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 | |
|---|---|---|---|---|---|---|
1001
Skechers
SKX
$9.49B
| $14.4M | 0.01% |
401,420
-3,408
| -0.8% | -$122K |
|
1002
Monro
MNRO
$534M
| $14.4M | 0.01% |
270,646
+8,981
| +3% | +$479K |
|
1003
Kontoor Brands
KTB
$4.67B
| $14.4M | 0.01% |
355,395
-49,668
| -12% | -$2.01M |
|
1004
MGIC Investment
MTG
$6.67B
| $14.4M | 0.01% |
1,148,594
+969,777
| +542% | +$12.2M |
|
1005
Winnebago Industries
WGO
$988M
| $14.4M | 0.01% |
240,089
-50,520
| -17% | -$3.03M |
|
1006
Koppers
KOP
$570M
| $14.4M | 0.01% |
460,904
+94,463
| +26% | +$2.94M |
|
1007
Synovus
SNV
$7.19B
| $14.3M | 0.01% |
442,062
-1,229
| -0.3% | -$39.8K |
|
1008
Leslie's
LESL
$62.2M
| $14.3M | 0.01% |
+515,320
| New | +$14.3M |
|
1009
Sealed Air
SEE
$4.99B
| $14.3M | 0.01% |
312,276
-16,243
| -5% | -$744K |
|
|
MTOR
1010
DELISTED
MERITOR, Inc.
MTOR
| $14.3M | 0.01% |
511,926
-5,226
| -1% | -$146K |
|
1011
Campbell Soup
CPB
$10.1B
| $14.3M | 0.01% |
295,313
+1,531
| +0.5% | +$74K |
|
1012
Sanmina
SANM
$6.27B
| $14.3M | 0.01% |
447,600
-37,819
| -8% | -$1.21M |
|
1013
BancFirst
BANF
$4.48B
| $14.3M | 0.01% |
242,854
+17,394
| +8% | +$1.02M |
|
1014
Maximus
MMS
$5.08B
| $14.3M | 0.01% |
194,763
+5,430
| +3% | +$397K |
|
1015
Douglas Emmett
DEI
$2.81B
| $14.2M | 0.01% |
488,302
-1,626
| -0.3% | -$47.4K |
|
|
CADE
1016
DELISTED
Cadence Bancorporation
CADE
| $14.2M | 0.01% |
866,632
-365,932
| -30% | -$6.01M |
|
1017
Host Hotels & Resorts
HST
$12.2B
| $14.1M | 0.01% |
966,729
-44,367
| -4% | -$649K |
|
1018
ACI Worldwide
ACIW
$5.22B
| $14.1M | 0.01% |
367,860
+10,959
| +3% | +$421K |
|
1019
Cirrus Logic
CRUS
$5.91B
| $14.1M | 0.01% |
171,681
-3,019
| -2% | -$248K |
|
1020
Janus Henderson
JHG
$7.08B
| $14M | 0.01% |
431,704
-5,103
| -1% | -$166K |
|
|
CTB
1021
DELISTED
Cooper Tire & Rubber Co.
CTB
| $14M | 0.01% |
346,532
-13,299
| -4% | -$539K |
|
1022
Rollins
ROL
$28.2B
| $14M | 0.01% |
359,114
+34,733
| +11% | +$1.36M |
|
1023
Lumen
LUMN
$6.25B
| $14M | 0.01% |
1,438,505
+22,050
| +2% | +$215K |
|
1024
Ollie's Bargain Outlet
OLLI
$8.07B
| $14M | 0.01% |
171,393
+471
| +0.3% | +$38.5K |
|
1025
Ryder
R
$7.73B
| $14M | 0.01% |
226,886
-59,183
| -21% | -$3.66M |
|