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 |
TransDigm Group
TDG
|
+$526M |
| 2 |
Icon
ICLR
|
+$483M |
| 3 |
Spotify
SPOT
|
+$389M |
| 4 |
NVIDIA
NVDA
|
+$316M |
| 5 |
Live Nation Entertainment
LYV
|
+$279M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Progressive
PGR
|
+$646M |
| 2 |
Gartner
IT
|
+$445M |
| 3 |
Thermo Fisher Scientific
TMO
|
+$292M |
| 4 |
Vail Resorts
MTN
|
+$244M |
| 5 |
ANSS
Ansys
ANSS
|
+$200M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 21.13% |
| 2 | Financials | 15.7% |
| 3 | Real Estate | 11.65% |
| 4 | Consumer Discretionary | 11.44% |
| 5 | Industrials | 10.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2076
STRATTEC Security
STRT
$361M
| $428K | ﹤0.01% |
+6,283
| New | +$422K |
|
2077
Acco Brands
ACCO
$407M
| $422K | ﹤0.01% |
105,806
+14,739
| +16% | +$57.4K |
|
2078
iRadimed
IRMD
$1.18B
| $422K | ﹤0.01% |
+5,927
| New | +$395K |
|
2079
Rivian
RIVN
$23.2B
| $421K | ﹤0.01% |
28,653
-3,744
| -12% | -$50.2K |
|
2080
Accel Entertainment
ACEL
$987M
| $419K | ﹤0.01% |
37,849
+16,037
| +74% | +$188K |
|
2081
Cricut
CRCT
$1.22B
| $414K | ﹤0.01% |
+65,876
| New | +$386K |
|
2082
Viant Technology
DSP
$265M
| $414K | ﹤0.01% |
47,956
+28,719
| +149% | +$328K |
|
2083
State Street SPDR S&P Dividend ETF
SDY
$22.1B
| $413K | ﹤0.01% |
2,936
| – | – |
|
2084
First Business Financial Services
FBIZ
$595M
| $409K | ﹤0.01% |
+7,985
| New | +$409K |
|
2085
Tactile Systems Technology
TCMD
$665M
| $408K | ﹤0.01% |
29,453
+11,995
| +69% | +$144K |
|
2086
Neuropace
NPCE
$506M
| $407K | ﹤0.01% |
39,504
+21,439
| +119% | +$202K |
|
2087
Rigel Pharmaceuticals
RIGL
$750M
| $407K | ﹤0.01% |
14,357
-1,637
| -10% | -$49K |
|
2088
HEICO Corp
HEI
$51.4B
| $406K | ﹤0.01% |
1,257
-930
| -43% | -$296K |
|
|
HDSN
2089
Hudson Technologies
HDSN
$235M
| $405K | ﹤0.01% |
+40,833
| New | +$383K |
|
2090
Carriage Services
CSV
$569M
| $405K | ﹤0.01% |
9,097
+2,612
| +40% | +$118K |
|
2091
Archer Aviation
ACHR
$4.26B
| $405K | ﹤0.01% |
42,251
+3,465
| +9% | +$34.3K |
|
2092
SIGA Technologies
SIGA
$219M
| $403K | ﹤0.01% |
43,993
+11,717
| +36% | +$93.7K |
|
2093
CEMIG Preferred Shares
CIG
$6.01B
| $401K | ﹤0.01% |
190,097
-3,645
| -2% | -$7.16K |
|
|
GRP.U
2094
DELISTED
Granite Real Estate Investment Trust
GRP.U
| $400K | ﹤0.01% |
7,200
-700
| -9% | -$38.4K |
|
2095
Manitowoc
MTW
$675M
| $390K | ﹤0.01% |
+39,010
| New | +$434K |
|
2096
Oportun Financial
OPRT
$372M
| $389K | ﹤0.01% |
+63,018
| New | +$406K |
|
2097
OptimizeRx
OPRX
$133M
| $386K | ﹤0.01% |
+18,826
| New | +$299K |
|
2098
Core Scientific
CORZ
$6.75B
| $386K | ﹤0.01% |
21,511
+1,991
| +10% | +$29.2K |
|
2099
AGNC Investment
AGNC
$12.9B
| $378K | ﹤0.01% |
38,629
-930
| -2% | -$9.02K |
|
2100
CRISPR Therapeutics
CRSP
$5.17B
| $374K | ﹤0.01% |
5,771
+104
| +2% | +$5.97K |
|
Similar funds
Principal Financial Group's Q3 2025 Portfolio in Review
As of Q3 2025, Principal Financial Group held 2,357 positions worth $198B, up 4.8% from $189B the previous quarter. Its ten largest holdings account for 21% of the portfolio.
Principal Financial Group's Q3 2025 filing shows 133 new, 726 increased, 1,371 reduced and 111 closed positions. Its largest new stake was StubHub Holdings: 1,564,000 shares worth $26.3M. The largest sale was Progressive, an estimated $646M.
By sector, the portfolio is most concentrated in Technology at 21% of assets, up from 20% a quarter earlier, followed by Financials and Real Estate.
- Principal Financial Group's largest Q3 2025 buy was StubHub Holdings: 1,564,000 shares worth $26.3M.
- Principal Financial Group added most to TransDigm Group in Q3 2025, an estimated $526M increase.
- Principal Financial Group's biggest Q3 2025 reduction was Progressive, cutting an estimated $646M.
- Principal Financial Group fully exited Ansys in Q3 2025, selling an estimated $200M.
- Principal Financial Group's ten largest holdings make up 21% of its $198B portfolio in Q3 2025.
- Principal Financial Group opened 133 new positions and closed 111 in Q3 2025.
- Principal Financial Group's portfolio value rose 4.8% quarter-over-quarter to $198B.
Based on Principal Financial Group's 13F filing for Q3 2025, filed 4 Nov 2025.