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 | |
|---|---|---|---|---|---|---|
2101
Aramark
ARMK
$10B
| $522K | ﹤0.01% |
18,774
-4,558
| -20% | -$127K |
|
2102
Zillow
ZG
$20.4B
| $520K | ﹤0.01% |
3,828
-862
| -18% | -$117K |
|
2103
Precigen
PGEN
$1.21B
| $516K | ﹤0.01% |
50,618
+17,514
| +53% | +$179K |
|
|
ZGNX
2104
DELISTED
Zogenix, Inc.
ZGNX
| $516K | ﹤0.01% |
+25,804
| New | +$516K |
|
2105
Karyopharm Therapeutics
KPTI
$55.8M
| $515K | ﹤0.01% |
2,218
+651
| +42% | +$151K |
|
|
CNST
2106
DELISTED
Constellation Pharmaceuticals, Inc.
CNST
| $512K | ﹤0.01% |
+17,747
| New | +$512K |
|
2107
Unilever
UL
$154B
| $508K | ﹤0.01% |
+8,417
| New | +$508K |
|
2108
Dime Community Bancshares
DCOM
$1.34B
| $505K | ﹤0.01% |
+20,869
| New | +$505K |
|
2109
PROS Holdings
PRO
$748M
| $505K | ﹤0.01% |
+9,943
| New | +$505K |
|
2110
Vertiv
VRT
$53.4B
| $503K | ﹤0.01% |
26,929
-872
| -3% | -$16.3K |
|
2111
AGNC Investment
AGNC
$10.7B
| $502K | ﹤0.01% |
32,184
-8,945
| -22% | -$140K |
|
2112
Invesco Global Listed Private Equity ETF
PSP
$330M
| $502K | ﹤0.01% |
7,442
+468
| +7% | +$31.6K |
|
2113
iShares US Aerospace & Defense ETF
ITA
$9.21B
| $498K | ﹤0.01% |
5,254
+92
| +2% | +$8.72K |
|
2114
Unity
U
$18.9B
| $495K | ﹤0.01% |
+3,226
| New | +$495K |
|
2115
Americold
COLD
$3.77B
| $491K | ﹤0.01% |
13,157
-188,977
| -93% | -$7.05M |
|
2116
WillScot Mobile Mini Holdings
WSC
$4.2B
| $489K | ﹤0.01% |
21,120
+4,834
| +30% | +$112K |
|
2117
Bruker
BRKR
$4.76B
| $485K | ﹤0.01% |
8,965
-980
| -10% | -$53K |
|
|
BMTC
2118
DELISTED
Bryn Mawr Bank Corp
BMTC
| $485K | ﹤0.01% |
+15,853
| New | +$485K |
|
2119
Sensata Technologies
ST
$4.65B
| $483K | ﹤0.01% |
9,158
-2,227
| -20% | -$117K |
|
|
VER
2120
DELISTED
VEREIT, Inc.
VER
| $483K | ﹤0.01% |
12,773
-3,152
| -20% | -$119K |
|
|
CHNG
2121
DELISTED
Change Healthcare Inc. Common Stock
CHNG
| $482K | ﹤0.01% |
25,852
-1,576
| -6% | -$29.4K |
|
2122
Sonos
SONO
$1.82B
| $477K | ﹤0.01% |
20,414
+8,016
| +65% | +$187K |
|
2123
Diageo
DEO
$58.2B
| $476K | ﹤0.01% |
3,000
| – | – |
|
2124
iQIYI
IQ
$2.53B
| $475K | ﹤0.01% |
27,200
-251
| -0.9% | -$4.38K |
|
2125
PIMCO Active Bond Exchange-Traded Fund
BOND
$5.87B
| $474K | ﹤0.01% |
4,189
+88
| +2% | +$9.96K |
|