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 | |
|---|---|---|---|---|---|---|
2051
Victory Capital Holdings
VCTR
$4.58B
| $632K | ﹤0.01% |
25,470
+1,192
| +5% | +$29.6K |
|
|
EVBG
2052
DELISTED
Everbridge, Inc. Common Stock
EVBG
| $629K | ﹤0.01% |
4,220
-124
| -3% | -$18.5K |
|
2053
Ocular Therapeutix
OCUL
$2.27B
| $628K | ﹤0.01% |
+30,365
| New | +$628K |
|
2054
Moelis & Co
MC
$5.44B
| $626K | ﹤0.01% |
13,380
+5,404
| +68% | +$253K |
|
2055
Arcus Biosciences
RCUS
$1.25B
| $625K | ﹤0.01% |
+24,080
| New | +$625K |
|
2056
Travere Therapeutics
TVTX
$2.43B
| $625K | ﹤0.01% |
+22,903
| New | +$625K |
|
|
BDSI
2057
DELISTED
BioDelivery Sciences International, Inc.
BDSI
| $620K | ﹤0.01% |
147,482
-24,574
| -14% | -$103K |
|
|
PPD
2058
DELISTED
PPD, Inc. Common Stock
PPD
| $619K | ﹤0.01% |
18,095
-792
| -4% | -$27.1K |
|
2059
ARK Innovation ETF
ARKK
$7.12B
| $617K | ﹤0.01% |
4,957
+705
| +17% | +$87.8K |
|
2060
Vericel Corp
VCEL
$1.58B
| $617K | ﹤0.01% |
+19,981
| New | +$617K |
|
2061
Bloom Energy
BE
$14.7B
| $615K | ﹤0.01% |
21,462
+8,530
| +66% | +$244K |
|
2062
Pegasystems
PEGA
$9.66B
| $611K | ﹤0.01% |
9,174
-368
| -4% | -$24.5K |
|
2063
Enterprise Financial Services Corp
EFSC
$2.27B
| $610K | ﹤0.01% |
17,463
-1,303
| -7% | -$45.5K |
|
2064
Bally's
BALY
$487M
| $609K | ﹤0.01% |
12,139
+3,617
| +42% | +$181K |
|
2065
FuelCell Energy
FCEL
$184M
| $609K | ﹤0.01% |
1,819
+895
| +97% | +$300K |
|
|
VIE
2066
DELISTED
Viela Bio, Inc. Common Stock
VIE
| $608K | ﹤0.01% |
+16,901
| New | +$608K |
|
2067
Amneal Pharmaceuticals
AMRX
$3.08B
| $606K | ﹤0.01% |
132,619
-39,660
| -23% | -$181K |
|
|
BERY
2068
DELISTED
Berry Global Group, Inc.
BERY
| $604K | ﹤0.01% |
11,697
-1,584
| -12% | -$81.8K |
|
2069
Atara Biotherapeutics
ATRA
$82.7M
| $603K | ﹤0.01% |
1,229
+788
| +179% | +$387K |
|
|
ATH
2070
DELISTED
Athene Holding Ltd. Class A Common Shares
ATH
| $602K | ﹤0.01% |
13,953
-3,696
| -21% | -$159K |
|
2071
Madrigal Pharmaceuticals
MDGL
$9.59B
| $601K | ﹤0.01% |
5,407
+2,181
| +68% | +$242K |
|
|
TBIO
2072
DELISTED
Translate Bio, Inc. Common Stock
TBIO
| $601K | ﹤0.01% |
32,590
+22,305
| +217% | +$411K |
|
2073
Schrodinger
SDGR
$1.34B
| $598K | ﹤0.01% |
7,550
+3,142
| +71% | +$249K |
|
|
MSGN
2074
DELISTED
MSG Networks Inc.
MSGN
| $594K | ﹤0.01% |
40,280
-28,306
| -41% | -$417K |
|
2075
Tradeweb Markets
TW
$25.3B
| $593K | ﹤0.01% |
9,503
-87,392
| -90% | -$5.45M |
|