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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 4 of 53  ·  1,059 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 LRCX LAM RESEARCH CORP Technology 1,970,770.0 $337.4M 0.17% -168K -7.9% $171.18 +76.6%
62 CAT CATERPILLAR INC Industrials 566,459.0 $324.5M 0.17% -21K -3.6% $572.87 +51.2%
63 MCO MOODYS CORP Financial Services 627,123.0 $320.4M 0.16% -21K -3.2% $510.90 -12.8%
64 PNC PNC FINL SVCS GROUP INC Financial Services 1,531,187.0 $319.6M 0.16% -254K -14.2% $208.73 +3.9%
65 SCHW SCHWAB CHARLES CORP Financial Services 3,184,653.0 $318.2M 0.16% -1.2M -28.1% $99.91 -9.8%
66 WCN WASTE CONNECTIONS INC Industrials 1,808,741.0 $317.2M 0.16% -124K -6.4% $175.36 -10.5%
67 ISRG INTUITIVE SURGICAL INC Healthcare 550,872.0 $312.0M 0.16% -7K -1.3% $566.36 -22.3%
68 C CITIGROUP INC Financial Services 2,622,877.0 $306.1M 0.16% -591K -18.4% $116.69 +7.3%
69 DHI D R HORTON INC Consumer Cyclical 2,106,858.0 $303.5M 0.15% -163K -7.2% $144.03 +0.1%
70 PERIMETER SOLUTIONS INC 10,879,001.0 $299.5M 0.15% -134K -1.2% $27.53
71 CCC CCC INTELLIGENT SOLUTIONS HL Technology 36,659,010.0 $291.4M 0.15% -1.6M -4.3% $7.95 -42.9%
72 HCA HCA HEALTHCARE INC Healthcare 601,132.0 $280.6M 0.14% -91K -13.2% $466.86 -15.9%
73 MPC MARATHON PETE CORP Energy 1,654,472.0 $269.1M 0.14% -232K -12.3% $162.63 +52.8%
74 VRSK VERISK ANALYTICS INC Industrials 1,161,685.0 $259.9M 0.13% -35K -2.9% $223.70 -23.7%
75 ZTS ZOETIS INC Healthcare 2,057,780.0 $258.9M 0.13% -135K -6.2% $125.82 -36.6%
76 KLAC KLA CORP Technology 212,738.0 $258.5M 0.13% -4K -1.8% $1215.08 +51.6%
77 SHW SHERWIN WILLIAMS CO Basic Materials 782,346.0 $253.5M 0.13% -86K -9.9% $324.03 -5.0%
78 AMAT APPLIED MATLS INC Technology 973,768.0 $250.2M 0.13% -49K -4.8% $256.99 +66.3%
79 NVS NOVARTIS AG Healthcare 1,809,158.0 $249.4M 0.13% -279K -13.4% $137.87 +10.1%
80 GEV GE VERNOVA INC Utilities 375,061.0 $245.1M 0.12% -32K -7.8% $653.57 +59.7%
Page 4 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%