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 | |
|---|---|---|---|---|---|---|
1701
iRhythm Technologies
IRTC
$5.82B
| $3.09M | ﹤0.01% |
13,045
+3,275
| +34% | +$777K |
|
1702
Designer Brands
DBI
$224M
| $3.09M | ﹤0.01% |
404,343
-16,085
| -4% | -$123K |
|
|
ZEN
1703
DELISTED
ZENDESK INC
ZEN
| $3.09M | ﹤0.01% |
21,604
+97
| +0.5% | +$13.9K |
|
|
DCOM
1704
DELISTED
Dime Community Bancshares
DCOM
| $3.08M | ﹤0.01% |
195,515
-8,148
| -4% | -$128K |
|
1705
Lennar Class B
LEN.B
$34.8B
| $3.08M | ﹤0.01% |
52,902
-1,079
| -2% | -$62.8K |
|
1706
Ironwood Pharmaceuticals
IRWD
$201M
| $3.05M | ﹤0.01% |
268,181
-51,659
| -16% | -$588K |
|
1707
Green Plains
GPRE
$641M
| $3.04M | ﹤0.01% |
230,580
-9,140
| -4% | -$120K |
|
1708
Gannett
GCI
$632M
| $3.03M | ﹤0.01% |
901,586
-24,631
| -3% | -$82.8K |
|
|
EBSB
1709
DELISTED
Meridian Bancorp, Inc.
EBSB
| $3M | ﹤0.01% |
200,962
-1,032
| -0.5% | -$15.4K |
|
1710
Universal Insurance Holdings
UVE
$726M
| $2.96M | ﹤0.01% |
196,152
-11,495
| -6% | -$174K |
|
1711
Tredegar Corp
TG
$278M
| $2.96M | ﹤0.01% |
177,439
-7,412
| -4% | -$124K |
|
1712
Insteel Industries
IIIN
$767M
| $2.96M | ﹤0.01% |
132,805
-4,965
| -4% | -$111K |
|
1713
Genesco
GCO
$365M
| $2.95M | ﹤0.01% |
97,986
-2,020
| -2% | -$60.8K |
|
1714
Pinterest
PINS
$23.8B
| $2.95M | ﹤0.01% |
44,732
-2,430
| -5% | -$160K |
|
|
CUTR
1715
DELISTED
Cutera, Inc.
CUTR
| $2.92M | ﹤0.01% |
121,297
-7,442
| -6% | -$179K |
|
|
UBA
1716
DELISTED
Urstadt Biddle Properties Inc. Class A
UBA
| $2.92M | ﹤0.01% |
206,334
-8,513
| -4% | -$120K |
|
|
FSP
1717
Franklin Street Properties
FSP
$175M
| $2.9M | ﹤0.01% |
664,496
-26,435
| -4% | -$116K |
|
1718
Resources Connection
RGP
$170M
| $2.9M | ﹤0.01% |
230,320
-9,940
| -4% | -$125K |
|
1719
Parsons
PSN
$8.13B
| $2.89M | ﹤0.01% |
79,476
-769,781
| -91% | -$28M |
|
1720
Liquidity Services
LQDT
$851M
| $2.87M | ﹤0.01% |
180,336
-7,174
| -4% | -$114K |
|
|
BPMC
1721
DELISTED
Blueprint Medicines
BPMC
| $2.87M | ﹤0.01% |
25,567
+6,799
| +36% | +$762K |
|
1722
Peloton Interactive
PTON
$3.12B
| $2.86M | ﹤0.01% |
18,875
+10,401
| +123% | +$1.58M |
|
1723
SPDR Portfolio Aggregate Bond ETF
SPAB
$8.68B
| $2.86M | ﹤0.01% |
92,765
+7,368
| +9% | +$227K |
|
1724
Hanmi Financial
HAFC
$756M
| $2.86M | ﹤0.01% |
251,805
+2,002
| +0.8% | +$22.7K |
|
|
SILK
1725
DELISTED
Silk Road Medical, Inc. Common Stock
SILK
| $2.85M | ﹤0.01% |
45,315
-683
| -1% | -$43K |
|