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 | |
|---|---|---|---|---|---|---|
1076
Highwoods Properties
HIW
$3.49B
| $12.9M | 0.01% |
325,653
+6,281
| +2% | +$249K |
|
|
CSII
1077
DELISTED
Cardiovascular Systems, Inc.
CSII
| $12.9M | 0.01% |
294,211
-2,923
| -1% | -$128K |
|
1078
Louisiana-Pacific
LPX
$6.81B
| $12.8M | 0.01% |
345,101
+3,294
| +1% | +$122K |
|
1079
Simpson Manufacturing
SSD
$8.07B
| $12.8M | 0.01% |
137,050
-219,164
| -62% | -$20.5M |
|
1080
Ashland
ASH
$2.5B
| $12.8M | 0.01% |
161,504
+32
| +0% | +$2.54K |
|
1081
H&R Block
HRB
$6.98B
| $12.8M | 0.01% |
804,895
+215,278
| +37% | +$3.41M |
|
|
RPAI
1082
DELISTED
RETAIL PROPERTIES OF AMERICA, INC.
RPAI
| $12.7M | 0.01% |
1,487,703
-61,088
| -4% | -$523K |
|
1083
iShares MSCI India ETF
INDA
$9.4B
| $12.7M | 0.01% |
316,262
+17,812
| +6% | +$716K |
|
1084
Jamf
JAMF
$1.4B
| $12.7M | 0.01% |
424,792
+9,805
| +2% | +$293K |
|
1085
Valvoline
VVV
$5.15B
| $12.7M | 0.01% |
548,670
-1,699
| -0.3% | -$39.3K |
|
1086
TripAdvisor
TRIP
$2.08B
| $12.7M | 0.01% |
440,368
-8,676
| -2% | -$250K |
|
1087
First Foundation Inc
FFWM
$497M
| $12.7M | 0.01% |
632,674
+114,756
| +22% | +$2.3M |
|
1088
Banner Corp
BANR
$2.33B
| $12.7M | 0.01% |
271,556
-20,461
| -7% | -$953K |
|
|
MODV
1089
DELISTED
ModivCare
MODV
| $12.6M | 0.01% |
90,852
+3,420
| +4% | +$474K |
|
1090
Eagle Materials
EXP
$7.7B
| $12.5M | 0.01% |
123,804
-151
| -0.1% | -$15.3K |
|
1091
Virtus Investment Partners
VRTS
$1.36B
| $12.5M | 0.01% |
57,814
-7,154
| -11% | -$1.55M |
|
1092
American Airlines Group
AAL
$8.54B
| $12.5M | 0.01% |
794,297
+79,208
| +11% | +$1.25M |
|
1093
Henry Schein
HSIC
$8.43B
| $12.5M | 0.01% |
186,841
-14,882
| -7% | -$995K |
|
1094
ICU Medical
ICUI
$3.33B
| $12.5M | 0.01% |
58,122
+85
| +0.1% | +$18.2K |
|
1095
PRA Group
PRAA
$677M
| $12.4M | 0.01% |
313,553
-12,467
| -4% | -$494K |
|
1096
Tapestry
TPR
$22.2B
| $12.4M | 0.01% |
399,805
-29,146
| -7% | -$906K |
|
1097
Wingstop
WING
$7.67B
| $12.4M | 0.01% |
93,649
+3,577
| +4% | +$474K |
|
1098
Hain Celestial
HAIN
$191M
| $12.4M | 0.01% |
308,315
+60,706
| +25% | +$2.44M |
|
1099
WesBanco
WSBC
$3.06B
| $12.4M | 0.01% |
412,854
+9,850
| +2% | +$295K |
|
|
PE
1100
DELISTED
PARSLEY ENERGY INC
PE
| $12.4M | 0.01% |
869,766
+271,498
| +45% | +$3.86M |
|