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 | |
|---|---|---|---|---|---|---|
1776
NIO
NIO
$13.6B
| $2.3M | ﹤0.01% |
+47,253
| New | +$2.3M |
|
1777
Team
TISI
$84.1M
| $2.3M | ﹤0.01% |
21,070
-838
| -4% | -$91.4K |
|
1778
Future Fuel
FF
$172M
| $2.26M | ﹤0.01% |
177,540
-7,064
| -4% | -$89.7K |
|
1779
MongoDB
MDB
$27.2B
| $2.21M | ﹤0.01% |
6,166
-185
| -3% | -$66.4K |
|
1780
HCI Group
HCI
$2.35B
| $2.21M | ﹤0.01% |
42,281
-1,699
| -4% | -$88.8K |
|
|
ICPT
1781
DELISTED
Intercept Pharmaceuticals, Inc.
ICPT
| $2.2M | ﹤0.01% |
89,115
+28,379
| +47% | +$701K |
|
1782
Novavax
NVAX
$1.34B
| $2.2M | ﹤0.01% |
19,723
+4,527
| +30% | +$505K |
|
|
WSR
1783
Whitestone REIT
WSR
$667M
| $2.18M | ﹤0.01% |
273,879
-10,836
| -4% | -$86.4K |
|
1784
HEICO
HEI
$44.5B
| $2.16M | ﹤0.01% |
16,296
+2,350
| +17% | +$311K |
|
|
TPTX
1785
DELISTED
Turning Point Therapeutics, Inc. Common Stock
TPTX
| $2.16M | ﹤0.01% |
17,689
+5,107
| +41% | +$622K |
|
1786
ANI Pharmaceuticals
ANIP
$2.12B
| $2.15M | ﹤0.01% |
74,151
-2,111
| -3% | -$61.3K |
|
1787
Cross Country Healthcare
CCRN
$417M
| $2.13M | ﹤0.01% |
240,314
-9,581
| -4% | -$85K |
|
1788
NovoCure
NVCR
$1.42B
| $2.11M | ﹤0.01% |
12,182
-21,252
| -64% | -$3.68M |
|
1789
Oil States International
OIS
$346M
| $2.11M | ﹤0.01% |
419,843
-16,703
| -4% | -$83.9K |
|
1790
Mersana Therapeutics
MRSN
$36.8M
| $2.07M | ﹤0.01% |
+3,111
| New | +$2.07M |
|
|
HAYN
1791
DELISTED
Haynes International, Inc.
HAYN
| $2.07M | ﹤0.01% |
86,826
-2,994
| -3% | -$71.4K |
|
1792
Red Robin
RRGB
$120M
| $2.06M | ﹤0.01% |
106,916
-4,245
| -4% | -$81.6K |
|
1793
Powell Industries
POWL
$3.51B
| $2.03M | ﹤0.01% |
68,839
+5,702
| +9% | +$168K |
|
1794
Editas Medicine
EDIT
$242M
| $2.02M | ﹤0.01% |
28,767
+8,462
| +42% | +$593K |
|
|
AIMC
1795
DELISTED
Altra Industrial Motion Corp.
AIMC
| $2.01M | ﹤0.01% |
36,251
-10,772
| -23% | -$597K |
|
1796
Matrix Service
MTRX
$362M
| $2.01M | ﹤0.01% |
182,085
-220,644
| -55% | -$2.43M |
|
|
ONEM
1797
DELISTED
1Life Healthcare, Inc. Common Stock
ONEM
| $2.01M | ﹤0.01% |
45,978
+34,114
| +288% | +$1.49M |
|
1798
HubSpot
HUBS
$26.3B
| $2M | ﹤0.01% |
5,047
-179
| -3% | -$71K |
|
1799
Pacific Biosciences
PACB
$375M
| $2M | ﹤0.01% |
77,113
+21,173
| +38% | +$549K |
|
1800
Vistra
VST
$69.1B
| $1.99M | ﹤0.01% |
101,320
-11,820
| -10% | -$232K |
|