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 | |
|---|---|---|---|---|---|---|
|
CMO
1651
DELISTED
Capstead Mortgage Corp.
CMO
| $3.86M | ﹤0.01% |
663,710
-26,319
| -4% | -$153K |
|
1652
AdvanSix
ASIX
$586M
| $3.86M | ﹤0.01% |
192,823
-7,957
| -4% | -$159K |
|
1653
Donnelley Financial Solutions
DFIN
$1.54B
| $3.81M | ﹤0.01% |
224,334
+8,977
| +4% | +$152K |
|
1654
Century Aluminum
CENX
$2.29B
| $3.8M | ﹤0.01% |
344,727
-13,714
| -4% | -$151K |
|
1655
Digi International
DGII
$1.35B
| $3.8M | ﹤0.01% |
201,157
-6,822
| -3% | -$129K |
|
|
GPMT
1656
Granite Point Mortgage Trust
GPMT
$143M
| $3.79M | ﹤0.01% |
379,765
-15,109
| -4% | -$151K |
|
1657
CrowdStrike
CRWD
$109B
| $3.79M | ﹤0.01% |
17,906
-1,250
| -7% | -$265K |
|
1658
Under Armour Class C
UA
$2.1B
| $3.78M | ﹤0.01% |
254,295
-18,997
| -7% | -$283K |
|
1659
iShares Russell Mid-Cap ETF
IWR
$45.2B
| $3.75M | ﹤0.01% |
54,683
+27,965
| +105% | +$1.92M |
|
1660
United Fire Group
UFCS
$818M
| $3.72M | ﹤0.01% |
148,086
-5,889
| -4% | -$148K |
|
|
ISBC
1661
DELISTED
Investors Bancorp, Inc.
ISBC
| $3.71M | ﹤0.01% |
351,609
+328,890
| +1,448% | +$3.47M |
|
|
GRA
1662
DELISTED
W.R. Grace & Co.
GRA
| $3.66M | ﹤0.01% |
66,747
+61,494
| +1,171% | +$3.37M |
|
1663
Plug Power
PLUG
$1.74B
| $3.63M | ﹤0.01% |
107,107
+55,667
| +108% | +$1.89M |
|
|
PENG
1664
Penguin Solutions, Inc. Ordinary Shares
PENG
$1.37B
| $3.6M | ﹤0.01% |
191,502
-57,702
| -23% | -$1.09M |
|
|
CHUY
1665
DELISTED
Chuy's Holdings, Inc. Common Stock
CHUY
| $3.59M | ﹤0.01% |
135,486
-5,353
| -4% | -$142K |
|
1666
iShares Russell Mid-Cap Growth ETF
IWP
$20.7B
| $3.58M | ﹤0.01% |
34,894
-5,880
| -14% | -$604K |
|
|
LBAI
1667
DELISTED
Lakeland Bancorp Inc
LBAI
| $3.57M | ﹤0.01% |
281,311
+37,202
| +15% | +$472K |
|
|
SLCA
1668
DELISTED
U.S. SILICA HOLDINGS, INC.
SLCA
| $3.57M | ﹤0.01% |
508,716
-19,816
| -4% | -$139K |
|
|
SPPI
1669
DELISTED
Spectrum Pharmaceuticals Inc
SPPI
| $3.53M | ﹤0.01% |
1,033,923
-42,287
| -4% | -$144K |
|
|
RC
1670
Ready Capital
RC
$698M
| $3.5M | ﹤0.01% |
281,017
-13,356
| -5% | -$166K |
|
1671
Haverty Furniture Companies
HVT
$390M
| $3.49M | ﹤0.01% |
126,288
-6,812
| -5% | -$188K |
|
|
CLDT
1672
Chatham Lodging
CLDT
$354M
| $3.49M | ﹤0.01% |
323,128
-12,792
| -4% | -$138K |
|
|
LDL
1673
DELISTED
Lydall, Inc.
LDL
| $3.48M | ﹤0.01% |
115,889
-4,802
| -4% | -$144K |
|
1674
Ethan Allen Interiors
ETD
$753M
| $3.46M | ﹤0.01% |
171,410
-13,410
| -7% | -$271K |
|
1675
Dorian LPG
LPG
$1.35B
| $3.46M | ﹤0.01% |
284,042
-38,864
| -12% | -$474K |
|