Latest PRINCIPAL FINANCIAL GROUP INC Stock Portfolio

PRINCIPAL FINANCIAL GROUP INC Performance:

2025 Q4: -3.79%YTD: -4.43%2024: 15.8%

Performance for 2025 Q4 is -3.79%, and YTD is -4.43%, and 2024 is 15.8%.

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

On 2026-02-02, the fund reported it's updated stock portfolio. In the 13F Holdings report, PRINCIPAL FINANCIAL GROUP INC reported an equity portfolio of $195.9 Billions as of 31 Dec, 2025.

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 3.7% of portfolio in MICROSOFT CORP.

The fund managers got completely rid off LIBERTY MEDIA CORP DEL (BATRA), AMERICOLD REALTY TRUST INC (COLD) and MR COOPER GROUP INC (COOP) stocks. They significantly reduced their stock positions in IOVANCE BIOTHERAPEUTICS INC (IOVA), AXIS CAP HLDGS LTD (AXS) and RUBRIK INC.. PRINCIPAL FINANCIAL GROUP INC opened new stock positions in LIBERTY LIVE HOLDINGS INC, MONTROSE ENVIRONMENTAL GROUP (MEG) and VANGUARD BD INDEX FDS (BIV). The fund showed a lot of confidence in some stocks as they added substantially to SMARTSTOP SELF STORAG REIT I, LYFT INC (LYFT) and ARRAY TECHNOLOGIES INC (ARRY).

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

Our best estimate is that PRINCIPAL FINANCIAL GROUP INC made a return of -3.79% in the last quarter. In trailing 12 months, it's portfolio return was -4.43%.

Performance
S&P 500

New Buys

Ticker	$ Bought
liberty live holdings inc	150,744,000
algonquin pwr utils corp	74,262,800
boyd group services inc	62,264,100

New stocks bought by PRINCIPAL FINANCIAL GROUP INC

Additions

Ticker	% Inc.
smartstop self storag reit i	10,361
carvana co	2,850
solaris energy infras inc	2,120
netflix inc	850
principal exchange traded fd	677
curbline pptys corp	426
crown castle inc	422
servicenow inc	354

Additions to existing portfolio by PRINCIPAL FINANCIAL GROUP INC

Reductions

Ticker	% Reduced
equity residential	-87.86
vici pptys inc	-64.11
berkley w r corp	-48.34
comcast corp new	-35.83
shopify inc	-35.27
comfort sys usa inc	-35.23
regal rexnord corporation	-30.81
schwab charles corp	-28.08

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 20.3% of it's holdings in Technology sector.

Sector	%
Technology	20.3
Others	12.5
Financial Services	12.2
Real Estate	10.9
Consumer Cyclical	10.9
Industrials	9.9
Healthcare	7.1
Communication Services	6.4
Basic Materials	3.5
Consumer Defensive	2.7
Energy	2
Utilities	1.5

Market Cap. Distribution

PRINCIPAL FINANCIAL GROUP INC has about 76.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	48.1
MEGA-CAP	28.2
UNALLOCATED	12.7
MID-CAP	9.3
SMALL-CAP	1.6

Stocks belong to which Index?

About 74.3% of the stocks held by PRINCIPAL FINANCIAL GROUP INC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	66.7
Others	25.7
RUSSELL 2000	7.6

Top 5 Winners (%)		%
LITE	lumentum hldgs inc	125.5 %
VICR	vicor corp	119.3 %
NUVB	nuvation bio inc	114.3 %
COGT	cogent biosciences inc	103.9 %
	fortrea hldgs inc	101.4 %

Top 5 Winners ($)		$
GOOG	alphabet inc	779.6 M
GOOG	alphabet inc	454.1 M
LLY	eli lilly & co	393.2 M
AAPL	apple inc	360.6 M
HLT	hilton worldwide hldgs inc	276.1 M

Top 5 Losers (%)		%
NFLX	netflix inc	-86.7 %
NOW	servicenow inc	-75.3 %
TPL	texas pacific land corporati	-59.9 %
FMC	fmc corp	-58.7 %
LRN	stride inc	-56.1 %

Top 5 Losers ($)		$
NFLX	netflix inc	-6631.2 M
	brookfield corp	-1314.9 M
NOW	servicenow inc	-745.6 M
MSFT	microsoft corp	-512.9 M
ORLY	oreilly automotive inc	-378.3 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 2175 stocks in it's portfolio. About 21.5% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for PRINCIPAL FINANCIAL GROUP INC last quarter.

Last Reported on: 02 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
A	agilent technologies inc	0.02	339,857	46,244,300	added	1.83

AAPL	apple inc	2.91	20,994,100	5,707,450,000	added	0.61

ABBV	abbvie inc	0.34	2,868,610	655,448,000	reduced	-0.02

ABC	cencora inc	0.04	252,956	85,435,900	added	1.93

ABCB	ameris bancorp	0.04	966,464	71,779,300	reduced	-1.68

ABNB	airbnb inc	0.11	1,615,360	219,240,000	reduced	-19.78

ABT	abbott labs	0.23	3,607,820	452,023,000	reduced	-8.05

ACGL	arch cap group ltd	0.22	4,528,160	434,345,000	reduced	-12.05

ACN	accenture plc ireland	0.10	764,460	205,105,000	added	3.06

ADBE	adobe inc	0.10	536,151	187,648,000	reduced	-2.66

ADC	agree rlty corp	0.16	4,293,560	309,266,000	added	80.77

ADI	analog devices inc	0.08	549,174	148,936,000	added	2.25

ADP	automatic data processing in	0.07	498,823	128,312,000	added	2.34

ADSK	autodesk inc	0.05	316,225	93,605,800	added	4.21

ADUS	addus homecare corp	0.02	442,362	47,505,300	added	1.52

AEIS	advanced energy inds	0.06	579,542	121,339,000	reduced	-3.44

AEP	american elec pwr co inc	0.04	673,954	77,713,600	added	3.73

AFL	aflac inc	0.03	519,791	57,317,400	reduced	-5.68

AGCO	agco corp	0.04	717,189	74,819,600	reduced	-2.71

AGM	federal agric mtg corp	0.03	311,628	54,714,700	reduced	-1.65