Latest PRINCIPAL FINANCIAL GROUP INC Stock Portfolio

PRINCIPAL FINANCIAL GROUP INC Performance:

2025 Q2: -9.83%YTD: -12.3%2024: 14.16%

Performance for 2025 Q2 is -9.83%, and YTD is -12.3%, and 2024 is 14.16%.

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

In it's latest 13F Holdings report, PRINCIPAL FINANCIAL GROUP INC reported an equity portfolio of $189.2 Billions as of 30 Jun, 2025.

The top stock holdings of PRINCIPAL FINANCIAL GROUP INC are MSFT, NVDA, AMZN. The fund has invested 4% of it's portfolio in MICROSOFT CORP and 3% of portfolio in NVIDIA CORPORATION.

The fund managers got completely rid off DISCOVER FINL SVCS (DFS), OSISKO GOLD ROYALTIES LTD and UNITED STATES STL CORP NEW (X) stocks. They significantly reduced their stock positions in WOLFSPEED INC (WOLF), VAXCYTE INC (PCVX) and ZAI LAB LTD (ZLAB). PRINCIPAL FINANCIAL GROUP INC opened new stock positions in SPDR SERIES TRUST (BIL), RALLIANT CORP and HUDSON PAC PPTYS INC (HPP). The fund showed a lot of confidence in some stocks as they added substantially to PEGASYSTEMS INC (PEGA), API GROUP CORP (APG) and OKTA INC (OKTA).

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

Our best estimate is that PRINCIPAL FINANCIAL GROUP INC made a return of -9.83% in the last quarter. In trailing 12 months, it's portfolio return was -7.21%.

New Buys

Ticker	$ Bought
spdr series trust	51,076,700

New stocks bought by PRINCIPAL FINANCIAL GROUP INC

Additions

Ticker	% Inc.
coinbase global inc	2,034
oreilly automotive inc	1,307
ishares tr	1,134
cloudflare inc	357
nexstar media group inc	344
abm inds inc	307
interactive brokers group in	268
vanguard scottsdale fds	226

Additions to existing portfolio by PRINCIPAL FINANCIAL GROUP INC

Reductions

Ticker	% Reduced
global x fds	-71.3
ishares tr	-62.94
carmax inc	-60.96
alphabet inc	-34.78
principal exchange traded fd	-31.96
principal exchange traded fd	-31.67
progressive corp	-29.16
terreno rlty corp	-29.12

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 19.3% of it's holdings in Technology sector.

Sector	%
Technology	19.3
Financial Services	13.5
Real Estate	11.8
Consumer Cyclical	11.1
Others	10.9
Industrials	10.7
Healthcare	6.9
Communication Services	5.6
Basic Materials	3.4
Consumer Defensive	3.2
Energy	2
Utilities	1.5

Market Cap. Distribution

PRINCIPAL FINANCIAL GROUP INC has about 78.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	51.9
MEGA-CAP	26.3
UNALLOCATED	10.9
MID-CAP	9.5
SMALL-CAP	1.4

Stocks belong to which Index?

About 75.7% of the stocks held by PRINCIPAL FINANCIAL GROUP INC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	68.3
Others	24.3
RUSSELL 2000	7.4

Top 5 Winners (%)		%
CAR	avis budget group	121.0 %
CRDO	credo technology group holdi	120.6 %
AVAV	aerovironment inc	119.1 %
ASTS	ast spacemobile inc	103.8 %
MGNI	magnite inc	100.6 %

Top 5 Winners ($)		$
MSFT	microsoft corp	1875.1 M
NVDA	nvidia corporation	1750.4 M
AVGO	broadcom inc	967.6 M
AMZN	amazon com inc	583.7 M
META	meta platforms inc	582.9 M

Top 5 Losers (%)		%
ORLY	oreilly automotive inc	-93.5 %
COKE	coca cola cons inc	-90.4 %
SRPT	sarepta therapeutics inc	-70.4 %
IBKR	interactive brokers group in	-67.3 %
CABO	cable one inc	-48.6 %

Top 5 Losers ($)		$
ORLY	oreilly automotive inc	-32107.4 M
FAST	fastenal co	-444.9 M
UNH	unitedhealth group inc	-397.5 M
AAPL	apple inc	-361.9 M
CPRT	copart inc	-293.8 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 2219 stocks in it's portfolio. About 20.6% of the portfolio is in top 10 stocks. ORLY proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for PRINCIPAL FINANCIAL GROUP INC last quarter.

Last Reported on: 08 Aug, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	MSFT	microsoft corp	4.02	15,289,300	7,605,060,000	reduced	-0.82
Historical Trend of MICROSOFT CORP Position Held By PRINCIPAL FINANCIAL GROUP INC What % of Portfolio is MSFT?: Number of MSFT shares held: Change in No. of Shares Held:
	NVDA	nvidia corporation	2.96	35,488,200	5,606,780,000	added	1.26

	AMZN	amazon com inc	2.35	20,251,700	4,443,010,000	added	2.93

	AAPL	apple inc	2.32	21,378,400	4,386,210,000	added	0.14

		brookfield corp	1.64	50,050,500	3,095,540,000	reduced	-1.01

	TDG	transdigm group inc	1.62	2,012,060	3,059,700,000	reduced	-4.24

	HLT	hilton worldwide hldgs inc	1.49	10,588,600	2,820,180,000	added	2.09

	META	meta platforms inc	1.47	3,756,180	2,772,410,000	added	14.77

	HEI	heico corp new	1.39	10,192,800	2,637,410,000	reduced	-4.28

	KKR	kkr & co inc	1.36	19,360,200	2,575,500,000	added	5.33

	AVGO	broadcom inc	1.29	8,834,160	2,435,140,000	reduced	-2.11

	BTEC	principal exchange traded fd	1.23	37,292,200	2,331,820,000	added	23.97

	ORLY	oreilly automotive inc	1.19	24,924,500	2,246,450,000	added	1,307

	CPRT	copart inc	1.01	38,939,000	1,910,740,000	reduced	-1.19

	VMC	vulcan matls co	0.99	7,210,440	1,880,640,000	added	10.8

	GOOG	alphabet inc	0.98	10,499,900	1,850,400,000	reduced	-6.95

	V	visa inc	0.93	4,958,670	1,760,580,000	reduced	-5.53

	WELL	welltower inc	0.85	10,433,700	1,603,970,000	reduced	-8.98

	NFLX	netflix inc	0.83	1,168,200	1,564,390,000	reduced	-21.2

	JPM	jpmorgan chase & co.	0.82	5,325,090	1,543,800,000	reduced	-1.72