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 | |
|---|---|---|---|---|---|---|
926
Rayonier
RYN
$4.13B
| $16.1M | 0.01% |
576,739
+12,305
| +2% | +$344K |
|
927
Texas Roadhouse
TXRH
$11.1B
| $16.1M | 0.01% |
206,187
+6,047
| +3% | +$473K |
|
928
First Financial Bankshares
FFIN
$5.13B
| $16.1M | 0.01% |
445,120
+14,881
| +3% | +$538K |
|
929
Gentherm
THRM
$1.1B
| $16.1M | 0.01% |
246,852
-6,502
| -3% | -$424K |
|
930
Federal Signal
FSS
$7.77B
| $16M | 0.01% |
483,791
-13,335
| -3% | -$442K |
|
931
Moog
MOG.A
$6.38B
| $16M | 0.01% |
201,954
-13,229
| -6% | -$1.05M |
|
932
National Storage Affiliates Trust
NSA
$2.49B
| $16M | 0.01% |
444,280
-8,014
| -2% | -$289K |
|
933
Plexus
PLXS
$3.8B
| $16M | 0.01% |
204,530
-9,666
| -5% | -$756K |
|
934
Landstar System
LSTR
$4.59B
| $15.9M | 0.01% |
117,977
-263
| -0.2% | -$35.4K |
|
935
Keurig Dr Pepper
KDP
$37.5B
| $15.9M | 0.01% |
496,405
+73,947
| +18% | +$2.37M |
|
|
SGI
936
Somnigroup International Inc.
SGI
$18.1B
| $15.9M | 0.01% |
587,524
-15,716
| -3% | -$424K |
|
|
SWN
937
DELISTED
Southwestern Energy Company
SWN
| $15.9M | 0.01% |
5,322,765
-4,016
| -0.1% | -$12K |
|
938
Principal Financial Group
PFG
$18.3B
| $15.8M | 0.01% |
318,846
-21,598
| -6% | -$1.07M |
|
939
Pricesmart
PSMT
$3.63B
| $15.8M | 0.01% |
173,242
-3,126
| -2% | -$285K |
|
940
MDU Resources
MDU
$3.35B
| $15.7M | 0.01% |
1,563,385
-7,151
| -0.5% | -$71.6K |
|
941
Advance Auto Parts
AAP
$3.73B
| $15.6M | 0.01% |
99,247
-2,963
| -3% | -$467K |
|
942
Knight Transportation
KNX
$6.97B
| $15.6M | 0.01% |
373,625
-11,313
| -3% | -$473K |
|
943
Sabre
SABR
$742M
| $15.6M | 0.01% |
1,299,647
+377,093
| +41% | +$4.53M |
|
944
CareTrust REIT
CTRE
$7.61B
| $15.6M | 0.01% |
703,601
-48,455
| -6% | -$1.07M |
|
945
Quanta Services
PWR
$58.1B
| $15.6M | 0.01% |
216,028
+8,414
| +4% | +$606K |
|
946
Topgolf Callaway Brands
MODG
$1.78B
| $15.6M | 0.01% |
647,881
-26,619
| -4% | -$639K |
|
947
United Bankshares
UBSI
$5.4B
| $15.6M | 0.01% |
480,061
+104,316
| +28% | +$3.38M |
|
948
Lazard
LAZ
$5.35B
| $15.5M | 0.01% |
366,982
+359,541
| +4,832% | +$15.2M |
|
|
MGLN
949
DELISTED
Magellan Health Services, Inc.
MGLN
| $15.5M | 0.01% |
187,060
+6,479
| +4% | +$537K |
|
|
INN
950
Summit Hotel Properties
INN
$626M
| $15.4M | 0.01% |
1,714,425
+957,320
| +126% | +$8.63M |
|