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Portfolio (Quarterly) Guide ↗

PRINCIPAL FINANCIAL GROUP INC

· CIK 0001126328
13F Portfolio $195.9B AUM 4,456 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 54 New 972 Added 1059 Reduced 118 Exited
Page 17 of 49  ·  972 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 CWST CASELLA WASTE SYS INC Industrials 298,923.0 $29.3M 0.01% +294K +6105.6% $97.94 -10.8%
322 ELAN ELANCO ANIMAL HEALTH INC Healthcare 1,292,236.0 $29.2M 0.01% +26K +2.1% $22.63 -4.0%
323 MMSI MERIT MED SYS INC Healthcare 331,604.0 $29.2M 0.01% +14K +4.6% $88.14 -27.2%
324 ES EVERSOURCE ENERGY Utilities 433,416.0 $29.2M 0.01% +14K +3.5% $67.33 +4.0%
325 AX AXOS FINANCIAL INC Financial Services 337,324.0 $29.1M 0.01% +22K +6.9% $86.16 -0.1%
326 EL LAUDER ESTEE COS INC Consumer Defensive 271,255.0 $28.4M 0.01% +19K +7.6% $104.72 -15.7%
327 VEA VANGUARD TAX-MANAGED FDS 453,398.0 $28.3M 0.01% +44K +10.6% $62.47 +12.8%
328 FE FIRSTENERGY CORP Utilities 631,985.0 $28.3M 0.01% +14K +2.3% $44.77 +3.4%
329 ESE ESCO TECHNOLOGIES INC Technology 144,706.0 $28.3M 0.01% +6K +4.2% $195.39 +51.3%
330 DLTR DOLLAR TREE INC Consumer Defensive 229,141.0 $28.2M 0.01% +8K +3.8% $123.01 -22.8%
331 STLD STEEL DYNAMICS INC Basic Materials 165,967.0 $28.1M 0.01% +3K +2.0% $169.45 +41.7%
332 CNM CORE & MAIN INC Industrials 540,063.0 $28.1M 0.01% +119K +28.4% $51.97 -9.0%
333 IWN ISHARES TR 154,468.0 $28.0M 0.01% +103K +199.0% $181.21 +16.6%
334 PLMR PALOMAR HLDGS INC Financial Services 207,703.0 $28.0M 0.01% +25K +14.0% $134.76 -15.5%
335 ACIW ACI WORLDWIDE INC Technology 581,243.0 $27.8M 0.01% +26K +4.6% $47.81 -10.6%
336 SNEX STONEX GROUP INC Financial Services 291,861.0 $27.8M 0.01% +22K +8.3% $95.13 +17.9%
337 ENVA ENOVA INTL INC Financial Services 175,127.0 $27.5M 0.01% +18K +11.1% $157.20 +0.2%
338 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 732,911.0 $27.4M 0.01% +603K +462.4% $37.45 +56.2%
339 BOX BOX INC Technology 917,405.0 $27.4M 0.01% +72K +8.6% $29.91 -13.4%
340 PJT PJT PARTNERS INC Financial Services 164,039.0 $27.4M 0.01% +15K +10.3% $167.20 -6.4%
Page 17 of 49  ·  972 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 22.3%
Financial Services 15.6%
Real Estate 12.1%
Consumer Cyclical 11.9%
Industrials 10.2%
Healthcare 8.3%
Communication Services 7.3%
Basic Materials 4.2%
Consumer Defensive 2.9%
Utilities 2.7%