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 | |
|---|---|---|---|---|---|---|
1601
SM Energy
SM
$3.14B
| $4.49M | ﹤0.01% |
732,996
-28,402
| -4% | -$174K |
|
1602
Banc of California
BANC
$2.65B
| $4.48M | ﹤0.01% |
304,673
-12,064
| -4% | -$177K |
|
|
AHH
1603
Armada Hoffler Properties
AHH
$576M
| $4.47M | ﹤0.01% |
398,538
-18,394
| -4% | -$206K |
|
1604
Southern Copper
SCCO
$82.9B
| $4.47M | ﹤0.01% |
72,106
-12,591
| -15% | -$781K |
|
1605
PetMed Express
PETS
$56.4M
| $4.47M | ﹤0.01% |
139,455
-5,753
| -4% | -$184K |
|
1606
HealthStream
HSTM
$839M
| $4.44M | ﹤0.01% |
203,263
+2,395
| +1% | +$52.3K |
|
1607
Trustco Bank Corp NY
TRST
$744M
| $4.43M | ﹤0.01% |
132,676
-6,726
| -5% | -$224K |
|
|
KREF
1608
KKR Real Estate Finance Trust
KREF
$644M
| $4.42M | ﹤0.01% |
246,678
-26,799
| -10% | -$480K |
|
|
ABTX
1609
DELISTED
Allegiance Bancshares, Inc.
ABTX
| $4.42M | ﹤0.01% |
129,413
-5,043
| -4% | -$172K |
|
1610
DMC Global
BOOM
$141M
| $4.4M | ﹤0.01% |
101,633
-4,009
| -4% | -$173K |
|
|
AAN
1611
DELISTED
The Aaron's Company, Inc.
AAN
| $4.38M | ﹤0.01% |
+230,935
| New | +$4.38M |
|
1612
Zoom
ZM
$25.1B
| $4.37M | ﹤0.01% |
12,943
+173
| +1% | +$58.4K |
|
|
USCR
1613
DELISTED
U S Concrete, Inc.
USCR
| $4.36M | ﹤0.01% |
108,982
-4,308
| -4% | -$172K |
|
1614
PDF Solutions
PDFS
$763M
| $4.35M | ﹤0.01% |
201,583
-25,257
| -11% | -$546K |
|
1615
Gold Fields
GFI
$34B
| $4.34M | ﹤0.01% |
468,040
+170,306
| +57% | +$1.58M |
|
1616
Sarepta Therapeutics
SRPT
$1.87B
| $4.32M | ﹤0.01% |
25,337
+209
| +0.8% | +$35.6K |
|
1617
Central Pacific Financial
CPF
$834M
| $4.31M | ﹤0.01% |
226,694
-7,880
| -3% | -$150K |
|
1618
Clearwater Paper
CLW
$342M
| $4.3M | ﹤0.01% |
114,009
-4,528
| -4% | -$171K |
|
|
DCT
1619
DELISTED
Duck Creek Technologies, Inc. Common Stock
DCT
| $4.29M | ﹤0.01% |
99,133
+40,975
| +70% | +$1.77M |
|
1620
MGP Ingredients
MGPI
$588M
| $4.27M | ﹤0.01% |
90,768
-3,594
| -4% | -$169K |
|
1621
Air Lease Corp
AL
$7.11B
| $4.27M | ﹤0.01% |
96,113
+88,254
| +1,123% | +$3.92M |
|
1622
AngioDynamics
ANGO
$445M
| $4.26M | ﹤0.01% |
277,865
-26,675
| -9% | -$409K |
|
|
AEGN
1623
DELISTED
Aegion Corp
AEGN
| $4.26M | ﹤0.01% |
224,233
-6,217
| -3% | -$118K |
|
1624
Invesco Mortgage Capital
IVR
$506M
| $4.26M | ﹤0.01% |
125,924
-5,145
| -4% | -$174K |
|
1625
AngloGold Ashanti
AU
$33.1B
| $4.26M | ﹤0.01% |
188,123
+56,662
| +43% | +$1.28M |
|