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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 37 of 109  ·  2,180 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 MHK MOHAWK INDS INC Consumer Cyclical 246,692.0 $27.0M 0.01% +191K +339.2% $109.30 -5.0%
722 KMX CARMAX INC Consumer Cyclical 697,777.0 $27.0M 0.01% +536K +330.1% $38.64 +5.7%
723 BLD TOPBUILD CORP Industrials 64,520.0 $26.9M 0.01% -2K -2.3% $417.19 -1.0%
724 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 429,440.0 $26.9M 0.01% -14K -3.1% $62.59 -5.0%
725 ENSG ENSIGN GROUP INC Healthcare 154,203.0 $26.9M 0.01% +6K +4.3% $174.20 -1.5%
726 MEDP MEDPACE HLDGS INC Healthcare 47,702.0 $26.8M 0.01% -1K -2.9% $561.65 -23.4%
727 EIX EDISON INTL Utilities 445,760.0 $26.8M 0.01% +27K +6.4% $60.02 +18.8%
728 TROW PRICE T ROWE GROUP INC Financial Services 260,763.0 $26.7M 0.01% +5K +2.0% $102.38 +1.3%
729 VERX VERTEX INC Technology 1,335,122.0 $26.7M 0.01% +442K +49.5% $19.97 -33.9%
730 ALKS ALKERMES PLC Healthcare 947,623.0 $26.5M 0.01% +47K +5.2% $27.98 +33.6%
731 EXACT SCIENCES CORP 260,938.0 $26.5M 0.01% -584K -69.1% $101.56
732 GTES GATES INDL CORP PLC Industrials 1,226,999.0 $26.3M 0.01% -239K -16.3% $21.47 +17.5%
733 WSO WATSCO INC Industrials 77,763.0 $26.2M 0.01% -3K -3.8% $336.95 +12.5%
734 DRI DARDEN RESTAURANTS INC Consumer Cyclical 142,354.0 $26.2M 0.01% +3K +2.4% $184.02 +10.3%
735 SMURFIT WESTROCK PLC 677,143.0 $26.2M 0.01% +47K +7.5% $38.67
736 DVN DEVON ENERGY CORP NEW Energy 712,346.0 $26.1M 0.01% +12K +1.7% $36.63 +24.6%
737 PEN PENUMBRA INC Healthcare 83,915.0 $26.1M 0.01% -17K -16.9% $310.91 +5.8%
738 PTC PTC INC Technology 149,437.0 $26.0M 0.01% +2K +1.6% $174.21 -16.6%
739 ETSY INC 468,589.0 $26.0M 0.01% -6K -1.4% $55.44
740 ITRI ITRON INC Technology 279,482.0 $26.0M 0.01% +18K +7.0% $92.86 -9.3%
Page 37 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%