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 |
CoStar Group
CSGP
|
+$317M |
| 2 |
Digital Realty Trust
DLR
|
+$256M |
| 3 |
American Tower
AMT
|
+$201M |
| 4 |
COR
Coresite Realty Corporation
COR
|
+$158M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$136M |
Top Sells
| 1 |
INXN
Interxion Holding N.V.
INXN
|
+$358M |
| 2 |
Wayfair
W
|
+$187M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$146M |
| 4 |
Welltower
WELL
|
+$145M |
| 5 |
Host Hotels & Resorts
HST
|
+$125M |
Sector Composition
| 1 | Technology | 17.28% |
| 2 | Real Estate | 16.9% |
| 3 | Financials | 15.46% |
| 4 | Consumer Discretionary | 10.43% |
| 5 | Healthcare | 9.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1326
Tesla
TSLA
$1.17T
| $4.47M | ﹤0.01% |
127,845
+12,405
| +11% | +$433K |
|
1327
Ultra Clean Holdings
UCTT
$1.16B
| $4.46M | ﹤0.01% |
323,458
-12,408
| -4% | -$171K |
|
1328
Tanger
SKT
$3.9B
| $4.43M | ﹤0.01% |
886,177
+321,357
| +57% | +$1.61M |
|
1329
AAR Corp
AIR
$2.71B
| $4.43M | ﹤0.01% |
249,394
-17,378
| -7% | -$309K |
|
|
HNGR
1330
DELISTED
Hanger Inc.
HNGR
| $4.42M | ﹤0.01% |
283,389
-11,716
| -4% | -$183K |
|
1331
Graham Holdings Company
GHC
$5.03B
| $4.39M | ﹤0.01% |
12,866
-5,992
| -32% | -$2.04M |
|
|
RWT
1332
Redwood Trust
RWT
$808M
| $4.39M | ﹤0.01% |
867,211
-23,104
| -3% | -$117K |
|
1333
The Greenbrier Companies
GBX
$1.44B
| $4.39M | ﹤0.01% |
247,297
-10,229
| -4% | -$181K |
|
1334
Insperity
NSP
$2B
| $4.37M | ﹤0.01% |
117,040
-47,038
| -29% | -$1.75M |
|
1335
OFG Bancorp
OFG
$1.97B
| $4.36M | ﹤0.01% |
390,088
-76,930
| -16% | -$860K |
|
|
ADAM
1336
Adamas Trust, Inc. Common Stock
ADAM
$658M
| $4.36M | ﹤0.01% |
702,677
+123,715
| +21% | +$767K |
|
|
LADR
1337
Ladder Capital
LADR
$1.51B
| $4.33M | ﹤0.01% |
914,407
+2,535
| +0.3% | +$12K |
|
1338
Abercrombie & Fitch
ANF
$4.41B
| $4.33M | ﹤0.01% |
476,128
-19,691
| -4% | -$179K |
|
1339
American Eagle Outfitters
AEO
$3.3B
| $4.3M | ﹤0.01% |
540,590
-190,760
| -26% | -$1.52M |
|
|
PLC
1340
DELISTED
Principal Exchange-Traded Funds Principal U.S. Large-Cap Multi-Factor ETF
PLC
| $4.3M | ﹤0.01% |
199,921
| – | – |
|
1341
Vanda Pharmaceuticals
VNDA
$267M
| $4.28M | ﹤0.01% |
412,975
-16,193
| -4% | -$168K |
|
1342
Adtalem Global Education
ATGE
$4.91B
| $4.28M | ﹤0.01% |
159,587
-69,671
| -30% | -$1.87M |
|
1343
Enphase Energy
ENPH
$5.05B
| $4.27M | ﹤0.01% |
132,124
+6,296
| +5% | +$203K |
|
1344
Ambac
AMBC
$407M
| $4.27M | ﹤0.01% |
345,608
-14,294
| -4% | -$176K |
|
1345
PENN Entertainment
PENN
$2.91B
| $4.23M | ﹤0.01% |
334,717
-127,903
| -28% | -$1.62M |
|
1346
Enviri
NVRI
$967M
| $4.23M | ﹤0.01% |
606,729
-14,322
| -2% | -$99.8K |
|
1347
Virtus Investment Partners
VRTS
$1.35B
| $4.23M | ﹤0.01% |
55,552
+4,470
| +9% | +$340K |
|
1348
Minerals Technologies
MTX
$2B
| $4.22M | ﹤0.01% |
116,422
-44,920
| -28% | -$1.63M |
|
1349
Invesco Mortgage Capital
IVR
$511M
| $4.22M | ﹤0.01% |
123,756
+10,934
| +10% | +$373K |
|
|
BIG
1350
DELISTED
Big Lots, Inc.
BIG
| $4.22M | ﹤0.01% |
296,767
-11,845
| -4% | -$168K |
|