Principal Financial Group Portfolio holdings
Principal Financial Group, founded in 1879 as the Bankers Life Association by Edward Temple and headquartered in Des Moines, Iowa, is a global financial services firm specializing in retirement solutions, insurance, and asset management, overseeing more than $709 billion in assets under management as of late 2024. Serving over 62 million customers across individuals, businesses, and institutions, Principal offers 401(k) plans, group insurance (life, disability, dental), annuities, and investment products through its Principal Global Investors arm, with a strong focus on U.S. and international markets like Asia and Latin America. Known for its stability and customer-centric approach, the publicly traded company (NASDAQ: PFG) under CEO Dan Houston has expanded through acquisitions like Wells Fargo’s retirement business in 2019, emphasizing long-term financial security. With a workforce of over 19,000 and a legacy of resilience, Principal remains a trusted name in retirement and wealth management.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$676M |
| 2 |
Principal Exchange-Traded Funds Principal US Small-Cap ETF
PSC
|
+$336M |
| 3 |
Crown Castle
CCI
|
+$266M |
| 4 |
PIEQ
Principal International Equity ETF
PIEQ
|
+$252M |
| 5 |
NVIDIA
NVDA
|
+$233M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Brookfield
BN
|
+$512M |
| 2 |
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
|
+$420M |
| 3 |
VICI Properties
VICI
|
+$411M |
| 4 |
Equity Residential
EQR
|
+$363M |
| 5 |
Hilton Worldwide
HLT
|
+$303M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 21.22% |
| 2 | Financials | 15.21% |
| 3 | Real Estate | 11.21% |
| 4 | Consumer Discretionary | 11.2% |
| 5 | Industrials | 10.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1176
California Water Service
CWT
$3.06B
| $12.3M | 0.01% |
284,023
-3,682
| -1% | -$168K |
|
1177
Graham Holdings Company
GHC
$4.99B
| $12.3M | 0.01% |
11,198
+1,058
| +10% | +$1.13M |
|
1178
LyondellBasell Industries
LYB
$20.2B
| $12.3M | 0.01% |
284,087
+7,087
| +3% | +$321K |
|
1179
HUB Group
HUBG
$2.9B
| $12.3M | 0.01% |
288,687
-4,084
| -1% | -$155K |
|
1180
Glacier Bancorp
GBCI
$6.35B
| $12.3M | 0.01% |
279,066
+11,020
| +4% | +$483K |
|
1181
Materion
MTRN
$5.83B
| $12.3M | 0.01% |
98,869
-1,226
| -1% | -$151K |
|
1182
NOV
NOV
$7.38B
| $12.3M | 0.01% |
784,792
-40,607
| -5% | -$602K |
|
1183
Quaker Houghton
KWR
$2.96B
| $12.2M | 0.01% |
89,173
+7,660
| +9% | +$1.03M |
|
1184
Progyny
PGNY
$2.18B
| $12.2M | 0.01% |
476,718
-227,549
| -32% | -$5.23M |
|
1185
Wyndham Hotels & Resorts
WH
$5.29B
| $12.2M | 0.01% |
161,935
-7,225
| -4% | -$545K |
|
1186
Omnicell
OMCL
$1.7B
| $12.2M | 0.01% |
269,880
+16,314
| +6% | +$597K |
|
1187
Arrow Electronics
ARW
$10.3B
| $12.2M | 0.01% |
110,821
-3,580
| -3% | -$407K |
|
|
DAY
1188
DELISTED
Dayforce
DAY
| $12.2M | 0.01% |
176,348
+4,596
| +3% | +$316K |
|
1189
Valley National Bancorp
VLY
$8.1B
| $12.2M | 0.01% |
1,040,963
-45,184
| -4% | -$501K |
|
1190
CoreCivic
CXW
$3.26B
| $12.2M | 0.01% |
636,034
+33,063
| +5% | +$606K |
|
1191
AutoNation
AN
$6.88B
| $12.1M | 0.01% |
58,842
-3,971
| -6% | -$826K |
|
1192
Huazhu Hotels Group
HTHT
$13.2B
| $12.1M | 0.01% |
258,094
-54,038
| -17% | -$2.33M |
|
|
LMRI
1193
Lumexa Imaging Holdings
LMRI
$1.13B
| $12.1M | 0.01% |
+656,261
| New | +$11.8M |
|
1194
WisdomTree
WT
$3.36B
| $12.1M | 0.01% |
995,898
+141,389
| +17% | +$1.71M |
|
1195
DXC Technology
DXC
$1.74B
| $12.1M | 0.01% |
827,256
-31,434
| -4% | -$432K |
|
1196
Revvity
RVTY
$12.9B
| $12.1M | 0.01% |
125,207
+125
| +0.1% | +$12K |
|
|
PPLI
1197
People Inc
PPLI
$3.03B
| $12.1M | 0.01% |
309,759
-14,862
| -5% | -$520K |
|
1198
Weatherford International
WFRD
$6.66B
| $12.1M | 0.01% |
154,296
-5,326
| -3% | -$387K |
|
1199
Insight Enterprises
NSIT
$4.54B
| $12M | 0.01% |
147,746
-4,102
| -3% | -$385K |
|
1200
WaFd
WAFD
$2.76B
| $12M | 0.01% |
375,488
-4,978
| -1% | -$154K |
|
Similar funds
Principal Financial Group's Q4 2025 Portfolio in Review
As of Q4 2025, Principal Financial Group held 2,293 positions worth $196B, down 1.2% from $198B the previous quarter. Its ten largest holdings account for 21% of the portfolio.
Principal Financial Group's Q4 2025 filing shows 47 new, 1,001 increased, 1,106 reduced and 113 closed positions. Its largest new stake was Algonquin Power & Utilities: 12,069,980 shares worth $74.3M. The largest sale was Brookfield, an estimated $512M.
By sector, the portfolio is most concentrated in Technology at 21% of assets, up from 21% a quarter earlier, followed by Financials and Real Estate.
- Principal Financial Group's largest Q4 2025 buy was Algonquin Power & Utilities: 12,069,980 shares worth $74.3M.
- Principal Financial Group added most to iShares Core S&P 500 ETF in Q4 2025, an estimated $676M increase.
- Principal Financial Group's biggest Q4 2025 reduction was Brookfield, cutting an estimated $512M.
- Principal Financial Group fully exited Americold in Q4 2025, selling an estimated $101M.
- Principal Financial Group's ten largest holdings make up 21% of its $196B portfolio in Q4 2025.
- Principal Financial Group opened 47 new positions and closed 113 in Q4 2025.
- Principal Financial Group's portfolio value fell 1.2% quarter-over-quarter to $196B.
Based on Principal Financial Group's 13F filing for Q4 2025, filed 2 Feb 2026.