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 | |
|---|---|---|---|---|---|---|
1576
DocuSign
DOCU
$16.3B
| $4.84M | ﹤0.01% |
21,764
-1,727
| -7% | -$384K |
|
1577
Bandwidth Inc
BAND
$484M
| $4.82M | ﹤0.01% |
31,354
+28,456
| +982% | +$4.37M |
|
|
RPT
1578
DELISTED
RPT Realty Common Shares of Beneficial Interest (MD)
RPT
| $4.82M | ﹤0.01% |
556,953
-22,859
| -4% | -$198K |
|
|
ARR
1579
Armour Residential REIT
ARR
$1.72B
| $4.81M | ﹤0.01% |
89,058
-3,486
| -4% | -$188K |
|
1580
Petrobras
PBR
$82.7B
| $4.78M | ﹤0.01% |
425,984
-48,861
| -10% | -$549K |
|
|
BPFH
1581
DELISTED
Boston Private Financial Holdings, Inc.
BPFH
| $4.78M | ﹤0.01% |
565,847
-22,943
| -4% | -$194K |
|
1582
Pinduoduo
PDD
$177B
| $4.73M | ﹤0.01% |
+26,623
| New | +$4.73M |
|
1583
Vanguard Real Estate ETF
VNQ
$34.9B
| $4.71M | ﹤0.01% |
55,466
+34,345
| +163% | +$2.92M |
|
1584
Vale
VALE
$45.8B
| $4.69M | ﹤0.01% |
279,991
-72,693
| -21% | -$1.22M |
|
1585
Northfield Bancorp
NFBK
$491M
| $4.69M | ﹤0.01% |
380,070
+12,324
| +3% | +$152K |
|
1586
Helix Energy Solutions
HLX
$923M
| $4.67M | ﹤0.01% |
1,112,930
-34,289
| -3% | -$144K |
|
1587
Greif
GEF
$3.56B
| $4.67M | ﹤0.01% |
99,558
-3,148
| -3% | -$148K |
|
1588
Bilibili
BILI
$10.6B
| $4.67M | ﹤0.01% |
54,424
-147,091
| -73% | -$12.6M |
|
1589
America's Car Mart
CRMT
$285M
| $4.64M | ﹤0.01% |
42,239
-3,274
| -7% | -$360K |
|
1590
RE/MAX Holdings
RMAX
$195M
| $4.64M | ﹤0.01% |
127,654
-2,765
| -2% | -$100K |
|
1591
Pilgrim's Pride
PPC
$10.4B
| $4.63M | ﹤0.01% |
236,086
+93,253
| +65% | +$1.83M |
|
1592
Interface
TILE
$1.65B
| $4.63M | ﹤0.01% |
440,977
-44
| -0% | -$462 |
|
1593
Match Group
MTCH
$9.15B
| $4.6M | ﹤0.01% |
30,442
-1,551
| -5% | -$234K |
|
1594
MacroGenics
MGNX
$101M
| $4.57M | ﹤0.01% |
200,008
+10,521
| +6% | +$241K |
|
1595
Ecopetrol
EC
$18.9B
| $4.57M | ﹤0.01% |
353,874
+13,269
| +4% | +$171K |
|
1596
ProPetro Holding
PUMP
$494M
| $4.56M | ﹤0.01% |
616,820
-94,263
| -13% | -$697K |
|
|
QEP
1597
DELISTED
QEP RESOURCES, INC.
QEP
| $4.51M | ﹤0.01% |
1,888,775
-835,891
| -31% | -$2M |
|
|
TGI
1598
DELISTED
Triumph Group
TGI
| $4.5M | ﹤0.01% |
358,482
-13,989
| -4% | -$176K |
|
1599
Alkermes
ALKS
$4.55B
| $4.5M | ﹤0.01% |
225,561
-55,020
| -20% | -$1.1M |
|
1600
SouthState Bank Corporation
SSB
$10.3B
| $4.49M | ﹤0.01% |
62,144
+5,881
| +10% | +$425K |
|