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 | |
|---|---|---|---|---|---|---|
1501
TechnipFMC
FTI
$16.5B
| $5.91M | ﹤0.01% |
844,989
+88,017
| +12% | +$616K |
|
1502
Coty
COTY
$3.59B
| $5.89M | ﹤0.01% |
839,468
-37,012
| -4% | -$260K |
|
1503
Vontier
VNT
$6.28B
| $5.85M | ﹤0.01% |
+175,140
| New | +$5.85M |
|
1504
Vanda Pharmaceuticals
VNDA
$268M
| $5.84M | ﹤0.01% |
444,621
+49,989
| +13% | +$657K |
|
1505
Guess, Inc.
GES
$869M
| $5.84M | ﹤0.01% |
258,236
-10,211
| -4% | -$231K |
|
|
AVTA
1506
DELISTED
Avantax, Inc. Common Stock
AVTA
| $5.84M | ﹤0.01% |
366,847
+22,739
| +7% | +$362K |
|
1507
Fluor
FLR
$6.65B
| $5.8M | ﹤0.01% |
363,213
-8,258
| -2% | -$132K |
|
1508
Heritage Financial
HFWA
$833M
| $5.78M | ﹤0.01% |
247,031
-9,821
| -4% | -$230K |
|
1509
MillerKnoll
MLKN
$1.4B
| $5.78M | ﹤0.01% |
170,940
-47,701
| -22% | -$1.61M |
|
1510
nLIGHT
LASR
$1.44B
| $5.77M | ﹤0.01% |
176,836
+10,836
| +7% | +$354K |
|
|
HNGR
1511
DELISTED
Hanger Inc.
HNGR
| $5.77M | ﹤0.01% |
262,159
-18,159
| -6% | -$399K |
|
1512
Buckle
BKE
$3.09B
| $5.76M | ﹤0.01% |
197,135
-9,876
| -5% | -$288K |
|
1513
Chefs' Warehouse
CHEF
$2.69B
| $5.74M | ﹤0.01% |
223,451
-9,060
| -4% | -$233K |
|
|
CPE
1514
DELISTED
Callon Petroleum Company
CPE
| $5.74M | ﹤0.01% |
436,122
-13,323
| -3% | -$175K |
|
1515
Twilio
TWLO
$15.6B
| $5.71M | ﹤0.01% |
16,876
-940
| -5% | -$318K |
|
1516
Genworth Financial
GNW
$3.59B
| $5.67M | ﹤0.01% |
1,500,669
-22,330
| -1% | -$84.4K |
|
|
UHT
1517
Universal Health Realty Income Trust
UHT
$580M
| $5.66M | ﹤0.01% |
88,103
-3,625
| -4% | -$233K |
|
1518
Myers Industries
MYE
$599M
| $5.63M | ﹤0.01% |
270,877
+1,196
| +0.4% | +$24.9K |
|
1519
Ichor Holdings
ICHR
$578M
| $5.62M | ﹤0.01% |
186,337
-22,173
| -11% | -$668K |
|
|
SVC
1520
Service Properties Trust
SVC
$484M
| $5.62M | ﹤0.01% |
488,903
-5,232
| -1% | -$60.1K |
|
1521
Vanguard Mid-Cap ETF
VO
$88.2B
| $5.62M | ﹤0.01% |
27,160
+15,444
| +132% | +$3.19M |
|
1522
OraSure Technologies
OSUR
$242M
| $5.52M | ﹤0.01% |
521,157
+9,313
| +2% | +$98.6K |
|
|
PRSU
1523
Pursuit Attractions and Hospitality, Inc.
PRSU
$1.04B
| $5.48M | ﹤0.01% |
151,385
-7,941
| -5% | -$287K |
|
|
CKH
1524
DELISTED
Seacor Holdings Inc.
CKH
| $5.46M | ﹤0.01% |
131,736
-6,044
| -4% | -$251K |
|
1525
Oceaneering
OII
$2.44B
| $5.43M | ﹤0.01% |
683,137
-27,048
| -4% | -$215K |
|