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 | |
|---|---|---|---|---|---|---|
1801
Dianthus Therapeutics
DNTH
$1.22B
| $1.99M | ﹤0.01% |
15,863
+913
| +6% | +$115K |
|
|
HT
1802
DELISTED
Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest
HT
| $1.98M | ﹤0.01% |
251,176
-9,628
| -4% | -$76K |
|
1803
Burlington
BURL
$17.6B
| $1.96M | ﹤0.01% |
7,489
-344
| -4% | -$90K |
|
1804
Movado Group
MOV
$441M
| $1.9M | ﹤0.01% |
114,092
-4,453
| -4% | -$74K |
|
1805
Ferrari
RACE
$85.4B
| $1.88M | ﹤0.01% |
8,200
+5,450
| +198% | +$1.25M |
|
1806
WSFS Financial
WSFS
$3.17B
| $1.87M | ﹤0.01% |
41,734
+1,589
| +4% | +$71.3K |
|
|
LCI
1807
DELISTED
Lannett Company, Inc.
LCI
| $1.85M | ﹤0.01% |
70,897
-15,482
| -18% | -$404K |
|
1808
Seneca Foods Class A
SENEA
$765M
| $1.84M | ﹤0.01% |
46,081
-1,983
| -4% | -$79.1K |
|
|
PETQ
1809
DELISTED
PetIQ, Inc. Class A Common Stock
PETQ
| $1.84M | ﹤0.01% |
47,734
+18,964
| +66% | +$729K |
|
1810
Datadog
DDOG
$48.5B
| $1.83M | ﹤0.01% |
18,599
-656
| -3% | -$64.6K |
|
1811
UNIFI
UFI
$81.9M
| $1.82M | ﹤0.01% |
102,828
-4,050
| -4% | -$71.8K |
|
1812
Altimmune
ALT
$326M
| $1.82M | ﹤0.01% |
+161,632
| New | +$1.82M |
|
1813
Sinclair Inc
SBGI
$971M
| $1.82M | ﹤0.01% |
57,037
-52,826
| -48% | -$1.68M |
|
1814
PTC Therapeutics
PTCT
$4.84B
| $1.81M | ﹤0.01% |
29,633
+7,226
| +32% | +$441K |
|
1815
Zynex
ZYXI
$46.7M
| $1.8M | ﹤0.01% |
147,217
-5,702
| -4% | -$69.8K |
|
1816
Vanguard Short-Term Bond ETF
BSV
$38.5B
| $1.8M | ﹤0.01% |
21,716
+3,504
| +19% | +$290K |
|
1817
Blackstone Mortgage Trust
BXMT
$3.39B
| $1.8M | ﹤0.01% |
65,305
+1,631
| +3% | +$44.9K |
|
|
WBT
1818
DELISTED
Welbilt, Inc.
WBT
| $1.79M | ﹤0.01% |
135,228
+122,395
| +954% | +$1.62M |
|
|
VRTV
1819
DELISTED
VERITIV CORPORATION
VRTV
| $1.77M | ﹤0.01% |
85,284
-3,393
| -4% | -$70.5K |
|
1820
SiteOne Landscape Supply
SITE
$6.33B
| $1.76M | ﹤0.01% |
11,123
+4,489
| +68% | +$712K |
|
1821
Apellis Pharmaceuticals
APLS
$3.21B
| $1.76M | ﹤0.01% |
30,824
+5,832
| +23% | +$334K |
|
|
PLAN
1822
DELISTED
Anaplan, Inc.
PLAN
| $1.74M | ﹤0.01% |
24,244
+7,788
| +47% | +$560K |
|
|
RDFN
1823
DELISTED
Redfin
RDFN
| $1.73M | ﹤0.01% |
25,247
+10,618
| +73% | +$729K |
|
1824
IAC Inc
IAC
$2.95B
| $1.73M | ﹤0.01% |
16,762
-592
| -3% | -$61.2K |
|
1825
Zscaler
ZS
$44.6B
| $1.73M | ﹤0.01% |
8,671
-206
| -2% | -$41.1K |
|