Grufity logo
Grufity logo

Latest PRINCIPAL FINANCIAL GROUP INC Stock Portfolio

$187Billion | No. of Holdings #2172

PRINCIPAL FINANCIAL GROUP INC Performance

2026 Q1-4.29%
YTD-4.29%
2025+8.72%

About PRINCIPAL FINANCIAL GROUP INC and 13F Hedge Fund Stock Holdings

On 2026-05-04, the fund reported it's updated stock portfolio. In the 13F Holdings report, PRINCIPAL FINANCIAL GROUP INC reported an equity portfolio of $187.2 Billions as of 31 Mar, 2026. <br><br> The top stock holdings of PRINCIPAL FINANCIAL GROUP INC are NVDA, MSFT, AAPL. The fund has invested 3.7% of it's portfolio in NVIDIA CORPORATION and 3% of portfolio in MICROSOFT CORP. <br><br> The fund managers got completely rid off ASTRAZENECA PLC (AZN), PINNACLE FINL PARTNERS INC (PNFP) and GLOBANT S A (GLOB) stocks. They significantly reduced their stock positions in CLEARWATER ANALYTICS HLDGS I (CWAN), MARQETA INC (MQ) and REMITLY GLOBAL INC (RELY). PRINCIPAL FINANCIAL GROUP INC opened new stock positions in SUNBELT RENTALS HOLDINGS INC, VANGUARD WHITEHALL FDS (VIGI) and TUTOR PERINI CORP (TPC). The fund showed a lot of confidence in some stocks as they added substantially to NOVAGOLD RESOURCES INC (NG), HALEON PLC (HLN) and RITHM CAPITAL CORP (RITM).
PRINCIPAL FINANCIAL GROUP INC Equity Portfolio Value
Last Reported on: 04 May, 2026
$187Billion
  as of May 04, 2026

PRINCIPAL FINANCIAL GROUP INC Annual Return Estimates Vs S&P 500

Our best estimate is that PRINCIPAL FINANCIAL GROUP INC made a return of -4.29% in the last quarter. In trailing 12 months, it's portfolio return was 7.16%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
sunbelt rentals holdings inc426,987,000
astrazeneca plc96,033,800
vanguard whitehall fds70,295,500
bbb foods inc65,967,100
tutor perini corp59,753,900
forgent power solutions inc52,827,200
New stocks bought by PRINCIPAL FINANCIAL GROUP INC

Additions

Ticker% Inc.
novagold resources inc32,405
hdfc bank ltd16,808
vertiv holdings co4,431
nice ltd1,637
vale s a1,287
brixmor ppty group inc686
guidewire software inc547
jones lang lasalle inc279
Additions to existing portfolio by PRINCIPAL FINANCIAL GROUP INC

Reductions

Ticker% Reduced
vici pptys inc-77.05
zoetis inc-73.16
air products and chemicals i-52.27
brookfield renewable corp-51.08
roper technologies inc-50.78
curtiss wright corp-49.95
ciena corp-48.26
world gold tr-42.55
PRINCIPAL FINANCIAL GROUP INC reduced stake in above stock

Sold off

None of the stocks were completely sold off by PRINCIPAL FINANCIAL GROUP INC

Sector Distribution

PRINCIPAL FINANCIAL GROUP INC has about 19.2% of it's holdings in Technology sector.

  • Technology
  • Others
  • Real Estate
  • Financial Services
  • Industrials
  • Consumer Cyclical
  • Healthcare
  • Communication Services
  • Basic Materials
  • Consumer Defensive
  • Energy
  • Utilities
Sector%
Technology19.2
Others14.1
Real Estate11.3
Financial Services11.3
Industrials10
Consumer Cyclical9.9
Healthcare6.7
Communication Services6.6
Basic Materials3.2
Consumer Defensive3.1
Energy2.8
Utilities1.6

Market Cap. Distribution

PRINCIPAL FINANCIAL GROUP INC has about 75.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • MEGA-CAP
  • UNALLOCATED
  • MID-CAP
  • SMALL-CAP
Category%
LARGE-CAP45
MEGA-CAP30.4
UNALLOCATED14.1
MID-CAP9
SMALL-CAP1.4

Stocks belong to which Index?

About 73% of the stocks held by PRINCIPAL FINANCIAL GROUP INC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50064.8
Others27
RUSSELL 20008.2
Top 5 Winners (%)%
IBRX
immunitybio inc
216.9 %
KOS
kosmos energy ltd
206.3 %
sandisk corp
151.3 %
ICHR
ichor holdings
148.9 %
UCTT
ultra clean hldgs inc
142.0 %
Top 5 Winners ($)$
EQIX
equinix inc
421.0 M
SU
suncor energy inc new
398.1 M
XOM
exxon mobil corp
311.0 M
ENTG
entegris inc
193.0 M
CVX
chevron corporation
165.7 M
Top 5 Losers (%)%
GOSS
gossamer bio inc
-87.4 %
ALIT
alight inc
-68.9 %
RPD
rapid7 inc
-58.2 %
GENI
genius sports limited
-57.3 %
MNKD
mannkind corp
-56.1 %
Top 5 Losers ($)$
MSFT
microsoft corp
-1694.7 M
KKR
kkr & co inc
-660.3 M
CSGP
costar group inc
-474.3 M
NVDA
nvidia corporation
-472.8 M
AMZN
amazon com inc
-437.0 M

PRINCIPAL FINANCIAL GROUP INC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of PRINCIPAL FINANCIAL GROUP INC

PRINCIPAL FINANCIAL GROUP INC has 2172 stocks in it's portfolio. About 19.8% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. EQIX was the most profitable stock for PRINCIPAL FINANCIAL GROUP INC last quarter.

$165.44BTotal Value
500Positions
04 May, 2026Last Reported
Current holdings of Current Stock Holdings of PRINCIPAL FINANCIAL GROUP INC, last reported on 04 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AGNG
Global X Fds

Global X Fds

AGNG
PRINCIPAL FINANCIAL GROUP INC's holding in Global X Fds over time
0.04%1,567,480
$79.64M
0.04%
increased 46.03 percentadded