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 | |
|---|---|---|---|---|---|---|
|
AYX
2001
DELISTED
Alteryx, Inc.
AYX
| $788K | ﹤0.01% |
6,468
-178
| -3% | -$21.7K |
|
2002
ON Semiconductor
ON
$19.7B
| $784K | ﹤0.01% |
23,957
-5,992
| -20% | -$196K |
|
2003
US Global Jets ETF
JETS
$822M
| $780K | ﹤0.01% |
34,831
-1,629
| -4% | -$36.5K |
|
2004
Ryman Hospitality Properties
RHP
$6.34B
| $777K | ﹤0.01% |
11,472
+4,373
| +62% | +$296K |
|
2005
iShares MSCI EAFE Growth ETF
EFG
$13.3B
| $774K | ﹤0.01% |
7,673
+1,514
| +25% | +$153K |
|
2006
Option Care Health
OPCH
$4.66B
| $772K | ﹤0.01% |
+49,378
| New | +$772K |
|
2007
Camping World
CWH
$1.06B
| $757K | ﹤0.01% |
29,071
+3,645
| +14% | +$94.9K |
|
2008
Kforce
KFRC
$550M
| $757K | ﹤0.01% |
17,991
-1,545
| -8% | -$65K |
|
|
EXTN
2009
DELISTED
Exterran Corporation
EXTN
| $755K | ﹤0.01% |
170,931
-6,897
| -4% | -$30.5K |
|
|
SCPX
2010
DELISTED
Scorpius Holdings, Inc.
SCPX
| $754K | ﹤0.01% |
+35
| New | +$754K |
|
2011
Orion
OEC
$570M
| $753K | ﹤0.01% |
43,915
-13,474
| -23% | -$231K |
|
2012
AppFolio
APPF
$9.92B
| $744K | ﹤0.01% |
4,132
+1,666
| +68% | +$300K |
|
2013
iShares ESG Aware MSCI EM ETF
ESGE
$5.27B
| $742K | ﹤0.01% |
17,665
+7,254
| +70% | +$305K |
|
2014
Vanguard Total Stock Market ETF
VTI
$532B
| $734K | ﹤0.01% |
3,769
+654
| +21% | +$127K |
|
|
ITCI
2015
DELISTED
Intra-Cellular Therapies Inc.
ITCI
| $728K | ﹤0.01% |
22,892
+9,117
| +66% | +$290K |
|
2016
Nutanix
NTNX
$20.7B
| $726K | ﹤0.01% |
22,794
+18
| +0.1% | +$573 |
|
2017
Trip.com Group
TCOM
$47.4B
| $724K | ﹤0.01% |
21,457
+630
| +3% | +$21.3K |
|
|
ACIA
2018
DELISTED
Acacia Communications, Inc. Common Stock
ACIA
| $718K | ﹤0.01% |
9,843
+3,972
| +68% | +$290K |
|
2019
W.P. Carey
WPC
$14.8B
| $717K | ﹤0.01% |
10,372
-2,522
| -20% | -$174K |
|
2020
Lyft
LYFT
$7.87B
| $716K | ﹤0.01% |
14,573
-3,018
| -17% | -$148K |
|
|
AGEN
2021
Agenus
AGEN
$154M
| $708K | ﹤0.01% |
11,340
-2,061
| -15% | -$129K |
|
2022
Beyond Meat
BYND
$191M
| $708K | ﹤0.01% |
5,665
-303
| -5% | -$37.9K |
|
|
DRNA
2023
DELISTED
Dicerna Pharmaceuticals, Inc.
DRNA
| $708K | ﹤0.01% |
32,144
+17,833
| +125% | +$393K |
|
2024
CarGurus
CARG
$3.51B
| $707K | ﹤0.01% |
22,290
+9,253
| +71% | +$293K |
|
2025
Qiagen
QGEN
$9.98B
| $706K | ﹤0.01% |
12,593
-3,059
| -20% | -$171K |
|