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 | |
|---|---|---|---|---|---|---|
801
ESCO Technologies
ESE
$5.3B
| $19.1M | 0.01% |
185,209
-5,009
| -3% | -$517K |
|
802
Adaptive Biotechnologies
ADPT
$1.89B
| $19.1M | 0.01% |
323,287
+6,213
| +2% | +$367K |
|
|
SJI
803
DELISTED
South Jersey Industries, Inc.
SJI
| $19.1M | 0.01% |
886,919
+39,102
| +5% | +$843K |
|
804
First American
FAF
$6.74B
| $19.1M | 0.01% |
369,457
-3,640
| -1% | -$188K |
|
805
Old National Bancorp
ONB
$8.81B
| $19M | 0.01% |
1,147,798
-46,253
| -4% | -$766K |
|
|
LTHM
806
DELISTED
Livent Corporation
LTHM
| $19M | 0.01% |
1,006,444
-50,802
| -5% | -$957K |
|
807
Genuine Parts
GPC
$19.4B
| $18.9M | 0.01% |
188,542
-14,307
| -7% | -$1.44M |
|
808
Mid-America Apartment Communities
MAA
$16.6B
| $18.9M | 0.01% |
149,448
-11,465
| -7% | -$1.45M |
|
|
IBTX
809
DELISTED
Independent Bank Group, Inc.
IBTX
| $18.9M | 0.01% |
301,834
-63,544
| -17% | -$3.97M |
|
|
HES
810
DELISTED
Hess
HES
| $18.9M | 0.01% |
357,273
-27,516
| -7% | -$1.45M |
|
811
Integer Holdings
ITGR
$3.59B
| $18.8M | 0.01% |
232,142
-7,822
| -3% | -$635K |
|
812
Korn Ferry
KFY
$3.81B
| $18.8M | 0.01% |
432,810
-27,069
| -6% | -$1.18M |
|
|
SRCL
813
DELISTED
Stericycle Inc
SRCL
| $18.8M | 0.01% |
271,116
-186
| -0.1% | -$12.9K |
|
814
Mattel
MAT
$5.78B
| $18.8M | 0.01% |
1,075,827
+36,503
| +4% | +$637K |
|
815
AGCO
AGCO
$8.02B
| $18.8M | 0.01% |
181,903
-1,145
| -0.6% | -$118K |
|
|
CDK
816
DELISTED
CDK Global, Inc.
CDK
| $18.7M | 0.01% |
361,359
-747
| -0.2% | -$38.7K |
|
817
Wolverine World Wide
WWW
$2.51B
| $18.7M | 0.01% |
599,018
-51,696
| -8% | -$1.62M |
|
818
Evergy
EVRG
$16.5B
| $18.7M | 0.01% |
336,776
-25,870
| -7% | -$1.44M |
|
|
PDCE
819
DELISTED
PDC Energy, Inc.
PDCE
| $18.7M | 0.01% |
909,915
-75,609
| -8% | -$1.55M |
|
820
Insight Enterprises
NSIT
$3.96B
| $18.7M | 0.01% |
245,450
-63,020
| -20% | -$4.8M |
|
|
TIF
821
DELISTED
Tiffany & Co.
TIF
| $18.7M | 0.01% |
141,997
-10,986
| -7% | -$1.44M |
|
822
Molson Coors Class B
TAP
$9.7B
| $18.7M | 0.01% |
412,978
+61,233
| +17% | +$2.77M |
|
823
J.M. Smucker
SJM
$11.7B
| $18.6M | 0.01% |
160,821
-3,097
| -2% | -$358K |
|
824
Walker & Dunlop
WD
$2.93B
| $18.6M | 0.01% |
201,988
-6,145
| -3% | -$565K |
|
825
Bread Financial
BFH
$2.99B
| $18.6M | 0.01% |
314,281
+139,113
| +79% | +$8.23M |
|