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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 109  ·  2,180 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 NFLX NETFLIX INC Communication Services 10,858,157.0 $1.02B 0.52% +9.7M +850.7% $93.76 -4.8%
42 COST COSTCO WHSL CORP NEW Consumer Defensive 1,176,203.0 $1.01B 0.52% -35K -2.9% $862.34 +21.8%
43 MSCI MSCI INC Financial Services 1,717,364.0 $985.3M 0.50% -60K -3.4% $573.75 +1.5%
44 TECK TECK RESOURCES LTD Basic Materials 18,832,299.0 $902.8M 0.46% +2.0M +11.6% $47.94 +27.7%
45 EXR EXTRA SPACE STORAGE INC Real Estate 6,646,286.0 $865.5M 0.44% -70K -1.0% $130.22 +10.5%
46 VEEV VEEVA SYS INC Healthcare 3,870,293.0 $864.0M 0.44% +23K +0.6% $223.23 -26.1%
47 SU SUNCOR ENERGY INC NEW Energy 19,371,704.0 $860.9M 0.44% +517K +2.7% $44.44 +52.6%
48 AVB AVALONBAY CMNTYS INC Real Estate 4,497,047.0 $815.4M 0.42% +384K +9.3% $181.31 +1.5%
49 XOM EXXON MOBIL CORP Energy 6,510,505.0 $783.5M 0.40% +71K +1.1% $120.34 +29.9%
50 FICO FAIR ISAAC CORP Technology 458,085.0 $774.5M 0.40% +54K +13.4% $1690.77 -27.4%
51 BAC BANK AMERICA CORP Financial Services 13,928,599.0 $766.1M 0.39% -602K -4.1% $55.00 -6.4%
52 H HYATT HOTELS CORP Consumer Cyclical 4,715,386.0 $756.0M 0.39% $160.32 +9.5%
53 AJG GALLAGHER ARTHUR J & CO Financial Services 2,832,943.0 $733.2M 0.37% -34K -1.2% $258.79 -19.9%
54 DPZ DOMINOS PIZZA INC Consumer Cyclical 1,706,185.0 $711.2M 0.36% -56K -3.2% $416.83 -24.1%
55 JNJ JOHNSON & JOHNSON Healthcare 3,410,177.0 $705.7M 0.36% +28K +0.8% $206.95 +12.0%
56 PG PROCTER AND GAMBLE CO Consumer Defensive 4,859,770.0 $696.5M 0.36% -299K -5.8% $143.31 -0.6%
57 CDNS CADENCE DESIGN SYSTEM INC Technology 2,213,103.0 $691.8M 0.35% -89K -3.9% $312.58 +14.7%
58 LPLA LPL FINL HLDGS INC Financial Services 1,934,483.0 $691.0M 0.35% -36K -1.8% $357.18 -19.4%
59 WMT WALMART INC Consumer Defensive 6,176,874.0 $688.2M 0.35% +96K +1.6% $111.41 +17.4%
60 PSC PRINCIPAL EXCHANGE TRADED FD 11,734,663.0 $676.6M 0.34% +5.9M +100.6% $57.65 +10.9%
Page 3 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%