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 | |
|---|---|---|---|---|---|---|
|
ZUO
2201
DELISTED
Zuora, Inc.
ZUO
| $354K | ﹤0.01% |
25,439
+10,187
| +67% | +$142K |
|
2202
Novo Nordisk
NVO
$241B
| $353K | ﹤0.01% |
10,114
-1,648
| -14% | -$57.5K |
|
2203
PagerDuty
PD
$1.55B
| $351K | ﹤0.01% |
8,416
-273
| -3% | -$11.4K |
|
|
FOCS
2204
DELISTED
Focus Financial Partners Inc. Class A
FOCS
| $347K | ﹤0.01% |
+7,966
| New | +$347K |
|
2205
Red Rock Resorts
RRR
$3.63B
| $345K | ﹤0.01% |
+13,786
| New | +$345K |
|
|
MDLA
2206
DELISTED
Medallia, Inc.
MDLA
| $344K | ﹤0.01% |
10,366
-32
| -0.3% | -$1.06K |
|
|
VCRA
2207
DELISTED
VOCERA COMMUNICATIONS, INC.
VCRA
| $338K | ﹤0.01% |
+8,138
| New | +$338K |
|
2208
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$3.43B
| $337K | ﹤0.01% |
5,318
-343
| -6% | -$21.7K |
|
|
NWLI
2209
DELISTED
National Western Life Group, Inc. Class A
NWLI
| $337K | ﹤0.01% |
+1,633
| New | +$337K |
|
2210
iShares 7-10 Year Treasury Bond ETF
IEF
$36.1B
| $332K | ﹤0.01% |
2,768
+245
| +10% | +$29.4K |
|
2211
uniQure
QURE
$960M
| $332K | ﹤0.01% |
9,182
+168
| +2% | +$6.07K |
|
|
KDMN
2212
DELISTED
Kadmon Holdings, Inc.
KDMN
| $332K | ﹤0.01% |
79,889
+27,461
| +52% | +$114K |
|
2213
Ameresco
AMRC
$1.31B
| $330K | ﹤0.01% |
+6,317
| New | +$330K |
|
2214
Hackett Group
HCKT
$576M
| $329K | ﹤0.01% |
22,833
+190
| +0.8% | +$2.74K |
|
2215
MannKind Corp
MNKD
$1.69B
| $328K | ﹤0.01% |
104,736
+29,276
| +39% | +$91.7K |
|
2216
Thermon Group Holdings
THR
$817M
| $328K | ﹤0.01% |
+20,999
| New | +$328K |
|
2217
Malibu Boats
MBUU
$626M
| $325K | ﹤0.01% |
+5,202
| New | +$325K |
|
|
BWIN
2218
Baldwin Insurance Group
BWIN
$2.24B
| $322K | ﹤0.01% |
+10,747
| New | +$322K |
|
2219
iShares Global Tech ETF
IXN
$5.79B
| $321K | ﹤0.01% |
6,420
+1,698
| +36% | +$84.9K |
|
|
FIT
2220
DELISTED
Fitbit, Inc. Class A common stock
FIT
| $319K | ﹤0.01% |
46,939
+15,937
| +51% | +$108K |
|
2221
Gorman-Rupp
GRC
$1.11B
| $316K | ﹤0.01% |
+9,740
| New | +$316K |
|
2222
The RealReal
REAL
$956M
| $315K | ﹤0.01% |
+16,100
| New | +$315K |
|
2223
Scholar Rock
SRRK
$3.04B
| $314K | ﹤0.01% |
+6,477
| New | +$314K |
|
2224
Starwood Property Trust
STWD
$7.57B
| $313K | ﹤0.01% |
16,223
-3,942
| -20% | -$76.1K |
|
|
AXDX
2225
DELISTED
Accelerate Diagnostics
AXDX
| $309K | ﹤0.01% |
4,083
+2,962
| +264% | +$224K |
|