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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 7 of 109  ·  2,180 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 LRCX LAM RESEARCH CORP Technology 1,970,770.0 $337.4M 0.17% -168K -7.9% $171.18 +76.6%
122 CUZ COUSINS PPTYS INC Real Estate 12,890,208.0 $332.3M 0.17% +420K +3.4% $25.78 +2.5%
123 WAT WATERS CORP Healthcare 870,969.0 $330.8M 0.17% $379.85 -10.1%
124 WFC WELLS FARGO CO NEW Financial Services 3,497,737.0 $326.0M 0.17% $93.20 -18.7%
125 PCAR PACCAR INC Industrials 2,968,288.0 $325.1M 0.17% +131K +4.6% $109.51 -0.2%
126 CAT CATERPILLAR INC Industrials 566,459.0 $324.5M 0.17% -21K -3.6% $572.87 +51.2%
127 MCO MOODYS CORP Financial Services 627,123.0 $320.4M 0.16% -21K -3.2% $510.90 -12.8%
128 PNC PNC FINL SVCS GROUP INC Financial Services 1,531,187.0 $319.6M 0.16% -254K -14.2% $208.73 +3.9%
129 CCI CROWN CASTLE INC Real Estate 3,581,154.0 $318.3M 0.16% +2.9M +422.5% $88.87 +3.6%
130 SCHW SCHWAB CHARLES CORP Financial Services 3,184,653.0 $318.2M 0.16% -1.2M -28.1% $99.91 -9.8%
131 RTX RTX CORPORATION Industrials 1,733,329.0 $317.9M 0.16% +40K +2.4% $183.40 -4.7%
132 IBM INTERNATIONAL BUSINESS MACHS Technology 1,072,871.0 $317.8M 0.16% +39K +3.8% $296.21 -14.6%
133 WCN WASTE CONNECTIONS INC Industrials 1,808,741.0 $317.2M 0.16% -124K -6.4% $175.36 -10.5%
134 ISRG INTUITIVE SURGICAL INC Healthcare 550,872.0 $312.0M 0.16% -7K -1.3% $566.36 -22.3%
135 ADC AGREE RLTY CORP Real Estate 4,293,556.0 $309.3M 0.16% +1.9M +80.8% $72.03 +5.1%
136 C CITIGROUP INC Financial Services 2,622,877.0 $306.1M 0.16% -591K -18.4% $116.69 +7.3%
137 GS GOLDMAN SACHS GROUP INC Financial Services 346,826.0 $304.9M 0.16% +8K +2.4% $879.00 +12.4%
138 DHI D R HORTON INC Consumer Cyclical 2,106,858.0 $303.5M 0.15% -163K -7.2% $144.03 +0.1%
139 AXP AMERICAN EXPRESS CO Financial Services 818,057.0 $302.6M 0.15% +209K +34.3% $369.95 -16.3%
140 PERIMETER SOLUTIONS INC 10,879,001.0 $299.5M 0.15% -134K -1.2% $27.53
Page 7 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%