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 | |
|---|---|---|---|---|---|---|
1626
Par Pacific Holdings
PARR
$1.69B
| $4.26M | ﹤0.01% |
304,350
-9,205
| -3% | -$129K |
|
1627
Sociedad Química y Minera de Chile
SQM
$12B
| $4.25M | ﹤0.01% |
86,610
-37,099
| -30% | -$1.82M |
|
1628
Arlo Technologies
ARLO
$1.77B
| $4.24M | ﹤0.01% |
543,708
-15,198
| -3% | -$118K |
|
1629
Under Armour
UAA
$2.16B
| $4.24M | ﹤0.01% |
246,642
-21,115
| -8% | -$363K |
|
1630
RingCentral
RNG
$2.77B
| $4.22M | ﹤0.01% |
11,147
+276
| +3% | +$105K |
|
|
CSOD
1631
DELISTED
Cornerstone OnDemand, Inc.
CSOD
| $4.21M | ﹤0.01% |
95,627
-19,611
| -17% | -$864K |
|
|
PLLL
1632
DELISTED
Piedmont Lithium Limited American Depositary Receipts
PLLL
| $4.21M | ﹤0.01% |
+158,470
| New | +$4.21M |
|
1633
Opko Health
OPK
$1.12B
| $4.12M | ﹤0.01% |
1,044,046
+55,092
| +6% | +$218K |
|
1634
Urban Edge Properties
UE
$2.67B
| $4.12M | ﹤0.01% |
318,364
+1,119
| +0.4% | +$14.5K |
|
|
VXRT
1635
DELISTED
Vaxart
VXRT
| $4.12M | ﹤0.01% |
+721,593
| New | +$4.12M |
|
1636
Comtech Telecommunications
CMTL
$68.2M
| $4.12M | ﹤0.01% |
199,043
-28,860
| -13% | -$597K |
|
1637
WisdomTree
WT
$2.02B
| $4.11M | ﹤0.01% |
767,624
-46,844
| -6% | -$251K |
|
1638
Surmodics
SRDX
$459M
| $4.09M | ﹤0.01% |
94,078
-3,523
| -4% | -$153K |
|
1639
Customers Bancorp
CUBI
$2.35B
| $4.07M | ﹤0.01% |
223,658
-22,363
| -9% | -$407K |
|
1640
Trade Desk
TTD
$22.1B
| $4.04M | ﹤0.01% |
50,460
-1,730
| -3% | -$139K |
|
1641
Palo Alto Networks
PANW
$133B
| $4.03M | ﹤0.01% |
68,094
-15,444
| -18% | -$915K |
|
1642
Cooper-Standard Automotive
CPS
$685M
| $4.03M | ﹤0.01% |
116,238
-4,790
| -4% | -$166K |
|
1643
Okta
OKTA
$15.9B
| $4.03M | ﹤0.01% |
15,830
+677
| +4% | +$172K |
|
1644
CommScope
COMM
$3.67B
| $4.02M | ﹤0.01% |
300,204
+285,776
| +1,981% | +$3.83M |
|
1645
Agios Pharmaceuticals
AGIO
$2.12B
| $3.99M | ﹤0.01% |
92,001
+77,466
| +533% | +$3.36M |
|
1646
iShares National Muni Bond ETF
MUB
$39.5B
| $3.98M | ﹤0.01% |
33,977
-37,428
| -52% | -$4.39M |
|
1647
PC Connection
CNXN
$1.6B
| $3.95M | ﹤0.01% |
83,453
-15,493
| -16% | -$733K |
|
1648
Guardant Health
GH
$7.05B
| $3.94M | ﹤0.01% |
30,573
+1,343
| +5% | +$173K |
|
1649
Ultragenyx Pharmaceutical
RARE
$3.02B
| $3.93M | ﹤0.01% |
28,360
+7,370
| +35% | +$1.02M |
|
1650
Invesco S&P 500 Equal Weight ETF
RSP
$75.3B
| $3.86M | ﹤0.01% |
30,288
+4,269
| +16% | +$544K |
|