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 | |
|---|---|---|---|---|---|---|
1626
Tompkins Financial
TMP
$1.41B
| $5.78M | ﹤0.01% |
61,193
-199
| -0.3% | -$17.1K |
|
1627
Crane NXT
CXT
$2.79B
| $5.78M | ﹤0.01% |
112,988
+2,475
| +2% | +$106K |
|
1628
QuidelOrtho
QDEL
$750M
| $5.77M | ﹤0.01% |
329,580
-1,604
| -0.5% | -$21.2K |
|
1629
Xencor
XNCR
$1.87B
| $5.77M | ﹤0.01% |
358,229
+11,151
| +3% | +$139K |
|
1630
Enovis
ENOV
$1.06B
| $5.76M | ﹤0.01% |
278,211
+238
| +0.1% | +$5.61K |
|
1631
Cracker Barrel
CBRL
$1.02B
| $5.76M | ﹤0.01% |
108,027
-686
| -0.6% | -$23.8K |
|
1632
Comstock Resources
CRK
$3.91B
| $5.72M | ﹤0.01% |
383,428
-2,440
| -0.6% | -$37.3K |
|
|
BELFB
1633
Bel Fuse Inc Class B
BELFB
$3.6B
| $5.72M | ﹤0.01% |
17,177
+2,455
| +17% | +$663K |
|
1634
Inspire Medical Systems
INSP
$2.06B
| $5.72M | ﹤0.01% |
128,175
+1,387
| +1% | +$65.8K |
|
1635
Artivion
AORT
$1.18B
| $5.71M | ﹤0.01% |
253,902
-7,468
| -3% | -$209K |
|
1636
Avis
CAR
$3.81B
| $5.68M | ﹤0.01% |
38,453
+730
| +2% | +$161K |
|
1637
Alpha and Omega Semiconductor
AOSL
$856M
| $5.68M | ﹤0.01% |
120,056
-19
| -0% | -$763 |
|
1638
Daily Journal
DJCO
$905M
| $5.67M | ﹤0.01% |
9,425
+781
| +9% | +$406K |
|
1639
Sportradar
SRAD
$4.02B
| $5.66M | ﹤0.01% |
377,890
-1,448,319
| -79% | -$21.1M |
|
1640
Gentherm
THRM
$1.13B
| $5.65M | ﹤0.01% |
165,670
+1,386
| +0.8% | +$44.6K |
|
1641
ICICI Bank
IBN
$101B
| $5.64M | ﹤0.01% |
194,265
| – | – |
|
|
PRSU
1642
Pursuit Attractions and Hospitality Inc
PRSU
$1.3B
| $5.62M | ﹤0.01% |
100,388
-4,089
| -4% | -$181K |
|
1643
Westlake Corp
WLK
$8.79B
| $5.52M | ﹤0.01% |
75,653
+1,172
| +2% | +$114K |
|
1644
Vanguard Russell 1000 Value ETF
VONV
$21.9B
| $5.51M | ﹤0.01% |
51,871
-3,582
| -6% | -$366K |
|
1645
United Parks & Resorts
PRKS
$1.52B
| $5.49M | ﹤0.01% |
114,920
-18,433
| -14% | -$715K |
|
1646
NCR Voyix
VYX
$1.02B
| $5.44M | ﹤0.01% |
666,091
-7,116
| -1% | -$50.1K |
|
1647
Principal Real Estate Active Opportunities ETF
BYRE
$26.5M
| $5.44M | ﹤0.01% |
199,204
| – | – |
|
1648
iShares Floating Rate Bond ETF
FLOT
$10.9B
| $5.42M | ﹤0.01% |
106,171
-8,875
| -8% | -$452K |
|
1649
BioLife Solutions
BLFS
$1.86B
| $5.42M | ﹤0.01% |
191,776
+910
| +0.5% | +$21.3K |
|
1650
VanEck Gold Miners ETF
GDX
$29.1B
| $5.41M | ﹤0.01% |
71,758
+18,806
| +36% | +$1.66M |
|
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.