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 | |
|---|---|---|---|---|---|---|
1926
James Hardie Industries plc
JHX
$11.5B
| $1.1M | ﹤0.01% |
36,954
+27,354
| +285% | +$811K |
|
1927
Equitable Holdings
EQH
$15.8B
| $1.1M | ﹤0.01% |
42,790
-8,219
| -16% | -$210K |
|
|
SWTX
1928
DELISTED
SpringWorks Therapeutics
SWTX
| $1.09M | ﹤0.01% |
+14,968
| New | +$1.09M |
|
1929
Neurocrine Biosciences
NBIX
$14B
| $1.08M | ﹤0.01% |
11,252
-362
| -3% | -$34.7K |
|
|
RETA
1930
DELISTED
Reata Pharmaceuticals, Inc. Class A Common Stock
RETA
| $1.08M | ﹤0.01% |
8,709
-5
| -0.1% | -$618 |
|
1931
iBio
IBIO
$17.3M
| $1.08M | ﹤0.01% |
+2,047
| New | +$1.08M |
|
|
INOV
1932
DELISTED
Inovalon Holdings, Inc. Class A Common Stock
INOV
| $1.07M | ﹤0.01% |
59,100
-14,701
| -20% | -$267K |
|
1933
Vir Biotechnology
VIR
$713M
| $1.07M | ﹤0.01% |
39,811
+8,504
| +27% | +$228K |
|
|
ROCC
1934
DELISTED
Ranger Oil Corporation Class A Common Stock
ROCC
| $1.06M | ﹤0.01% |
104,566
-3,985
| -4% | -$40.4K |
|
1935
Sportsman's Warehouse
SPWH
$112M
| $1.06M | ﹤0.01% |
60,271
+21,507
| +55% | +$378K |
|
|
BELFB
1936
Bel Fuse Class B
BELFB
$1.84B
| $1.06M | ﹤0.01% |
70,264
-2,930
| -4% | -$44K |
|
1937
iShares 20+ Year Treasury Bond ETF
TLT
$49.5B
| $1.05M | ﹤0.01% |
6,643
-1,063
| -14% | -$168K |
|
|
HTO
1938
H2O America Common Stock
HTO
$1.75B
| $1.04M | ﹤0.01% |
15,016
+6,303
| +72% | +$437K |
|
1939
Progyny
PGNY
$1.95B
| $1.04M | ﹤0.01% |
24,521
+6,990
| +40% | +$296K |
|
1940
Ambarella
AMBA
$3.56B
| $1.04M | ﹤0.01% |
+11,302
| New | +$1.04M |
|
1941
iShares US Treasury Bond ETF
GOVT
$28.2B
| $1.03M | ﹤0.01% |
37,795
+6,562
| +21% | +$179K |
|
1942
Globant
GLOB
$2.52B
| $1.03M | ﹤0.01% |
4,708
-156
| -3% | -$34K |
|
1943
Novanta
NOVT
$4.14B
| $1.02M | ﹤0.01% |
8,665
+3,496
| +68% | +$413K |
|
1944
American Well
AMWL
$106M
| $1.01M | ﹤0.01% |
1,990
-10
| -0.5% | -$5.07K |
|
|
ANAT
1945
DELISTED
American National Group, Inc. Common Stock
ANAT
| $1.01M | ﹤0.01% |
10,488
+650
| +7% | +$62.5K |
|
|
NBIS
1946
Nebius Group N.V. Class A Ordinary Shares
NBIS
$22.3B
| $992K | ﹤0.01% |
14,250
| – | – |
|
1947
STAG Industrial
STAG
$6.68B
| $988K | ﹤0.01% |
31,542
-32,404
| -51% | -$1.02M |
|
1948
Surgery Partners
SGRY
$2.75B
| $983K | ﹤0.01% |
33,883
-45,334
| -57% | -$1.32M |
|
1949
iShares US Real Estate ETF
IYR
$3.6B
| $982K | ﹤0.01% |
11,461
+5,610
| +96% | +$481K |
|
1950
PG&E
PCG
$33.5B
| $974K | ﹤0.01% |
78,156
-17,068
| -18% | -$213K |
|