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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 19 of 53  ·  1,059 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 OVV OVINTIV INC Energy 595,676.0 $23.3M 0.01% -23K -3.7% $39.19 +50.2%
362 RDN RADIAN GROUP INC Financial Services 645,753.0 $23.2M 0.01% -8K -1.3% $35.99 +4.5%
363 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 59,038.0 $23.2M 0.01% -2K -3.6% $393.30 -18.6%
364 REZI RESIDEO TECHNOLOGIES INC Industrials 656,096.0 $23.0M 0.01% -5K -0.7% $35.12 -17.6%
365 EHC ENCOMPASS HEALTH CORP Healthcare 216,327.0 $23.0M 0.01% -56K -20.4% $106.14 -1.6%
366 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 969,803.0 $22.7M 0.01% -731K -43.0% $23.39 +19.3%
367 SKY CHAMPION HOMES INC Consumer Cyclical 267,159.0 $22.6M 0.01% -6K -2.3% $84.50 -17.5%
368 JEF JEFFERIES FINL GROUP INC Financial Services 363,350.0 $22.5M 0.01% -1.1M -75.4% $61.97 -15.4%
369 LVS LAS VEGAS SANDS CORP Consumer Cyclical 345,610.0 $22.5M 0.01% -14K -4.0% $65.09 -24.0%
370 DCI DONALDSON INC Industrials 252,700.0 $22.4M 0.01% -251K -49.8% $88.66 -6.8%
371 ESRT EMPIRE ST RLTY TR INC Real Estate 3,435,980.0 $22.4M 0.01% -378K -9.9% $6.52 -13.5%
372 BLV VANGUARD BD INDEX FDS 322,169.0 $22.4M 0.01% -25K -7.3% $69.52 -2.7%
373 ORI OLD REP INTL CORP Financial Services 489,550.0 $22.3M 0.01% -18K -3.6% $45.64 -13.1%
374 STEP STEPSTONE GROUP INC Financial Services 347,925.0 $22.3M 0.01% -140K -28.6% $64.17 -19.0%
375 WMS ADVANCED DRAIN SYS INC DEL Industrials 153,815.0 $22.3M 0.01% -5K -3.2% $144.83 -5.5%
376 NBHC NATIONAL BK HLDGS CORP Financial Services 585,052.0 $22.2M 0.01% -18K -3.0% $38.01 +10.3%
377 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 130,597.0 $22.2M 0.01% -4K -3.0% $170.00 +40.8%
378 HCC WARRIOR MET COAL INC Energy 250,531.0 $22.1M 0.01% -3K -1.3% $88.17 -3.1%
379 MTH MERITAGE HOMES CORP Consumer Cyclical 335,532.0 $22.1M 0.01% -67K -16.7% $65.80 -2.9%
380 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 85,303.0 $22.1M 0.01% -640.0 -0.7% $258.65 +36.2%
Page 19 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%