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 | |
|---|---|---|---|---|---|---|
1676
Spectrum Brands
SPB
$1.33B
| $3.44M | ﹤0.01% |
43,538
+13,900
| +47% | +$1.1M |
|
1677
Hawkins
HWKN
$3.69B
| $3.42M | ﹤0.01% |
130,668
-9,624
| -7% | -$252K |
|
|
PGRE
1678
Paramount Group
PGRE
$1.59B
| $3.41M | ﹤0.01% |
377,661
-15,945
| -4% | -$144K |
|
|
FBM
1679
DELISTED
Foundation Building Materials, Inc. Common Stock
FBM
| $3.41M | ﹤0.01% |
177,460
-33,832
| -16% | -$650K |
|
1680
Elanco Animal Health
ELAN
$9.33B
| $3.37M | ﹤0.01% |
109,980
+80,473
| +273% | +$2.47M |
|
|
PLYM
1681
Plymouth Industrial REIT
PLYM
$983M
| $3.34M | ﹤0.01% |
222,448
-3,152
| -1% | -$47.3K |
|
1682
Apollo Global Management
APO
$78B
| $3.33M | ﹤0.01% |
67,975
-3,471
| -5% | -$170K |
|
|
WW
1683
DELISTED
WW International
WW
| $3.33M | ﹤0.01% |
136,358
+648
| +0.5% | +$15.8K |
|
1684
Advanced Drainage Systems
WMS
$11.4B
| $3.31M | ﹤0.01% |
39,565
+12,226
| +45% | +$1.02M |
|
|
SPLK
1685
DELISTED
Splunk Inc
SPLK
| $3.3M | ﹤0.01% |
19,409
-1,546
| -7% | -$263K |
|
1686
Fate Therapeutics
FATE
$118M
| $3.28M | ﹤0.01% |
36,076
+9,227
| +34% | +$839K |
|
|
AQUA
1687
DELISTED
Evoqua Water Technologies Corp. Common Stock
AQUA
| $3.28M | ﹤0.01% |
121,575
+81,472
| +203% | +$2.2M |
|
1688
Snap
SNAP
$12.3B
| $3.26M | ﹤0.01% |
65,181
-5,091
| -7% | -$255K |
|
1689
Popular Inc
BPOP
$8.43B
| $3.26M | ﹤0.01% |
57,895
-3,813
| -6% | -$215K |
|
1690
Workday
WDAY
$60.5B
| $3.26M | ﹤0.01% |
13,600
+1,202
| +10% | +$288K |
|
1691
Precision BioSciences
DTIL
$58.9M
| $3.23M | ﹤0.01% |
12,900
+563
| +5% | +$141K |
|
1692
Forrester Research
FORR
$191M
| $3.17M | ﹤0.01% |
75,663
-9,111
| -11% | -$382K |
|
1693
National Presto Industries
NPK
$810M
| $3.16M | ﹤0.01% |
35,753
-1,409
| -4% | -$125K |
|
1694
ATN International
ATNI
$250M
| $3.15M | ﹤0.01% |
75,463
-3,345
| -4% | -$140K |
|
1695
Allogene Therapeutics
ALLO
$260M
| $3.15M | ﹤0.01% |
124,602
+13,894
| +13% | +$351K |
|
1696
Blackstone
BX
$144B
| $3.12M | ﹤0.01% |
48,164
+836
| +2% | +$54.2K |
|
1697
BridgeBio Pharma
BBIO
$10.1B
| $3.11M | ﹤0.01% |
43,687
+6,879
| +19% | +$489K |
|
1698
American Public Education
APEI
$638M
| $3.11M | ﹤0.01% |
101,874
-3,968
| -4% | -$121K |
|
1699
10x Genomics
TXG
$1.63B
| $3.11M | ﹤0.01% |
21,928
+10,231
| +87% | +$1.45M |
|
1700
Invesco S&P Global Water Index ETF
CGW
$1.01B
| $3.09M | ﹤0.01% |
66,115
+3,960
| +6% | +$185K |
|