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 | |
|---|---|---|---|---|---|---|
|
FLOW
901
DELISTED
SPX FLOW, Inc.
FLOW
| $16.8M | 0.01% |
290,398
-13,070
| -4% | -$758K |
|
902
Gen Digital
GEN
$18.2B
| $16.7M | 0.01% |
805,483
-52,114
| -6% | -$1.08M |
|
903
Hexcel
HXL
$5.03B
| $16.7M | 0.01% |
344,363
+79,652
| +30% | +$3.86M |
|
904
LGI Homes
LGIH
$1.46B
| $16.7M | 0.01% |
157,592
-3,695
| -2% | -$391K |
|
905
Harley-Davidson
HOG
$3.74B
| $16.7M | 0.01% |
453,917
-1,173
| -0.3% | -$43.1K |
|
906
Phibro Animal Health
PAHC
$1.66B
| $16.7M | 0.01% |
857,780
-983,886
| -53% | -$19.1M |
|
907
Progress Software
PRGS
$1.85B
| $16.7M | 0.01% |
368,472
-45,918
| -11% | -$2.07M |
|
908
Independent Bank
INDB
$3.48B
| $16.6M | 0.01% |
226,774
-9,055
| -4% | -$661K |
|
909
Atmos Energy
ATO
$26.5B
| $16.6M | 0.01% |
173,545
-3,886
| -2% | -$371K |
|
|
PDEV
910
DELISTED
Principal Exchange-Traded Funds Principal International Multi-Factor ETF
PDEV
| $16.5M | 0.01% |
581,897
| – | – |
|
911
United Airlines
UAL
$35.2B
| $16.5M | 0.01% |
382,356
-27,085
| -7% | -$1.17M |
|
912
Primerica
PRI
$8.88B
| $16.5M | 0.01% |
123,379
-1,127
| -0.9% | -$151K |
|
913
Evercore
EVR
$13.2B
| $16.5M | 0.01% |
150,620
-73,089
| -33% | -$8.01M |
|
914
Avnet
AVT
$4.53B
| $16.5M | 0.01% |
469,603
+14,696
| +3% | +$516K |
|
915
Whirlpool
WHR
$5.27B
| $16.5M | 0.01% |
91,263
+1,534
| +2% | +$277K |
|
916
Installed Building Products
IBP
$7.43B
| $16.5M | 0.01% |
161,595
-33,376
| -17% | -$3.4M |
|
917
Sleep Number
SNBR
$237M
| $16.4M | 0.01% |
200,510
-3,675
| -2% | -$301K |
|
918
Polaris
PII
$3.39B
| $16.4M | 0.01% |
172,132
+413
| +0.2% | +$39.4K |
|
919
Wyndham Hotels & Resorts
WH
$6.69B
| $16.4M | 0.01% |
275,820
-619
| -0.2% | -$36.8K |
|
920
Saic
SAIC
$4.82B
| $16.4M | 0.01% |
172,880
-1,977
| -1% | -$187K |
|
921
Gibraltar Industries
ROCK
$1.84B
| $16.3M | 0.01% |
227,201
-8,111
| -3% | -$584K |
|
922
J&J Snack Foods
JJSF
$2.09B
| $16.3M | 0.01% |
104,745
-10,164
| -9% | -$1.58M |
|
923
Array Technologies
ARRY
$1.22B
| $16.2M | 0.01% |
+376,445
| New | +$16.2M |
|
924
Onto Innovation
ONTO
$5.33B
| $16.2M | 0.01% |
341,170
-8,495
| -2% | -$404K |
|
925
Acadia Healthcare
ACHC
$2.06B
| $16.1M | 0.01% |
320,871
-18,791
| -6% | -$944K |
|