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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 18 of 53  ·  1,059 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 CCK CROWN HLDGS INC Consumer Cyclical 245,227.0 $25.3M 0.01% -10K -4.0% $102.97 -6.1%
342 EXEL EXELIXIS INC Healthcare 575,006.0 $25.2M 0.01% -21K -3.6% $43.83 +14.4%
343 ACA ARCOSA INC Industrials 233,949.0 $24.9M 0.01% -3K -1.2% $106.32 +13.6%
344 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 413,058.0 $24.5M 0.01% -26K -5.8% $59.43 -9.0%
345 NVMI NOVA LTD Technology 74,375.0 $24.4M 0.01% -2K -3.0% $328.39 +53.3%
346 MC MOELIS & CO Financial Services 353,873.0 $24.3M 0.01% -5K -1.3% $68.74 -4.3%
347 NYT NEW YORK TIMES CO Communication Services 347,406.0 $24.1M 0.01% -12K -3.4% $69.42 +8.0%
348 IT GARTNER INC Technology 95,262.0 $24.0M 0.01% -4K -4.3% $252.28 -36.6%
349 AUB ATLANTIC UN BANKSHARES CORP Financial Services 679,254.0 $24.0M 0.01% -9K -1.3% $35.30 +6.4%
350 COMERICA INC 274,692.0 $23.9M 0.01% -11K -3.8% $86.93
351 LQD ISHARES TR 216,400.0 $23.8M 0.01% -724K -77.0% $110.19 -1.7%
352 KHC KRAFT HEINZ CO Consumer Defensive 983,008.0 $23.8M 0.01% -40K -3.9% $24.25 -1.9%
353 RL RALPH LAUREN CORP Consumer Cyclical 66,838.0 $23.6M 0.01% -2K -2.4% $353.61 +6.8%
354 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 137,674.0 $23.6M 0.01% -4K -3.1% $171.28 +125.4%
355 TMDX TRANSMEDICS GROUP INC Healthcare 193,777.0 $23.6M 0.01% -48K -19.9% $121.65 -43.3%
356 LAMR LAMAR ADVERTISING CO NEW Real Estate 186,199.0 $23.6M 0.01% -6K -3.1% $126.58 +21.0%
357 AYI ACUITY INC Industrials 65,405.0 $23.5M 0.01% -2K -3.0% $360.04 -20.1%
358 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 141,798.0 $23.5M 0.01% -5K -3.6% $166.00 +7.0%
359 WTRG ESSENTIAL UTILS INC Utilities 611,033.0 $23.4M 0.01% -14K -2.3% $38.36 -2.4%
360 CSW INDUSTRIALS INC 79,776.0 $23.4M 0.01% -1K -1.8% $293.53
Page 18 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%