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Latest PRINCIPAL FINANCIAL GROUP INC Stock Portfolio

PRINCIPAL FINANCIAL GROUP INC Performance:
2025 Q3: 4.03%YTD: 6.16%2024: 14.51%
Performance for 2025 Q3 is 4.03%, and YTD is 6.16%, and 2024 is 14.51%.

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 $198.3 Billions as of 30 Sep, 2025.

The top stock holdings of PRINCIPAL FINANCIAL GROUP INC are MSFT, NVDA, AAPL. The fund has invested 3.9% of it's portfolio in MICROSOFT CORP and 3.5% of portfolio in NVIDIA CORPORATION.

The fund managers got completely rid off ANSYS INC (ANSS), SPRINGWORKS THERAPEUTICS INC (SWTX) and CHAMPIONX CORPORATION (CHX) stocks. They significantly reduced their stock positions in AVEPOINT INC (AVPT), ON HLDG AG and VAIL RESORTS INC (MTN). PRINCIPAL FINANCIAL GROUP INC opened new stock positions in NETSKOPE INC, H WORLD GROUP LTD (HTHT) and ISHARES INC (EMGF). The fund showed a lot of confidence in some stocks as they added substantially to VICTORY CAP HLDGS INC (VCTR), HECLA MNG CO (HL) and NOBLE CORP PLC.

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

Our best estimate is that PRINCIPAL FINANCIAL GROUP INC made a return of 4.03% in the last quarter. In trailing 12 months, it's portfolio return was 6.01%.

New Buys

No new stocks were added by PRINCIPAL FINANCIAL GROUP INC

Additions

Ticker% Inc.
spotify technology s a3,534
ascendis pharma a/s2,722
applovin corp946
robinhood mkts inc909
liberty media corp del791
icon plc739
boot barn hldgs inc132
gulfport energy corp84.44
Additions to existing portfolio by PRINCIPAL FINANCIAL GROUP INC

Reductions

Ticker% Reduced
progressive corp-74.85
workday inc-64.05
principal exchange traded fd-58.53
tko group holdings inc-57.18
chart inds inc-54.02
thermo fisher scientific inc-52.29
americold realty trust inc-45.74
airbnb inc-37.33
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 20.2% of it's holdings in Technology sector.

Sector%
Technology20.2
Financial Services12.5
Others11.8
Real Estate11.4
Consumer Cyclical11.2
Industrials10.2
Healthcare6.6
Communication Services6.1
Basic Materials3.6
Consumer Defensive2.9
Energy1.9
Utilities1.5

Market Cap. Distribution

PRINCIPAL FINANCIAL GROUP INC has about 77.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
LARGE-CAP49.9
MEGA-CAP27.5
UNALLOCATED11.9
MID-CAP9.2
SMALL-CAP1.4

Stocks belong to which Index?

About 75% of the stocks held by PRINCIPAL FINANCIAL GROUP INC either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50067.6
Others25
RUSSELL 20007.4
Top 5 Winners (%)%
SATS
echostar corp
175.7 %
ESPR
esperion therapeutics inc ne
169.8 %
CIFR
cipher mining inc
155.7 %
UUUU
energy fuels inc
141.7 %
WULF
terawulf inc
118.9 %
Top 5 Winners ($)$
AAPL
apple inc
1057.4 M
NVDA
nvidia corporation
1014.6 M
GOOG
alphabet inc
702.1 M
TSLA
tesla inc
479.7 M
AVGO
broadcom inc
479.3 M
Top 5 Losers (%)%
AGL
agilon health inc
-53.4 %
INSP
inspire med sys inc
-42.8 %
ALIT
alight inc
-42.2 %
IRDM
iridium communications inc
-42.1 %
SABR
sabre corp
-42.1 %
Top 5 Losers ($)$
TDG
transdigm group inc
-407.7 M
BRO
brown & brown inc
-232.2 M
IT
gartner inc
-229.6 M
AMT
american tower corp new
-174.5 M
ROP
roper technologies inc
-170.3 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 2243 stocks in it's portfolio. About 21.3% of the portfolio is in top 10 stocks. TDG proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for PRINCIPAL FINANCIAL GROUP INC last quarter.

Last Reported on: 04 Nov, 2025
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions