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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 10 of 53  ·  1,059 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ROK ROCKWELL AUTOMATION INC Industrials 164,142.0 $63.9M 0.03% -970.0 -0.6% $389.07 +12.1%
182 SCI SERVICE CORP INTL Consumer Cyclical 811,327.0 $63.3M 0.03% -282K -25.8% $77.97 -0.6%
183 BR BROADRIDGE FINL SOLUTIONS IN Technology 282,152.0 $63.0M 0.03% -105K -27.1% $223.17 -32.8%
184 COHR COHERENT CORP Technology 337,906.0 $62.4M 0.03% -7K -2.1% $184.57 +104.8%
185 CYTK CYTOKINETICS INC Healthcare 976,892.0 $62.1M 0.03% -198K -16.8% $63.54 +22.9%
186 LFUS LITTELFUSE INC Technology 241,216.0 $61.0M 0.03% -4K -1.7% $252.94 +75.5%
187 IDA IDACORP INC Utilities 474,407.0 $60.0M 0.03% -12K -2.5% $126.56 +11.9%
188 JKHY HENRY JACK & ASSOC INC Technology 324,133.0 $59.1M 0.03% -11K -3.3% $182.48 -23.5%
189 MSA MSA SAFETY INC Industrials 364,189.0 $58.3M 0.03% -9K -2.5% $160.15 +5.2%
190 TKR TIMKEN CO Industrials 690,546.0 $58.1M 0.03% -54K -7.3% $84.13 +39.3%
191 NDSN NORDSON CORP Industrials 238,682.0 $57.4M 0.03% -8K -3.4% $240.44 +19.3%
192 AFL AFLAC INC Financial Services 519,791.0 $57.3M 0.03% -31K -5.7% $110.27 +6.8%
193 VLO VALERO ENERGY CORP Energy 349,946.0 $57.0M 0.03% -4K -1.2% $162.79 +55.9%
194 LITE LUMENTUM HLDGS INC Technology 152,428.0 $56.2M 0.03% -3K -1.6% $368.59 +161.7%
195 DOX AMDOCS LTD Technology 693,644.0 $55.8M 0.03% -32K -4.4% $80.51 -22.5%
196 CNQ CANADIAN NAT RES LTD Energy 1,626,182.0 $55.2M 0.03% -90K -5.2% $33.92 +43.6%
197 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 608,156.0 $54.8M 0.03% -176K -22.5% $90.03 +4.9%
198 AGM FEDERAL AGRIC MTG CORP Financial Services 311,628.0 $54.7M 0.03% -5K -1.6% $175.58 +0.8%
199 WDAY WORKDAY INC Technology 246,844.0 $53.0M 0.03% -95K -27.7% $214.78 -41.1%
200 ICICI BANK LIMITED 1,768,169.0 $52.7M 0.03% -54K -2.9% $29.80
Page 10 of 53  ·  1,059 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%