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 | |
|---|---|---|---|---|---|---|
2076
Erie Indemnity
ERIE
$17.3B
| $591K | ﹤0.01% |
2,406
-203
| -8% | -$49.9K |
|
2077
The RMR Group
RMR
$282M
| $589K | ﹤0.01% |
15,242
-9,174
| -38% | -$355K |
|
2078
TriCo Bancshares
TCBK
$1.48B
| $587K | ﹤0.01% |
16,636
+759
| +5% | +$26.8K |
|
|
ECOM
2079
DELISTED
CHANNELADVISOR CORPORATION
ECOM
| $580K | ﹤0.01% |
+36,298
| New | +$580K |
|
|
ORBC
2080
DELISTED
ORBCOMM, Inc.
ORBC
| $580K | ﹤0.01% |
78,110
-1,918
| -2% | -$14.2K |
|
2081
Lexicon Pharmaceuticals
LXRX
$392M
| $577K | ﹤0.01% |
168,636
+37,201
| +28% | +$127K |
|
2082
BWX Technologies
BWXT
$15.2B
| $576K | ﹤0.01% |
9,558
-685
| -7% | -$41.3K |
|
2083
Magnite
MGNI
$3.4B
| $564K | ﹤0.01% |
18,369
+5,944
| +48% | +$183K |
|
2084
Ares Management
ARES
$39.3B
| $564K | ﹤0.01% |
11,982
-451
| -4% | -$21.2K |
|
|
PFC
2085
DELISTED
Premier Financial Corp. Common Stock
PFC
| $562K | ﹤0.01% |
24,415
-5,927
| -20% | -$136K |
|
2086
BioCryst Pharmaceuticals
BCRX
$1.68B
| $557K | ﹤0.01% |
74,780
+19,816
| +36% | +$148K |
|
2087
Avidity Biosciences
RNA
$5.97B
| $556K | ﹤0.01% |
+21,768
| New | +$556K |
|
2088
ADT
ADT
$7.05B
| $555K | ﹤0.01% |
70,737
-11,680
| -14% | -$91.6K |
|
2089
Invesco Water Resources ETF
PHO
$2.2B
| $553K | ﹤0.01% |
11,912
+400
| +3% | +$18.6K |
|
2090
NovaGold Resources
NG
$2.69B
| $552K | ﹤0.01% |
57,099
+22,451
| +65% | +$217K |
|
2091
Gaming and Leisure Properties
GLPI
$13.6B
| $550K | ﹤0.01% |
12,964
-2,306
| -15% | -$97.8K |
|
2092
Barrett Business Services
BBSI
$1.18B
| $547K | ﹤0.01% |
32,052
+6,464
| +25% | +$110K |
|
2093
Traws Pharma
TRAW
$12.9M
| $541K | ﹤0.01% |
+3,100
| New | +$541K |
|
|
EIGI
2094
DELISTED
Endurance International Group Holdings, Inc.
EIGI
| $540K | ﹤0.01% |
57,177
-42,736
| -43% | -$404K |
|
2095
Amplify Cybersecurity ETF
HACK
$2.32B
| $535K | ﹤0.01% |
9,289
+160
| +2% | +$9.22K |
|
2096
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.4B
| $535K | ﹤0.01% |
9,702
+2,118
| +28% | +$117K |
|
2097
Rhythm Pharmaceuticals
RYTM
$6.66B
| $529K | ﹤0.01% |
+17,802
| New | +$529K |
|
2098
Cerus
CERS
$226M
| $526K | ﹤0.01% |
75,891
+18,701
| +33% | +$130K |
|
2099
Pure Storage
PSTG
$26.5B
| $525K | ﹤0.01% |
23,204
-1,928
| -8% | -$43.6K |
|
2100
iShares Select U.S. REIT ETF
ICF
$1.91B
| $523K | ﹤0.01% |
+9,699
| New | +$523K |
|