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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 3 of 53  ·  1,059 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 UNH UNITEDHEALTH GROUP INC Healthcare 1,370,914.0 $452.6M 0.23% -72K -5.0% $330.11 +16.1%
42 ABT ABBOTT LABS Healthcare 3,607,816.0 $452.0M 0.23% -316K -8.1% $125.29 -29.9%
43 CVX CHEVRON CORP NEW Energy 2,896,868.0 $441.5M 0.23% -18K -0.6% $152.41 +25.3%
44 LIN LINDE PLC Basic Materials 1,021,888.0 $435.7M 0.22% -188K -15.6% $426.40 +20.7%
45 ACGL ARCH CAP GROUP LTD Financial Services 4,528,160.0 $434.3M 0.22% -620K -12.1% $95.92 +0.2%
46 NVR NVR INC Consumer Cyclical 59,036.0 $430.5M 0.22% -1K -2.1% $7292.77 -17.1%
47 PH PARKER-HANNIFIN CORP Industrials 488,930.0 $429.8M 0.22% -61K -11.1% $878.96 -2.2%
48 DOC HEALTHPEAK PROPERTIES INC Real Estate 26,681,771.0 $429.0M 0.22% -303K -1.1% $16.08 +22.1%
49 APD AIR PRODS & CHEMS INC Basic Materials 1,622,309.0 $400.8M 0.20% -141K -8.0% $247.03 +17.5%
50 MTD METTLER TOLEDO INTERNATIONAL Healthcare 282,653.0 $394.1M 0.20% -16K -5.3% $1394.19 -21.8%
51 NEE NEXTERA ENERGY INC Utilities 4,845,206.0 $389.0M 0.20% -265K -5.2% $80.28 +11.7%
52 ELS EQUITY LIFESTYLE PPTYS INC Real Estate 6,368,593.0 $386.0M 0.20% -487K -7.1% $60.61 +4.0%
53 BLK BLACKROCK INC Financial Services 358,087.0 $383.3M 0.20% -5K -1.3% $1070.34 -0.6%
54 ROST ROSS STORES INC Consumer Cyclical 2,097,959.0 $377.9M 0.19% -22K -1.1% $180.14 +18.1%
55 CRM SALESFORCE INC Technology 1,418,467.0 $375.8M 0.19% -201K -12.4% $264.91 -33.4%
56 TT TRANE TECHNOLOGIES PLC Industrials 959,982.0 $373.6M 0.19% -12K -1.2% $389.20 +16.1%
57 TMUS T-MOBILE US INC Communication Services 1,792,104.0 $363.9M 0.19% -60K -3.2% $203.04 -6.3%
58 CMI CUMMINS INC Industrials 698,778.0 $356.7M 0.18% -160K -18.6% $510.45 +25.1%
59 LEN LENNAR CORP Consumer Cyclical 3,393,230.0 $348.8M 0.18% -101K -2.9% $102.80 -13.6%
60 AHR AMERICAN HEALTHCARE REIT INC Real Estate 7,194,467.0 $338.6M 0.17% -1.7M -19.4% $47.06 +6.5%
Page 3 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%