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 | 9.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2301
XPEL
XPEL
$987M
| $218K | ﹤0.01% |
+4,227
| New | +$218K |
|
2302
Hecla Mining
HL
$6.04B
| $216K | ﹤0.01% |
33,277
-5,873
| -15% | -$38.1K |
|
|
CVA
2303
DELISTED
Covanta Holding Corporation
CVA
| $216K | ﹤0.01% |
16,442
+3,699
| +29% | +$48.6K |
|
2304
First Citizens BancShares
FCNCA
$24.9B
| $214K | ﹤0.01% |
+373
| New | +$214K |
|
|
TWOU
2305
DELISTED
2U, Inc.
TWOU
| $214K | ﹤0.01% |
179
-29
| -14% | -$34.7K |
|
2306
BioXcel Therapeutics
BTAI
$55.2M
| $213K | ﹤0.01% |
+289
| New | +$213K |
|
2307
iShares MSCI USA Quality Factor ETF
QUAL
$54.3B
| $213K | ﹤0.01% |
+1,833
| New | +$213K |
|
2308
Sapiens International
SPNS
$2.4B
| $213K | ﹤0.01% |
+6,950
| New | +$213K |
|
2309
Alaunos Therapeutics
TCRT
$4.27M
| $213K | ﹤0.01% |
566
+136
| +32% | +$51.2K |
|
|
TCRR
2310
DELISTED
TCR2 Therapeutics Inc. Common Stock
TCRR
| $213K | ﹤0.01% |
+6,884
| New | +$213K |
|
2311
Magnolia Oil & Gas
MGY
$4.38B
| $212K | ﹤0.01% |
29,979
+11,936
| +66% | +$84.4K |
|
2312
Dynavax Technologies
DVAX
$1.18B
| $209K | ﹤0.01% |
46,868
+14,861
| +46% | +$66.3K |
|
|
NOVA
2313
DELISTED
Sunnova Energy
NOVA
| $209K | ﹤0.01% |
+4,638
| New | +$209K |
|
|
NVEE
2314
DELISTED
NV5 Global
NVEE
| $206K | ﹤0.01% |
+10,452
| New | +$206K |
|
2315
Madison Square Garden
MSGS
$4.71B
| $204K | ﹤0.01% |
1,106
-277
| -20% | -$51.1K |
|
2316
iShares Core US Aggregate Bond ETF
AGG
$131B
| $201K | ﹤0.01% |
+1,701
| New | +$201K |
|
|
SEI
2317
Solaris Energy Infrastructure, Inc.
SEI
$1.18B
| $194K | ﹤0.01% |
23,780
-12,769
| -35% | -$104K |
|
2318
Gray Television
GTN
$625M
| $191K | ﹤0.01% |
+10,662
| New | +$191K |
|
2319
Alphatec Holdings
ATEC
$2.43B
| $184K | ﹤0.01% |
+12,689
| New | +$184K |
|
2320
Mitek Systems
MITK
$448M
| $183K | ﹤0.01% |
+10,290
| New | +$183K |
|
2321
Voyager Therapeutics
VYGR
$235M
| $172K | ﹤0.01% |
+24,077
| New | +$172K |
|
|
GTT
2322
DELISTED
GTT Communications, Inc.
GTT
| $172K | ﹤0.01% |
48,294
-40,766
| -46% | -$145K |
|
|
ATRS
2323
DELISTED
Antares Pharma, Inc.
ATRS
| $166K | ﹤0.01% |
41,614
-17,312
| -29% | -$69.1K |
|
|
KBAL
2324
DELISTED
Kimball International
KBAL
| $165K | ﹤0.01% |
+13,832
| New | +$165K |
|
2325
Coeur Mining
CDE
$9.43B
| $160K | ﹤0.01% |
15,428
-2,735
| -15% | -$28.4K |
|