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 |
Intuitive Surgical
ISRG
|
+$189M |
| 2 |
Agree Realty
ADC
|
+$170M |
| 3 |
Tyler Technologies
TYL
|
+$159M |
| 4 |
SBA Communications
SBAC
|
+$110M |
| 5 |
Expeditors International
EXPD
|
+$101M |
Top Sells
| 1 |
RP
RealPage, Inc.
RP
|
+$286M |
| 2 |
Apple
AAPL
|
+$248M |
| 3 |
Deere & Co
DE
|
+$232M |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$191M |
| 5 |
Microsoft
MSFT
|
+$190M |
Sector Composition
| 1 | Technology | 18.27% |
| 2 | Financials | 15.24% |
| 3 | Real Estate | 14.94% |
| 4 | Consumer Discretionary | 12.66% |
| 5 | Industrials | 9.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
PRFT
1076
DELISTED
Perficient Inc
PRFT
| $16.5M | 0.01% |
281,132
+2,255
| +0.8% | +$132K |
|
1077
FTI Consulting
FCN
$5.4B
| $16.5M | 0.01% |
117,805
+12,216
| +12% | +$1.71M |
|
1078
J&J Snack Foods
JJSF
$2.09B
| $16.5M | 0.01% |
105,016
+271
| +0.3% | +$42.6K |
|
1079
Sealed Air
SEE
$4.99B
| $16.5M | 0.01% |
359,879
+47,603
| +15% | +$2.18M |
|
1080
Boyd Gaming
BYD
$6.9B
| $16.5M | 0.01% |
279,645
+41,412
| +17% | +$2.44M |
|
1081
Sonos
SONO
$1.83B
| $16.5M | 0.01% |
439,272
+418,858
| +2,052% | +$15.7M |
|
1082
F5
FFIV
$19.2B
| $16.4M | 0.01% |
78,522
-5,660
| -7% | -$1.18M |
|
1083
Globus Medical
GMED
$8.05B
| $16.4M | 0.01% |
265,507
+39,851
| +18% | +$2.46M |
|
1084
NRG Energy
NRG
$30.5B
| $16.4M | 0.01% |
433,468
+35,029
| +9% | +$1.32M |
|
1085
Teladoc Health
TDOC
$1.37B
| $16.4M | 0.01% |
89,984
-1,259
| -1% | -$229K |
|
1086
Anywhere Real Estate
HOUS
$763M
| $16.3M | 0.01% |
1,077,916
+38,361
| +4% | +$580K |
|
1087
Valvoline
VVV
$5.15B
| $16.3M | 0.01% |
623,801
+75,131
| +14% | +$1.96M |
|
|
MDRX
1088
DELISTED
Veradigm Inc. Common Stock
MDRX
| $16.3M | 0.01% |
1,082,632
-111,000
| -9% | -$1.67M |
|
1089
Associated Banc-Corp
ASB
$4.38B
| $16.2M | 0.01% |
760,454
-97,935
| -11% | -$2.09M |
|
1090
Emergent Biosolutions
EBS
$439M
| $16.2M | 0.01% |
174,206
+20,962
| +14% | +$1.95M |
|
1091
Medpace
MEDP
$14B
| $16.2M | 0.01% |
98,614
+11,687
| +13% | +$1.92M |
|
1092
Shutterstock
SSTK
$750M
| $16.2M | 0.01% |
181,556
+1,039
| +0.6% | +$92.5K |
|
1093
Wynn Resorts
WYNN
$12.9B
| $16.1M | 0.01% |
128,615
+122
| +0.1% | +$15.3K |
|
1094
Simpson Manufacturing
SSD
$8.07B
| $16.1M | 0.01% |
155,332
+18,282
| +13% | +$1.9M |
|
1095
Flowers Foods
FLO
$3.01B
| $16.1M | 0.01% |
676,812
+94,131
| +16% | +$2.24M |
|
1096
Chesapeake Utilities
CPK
$2.95B
| $16.1M | 0.01% |
138,732
+540
| +0.4% | +$62.7K |
|
1097
Alphatec Holdings
ATEC
$2.31B
| $16.1M | 0.01% |
1,019,541
+1,006,852
| +7,935% | +$15.9M |
|
1098
First Foundation Inc
FFWM
$497M
| $16.1M | 0.01% |
686,216
+53,542
| +8% | +$1.26M |
|
1099
Semtech
SMTC
$5.29B
| $16.1M | 0.01% |
232,831
+27,830
| +14% | +$1.92M |
|
1100
Progress Software
PRGS
$1.85B
| $16M | 0.01% |
364,063
-4,409
| -1% | -$194K |
|