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 | |
|---|---|---|---|---|---|---|
1876
Spok Holdings
SPOK
$363M
| $1.34M | ﹤0.01% |
120,732
-4,458
| -4% | -$49.6K |
|
1877
Chegg
CHGG
$173M
| $1.33M | ﹤0.01% |
14,766
-521
| -3% | -$47.1K |
|
1878
Delek US
DK
$1.72B
| $1.33M | ﹤0.01% |
82,752
-289,661
| -78% | -$4.66M |
|
1879
Talos Energy
TALO
$1.7B
| $1.33M | ﹤0.01% |
160,764
-225,039
| -58% | -$1.85M |
|
1880
FIVE9
FIVN
$2.02B
| $1.32M | ﹤0.01% |
7,550
-239
| -3% | -$41.7K |
|
|
CIO
1881
City Office REIT
CIO
$280M
| $1.31M | ﹤0.01% |
134,350
-4,639
| -3% | -$45.3K |
|
1882
Standard BioTools
LAB
$508M
| $1.3M | ﹤0.01% |
217,146
+177,208
| +444% | +$1.06M |
|
1883
Cato Corp
CATO
$90M
| $1.3M | ﹤0.01% |
135,439
-23,364
| -15% | -$224K |
|
1884
Varonis Systems
VRNS
$6.41B
| $1.29M | ﹤0.01% |
23,676
+9,552
| +68% | +$521K |
|
|
CNR
1885
Core Natural Resources, Inc.
CNR
$3.72B
| $1.29M | ﹤0.01% |
179,106
-7,112
| -4% | -$51.3K |
|
|
ARNA
1886
DELISTED
Arena Pharmaceuticals Inc
ARNA
| $1.29M | ﹤0.01% |
16,730
+1,380
| +9% | +$106K |
|
1887
Veracyte
VCYT
$2.51B
| $1.28M | ﹤0.01% |
26,186
+7,232
| +38% | +$354K |
|
1888
Immunovant
IMVT
$2.93B
| $1.28M | ﹤0.01% |
+27,644
| New | +$1.28M |
|
1889
RPC Inc
RES
$1.03B
| $1.26M | ﹤0.01% |
399,462
-130,776
| -25% | -$412K |
|
1890
Denny's
DENN
$270M
| $1.26M | ﹤0.01% |
85,684
+52,750
| +160% | +$774K |
|
1891
Snowflake
SNOW
$76.1B
| $1.25M | ﹤0.01% |
4,447
+121
| +3% | +$34K |
|
1892
Applied Optoelectronics
AAOI
$1.67B
| $1.24M | ﹤0.01% |
145,407
-4,459
| -3% | -$37.9K |
|
1893
Zillow
Z
$21.6B
| $1.24M | ﹤0.01% |
9,519
-1,618
| -15% | -$210K |
|
1894
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$4.68B
| $1.23M | ﹤0.01% |
20,142
+1,463
| +8% | +$89.3K |
|
|
VAPO
1895
DELISTED
Vapotherm, Inc. Common Stock
VAPO
| $1.23M | ﹤0.01% |
+5,706
| New | +$1.23M |
|
1896
Ubiquiti
UI
$37.1B
| $1.22M | ﹤0.01% |
4,394
+1,090
| +33% | +$304K |
|
1897
Super Micro Computer
SMCI
$26.1B
| $1.22M | ﹤0.01% |
385,200
+40,400
| +12% | +$128K |
|
1898
Vital Energy
VTLE
$649M
| $1.22M | ﹤0.01% |
61,932
-2,423
| -4% | -$47.7K |
|
1899
Metallus
MTUS
$710M
| $1.22M | ﹤0.01% |
260,908
-9,687
| -4% | -$45.2K |
|
1900
BILL Holdings
BILL
$5.26B
| $1.22M | ﹤0.01% |
8,908
+2,026
| +29% | +$277K |
|