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 | |
|---|---|---|---|---|---|---|
1326
Unisys
UIS
$284M
| $8.53M | 0.01% |
433,649
-17,101
| -4% | -$337K |
|
1327
Hancock Whitney
HWC
$5.36B
| $8.53M | 0.01% |
250,785
+581
| +0.2% | +$19.8K |
|
|
FOE
1328
DELISTED
Ferro Corporation
FOE
| $8.53M | 0.01% |
583,085
-15,998
| -3% | -$234K |
|
|
WLL
1329
DELISTED
Whiting Petroleum Corporation
WLL
| $8.52M | 0.01% |
340,892
| – | – |
|
1330
Fox Class B
FOX
$26B
| $8.5M | 0.01% |
294,339
+32,084
| +12% | +$927K |
|
1331
NETGEAR
NTGR
$827M
| $8.46M | 0.01% |
208,312
-5,586
| -3% | -$227K |
|
1332
TAL Education Group
TAL
$6.6B
| $8.46M | 0.01% |
118,282
-6,809
| -5% | -$487K |
|
1333
GATX Corp
GATX
$6.12B
| $8.45M | 0.01% |
101,576
+359
| +0.4% | +$29.9K |
|
1334
Silgan Holdings
SLGN
$4.71B
| $8.45M | 0.01% |
227,868
-100,127
| -31% | -$3.71M |
|
1335
ePlus
PLUS
$1.96B
| $8.43M | 0.01% |
191,724
-3,322
| -2% | -$146K |
|
1336
Acadia Realty Trust
AKR
$2.65B
| $8.42M | 0.01% |
593,452
-23,589
| -4% | -$335K |
|
1337
Pathward Financial
CASH
$1.74B
| $8.41M | 0.01% |
230,088
-17,951
| -7% | -$656K |
|
1338
Healthcare Services Group
HCSG
$1.18B
| $8.4M | 0.01% |
298,993
-2,033
| -0.7% | -$57.1K |
|
1339
Encore Capital Group
ECPG
$1.02B
| $8.4M | 0.01% |
215,627
-53,536
| -20% | -$2.09M |
|
1340
Viasat
VSAT
$4.03B
| $8.36M | 0.01% |
256,125
+69,924
| +38% | +$2.28M |
|
1341
iShares Russell 1000 Value ETF
IWD
$63.9B
| $8.34M | 0.01% |
60,995
+2,804
| +5% | +$383K |
|
|
TPC
1342
Tutor Perini Corporation
TPC
$3.32B
| $8.27M | 0.01% |
638,920
-173,742
| -21% | -$2.25M |
|
1343
Archrock
AROC
$4.33B
| $8.27M | 0.01% |
954,940
-3,262
| -0.3% | -$28.3K |
|
1344
AAR Corp
AIR
$2.67B
| $8.27M | 0.01% |
228,271
-9,096
| -4% | -$329K |
|
1345
Oxford Industries
OXM
$706M
| $8.26M | 0.01% |
126,097
-6,702
| -5% | -$439K |
|
1346
Inspire Medical Systems
INSP
$2.4B
| $8.24M | 0.01% |
43,791
-12,271
| -22% | -$2.31M |
|
1347
Calavo Growers
CVGW
$493M
| $8.22M | 0.01% |
118,351
-247
| -0.2% | -$17.1K |
|
1348
The Greenbrier Companies
GBX
$1.44B
| $8.22M | 0.01% |
225,799
-8,107
| -3% | -$295K |
|
1349
Universal Corp
UVV
$1.38B
| $8.2M | 0.01% |
168,643
-7,212
| -4% | -$351K |
|
1350
Commault Systems
CVLT
$7.8B
| $8.17M | 0.01% |
147,571
+6,870
| +5% | +$380K |
|