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 | |
|---|---|---|---|---|---|---|
1126
Range Resources
RRC
$8.38B
| $11.9M | 0.01% |
1,777,000
-70,760
| -4% | -$474K |
|
1127
Signet Jewelers
SIG
$3.8B
| $11.9M | 0.01% |
436,443
-114,364
| -21% | -$3.12M |
|
1128
Western Union
WU
$2.74B
| $11.9M | 0.01% |
542,516
-42,022
| -7% | -$922K |
|
|
XHR
1129
Xenia Hotels & Resorts
XHR
$1.41B
| $11.9M | 0.01% |
782,375
-32,271
| -4% | -$491K |
|
1130
Wendy's
WEN
$1.88B
| $11.9M | 0.01% |
542,289
+1,764
| +0.3% | +$38.7K |
|
1131
Selective Insurance
SIGI
$4.85B
| $11.9M | 0.01% |
177,416
-538
| -0.3% | -$36K |
|
1132
Chord Energy
CHRD
$6B
| $11.9M | 0.01% |
320,563
-1,791,649
| -85% | -$66.4M |
|
|
DISH
1133
DELISTED
DISH Network Corp.
DISH
| $11.9M | 0.01% |
366,908
+745
| +0.2% | +$24.1K |
|
|
HPP
1134
Hudson Pacific Properties
HPP
$1.12B
| $11.9M | 0.01% |
493,460
-4,126
| -0.8% | -$99.1K |
|
1135
Myriad Genetics
MYGN
$715M
| $11.8M | 0.01% |
596,821
-62,612
| -9% | -$1.24M |
|
1136
FTI Consulting
FCN
$5.4B
| $11.8M | 0.01% |
105,589
-3,143
| -3% | -$351K |
|
1137
Pinnacle West Capital
PNW
$10.6B
| $11.8M | 0.01% |
147,194
-11,761
| -7% | -$940K |
|
|
PDCO
1138
DELISTED
Patterson Companies, Inc.
PDCO
| $11.8M | 0.01% |
396,652
-40,657
| -9% | -$1.2M |
|
1139
Carpenter Technology
CRS
$12.1B
| $11.7M | 0.01% |
403,069
+23,041
| +6% | +$671K |
|
1140
Sprouts Farmers Market
SFM
$13.5B
| $11.7M | 0.01% |
582,829
+140,041
| +32% | +$2.81M |
|
1141
Bentley Systems
BSY
$16.2B
| $11.7M | 0.01% |
288,495
+162,495
| +129% | +$6.58M |
|
1142
Valley National Bancorp
VLY
$6.03B
| $11.7M | 0.01% |
1,197,507
-2,305
| -0.2% | -$22.5K |
|
1143
NetEase
NTES
$95B
| $11.6M | 0.01% |
121,406
-15,604
| -11% | -$1.49M |
|
1144
Knowles
KN
$1.91B
| $11.6M | 0.01% |
630,642
-25,727
| -4% | -$474K |
|
1145
Home BancShares
HOMB
$5.79B
| $11.6M | 0.01% |
593,176
+7,299
| +1% | +$142K |
|
1146
NiSource
NI
$19.4B
| $11.5M | 0.01% |
500,966
-38,056
| -7% | -$873K |
|
|
TXNM
1147
TXNM Energy, Inc.
TXNM
$6B
| $11.5M | 0.01% |
236,712
-831,404
| -78% | -$40.3M |
|
1148
DaVita
DVA
$9.53B
| $11.5M | 0.01% |
97,628
-20,603
| -17% | -$2.42M |
|
1149
Heidrick & Struggles
HSII
$1.05B
| $11.5M | 0.01% |
390,125
+235,266
| +152% | +$6.91M |
|
1150
Clean Harbors
CLH
$12.8B
| $11.5M | 0.01% |
150,556
-1,270
| -0.8% | -$96.6K |
|