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 | |
|---|---|---|---|---|---|---|
2126
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.28B
| $472K | ﹤0.01% |
10,382
+2,437
| +31% | +$111K |
|
2127
VanEck High Yield Muni ETF
HYD
$3.36B
| $470K | ﹤0.01% |
7,638
| – | – |
|
|
ATSG
2128
DELISTED
Air Transport Services Group, Inc.
ATSG
| $467K | ﹤0.01% |
14,888
+6,014
| +68% | +$189K |
|
2129
ASML
ASML
$314B
| $465K | ﹤0.01% |
954
-122
| -11% | -$59.5K |
|
2130
1st Source
SRCE
$1.57B
| $463K | ﹤0.01% |
11,500
+1,508
| +15% | +$60.7K |
|
2131
Arcturus Therapeutics
ARCT
$476M
| $460K | ﹤0.01% |
+10,610
| New | +$460K |
|
2132
iShares MSCI USA Value Factor ETF
VLUE
$7.18B
| $458K | ﹤0.01% |
5,267
+1,332
| +34% | +$116K |
|
2133
AMC Entertainment Holdings
AMC
$1.45B
| $457K | ﹤0.01% |
21,570
+6,416
| +42% | +$136K |
|
2134
Phreesia
PHR
$1.55B
| $457K | ﹤0.01% |
+8,417
| New | +$457K |
|
2135
Midland States Bancorp
MSBI
$387M
| $456K | ﹤0.01% |
25,496
+10,473
| +70% | +$187K |
|
2136
Krystal Biotech
KRYS
$4.01B
| $454K | ﹤0.01% |
+7,570
| New | +$454K |
|
2137
Verra Mobility
VRRM
$3.84B
| $454K | ﹤0.01% |
33,857
+13,675
| +68% | +$183K |
|
2138
SPDR S&P 600 Small Cap Value ETF
SLYV
$4.04B
| $452K | ﹤0.01% |
6,828
-540
| -7% | -$35.7K |
|
|
CLDR
2139
DELISTED
Cloudera, Inc.
CLDR
| $452K | ﹤0.01% |
32,495
+9,470
| +41% | +$132K |
|
|
BBBY
2140
Bed Bath & Beyond, Inc.
BBBY
$629M
| $447K | ﹤0.01% |
9,324
+3,472
| +59% | +$166K |
|
2141
Celsius Holdings
CELH
$14.4B
| $447K | ﹤0.01% |
+26,637
| New | +$447K |
|
2142
Vanguard Total Bond Market
BND
$135B
| $445K | ﹤0.01% |
5,052
+489
| +11% | +$43.1K |
|
2143
PJT Partners
PJT
$4.37B
| $444K | ﹤0.01% |
5,895
-113,484
| -95% | -$8.55M |
|
|
IGMS
2144
DELISTED
IGM Biosciences
IGMS
| $442K | ﹤0.01% |
+5,003
| New | +$442K |
|
2145
SPDR Portfolio Short Term Treasury ETF
SPTS
$5.93B
| $434K | ﹤0.01% |
14,138
+1,128
| +9% | +$34.6K |
|
2146
US Foods
USFD
$17.6B
| $434K | ﹤0.01% |
13,042
-3,170
| -20% | -$105K |
|
2147
Adverum Biotechnologies
ADVM
$71.1M
| $431K | ﹤0.01% |
3,980
+1,254
| +46% | +$136K |
|
2148
Euronet Worldwide
EEFT
$3.55B
| $431K | ﹤0.01% |
2,977
-729
| -20% | -$106K |
|
|
NGM
2149
DELISTED
NGM Biopharmaceuticals, Inc. Common Stock
NGM
| $431K | ﹤0.01% |
14,214
-34,864
| -71% | -$1.06M |
|
2150
Alector
ALEC
$284M
| $429K | ﹤0.01% |
28,326
+12,007
| +74% | +$182K |
|