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 | |
|---|---|---|---|---|---|---|
|
ZNGA
1951
DELISTED
ZYNGA INC. CL A COMMON
ZNGA
| $974K | ﹤0.01% |
98,677
-4,937
| -5% | -$48.7K |
|
1952
Barnes & Noble Education
BNED
$288M
| $965K | ﹤0.01% |
2,074
-83
| -4% | -$38.6K |
|
|
KRTX
1953
DELISTED
Karuna Therapeutics, Inc. Common Stock
KRTX
| $965K | ﹤0.01% |
9,499
+4,118
| +77% | +$418K |
|
|
QTS
1954
DELISTED
QTS REALTY TRUST, INC.
QTS
| $962K | ﹤0.01% |
15,547
+6,570
| +73% | +$407K |
|
1955
CVR Energy
CVI
$3.21B
| $951K | ﹤0.01% |
63,831
+5,588
| +10% | +$83.3K |
|
|
PFPT
1956
DELISTED
Proofpoint, Inc.
PFPT
| $945K | ﹤0.01% |
6,927
-220
| -3% | -$30K |
|
1957
Tenable Holdings
TENB
$3.63B
| $940K | ﹤0.01% |
17,986
+7,468
| +71% | +$390K |
|
|
SMAR
1958
DELISTED
Smartsheet Inc.
SMAR
| $940K | ﹤0.01% |
13,560
-444
| -3% | -$30.8K |
|
|
IPHI
1959
DELISTED
INPHI CORPORATION
IPHI
| $936K | ﹤0.01% |
5,830
-227
| -4% | -$36.4K |
|
1960
Helios Technologies
HLIO
$1.82B
| $930K | ﹤0.01% |
+17,436
| New | +$930K |
|
1961
Revolution Medicines
RVMD
$7.56B
| $926K | ﹤0.01% |
23,387
+17,565
| +302% | +$695K |
|
1962
Workiva
WK
$4.24B
| $926K | ﹤0.01% |
10,107
+4,201
| +71% | +$385K |
|
1963
Ormat Technologies
ORA
$5.51B
| $915K | ﹤0.01% |
10,132
+4,089
| +68% | +$369K |
|
1964
Sangamo Therapeutics
SGMO
$160M
| $909K | ﹤0.01% |
58,271
+17,305
| +42% | +$270K |
|
|
FTCH
1965
DELISTED
Farfetch Limited Class A Ordinary Shares
FTCH
| $905K | ﹤0.01% |
14,178
-144
| -1% | -$9.19K |
|
1966
Douglas Dynamics
PLOW
$751M
| $893K | ﹤0.01% |
20,877
+3,217
| +18% | +$138K |
|
1967
Kura Oncology
KURA
$709M
| $892K | ﹤0.01% |
27,303
+9,595
| +54% | +$313K |
|
|
ARCH
1968
DELISTED
Arch Resources, Inc.
ARCH
| $891K | ﹤0.01% |
20,365
-27,593
| -58% | -$1.21M |
|
1969
Houlihan Lokey
HLI
$14.1B
| $881K | ﹤0.01% |
13,108
+5,383
| +70% | +$362K |
|
1970
Kosmos Energy
KOS
$832M
| $879K | ﹤0.01% |
373,764
-309,302
| -45% | -$727K |
|
|
NARI
1971
DELISTED
Inari Medical, Inc. Common Stock
NARI
| $875K | ﹤0.01% |
+10,022
| New | +$875K |
|
1972
Heron Therapeutics
HRTX
$195M
| $867K | ﹤0.01% |
40,953
+8,441
| +26% | +$179K |
|
|
RJI
1973
DELISTED
AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return
RJI
| $864K | ﹤0.01% |
174,466
+14,434
| +9% | +$71.5K |
|
|
GBT
1974
DELISTED
Global Blood Therapeutics, Inc.
GBT
| $860K | ﹤0.01% |
19,865
-324
| -2% | -$14K |
|
1975
Crown Holdings
CCK
$11B
| $855K | ﹤0.01% |
8,533
-1,785
| -17% | -$179K |
|