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 | |
|---|---|---|---|---|---|---|
826
Exelixis
EXEL
$10.5B
| $18.6M | 0.01% |
925,400
+2,674
| +0.3% | +$53.7K |
|
|
FL
827
DELISTED
Foot Locker
FL
| $18.5M | 0.01% |
458,420
+138,838
| +43% | +$5.61M |
|
828
Carter's
CRI
$1.09B
| $18.5M | 0.01% |
197,011
+51,443
| +35% | +$4.84M |
|
829
Jacobs Solutions
J
$17.8B
| $18.4M | 0.01% |
204,500
-16,594
| -8% | -$1.5M |
|
830
iShares Core S&P Small-Cap ETF
IJR
$86.7B
| $18.4M | 0.01% |
200,290
-1,239
| -0.6% | -$114K |
|
831
Halozyme
HALO
$9.01B
| $18.4M | 0.01% |
430,752
+379,218
| +736% | +$16.2M |
|
832
Xencor
XNCR
$606M
| $18.3M | 0.01% |
420,530
-8,917
| -2% | -$389K |
|
833
Post Holdings
POST
$5.76B
| $18.3M | 0.01% |
277,465
-7,953
| -3% | -$526K |
|
834
Oshkosh
OSK
$8.87B
| $18.3M | 0.01% |
212,130
-1,423
| -0.7% | -$122K |
|
835
Jack Henry & Associates
JKHY
$11.7B
| $18.3M | 0.01% |
112,666
-670
| -0.6% | -$109K |
|
836
Teladoc Health
TDOC
$1.38B
| $18.2M | 0.01% |
91,243
-17,232
| -16% | -$3.45M |
|
837
Haemonetics
HAE
$2.58B
| $18.2M | 0.01% |
153,263
-521
| -0.3% | -$61.9K |
|
838
MaxLinear
MXL
$1.38B
| $18.2M | 0.01% |
476,444
+527
| +0.1% | +$20.1K |
|
839
Simply Good Foods
SMPL
$2.77B
| $18.2M | 0.01% |
+579,244
| New | +$18.2M |
|
840
Royal Caribbean
RCL
$95.5B
| $18.2M | 0.01% |
243,190
-7,221
| -3% | -$539K |
|
841
Brady Corp
BRC
$3.75B
| $18.1M | 0.01% |
343,150
-11,280
| -3% | -$596K |
|
842
Simmons First National
SFNC
$2.99B
| $18M | 0.01% |
833,624
-55,349
| -6% | -$1.19M |
|
843
HealthEquity
HQY
$7.94B
| $18M | 0.01% |
258,030
+9,463
| +4% | +$660K |
|
844
UDR
UDR
$12.9B
| $18M | 0.01% |
467,975
-30,202
| -6% | -$1.16M |
|
845
Cogent Communications
CCOI
$1.77B
| $18M | 0.01% |
300,056
-46,037
| -13% | -$2.76M |
|
846
Pultegroup
PHM
$27.4B
| $17.9M | 0.01% |
414,414
-200,550
| -33% | -$8.65M |
|
847
Comerica
CMA
$8.91B
| $17.8M | 0.01% |
319,405
+13,543
| +4% | +$757K |
|
|
CLGX
848
DELISTED
Corelogic, Inc.
CLGX
| $17.8M | 0.01% |
230,608
-5,239
| -2% | -$405K |
|
|
TCF
849
DELISTED
TCF Financial Corporation Common Stock
TCF
| $17.8M | 0.01% |
481,561
-12,202
| -2% | -$452K |
|
850
Pentair
PNR
$18.5B
| $17.8M | 0.01% |
335,664
+39,752
| +13% | +$2.11M |
|