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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 2 of 53  ·  1,059 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BIP BROOKFIELD INFRAST PARTNERS Utilities 31,407,038.0 $1.09B 0.56% -569K -1.8% $34.74 +14.4%
22 ROP ROPER TECHNOLOGIES INC Industrials 2,348,526.0 $1.05B 0.53% -205K -8.0% $445.14 -26.1%
23 COST COSTCO WHSL CORP NEW Consumer Defensive 1,176,203.0 $1.01B 0.52% -35K -2.9% $862.34 +21.8%
24 MSCI MSCI INC Financial Services 1,717,364.0 $985.3M 0.50% -60K -3.4% $573.75 +1.5%
25 EXR EXTRA SPACE STORAGE INC Real Estate 6,646,286.0 $865.5M 0.44% -70K -1.0% $130.22 +10.5%
26 BAC BANK AMERICA CORP Financial Services 13,928,599.0 $766.1M 0.39% -602K -4.1% $55.00 -6.4%
27 AJG GALLAGHER ARTHUR J & CO Financial Services 2,832,943.0 $733.2M 0.37% -34K -1.2% $258.79 -19.9%
28 DPZ DOMINOS PIZZA INC Consumer Cyclical 1,706,185.0 $711.2M 0.36% -56K -3.2% $416.83 -24.1%
29 PG PROCTER AND GAMBLE CO Consumer Defensive 4,859,770.0 $696.5M 0.36% -299K -5.8% $143.31 -0.6%
30 CDNS CADENCE DESIGN SYSTEM INC Technology 2,213,103.0 $691.8M 0.35% -89K -3.9% $312.58 +14.7%
31 LPLA LPL FINL HLDGS INC Financial Services 1,934,483.0 $691.0M 0.35% -36K -1.8% $357.18 -19.4%
32 DHR DANAHER CORPORATION Healthcare 2,928,406.0 $670.4M 0.34% -266K -8.3% $228.92 -24.3%
33 IDXX IDEXX LABS INC Healthcare 968,946.0 $655.6M 0.34% -347K -26.4% $676.57 -18.3%
34 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 2,079,254.0 $631.9M 0.32% -329K -13.7% $303.89 +32.2%
35 MS MORGAN STANLEY Financial Services 3,149,329.0 $559.1M 0.28% -498K -13.7% $177.53 +12.9%
36 ICLR ICON PLC Healthcare 3,001,535.0 $546.9M 0.28% -276K -8.4% $182.22 -36.0%
37 MRK MERCK & CO INC Healthcare 5,082,718.0 $535.0M 0.27% -127K -2.4% $105.26 +10.1%
38 ENTG ENTEGRIS INC Technology 5,817,087.0 $490.1M 0.25% -59K -1.0% $84.25 +56.0%
39 INVH INVITATION HOMES INC Real Estate 16,852,130.0 $468.3M 0.24% -594K -3.4% $27.79 +4.5%
40 FAST FASTENAL CO Industrials 11,569,456.0 $464.3M 0.24% -1.0M -8.0% $40.13 +8.5%
Page 2 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%