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 | |
|---|---|---|---|---|---|---|
|
UFS
1551
DELISTED
DOMTAR CORPORATION (New)
UFS
| $5.07M | ﹤0.01% |
160,185
-1,492
| -0.9% | -$47.2K |
|
1552
Bunge Global
BG
$16.5B
| $5.07M | ﹤0.01% |
77,296
-17,772
| -19% | -$1.17M |
|
1553
Amphastar Pharmaceuticals
AMPH
$1.32B
| $5.06M | ﹤0.01% |
251,628
-9,909
| -4% | -$199K |
|
|
MCHB
1554
Mechanics Bancorp Class A Common Stock
MCHB
$2.96B
| $5.06M | ﹤0.01% |
149,883
-13,391
| -8% | -$452K |
|
|
EGRX
1555
DELISTED
Eagle Pharmaceuticals, Inc.
EGRX
| $5.05M | ﹤0.01% |
108,353
+1,022
| +1% | +$47.6K |
|
1556
Kelly Services Class A
KELYA
$465M
| $5.04M | ﹤0.01% |
244,988
-23,050
| -9% | -$474K |
|
1557
Photronics
PLAB
$1.3B
| $5.04M | ﹤0.01% |
451,426
-17,958
| -4% | -$200K |
|
1558
Trustmark
TRMK
$2.42B
| $5.03M | ﹤0.01% |
184,066
+300
| +0.2% | +$8.19K |
|
1559
Fresh Del Monte Produce
FDP
$1.7B
| $5.02M | ﹤0.01% |
208,541
-8,178
| -4% | -$197K |
|
|
TBI
1560
Trueblue
TBI
$171M
| $5M | ﹤0.01% |
267,240
-36,698
| -12% | -$686K |
|
1561
Arvinas
ARVN
$575M
| $4.99M | ﹤0.01% |
58,737
+19,250
| +49% | +$1.63M |
|
1562
Anika Therapeutics
ANIK
$121M
| $4.97M | ﹤0.01% |
109,788
-19,441
| -15% | -$880K |
|
1563
Harmonic Inc
HLIT
$1.15B
| $4.97M | ﹤0.01% |
672,423
-24,472
| -4% | -$181K |
|
|
BLUE
1564
DELISTED
bluebird bio
BLUE
| $4.96M | ﹤0.01% |
8,857
+213
| +2% | +$119K |
|
1565
Alnylam Pharmaceuticals
ALNY
$61.5B
| $4.95M | ﹤0.01% |
38,066
+4,901
| +15% | +$637K |
|
1566
Fulgent Genetics
FLGT
$667M
| $4.93M | ﹤0.01% |
94,698
-9,420
| -9% | -$491K |
|
|
ECHO
1567
DELISTED
Echo Global Logistics, Inc.
ECHO
| $4.91M | ﹤0.01% |
183,041
-7,297
| -4% | -$196K |
|
1568
Independent Bank Corp
IBCP
$661M
| $4.9M | ﹤0.01% |
265,357
+53,857
| +25% | +$995K |
|
1569
HNI Corp
HNI
$2.06B
| $4.88M | ﹤0.01% |
141,592
+5,512
| +4% | +$190K |
|
1570
Adtran
ADTN
$849M
| $4.87M | ﹤0.01% |
329,898
-13,139
| -4% | -$194K |
|
1571
SpartanNash
SPTN
$900M
| $4.87M | ﹤0.01% |
279,748
+22,212
| +9% | +$387K |
|
1572
Axalta
AXTA
$6.7B
| $4.86M | ﹤0.01% |
170,330
-11,570
| -6% | -$330K |
|
1573
OneSpan
OSPN
$578M
| $4.86M | ﹤0.01% |
234,800
-7,607
| -3% | -$157K |
|
1574
Scansource
SCSC
$948M
| $4.85M | ﹤0.01% |
183,833
-14,889
| -7% | -$393K |
|
1575
Ambac
AMBC
$415M
| $4.85M | ﹤0.01% |
315,129
-12,536
| -4% | -$193K |
|