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 |
Linde
LIN
|
$216M |
| 2 |
WIX.com
WIX
|
$92.3M |
| 3 |
TCO
Taubman Centers Inc.
TCO
|
$83.7M |
| 4 |
iShares Russell 2000 Value ETF
IWN
|
$75.9M |
| 5 |
American Homes 4 Rent
AMH
|
$70M |
Top Sells
| 1 |
Ross Stores
ROST
|
$229M |
| 2 |
Simon Property Group
SPG
|
$190M |
| 3 |
PX
Praxair Inc
PX
|
$171M |
| 4 |
Alibaba
BABA
|
$149M |
| 5 |
O'Reilly Automotive
ORLY
|
$148M |
Sector Composition
| 1 | Financials | 16.16% |
| 2 | Real Estate | 15.05% |
| 3 | Technology | 14% |
| 4 | Consumer Discretionary | 11.2% |
| 5 | Healthcare | 9.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2051
Schwab U.S Small- Cap ETF
SCHA
$18.7B
| $275K | ﹤0.01% |
+18,124
| New | +$275K |
|
2052
Ubiquiti
UI
$34.2B
| $274K | ﹤0.01% |
2,752
-1,080
| -28% | -$108K |
|
2053
CommScope
COMM
$3.6B
| $273K | ﹤0.01% |
16,646
-1,374
| -8% | -$22.5K |
|
|
ATRI
2054
DELISTED
Atrion Corp
ATRI
| $273K | ﹤0.01% |
368
+80
| +28% | +$59.3K |
|
|
SC
2055
DELISTED
SANTANDER CONSUMER USA HOLDINGS INC
SC
| $271K | ﹤0.01% |
15,430
-3,224
| -17% | -$56.6K |
|
2056
First Citizens BancShares
FCNCA
$26B
| $270K | ﹤0.01% |
716
-171
| -19% | -$64.5K |
|
|
PDLI
2057
DELISTED
PDL BioPharma, Inc.
PDLI
| $266K | ﹤0.01% |
91,652
+28,434
| +45% | +$82.5K |
|
2058
Pacific Biosciences
PACB
$372M
| $265K | ﹤0.01% |
35,892
-8,571
| -19% | -$63.3K |
|
2059
Financial Institutions
FISI
$559M
| $263K | ﹤0.01% |
+10,226
| New | +$263K |
|
2060
Pure Storage
PSTG
$25.7B
| $263K | ﹤0.01% |
16,366
-23,928
| -59% | -$385K |
|
2061
Vanguard High Dividend Yield ETF
VYM
$64.1B
| $263K | ﹤0.01% |
+3,367
| New | +$263K |
|
2062
Douglas Dynamics
PLOW
$772M
| $262K | ﹤0.01% |
+7,290
| New | +$262K |
|
|
ALX
2063
Alexander's
ALX
$1.18B
| $259K | ﹤0.01% |
851
-264
| -24% | -$80.3K |
|
2064
Bank of N.T. Butterfield & Son
NTB
$1.89B
| $259K | ﹤0.01% |
8,264
-3,124
| -27% | -$97.9K |
|
2065
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.86B
| $259K | ﹤0.01% |
+9,933
| New | +$259K |
|
|
DATA
2066
DELISTED
Tableau Software, Inc.
DATA
| $258K | ﹤0.01% |
2,153
-884
| -29% | -$106K |
|
2067
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
| $257K | ﹤0.01% |
+3,068
| New | +$257K |
|
|
UN
2068
DELISTED
Unilever NV New York Registry Shares
UN
| $257K | ﹤0.01% |
4,784
-3,500
| -42% | -$188K |
|
2069
Madison Square Garden
MSGS
$4.71B
| $256K | ﹤0.01% |
1,339
-800
| -37% | -$153K |
|
2070
BancFirst
BANF
$4.55B
| $255K | ﹤0.01% |
5,109
-4,277
| -46% | -$213K |
|
|
CMCM
2071
Cheetah Mobile
CMCM
$179M
| $255K | ﹤0.01% |
8,359
-534
| -6% | -$16.3K |
|
|
ESGR
2072
DELISTED
Enstar Group
ESGR
| $255K | ﹤0.01% |
1,524
+424
| +39% | +$70.9K |
|
|
XHR
2073
Xenia Hotels & Resorts
XHR
$1.4B
| $255K | ﹤0.01% |
14,805
-391
| -3% | -$6.74K |
|
2074
Malibu Boats
MBUU
$639M
| $252K | ﹤0.01% |
7,242
-4,813
| -40% | -$167K |
|
|
NVEE
2075
DELISTED
NV5 Global
NVEE
| $251K | ﹤0.01% |
+16,560
| New | +$251K |
|