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 | |
|---|---|---|---|---|---|---|
1426
Inogen
INGN
$231M
| $7M | 0.01% |
156,548
+21,072
| +16% | +$942K |
|
1427
Openlane
KAR
$3.06B
| $6.98M | 0.01% |
375,109
-134,140
| -26% | -$2.5M |
|
|
POLY
1428
DELISTED
Plantronics, Inc.
POLY
| $6.98M | 0.01% |
258,205
-7,000
| -3% | -$189K |
|
1429
NOV
NOV
$4.78B
| $6.97M | 0.01% |
507,520
-39,895
| -7% | -$548K |
|
1430
Marten Transport
MRTN
$952M
| $6.96M | 0.01% |
403,844
-19,225
| -5% | -$331K |
|
|
NXGN
1431
DELISTED
NextGen Healthcare, Inc. Common Stock
NXGN
| $6.95M | 0.01% |
381,033
-16,282
| -4% | -$297K |
|
1432
Axcelis
ACLS
$2.68B
| $6.94M | 0.01% |
238,373
-996
| -0.4% | -$29K |
|
|
TIG
1433
DELISTED
Trean Insurance Group, Inc. Common Stock
TIG
| $6.92M | 0.01% |
528,226
+5,253
| +1% | +$68.8K |
|
1434
Sea Limited
SE
$117B
| $6.91M | 0.01% |
34,734
+32,772
| +1,670% | +$6.52M |
|
|
SAVE
1435
DELISTED
Spirit Airlines, Inc.
SAVE
| $6.91M | 0.01% |
282,610
+134,306
| +91% | +$3.28M |
|
|
PING
1436
DELISTED
Ping Identity Holding Corp.
PING
| $6.9M | 0.01% |
240,868
-542,313
| -69% | -$15.5M |
|
1437
National Bank Holdings
NBHC
$1.46B
| $6.9M | 0.01% |
210,531
-8,125
| -4% | -$266K |
|
1438
Ralph Lauren
RL
$19.1B
| $6.84M | 0.01% |
65,906
-15,215
| -19% | -$1.58M |
|
1439
Yelp
YELP
$1.95B
| $6.83M | 0.01% |
209,100
+10,298
| +5% | +$336K |
|
1440
Avanos Medical
AVNS
$567M
| $6.82M | 0.01% |
148,698
-766
| -0.5% | -$35.1K |
|
1441
ADC Therapeutics
ADCT
$373M
| $6.82M | 0.01% |
212,974
-1,406
| -0.7% | -$45K |
|
|
DHC
1442
Diversified Healthcare Trust
DHC
$1.07B
| $6.82M | 0.01% |
1,654,347
-65,671
| -4% | -$271K |
|
|
GTY
1443
Getty Realty Corp
GTY
$1.6B
| $6.81M | 0.01% |
247,352
-5,477
| -2% | -$151K |
|
1444
Benchmark Electronics
BHE
$1.41B
| $6.78M | 0.01% |
250,918
-10,266
| -4% | -$277K |
|
|
RWT
1445
Redwood Trust
RWT
$804M
| $6.76M | 0.01% |
769,972
-52,212
| -6% | -$458K |
|
1446
Roku
ROKU
$13.8B
| $6.72M | 0.01% |
20,231
-177
| -0.9% | -$58.8K |
|
1447
Southside Bancshares
SBSI
$917M
| $6.71M | 0.01% |
216,133
-8,332
| -4% | -$259K |
|
1448
Artivion
AORT
$1.93B
| $6.7M | 0.01% |
283,623
+4,175
| +1% | +$98.6K |
|
1449
Community Health Systems
CYH
$412M
| $6.69M | 0.01% |
900,065
-101,574
| -10% | -$755K |
|
1450
PBF Energy
PBF
$3.19B
| $6.68M | ﹤0.01% |
940,139
+50,751
| +6% | +$360K |
|