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 | |
|---|---|---|---|---|---|---|
|
CSR
1476
Centerspace
CSR
$977M
| $6.31M | ﹤0.01% |
89,264
-2,484
| -3% | -$175K |
|
|
DISCA
1477
DELISTED
Discovery, Inc. Series A Common Stock
DISCA
| $6.3M | ﹤0.01% |
209,330
-30,903
| -13% | -$930K |
|
1478
Graham Holdings Company
GHC
$5.1B
| $6.26M | ﹤0.01% |
11,731
-268
| -2% | -$143K |
|
1479
iShares Russell Mid-Cap Value ETF
IWS
$14.2B
| $6.26M | ﹤0.01% |
64,533
-3,900
| -6% | -$378K |
|
1480
Perdoceo Education
PRDO
$2.27B
| $6.25M | ﹤0.01% |
494,498
-12,638
| -2% | -$160K |
|
1481
RadNet
RDNT
$5.58B
| $6.19M | ﹤0.01% |
316,500
-345
| -0.1% | -$6.75K |
|
|
SWAV
1482
DELISTED
Shockwave Medical, Inc. Common Stock
SWAV
| $6.18M | ﹤0.01% |
59,592
+49,346
| +482% | +$5.12M |
|
1483
SL Green Realty
SLG
$4.65B
| $6.16M | ﹤0.01% |
100,465
-10,996
| -10% | -$674K |
|
1484
United Natural Foods
UNFI
$1.79B
| $6.16M | ﹤0.01% |
385,561
-6,149
| -2% | -$98.2K |
|
1485
Marcus & Millichap
MMI
$1.27B
| $6.15M | ﹤0.01% |
165,234
-6,362
| -4% | -$237K |
|
1486
Heartland Express
HTLD
$660M
| $6.14M | ﹤0.01% |
339,053
-15,987
| -5% | -$289K |
|
1487
SiriusPoint
SPNT
$2.23B
| $6.12M | ﹤0.01% |
643,242
-31,024
| -5% | -$295K |
|
1488
Fulton Financial
FULT
$3.53B
| $6.12M | ﹤0.01% |
480,983
-475
| -0.1% | -$6.04K |
|
|
TVTY
1489
DELISTED
Tivity Health, Inc. Common Stock
TVTY
| $6.12M | ﹤0.01% |
312,350
-144,563
| -32% | -$2.83M |
|
|
KRA
1490
DELISTED
Kraton Corporation
KRA
| $6.09M | ﹤0.01% |
219,254
-123,938
| -36% | -$3.44M |
|
1491
Avis
CAR
$5.44B
| $6.08M | ﹤0.01% |
162,982
+5,940
| +4% | +$222K |
|
1492
Enova International
ENVA
$2.93B
| $6.08M | ﹤0.01% |
245,351
+27,016
| +12% | +$669K |
|
1493
International Bancshares
IBOC
$4.42B
| $6.05M | ﹤0.01% |
161,598
+57
| +0% | +$2.13K |
|
1494
Extreme Networks
EXTR
$2.94B
| $6.04M | ﹤0.01% |
877,336
-17,403
| -2% | -$120K |
|
1495
Standard Motor Products
SMP
$897M
| $6.03M | ﹤0.01% |
149,032
-3,116
| -2% | -$126K |
|
1496
E.W. Scripps
SSP
$256M
| $6.01M | ﹤0.01% |
392,987
-33,066
| -8% | -$506K |
|
|
MDP
1497
DELISTED
Meredith Corporation
MDP
| $5.98M | ﹤0.01% |
311,172
-93,680
| -23% | -$1.8M |
|
1498
Urban Outfitters
URBN
$6.16B
| $5.96M | ﹤0.01% |
232,697
+709
| +0.3% | +$18.2K |
|
1499
NXP Semiconductors
NXPI
$55.6B
| $5.93M | ﹤0.01% |
37,320
+2,442
| +7% | +$388K |
|
1500
Veeco
VECO
$1.54B
| $5.93M | ﹤0.01% |
341,290
-13,628
| -4% | -$237K |
|