800
+236,400
| +419% | +$17.2M |
|
|
SAIL
728
DELISTED
SailPoint Technologies Holdings, Inc. Common Stock
SAIL
| $21.4M | 0.02% |
401,012
+387,726
| +2,918% | +$20.6M |
|
|
SWI
729
DELISTED
SolarWinds Corporation Common Stock
SWI
| $21.3M | 0.02% |
1,352,746
-1,572
| -0.1% | -$24.8K |
|
|
CTXS
730
DELISTED
Citrix Systems Inc
CTXS
| $21.3M | 0.02% |
163,793
-89,147
| -35% | -$11.6M |
|
731
Lamar Advertising Co
LAMR
$12.8B
| $21.3M | 0.02% |
255,923
-726
| -0.3% | -$60.4K |
|
732
Lumentum
LITE
$11.5B
| $21.2M | 0.02% |
224,046
+505
| +0.2% | +$47.9K |
|
733
Middleby
MIDD
$6.99B
| $21.2M | 0.02% |
164,659
-503
| -0.3% | -$64.8K |
|
|
LHCG
734
DELISTED
LHC Group LLC
LHCG
| $21.2M | 0.02% |
99,373
+2,782
| +3% | +$593K |
|
|
VG
735
DELISTED
Vonage Holdings Corporation
VG
| $21.2M | 0.02% |
1,645,918
-32,429
| -2% | -$418K |
|
|
SGEN
736
DELISTED
Seagen Inc. Common Stock
SGEN
| $21.2M | 0.02% |
120,930
+3,827
| +3% | +$670K |
|
737
NNN REIT
NNN
$8.06B
| $21.2M | 0.02% |
517,074
+1,369
| +0.3% | +$56K |
|
738
Prosperity Bancshares
PB
$6.4B
| $21.1M | 0.02% |
304,094
-1,997
| -0.7% | -$139K |
|
739
Kellanova
K
$27.5B
| $21M | 0.02% |
359,628
-30,681
| -8% | -$1.79M |
|
740
Royal Gold
RGLD
$12.3B
| $21M | 0.02% |
197,254
+278
| +0.1% | +$29.6K |
|
741
Darden Restaurants
DRI
$24.7B
| $20.8M | 0.02% |
174,815
-13,327
| -7% | -$1.59M |
|
742
QuidelOrtho
QDEL
$1.88B
| $20.8M | 0.02% |
115,645
+555
| +0.5% | +$99.7K |
|
743
Green Dot
GDOT
$757M
| $20.8M | 0.02% |
372,091
-13,850
| -4% | -$773K |
|
744
Diodes
DIOD
$2.44B
| $20.7M | 0.02% |
294,125
-62,214
| -17% | -$4.39M |
|
745
Carnival Corp
CCL
$42.5B
| $20.7M | 0.02% |
956,446
+231,106
| +32% | +$5.01M |
|
746
Pinnacle Financial Partners
PNFP
$7.58B
| $20.7M | 0.02% |
321,298
+80,741
| +34% | +$5.2M |
|
747
Great Lakes Dredge & Dock
GLDD
$815M
| $20.7M | 0.02% |
1,568,483
+31,791
| +2% | +$419K |
|
748
Baker Hughes
BKR
$46.3B
| $20.6M | 0.02% |
986,973
+62,217
| +7% | +$1.3M |
|
749
Resideo Technologies
REZI
$5.39B
| $20.5M | 0.02% |
966,490
+83,599
| +9% | +$1.78M |
|
750
Albemarle
ALB
$8.63B
| $20.5M | 0.02% |
139,078
-10,544
| -7% | -$1.56M |
|