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 | |
|---|---|---|---|---|---|---|
|
NTUS
1526
DELISTED
Natus Medical Inc
NTUS
| $5.43M | ﹤0.01% |
270,893
-4,179
| -2% | -$83.8K |
|
1527
Andersons Inc
ANDE
$1.39B
| $5.42M | ﹤0.01% |
221,004
+1,467
| +0.7% | +$36K |
|
1528
DNOW Inc
DNOW
$1.63B
| $5.4M | ﹤0.01% |
752,445
-29,934
| -4% | -$215K |
|
|
GAP
1529
The Gap, Inc.
GAP
$8.69B
| $5.4M | ﹤0.01% |
267,557
-19,916
| -7% | -$402K |
|
1530
CoreCivic
CXW
$2.25B
| $5.39M | ﹤0.01% |
822,983
-32,720
| -4% | -$214K |
|
1531
Monarch Casino & Resort
MCRI
$1.89B
| $5.38M | ﹤0.01% |
87,943
-3,133
| -3% | -$192K |
|
1532
Varex Imaging
VREX
$465M
| $5.37M | ﹤0.01% |
321,844
+3,927
| +1% | +$65.5K |
|
1533
Agilysys
AGYS
$3.01B
| $5.36M | ﹤0.01% |
139,567
-5,547
| -4% | -$213K |
|
1534
Preferred Bank
PFBC
$1.16B
| $5.36M | ﹤0.01% |
106,112
-436,726
| -80% | -$22M |
|
1535
Enanta Pharmaceuticals
ENTA
$186M
| $5.35M | ﹤0.01% |
127,080
-4,713
| -4% | -$198K |
|
1536
Worthington Enterprises
WOR
$3.2B
| $5.35M | ﹤0.01% |
168,938
-559
| -0.3% | -$17.7K |
|
|
CBB
1537
DELISTED
Cincinnati Bell Inc.
CBB
| $5.33M | ﹤0.01% |
348,647
-13,870
| -4% | -$212K |
|
1538
MarineMax
HZO
$564M
| $5.32M | ﹤0.01% |
151,841
-2,862
| -2% | -$100K |
|
1539
John B. Sanfilippo & Son
JBSS
$735M
| $5.31M | ﹤0.01% |
67,358
-2,417
| -3% | -$191K |
|
|
CIR
1540
DELISTED
CIRCOR International, Inc
CIR
| $5.29M | ﹤0.01% |
137,570
-5,466
| -4% | -$210K |
|
1541
Vanguard S&P 500 ETF
VOO
$740B
| $5.29M | ﹤0.01% |
15,378
+1,026
| +7% | +$353K |
|
1542
Zumiez
ZUMZ
$347M
| $5.29M | ﹤0.01% |
143,688
-34,775
| -19% | -$1.28M |
|
|
HIBB
1543
DELISTED
Hibbett, Inc. Common Stock
HIBB
| $5.27M | ﹤0.01% |
114,181
-4,339
| -4% | -$200K |
|
|
MRTX
1544
DELISTED
Mirati Therapeutics, Inc. Common Stock
MRTX
| $5.27M | ﹤0.01% |
23,970
+876
| +4% | +$192K |
|
1545
Castle Biosciences
CSTL
$653M
| $5.26M | ﹤0.01% |
78,352
+50,052
| +177% | +$3.36M |
|
1546
Universal Electronics
UEIC
$63.2M
| $5.24M | ﹤0.01% |
99,854
+199
| +0.2% | +$10.4K |
|
1547
LeMaitre Vascular
LMAT
$2.11B
| $5.22M | ﹤0.01% |
128,814
-372,154
| -74% | -$15.1M |
|
1548
Veeva Systems
VEEV
$45.5B
| $5.18M | ﹤0.01% |
19,030
+398
| +2% | +$108K |
|
1549
BioMarin Pharmaceuticals
BMRN
$10.7B
| $5.15M | ﹤0.01% |
58,777
+12,648
| +27% | +$1.11M |
|
1550
Scholastic
SCHL
$679M
| $5.15M | ﹤0.01% |
205,985
-8,050
| -4% | -$201K |
|