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 | |
|---|---|---|---|---|---|---|
1026
Autoliv
ALV
$9.63B
| $14M | 0.01% |
152,100
-40,229
| -21% | -$3.7M |
|
1027
Kemper
KMPR
$3.32B
| $14M | 0.01% |
182,092
-294,809
| -62% | -$22.6M |
|
1028
First Bancorp
FBP
$3.52B
| $14M | 0.01% |
1,515,104
-62,973
| -4% | -$581K |
|
1029
Stewart Information Services
STC
$2.04B
| $13.9M | 0.01% |
288,212
-33,924
| -11% | -$1.64M |
|
1030
La-Z-Boy
LZB
$1.43B
| $13.9M | 0.01% |
349,380
-3,509
| -1% | -$140K |
|
1031
Fox Factory Holding Corp
FOXF
$1.17B
| $13.9M | 0.01% |
131,534
-508
| -0.4% | -$53.7K |
|
|
BIG
1032
DELISTED
Big Lots, Inc.
BIG
| $13.9M | 0.01% |
323,158
+14,629
| +5% | +$628K |
|
1033
Vicor
VICR
$2.25B
| $13.8M | 0.01% |
150,148
-2,796
| -2% | -$258K |
|
1034
Bristow Group
VTOL
$1.08B
| $13.8M | 0.01% |
525,707
+356,767
| +211% | +$9.39M |
|
1035
Alcoa
AA
$8.36B
| $13.8M | 0.01% |
598,034
-15,059
| -2% | -$347K |
|
1036
Bank of Hawaii
BOH
$2.7B
| $13.8M | 0.01% |
179,724
+15,697
| +10% | +$1.2M |
|
|
EGOV
1037
DELISTED
NIC Inc
EGOV
| $13.8M | 0.01% |
532,834
+4,411
| +0.8% | +$114K |
|
1038
Loews
L
$19.9B
| $13.8M | 0.01% |
305,484
-30,075
| -9% | -$1.35M |
|
1039
Cheesecake Factory
CAKE
$2.92B
| $13.7M | 0.01% |
370,699
-17,339
| -4% | -$643K |
|
1040
Emergent Biosolutions
EBS
$425M
| $13.7M | 0.01% |
153,244
+15,958
| +12% | +$1.43M |
|
1041
BorgWarner
BWA
$9.34B
| $13.7M | 0.01% |
402,842
+67,817
| +20% | +$2.31M |
|
1042
Wintrust Financial
WTFC
$9.17B
| $13.7M | 0.01% |
224,157
-21,188
| -9% | -$1.29M |
|
1043
Rambus
RMBS
$9.53B
| $13.7M | 0.01% |
783,696
-29,898
| -4% | -$522K |
|
1044
OSI Systems
OSIS
$3.97B
| $13.7M | 0.01% |
146,623
+76
| +0.1% | +$7.09K |
|
1045
Globe Life
GL
$11.3B
| $13.7M | 0.01% |
143,889
+5,017
| +4% | +$476K |
|
|
LTC
1046
LTC Properties
LTC
$1.68B
| $13.6M | 0.01% |
350,693
+19,249
| +6% | +$749K |
|
1047
Anywhere Real Estate
HOUS
$699M
| $13.6M | 0.01% |
1,039,555
-357,213
| -26% | -$4.69M |
|
1048
Integra LifeSciences
IART
$1.21B
| $13.6M | 0.01% |
209,673
-303
| -0.1% | -$19.7K |
|
1049
AeroVironment
AVAV
$12.3B
| $13.6M | 0.01% |
156,377
-523
| -0.3% | -$45.5K |
|
|
SRC
1050
DELISTED
SPIRIT REALTY CAPITAL, INC.
SRC
| $13.6M | 0.01% |
337,875
+30,575
| +10% | +$1.23M |
|