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 | |
|---|---|---|---|---|---|---|
1276
iShares Russell 2000 Value ETF
IWN
$11.9B
| $9.2M | 0.01% |
69,869
+31,838
| +84% | +$4.19M |
|
|
HSKA
1277
DELISTED
Heska Corp
HSKA
| $9.19M | 0.01% |
63,093
-1,996
| -3% | -$291K |
|
1278
News Corp Class A
NWSA
$16.5B
| $9.18M | 0.01% |
510,944
-50,940
| -9% | -$915K |
|
1279
Uber
UBER
$199B
| $9.17M | 0.01% |
179,785
+21,392
| +14% | +$1.09M |
|
|
GWB
1280
DELISTED
Great Western Bancorp, Inc.
GWB
| $9.16M | 0.01% |
438,269
-23,543
| -5% | -$492K |
|
1281
AMC Networks
AMCX
$357M
| $9.15M | 0.01% |
255,761
+90,860
| +55% | +$3.25M |
|
1282
FirstCash
FCFS
$6.56B
| $9.15M | 0.01% |
130,572
+4,586
| +4% | +$321K |
|
1283
Core Laboratories
CLB
$592M
| $9.14M | 0.01% |
344,705
-74,610
| -18% | -$1.98M |
|
1284
Matador Resources
MTDR
$6.06B
| $9.11M | 0.01% |
755,517
-31,351
| -4% | -$378K |
|
1285
FNB Corp
FNB
$5.88B
| $9.08M | 0.01% |
955,691
-12,484
| -1% | -$119K |
|
1286
Simulations Plus
SLP
$286M
| $9.07M | 0.01% |
126,149
+1,738
| +1% | +$125K |
|
|
PGTI
1287
DELISTED
PGT, Inc.
PGTI
| $9.05M | 0.01% |
444,987
-22,247
| -5% | -$453K |
|
1288
The Beauty Health Co
SKIN
$315M
| $9.05M | 0.01% |
+800,000
| New | +$9.05M |
|
1289
LendingTree
TREE
$974M
| $9.01M | 0.01% |
32,902
+9,165
| +39% | +$2.51M |
|
1290
Astec Industries
ASTE
$1.07B
| $9M | 0.01% |
155,532
-6,144
| -4% | -$356K |
|
1291
National Beverage
FIZZ
$3.69B
| $9M | 0.01% |
212,044
+45,274
| +27% | +$1.92M |
|
1292
American Eagle Outfitters
AEO
$3.29B
| $9M | 0.01% |
448,202
-10,133
| -2% | -$203K |
|
1293
Ultra Clean Holdings
UCTT
$1.14B
| $8.99M | 0.01% |
288,761
+1,867
| +0.7% | +$58.2K |
|
|
LADR
1294
Ladder Capital
LADR
$1.49B
| $8.99M | 0.01% |
919,433
+25,559
| +3% | +$250K |
|
|
FARO
1295
DELISTED
Faro Technologies
FARO
| $8.97M | 0.01% |
126,943
-250
| -0.2% | -$17.7K |
|
1296
3D Systems Corporation
DDD
$294M
| $8.95M | 0.01% |
853,991
-12,467
| -1% | -$131K |
|
1297
Kimco Realty
KIM
$15.2B
| $8.95M | 0.01% |
595,933
-14,983
| -2% | -$225K |
|
1298
Altice USA
ATUS
$1.12B
| $8.93M | 0.01% |
235,893
-12,777
| -5% | -$484K |
|
1299
Golden Entertainment
GDEN
$637M
| $8.92M | 0.01% |
448,683
+11,971
| +3% | +$238K |
|
1300
Boot Barn
BOOT
$5.5B
| $8.91M | 0.01% |
205,508
-895
| -0.4% | -$38.8K |
|