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 | |
|---|---|---|---|---|---|---|
976
Chesapeake Utilities
CPK
$2.95B
| $15M | 0.01% |
138,192
+11,166
| +9% | +$1.21M |
|
977
Everest Group
EG
$14.6B
| $14.9M | 0.01% |
63,839
+212
| +0.3% | +$49.6K |
|
|
CCMP
978
DELISTED
CMC Materials, Inc. Common Stock
CCMP
| $14.9M | 0.01% |
98,681
+317
| +0.3% | +$48K |
|
979
Mueller Industries
MLI
$10.9B
| $14.9M | 0.01% |
849,936
-1,416
| -0.2% | -$24.9K |
|
980
Mercury Systems
MRCY
$4.38B
| $14.9M | 0.01% |
168,677
+348
| +0.2% | +$30.6K |
|
|
EPAY
981
DELISTED
Bottomline Technologies Inc
EPAY
| $14.8M | 0.01% |
280,941
-2,451
| -0.9% | -$129K |
|
982
F5
FFIV
$19.2B
| $14.8M | 0.01% |
84,182
-3,884
| -4% | -$683K |
|
983
Upbound Group
UPBD
$1.48B
| $14.8M | 0.01% |
386,068
-13,960
| -3% | -$535K |
|
984
Semtech
SMTC
$5.29B
| $14.8M | 0.01% |
205,001
+6,809
| +3% | +$491K |
|
985
Zions Bancorporation
ZION
$8.6B
| $14.8M | 0.01% |
339,837
+5,515
| +2% | +$240K |
|
|
ENDP
986
DELISTED
Endo International plc
ENDP
| $14.8M | 0.01% |
2,054,742
-173,145
| -8% | -$1.24M |
|
|
PACW
987
DELISTED
PacWest Bancorp
PACW
| $14.7M | 0.01% |
580,149
-629,526
| -52% | -$16M |
|
988
Globus Medical
GMED
$8.05B
| $14.7M | 0.01% |
225,656
+391
| +0.2% | +$25.5K |
|
989
Boise Cascade
BCC
$3.32B
| $14.7M | 0.01% |
307,446
-12,831
| -4% | -$613K |
|
990
Associated Banc-Corp
ASB
$4.38B
| $14.6M | 0.01% |
858,389
-71,036
| -8% | -$1.21M |
|
991
ATI
ATI
$10.5B
| $14.6M | 0.01% |
872,389
-34,070
| -4% | -$571K |
|
992
Kirby Corp
KEX
$4.91B
| $14.6M | 0.01% |
281,128
+86,077
| +44% | +$4.46M |
|
993
Howmet Aerospace
HWM
$74.3B
| $14.6M | 0.01% |
510,448
-44,654
| -8% | -$1.27M |
|
994
Renasant Corp
RNST
$3.63B
| $14.6M | 0.01% |
432,212
+386,530
| +846% | +$13M |
|
995
Interactive Brokers
IBKR
$28.2B
| $14.5M | 0.01% |
954,856
+19,136
| +2% | +$291K |
|
996
Brixmor Property Group
BRX
$8.6B
| $14.5M | 0.01% |
878,017
-2,889
| -0.3% | -$47.8K |
|
997
Wynn Resorts
WYNN
$12.9B
| $14.5M | 0.01% |
128,493
-9,449
| -7% | -$1.07M |
|
|
FLG
998
Flagstar Financial, Inc.
FLG
$5.3B
| $14.5M | 0.01% |
457,630
-625
| -0.1% | -$19.8K |
|
999
Fox Class A
FOXA
$28.7B
| $14.5M | 0.01% |
497,166
+3,396
| +0.7% | +$98.9K |
|
1000
Textron
TXT
$14.7B
| $14.5M | 0.01% |
299,146
-22,796
| -7% | -$1.1M |
|