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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 42 of 109  ·  2,180 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 GPN GLOBAL PMTS INC Industrials 291,589.0 $22.6M 0.01% +11K +3.8% $77.40 -5.3%
822 MAC MACERICH CO Real Estate 1,220,583.0 $22.5M 0.01% $18.46 +21.8%
823 JEF JEFFERIES FINL GROUP INC Financial Services 363,350.0 $22.5M 0.01% -1.1M -75.4% $61.97 -16.2%
824 LVS LAS VEGAS SANDS CORP Consumer Cyclical 345,610.0 $22.5M 0.01% -14K -4.0% $65.09 -23.6%
825 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 428,981.0 $22.4M 0.01% +68K +19.0% $52.28 +39.5%
826 DCI DONALDSON INC Industrials 252,700.0 $22.4M 0.01% -251K -49.8% $88.66 -4.4%
827 ESRT EMPIRE ST RLTY TR INC Real Estate 3,435,980.0 $22.4M 0.01% -378K -9.9% $6.52 -14.4%
828 BLV VANGUARD BD INDEX FDS 322,169.0 $22.4M 0.01% -25K -7.3% $69.52 -1.9%
829 ORI OLD REP INTL CORP Financial Services 489,550.0 $22.3M 0.01% -18K -3.6% $45.64 -13.7%
830 STEP STEPSTONE GROUP INC Financial Services 347,925.0 $22.3M 0.01% -140K -28.6% $64.17 -18.0%
831 PI IMPINJ INC Technology 128,149.0 $22.3M 0.01% +3K +2.4% $174.01 -8.3%
832 GXO GXO LOGISTICS INCORPORATED Industrials 423,398.0 $22.3M 0.01% +19K +4.6% $52.64 -8.9%
833 WMS ADVANCED DRAIN SYS INC DEL Industrials 153,815.0 $22.3M 0.01% -5K -3.2% $144.83 -8.2%
834 NBHC NATIONAL BK HLDGS CORP Financial Services 585,052.0 $22.2M 0.01% -18K -3.0% $38.01 +11.5%
835 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 130,597.0 $22.2M 0.01% -4K -3.0% $170.00 +39.7%
836 VSAT VIASAT INC Technology 644,170.0 $22.2M 0.01% $34.46 +136.2%
837 FCFS FIRSTCASH HOLDINGS INC Financial Services 139,260.0 $22.2M 0.01% +15K +12.5% $159.38 +45.6%
838 AHCO ADAPTHEALTH CORP Healthcare 2,225,959.0 $22.2M 0.01% $9.96 +4.0%
839 HCC WARRIOR MET COAL INC Energy 250,531.0 $22.1M 0.01% -3K -1.3% $88.17 +5.6%
840 MTH MERITAGE HOMES CORP Consumer Cyclical 335,532.0 $22.1M 0.01% -67K -16.7% $65.80 -1.5%
Page 42 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%