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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 17 of 109  ·  2,180 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 TWLO TWILIO INC Communication Services 596,438.0 $84.8M 0.04% +98K +19.7% $142.24 +32.1%
322 CI THE CIGNA GROUP Healthcare 304,736.0 $83.9M 0.04% +14K +4.7% $275.23 +4.0%
323 GM GENERAL MTRS CO Consumer Cyclical 1,028,579.0 $83.6M 0.04% +11K +1.1% $81.32 -3.1%
324 UMBF UMB FINL CORP Financial Services 727,019.0 $83.6M 0.04% -24K -3.2% $115.04 +14.1%
325 JCI JOHNSON CTLS INTL PLC Industrials 694,965.0 $83.2M 0.04% -26K -3.6% $119.75 +15.5%
326 HURN HURON CONSULTING GROUP INC Industrials 476,863.0 $82.5M 0.04% +163K +51.8% $172.91 -39.0%
327 ATO ATMOS ENERGY CORP Utilities 486,229.0 $81.5M 0.04% +115K +30.9% $167.63 +6.1%
328 LECO LINCOLN ELEC HLDGS INC Industrials 338,792.0 $81.2M 0.04% -8K -2.3% $239.65 +9.9%
329 MDLZ MONDELEZ INTL INC Consumer Defensive 1,508,144.0 $81.2M 0.04% +24K +1.6% $53.83 +14.7%
330 UPS UNITED PARCEL SERVICE INC Industrials 815,283.0 $80.9M 0.04% +28K +3.6% $99.19 +1.8%
331 RDNT RADNET INC Healthcare 1,133,089.0 $80.8M 0.04% -9K -0.8% $71.35 -23.8%
332 ITW ILLINOIS TOOL WKS INC Industrials 327,574.0 $80.7M 0.04% +10K +3.0% $246.30 +2.4%
333 TKO TKO GROUP HOLDINGS INC Communication Services 384,398.0 $80.3M 0.04% -15K -3.8% $209.00 -8.4%
334 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 287,889.0 $80.3M 0.04% +7K +2.5% $278.92 -8.2%
335 CTAS CINTAS CORP Industrials 422,992.0 $79.6M 0.04% -42K -9.0% $188.07 -8.1%
336 TRV TRAVELERS COMPANIES INC Financial Services 273,194.0 $79.2M 0.04% +6K +2.2% $290.06 +5.7%
337 WBD WARNER BROS DISCOVERY INC Communication Services 2,748,072.0 $79.2M 0.04% +70K +2.6% $28.82 -6.2%
338 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 2,668,587.0 $79.2M 0.04% -24K -0.9% $29.66 +5.6%
339 NSC NORFOLK SOUTHN CORP Industrials 270,326.0 $78.0M 0.04% +20K +8.1% $288.72 +8.9%
340 INGR INGREDION INC Consumer Defensive 707,339.0 $78.0M 0.04% +12K +1.7% $110.26 -7.1%
Page 17 of 109  ·  2,180 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%