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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 14 of 53  ·  1,059 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 SANDISK CORP 153,506.0 $36.4M 0.02% -508K -76.8% $237.38
262 USFD US FOODS HLDG CORP Consumer Defensive 479,471.0 $36.1M 0.02% -21K -4.2% $75.32 +7.7%
263 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 2,397,441.0 $36.1M 0.02% -592K -19.8% $15.06 -33.3%
264 TRU TRANSUNION Industrials 417,878.0 $35.8M 0.02% -15K -3.5% $85.75 -19.6%
265 VC VISTEON CORP Consumer Cyclical 374,165.0 $35.6M 0.02% -48K -11.4% $95.10 +14.8%
266 TPR TAPESTRY INC Consumer Cyclical 276,584.0 $35.3M 0.02% -21K -7.0% $127.77 +6.3%
267 HPE HEWLETT PACKARD ENTERPRISE C Technology 1,466,746.0 $35.2M 0.02% -18K -1.2% $24.02 +41.4%
268 LUMN LUMEN TECHNOLOGIES INC Communication Services 4,511,172.0 $35.1M 0.02% -54K -1.2% $7.77 +21.5%
269 MGY MAGNOLIA OIL & GAS CORP Energy 1,582,766.0 $34.6M 0.02% -559K -26.1% $21.89 +33.6%
270 OMF ONEMAIN HLDGS INC Financial Services 512,906.0 $34.6M 0.02% -10K -1.9% $67.55 -20.4%
271 JXN JACKSON FINANCIAL INC Financial Services 324,005.0 $34.6M 0.02% -12K -3.7% $106.65 +1.5%
272 FITB FIFTH THIRD BANCORP Financial Services 735,441.0 $34.4M 0.02% -8K -1.1% $46.81 +5.0%
273 TSCO TRACTOR SUPPLY CO Consumer Cyclical 680,654.0 $34.0M 0.02% -337K -33.1% $50.01 -36.6%
274 EME EMCOR GROUP INC Industrials 55,331.0 $33.9M 0.02% -6K -10.0% $611.79 +38.8%
275 QRVO QORVO INC Technology 399,496.0 $33.8M 0.02% -5K -1.2% $84.51 +16.9%
276 CRS CARPENTER TECHNOLOGY CORP Industrials 107,037.0 $33.7M 0.02% -4K -3.2% $314.84 +39.2%
277 ATI ATI INC Industrials 292,144.0 $33.5M 0.02% -14K -4.6% $114.76 +39.8%
278 MOOG INC 135,909.0 $33.1M 0.02% -2K -1.1% $243.55
279 CG CARLYLE GROUP INC Financial Services 558,049.0 $33.0M 0.02% -20K -3.5% $59.11 -23.7%
280 MTZ MASTEC INC Industrials 150,201.0 $32.6M 0.02% -26K -14.6% $217.37 +78.9%
Page 14 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%