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 | |
|---|---|---|---|---|---|---|
|
SCPL
2026
DELISTED
SciPlay Corporation Class A Common Stock
SCPL
| $705K | ﹤0.01% |
50,905
+34,610
| +212% | +$479K |
|
2027
Annaly Capital Management
NLY
$14.2B
| $704K | ﹤0.01% |
20,841
-5,119
| -20% | -$173K |
|
2028
OrthoPediatrics
KIDS
$484M
| $701K | ﹤0.01% |
16,985
-4,148
| -20% | -$171K |
|
2029
Casella Waste Systems
CWST
$5.81B
| $688K | ﹤0.01% |
11,113
+4,625
| +71% | +$286K |
|
2030
Kearny Financial
KRNY
$415M
| $688K | ﹤0.01% |
65,194
-32,003
| -33% | -$338K |
|
2031
Vanguard Health Care ETF
VHT
$15.6B
| $688K | ﹤0.01% |
3,073
+165
| +6% | +$36.9K |
|
|
TTOO
2032
DELISTED
T2 Biosystems, Inc
TTOO
| $686K | ﹤0.01% |
+111
| New | +$686K |
|
2033
iShares MBS ETF
MBB
$41.5B
| $684K | ﹤0.01% |
6,214
+3,660
| +143% | +$403K |
|
2034
Stock Yards Bancorp
SYBT
$2.28B
| $683K | ﹤0.01% |
16,863
+8,276
| +96% | +$335K |
|
2035
Royalty Pharma
RPRX
$15.6B
| $680K | ﹤0.01% |
13,591
-3,784
| -22% | -$189K |
|
2036
Hilton Grand Vacations
HGV
$3.99B
| $676K | ﹤0.01% |
21,570
+8,713
| +68% | +$273K |
|
2037
Inovio Pharmaceuticals
INO
$140M
| $664K | ﹤0.01% |
6,252
+2,546
| +69% | +$270K |
|
2038
Dropbox
DBX
$8.29B
| $663K | ﹤0.01% |
29,891
-1,227
| -4% | -$27.2K |
|
2039
ADMA Biologics
ADMA
$3.76B
| $655K | ﹤0.01% |
335,558
+193,338
| +136% | +$377K |
|
2040
MACOM Technology Solutions
MTSI
$9.81B
| $655K | ﹤0.01% |
11,903
+4,808
| +68% | +$265K |
|
2041
First Busey Corp
BUSE
$2.19B
| $654K | ﹤0.01% |
+30,371
| New | +$654K |
|
2042
Genpact
G
$7.49B
| $652K | ﹤0.01% |
15,760
-1,946
| -11% | -$80.5K |
|
2043
Verint Systems
VRNT
$1.23B
| $651K | ﹤0.01% |
19,014
+5,251
| +38% | +$180K |
|
2044
Box
BOX
$4.74B
| $646K | ﹤0.01% |
35,769
+14,838
| +71% | +$268K |
|
|
QVCGA
2045
QVC Group, Inc. Series A Common Stock
QVCGA
$83.7M
| $645K | ﹤0.01% |
1,177
-6,543
| -85% | -$3.59M |
|
2046
Ardelyx
ARDX
$1.6B
| $639K | ﹤0.01% |
98,747
-11,154
| -10% | -$72.2K |
|
|
ALTR
2047
DELISTED
Altair Engineering Inc. Class A Common Stock
ALTR
| $638K | ﹤0.01% |
10,959
+4,556
| +71% | +$265K |
|
2048
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.46B
| $635K | ﹤0.01% |
12,750
+893
| +8% | +$44.5K |
|
2049
Chewy
CHWY
$14.5B
| $634K | ﹤0.01% |
7,057
-432
| -6% | -$38.8K |
|
2050
Hamilton Lane
HLNE
$6.55B
| $634K | ﹤0.01% |
8,126
-171,015
| -95% | -$13.3M |
|