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 | |
|---|---|---|---|---|---|---|
951
Valmont Industries
VMI
$7.63B
| $15.4M | 0.01% |
88,267
+6,092
| +7% | +$1.07M |
|
952
The Mosaic Company
MOS
$10.7B
| $15.4M | 0.01% |
669,858
-34,346
| -5% | -$790K |
|
953
Lamb Weston
LW
$7.96B
| $15.4M | 0.01% |
195,396
-18,069
| -8% | -$1.42M |
|
954
CenterPoint Energy
CNP
$25B
| $15.4M | 0.01% |
709,831
-53,875
| -7% | -$1.17M |
|
955
Toll Brothers
TOL
$14.2B
| $15.4M | 0.01% |
353,294
-10,316
| -3% | -$448K |
|
956
Mr. Cooper
COOP
$14.1B
| $15.3M | 0.01% |
493,751
-26,594
| -5% | -$825K |
|
957
B&G Foods
BGS
$369M
| $15.3M | 0.01% |
550,751
+18,268
| +3% | +$507K |
|
958
Axos Financial
AX
$5.21B
| $15.3M | 0.01% |
406,632
+36,320
| +10% | +$1.36M |
|
959
Jefferies Financial Group
JEF
$13.9B
| $15.2M | 0.01% |
647,976
-31,291
| -5% | -$736K |
|
960
Thor Industries
THO
$5.83B
| $15.2M | 0.01% |
163,849
-155
| -0.1% | -$14.4K |
|
961
Mohawk Industries
MHK
$8.68B
| $15.2M | 0.01% |
108,042
+21,022
| +24% | +$2.96M |
|
962
International Flavors & Fragrances
IFF
$17B
| $15.2M | 0.01% |
139,797
-10,696
| -7% | -$1.16M |
|
963
Allegion
ALLE
$15.2B
| $15.2M | 0.01% |
130,248
-11,575
| -8% | -$1.35M |
|
|
DOC
964
DELISTED
PHYSICIANS REALTY TRUST
DOC
| $15.1M | 0.01% |
850,079
+2,214
| +0.3% | +$39.4K |
|
965
JB Hunt Transport Services
JBHT
$13.7B
| $15.1M | 0.01% |
110,720
-7,874
| -7% | -$1.08M |
|
966
SLM Corp
SLM
$6.05B
| $15.1M | 0.01% |
1,219,531
-5,920
| -0.5% | -$73.3K |
|
967
LiveRamp
RAMP
$1.77B
| $15.1M | 0.01% |
206,322
+7,070
| +4% | +$517K |
|
968
Owens & Minor
OMI
$423M
| $15.1M | 0.01% |
557,353
+13,096
| +2% | +$354K |
|
969
Webster Financial
WBS
$10.3B
| $15M | 0.01% |
356,516
+95,105
| +36% | +$4.01M |
|
970
Kulicke & Soffa
KLIC
$2.03B
| $15M | 0.01% |
472,031
-1,226,413
| -72% | -$39M |
|
|
CXO
971
DELISTED
CONCHO RESOURCES INC.
CXO
| $15M | 0.01% |
256,859
-22,526
| -8% | -$1.31M |
|
|
NUVA
972
DELISTED
NuVasive, Inc.
NUVA
| $15M | 0.01% |
265,980
+109,142
| +70% | +$6.15M |
|
973
Emcor
EME
$28.6B
| $15M | 0.01% |
163,757
-886
| -0.5% | -$81K |
|
974
NRG Energy
NRG
$30.5B
| $15M | 0.01% |
398,439
-397
| -0.1% | -$14.9K |
|
975
Cboe Global Markets
CBOE
$24.7B
| $15M | 0.01% |
160,625
-5,174
| -3% | -$482K |
|