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 | |
|---|---|---|---|---|---|---|
751
Commerce Bancshares
CBSH
$8B
| $20.5M | 0.02% |
379,411
-909
| -0.2% | -$49.1K |
|
752
Cencora
COR
$57.4B
| $20.5M | 0.02% |
209,546
-5,854
| -3% | -$572K |
|
753
Columbia Banking Systems
COLB
$7.84B
| $20.5M | 0.02% |
570,225
+52,331
| +10% | +$1.88M |
|
754
Fabrinet
FN
$13.3B
| $20.4M | 0.02% |
263,400
-4,970
| -2% | -$386K |
|
|
GRUB
755
DELISTED
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
| $20.4M | 0.02% |
137,595
+468
| +0.3% | +$69.5K |
|
756
Pool Corp
POOL
$11.9B
| $20.4M | 0.02% |
54,846
-66,168
| -55% | -$24.6M |
|
757
Affiliated Managers Group
AMG
$6.6B
| $20.4M | 0.02% |
200,847
+62,314
| +45% | +$6.34M |
|
758
AES
AES
$9.06B
| $20.4M | 0.02% |
869,085
-66,675
| -7% | -$1.57M |
|
759
Eastman Chemical
EMN
$7.47B
| $20.4M | 0.02% |
203,655
-15,090
| -7% | -$1.51M |
|
760
LXP Industrial Trust
LXP
$2.67B
| $20.4M | 0.02% |
1,922,638
-80,168
| -4% | -$851K |
|
761
Masco
MAS
$15.3B
| $20.4M | 0.02% |
371,583
-55,890
| -13% | -$3.07M |
|
762
Trinseo
TSE
$81.6M
| $20.4M | 0.02% |
398,241
+27,832
| +8% | +$1.43M |
|
|
DRE
763
DELISTED
Duke Realty Corp.
DRE
| $20.4M | 0.02% |
509,860
-54,000
| -10% | -$2.16M |
|
764
Ameris Bancorp
ABCB
$5.07B
| $20.4M | 0.02% |
535,261
-38,730
| -7% | -$1.47M |
|
765
ITT
ITT
$13.6B
| $20.3M | 0.02% |
263,898
-1,609
| -0.6% | -$124K |
|
766
California Water Service
CWT
$2.72B
| $20.2M | 0.02% |
374,757
-1,938
| -0.5% | -$105K |
|
767
Rogers Corp
ROG
$1.44B
| $20.2M | 0.02% |
130,276
-3,304
| -2% | -$513K |
|
768
Waters Corp
WAT
$17.4B
| $20.2M | 0.02% |
81,698
-7,233
| -8% | -$1.79M |
|
769
iRobot
IRBT
$107M
| $20.2M | 0.02% |
251,470
+47,852
| +24% | +$3.84M |
|
|
BBU
770
Brookfield Business Partners
BBU
$2.41B
| $20.1M | 0.01% |
834,558
-1,357
| -0.2% | -$32.7K |
|
771
Tencent Music
TME
$39.2B
| $20.1M | 0.01% |
1,044,439
+520,374
| +99% | +$10M |
|
772
Merit Medical Systems
MMSI
$5.26B
| $20.1M | 0.01% |
361,445
-7,933
| -2% | -$440K |
|
|
ABMD
773
DELISTED
Abiomed Inc
ABMD
| $20M | 0.01% |
61,791
-5,530
| -8% | -$1.79M |
|
774
United Therapeutics
UTHR
$17.9B
| $20M | 0.01% |
131,547
-464
| -0.4% | -$70.4K |
|
|
RCM
775
DELISTED
R1 RCM Inc. Common Stock
RCM
| $19.9M | 0.01% |
830,108
-36,498
| -4% | -$877K |
|