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 | |
|---|---|---|---|---|---|---|
|
GOLD
1901
Gold.com Inc
GOLD
$1.3B
| $1.34M | ﹤0.01% |
32,313
+2,418
| +8% | +$104K |
|
1902
Northrim BanCorp
NRIM
$558M
| $1.34M | ﹤0.01% |
48,297
+2,882
| +6% | +$71.5K |
|
1903
iShares MSCI China Multisector Tech ETF
TCHI
$44.1M
| $1.33M | ﹤0.01% |
50,060
| – | – |
|
1904
Excelerate Energy
EE
$1.08B
| $1.32M | ﹤0.01% |
34,713
+2,272
| +7% | +$78.3K |
|
1905
Aveanna Healthcare
AVAH
$2.89B
| $1.3M | ﹤0.01% |
151,715
+12,802
| +9% | +$90.2K |
|
1906
Tactile Systems Technology
TCMD
$514M
| $1.29M | ﹤0.01% |
43,430
+3,979
| +10% | +$100K |
|
|
KE
1907
Kimball Electronics
KE
$639M
| $1.29M | ﹤0.01% |
50,415
+3,517
| +7% | +$90.3K |
|
1908
Burke & Herbert Financial Services Corp
BHRB
$1.4B
| $1.28M | ﹤0.01% |
17,766
+1,102
| +7% | +$71.3K |
|
1909
Yext
YEXT
$630M
| $1.27M | ﹤0.01% |
272,760
+16,840
| +7% | +$65.4K |
|
1910
Janus International
JBI
$610M
| $1.27M | ﹤0.01% |
228,493
+13,350
| +6% | +$70.1K |
|
1911
Costamare
CMRE
$1.8B
| $1.26M | ﹤0.01% |
90,219
+6,172
| +7% | +$101K |
|
1912
First Mid Bancshares
FMBH
$1.31B
| $1.26M | ﹤0.01% |
26,168
+1,609
| +7% | +$71K |
|
1913
NB Bancorp
NBBK
$998M
| $1.25M | ﹤0.01% |
59,231
+3,867
| +7% | +$79.6K |
|
1914
Pennant Group
PNTG
$1.38B
| $1.25M | ﹤0.01% |
33,810
+2,707
| +9% | +$88.4K |
|
1915
SI-BONE Inc
SIBN
$843M
| $1.25M | ﹤0.01% |
76,544
+6,517
| +9% | +$93.1K |
|
1916
Cadre Holdings
CDRE
$1.15B
| $1.22M | ﹤0.01% |
42,778
+3,586
| +9% | +$108K |
|
1917
PrimeEnergy Resources
PNRG
$315M
| $1.21M | ﹤0.01% |
7,268
+538
| +8% | +$114K |
|
|
INN
1918
Summit Hotel Properties
INN
$616M
| $1.21M | ﹤0.01% |
172,843
+11,611
| +7% | +$64.1K |
|
1919
Mesa Laboratories
MLAB
$753M
| $1.2M | ﹤0.01% |
12,069
+981
| +9% | +$98.7K |
|
|
CMRC
1920
Commerce.com Inc Series 1
CMRC
$279M
| $1.19M | ﹤0.01% |
401,245
+32,526
| +9% | +$93.2K |
|
1921
Monte Rosa Therapeutics
GLUE
$1.07B
| $1.19M | ﹤0.01% |
49,001
+6,610
| +16% | +$125K |
|
1922
Sabesp
SBS
$19B
| $1.18M | ﹤0.01% |
204,967
-26,458
| -11% | -$160K |
|
1923
Invesco S&P 500 Equal Weight ETF
RSP
$97.5B
| $1.18M | ﹤0.01% |
5,565
| – | – |
|
1924
Citi Trends
CTRN
$451M
| $1.18M | ﹤0.01% |
20,320
+1,990
| +11% | +$95.4K |
|
|
PSTL
1925
Postal Realty Trust
PSTL
$724M
| $1.17M | ﹤0.01% |
47,559
+3,296
| +7% | +$73.5K |
|
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.