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 |
LCAP
Principal Capital Appreciation Select ETF
LCAP
|
+$1.46B |
| 2 |
Vale
VALE
|
+$389M |
| 3 |
Spotify
SPOT
|
+$293M |
| 4 |
Principal Spectrum Preferred Securities Active ETF
PREF
|
+$249M |
| 5 |
Qiagen
QGEN
|
+$247M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Copart
CPRT
|
+$986M |
| 2 |
Amazon
AMZN
|
+$518M |
| 3 |
Microsoft
MSFT
|
+$516M |
| 4 |
CoStar Group
CSGP
|
+$478M |
| 5 |
HDFC Bank
HDB
|
+$412M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 23.51% |
| 2 | Financials | 13.62% |
| 3 | Real Estate | 11.21% |
| 4 | Industrials | 10.06% |
| 5 | Consumer Discretionary | 9.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1276
Prestige Consumer Healthcare
PBH
$2.26B
| $12.7M | 0.01% |
268,684
+2,004
| +0.8% | +$103K |
|
1277
Yelp
YELP
$1.03B
| $12.7M | 0.01% |
517,684
-4,320
| -0.8% | -$108K |
|
1278
Werner Enterprises
WERN
$2.09B
| $12.7M | 0.01% |
290,283
-956
| -0.3% | -$36K |
|
1279
Sonoco
SON
$5.01B
| $12.7M | 0.01% |
224,534
+4,368
| +2% | +$224K |
|
1280
SiriusXM
SIRI
$8.94B
| $12.6M | 0.01% |
+427,966
| New | +$11.5M |
|
1281
Newell Brands
NWL
$2.46B
| $12.6M | 0.01% |
2,053,617
+21,677
| +1% | +$91.7K |
|
1282
Maximus
MMS
$2.89B
| $12.6M | 0.01% |
234,443
+8,044
| +4% | +$501K |
|
1283
Clorox
CLX
$10.5B
| $12.6M | 0.01% |
131,928
-5,084
| -4% | -$488K |
|
1284
Andersons Inc
ANDE
$2.27B
| $12.6M | 0.01% |
183,801
+1,838
| +1% | +$134K |
|
1285
Ryan Specialty Holdings
RYAN
$4.69B
| $12.6M | 0.01% |
332,675
-4,079,162
| -92% | -$138M |
|
1286
ABM Industries
ABM
$2.93B
| $12.5M | 0.01% |
282,898
-1,944
| -0.7% | -$79.7K |
|
1287
MongoDB
MDB
$34.5B
| $12.5M | 0.01% |
37,090
+34,811
| +1,527% | +$10.4M |
|
1288
VF Corp
VFC
$5.33B
| $12.5M | 0.01% |
746,451
+11,617
| +2% | +$208K |
|
1289
Astrana Health
ASTH
$1.74B
| $12.4M | 0.01% |
267,706
+1,758
| +0.7% | +$63.3K |
|
1290
GoDaddy
GDDY
$12.4B
| $12.4M | 0.01% |
146,373
-35,209
| -19% | -$2.97M |
|
1291
NBT Bancorp
NBTB
$2.64B
| $12.4M | 0.01% |
251,361
-2,981
| -1% | -$136K |
|
1292
MSC Industrial Direct
MSM
$6.78B
| $12.4M | 0.01% |
103,977
+1,856
| +2% | +$197K |
|
|
BBT
1293
Beacon Financial Corp
BBT
$2.38B
| $12.4M | 0.01% |
406,066
-1,265
| -0.3% | -$37.9K |
|
1294
Brink's
BCO
$4.41B
| $12.3M | 0.01% |
130,399
+4,349
| +3% | +$453K |
|
1295
Insulet
PODD
$9.67B
| $12.3M | 0.01% |
80,757
-3,217
| -4% | -$536K |
|
1296
Ashland
ASH
$3.19B
| $12.2M | 0.01% |
185,546
+23,313
| +14% | +$1.35M |
|
1297
Gentex
GNTX
$4.7B
| $12.2M | 0.01% |
483,486
-5,257
| -1% | -$124K |
|
1298
Home BancShares
HOMB
$5.83B
| $12.2M | 0.01% |
427,256
+15,896
| +4% | +$432K |
|
1299
Bank OZK
OZK
$5.13B
| $12.2M | 0.01% |
233,693
+1,362
| +0.6% | +$66.3K |
|
1300
Cleveland-Cliffs
CLF
$7.15B
| $12.2M | 0.01% |
1,295,028
+21,209
| +2% | +$233K |
|
Similar funds
Principal Financial Group's Q2 2026 Portfolio in Review
As of Q2 2026, Principal Financial Group held 2,280 positions worth $204B, up 8.8% from $187B the previous quarter. Its ten largest holdings account for 19% of the portfolio.
Principal Financial Group's Q2 2026 filing shows 103 new, 1,079 increased, 946 reduced and 126 closed positions. Its largest new stake was Blackstone Digital Infrastructure Trust: 8,158,773 shares worth $176M. The largest sale was Copart, an estimated $986M.
By sector, the portfolio is most concentrated in Technology at 24% of assets, up from 20% a quarter earlier, followed by Financials and Real Estate.
- Principal Financial Group's largest Q2 2026 buy was Blackstone Digital Infrastructure Trust: 8,158,773 shares worth $176M.
- Principal Financial Group added most to Principal Capital Appreciation Select ETF in Q2 2026, an estimated $1.46B increase.
- Principal Financial Group's biggest Q2 2026 reduction was Copart, cutting an estimated $986M.
- Principal Financial Group fully exited CCC Intelligent Solutions in Q2 2026, selling an estimated $227M.
- Principal Financial Group's ten largest holdings make up 19% of its $204B portfolio in Q2 2026.
- Principal Financial Group opened 103 new positions and closed 126 in Q2 2026.
- Principal Financial Group's portfolio value rose 8.8% quarter-over-quarter to $204B.
Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.