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 | |
|---|---|---|---|---|---|---|
1751
Vertex
VERX
$3.88B
| $2.55M | ﹤0.01% |
73,100
-135,110
| -65% | -$4.71M |
|
1752
Marcus Corp
MCS
$503M
| $2.52M | ﹤0.01% |
186,764
+8,808
| +5% | +$119K |
|
|
BHVN
1753
DELISTED
Biohaven Pharmaceutical Holding Company Ltd.
BHVN
| $2.52M | ﹤0.01% |
29,347
+4,339
| +17% | +$372K |
|
1754
Levi Strauss
LEVI
$8.74B
| $2.51M | ﹤0.01% |
125,053
+30,254
| +32% | +$607K |
|
|
DSPG
1755
DELISTED
DSP Group Inc
DSPG
| $2.5M | ﹤0.01% |
150,961
-5,472
| -3% | -$90.8K |
|
1756
DXP Enterprises
DXPE
$1.86B
| $2.5M | ﹤0.01% |
112,597
-4,399
| -4% | -$97.8K |
|
1757
TruBridge
TBRG
$310M
| $2.5M | ﹤0.01% |
93,225
-7,451
| -7% | -$200K |
|
1758
Carvana
CVNA
$48.9B
| $2.49M | ﹤0.01% |
10,379
-989
| -9% | -$237K |
|
|
ESGR
1759
DELISTED
Enstar Group
ESGR
| $2.48M | ﹤0.01% |
12,104
+7,149
| +144% | +$1.46M |
|
1760
SunCoke Energy
SXC
$658M
| $2.48M | ﹤0.01% |
569,376
-23,535
| -4% | -$102K |
|
|
TWNK
1761
DELISTED
Hostess Brands, Inc. Class A Common Stock
TWNK
| $2.47M | ﹤0.01% |
168,887
-5,834
| -3% | -$85.4K |
|
1762
Civitas Resources
CIVI
$3.04B
| $2.47M | ﹤0.01% |
127,556
-17,155
| -12% | -$332K |
|
1763
Acadia Pharmaceuticals
ACAD
$4.08B
| $2.46M | ﹤0.01% |
46,080
-646
| -1% | -$34.5K |
|
1764
iShares MSCI USA Min Vol Factor ETF
USMV
$23.7B
| $2.42M | ﹤0.01% |
35,649
+3,329
| +10% | +$226K |
|
|
CAMP
1765
DELISTED
CalAmp Corp.
CAMP
| $2.39M | ﹤0.01% |
10,474
-213
| -2% | -$48.6K |
|
|
NVTA
1766
DELISTED
Invitae Corporation
NVTA
| $2.37M | ﹤0.01% |
56,786
+18,934
| +50% | +$792K |
|
1767
Atlassian
TEAM
$46.4B
| $2.37M | ﹤0.01% |
10,136
+248
| +3% | +$58K |
|
|
ALLK
1768
DELISTED
Allakos
ALLK
| $2.34M | ﹤0.01% |
16,725
+2,738
| +20% | +$383K |
|
|
IVC
1769
DELISTED
Invacare Corporation
IVC
| $2.34M | ﹤0.01% |
261,479
-20,859
| -7% | -$187K |
|
1770
Wayfair
W
$11.7B
| $2.34M | ﹤0.01% |
10,344
+102
| +1% | +$23K |
|
1771
EPAM Systems
EPAM
$8.79B
| $2.32M | ﹤0.01% |
6,483
-230
| -3% | -$82.4K |
|
1772
Ionis Pharmaceuticals
IONS
$10.2B
| $2.32M | ﹤0.01% |
41,026
-1,733
| -4% | -$98K |
|
1773
Shoe Carnival
SCVL
$651M
| $2.32M | ﹤0.01% |
118,372
-23,402
| -17% | -$458K |
|
1774
Tandem Diabetes Care
TNDM
$864M
| $2.31M | ﹤0.01% |
24,105
-1,852
| -7% | -$177K |
|
1775
GrafTech
EAF
$254M
| $2.3M | ﹤0.01% |
21,600
-780
| -3% | -$83.2K |
|