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Principal Financial Group

Principal Financial Group Portfolio holdings

AUM $204B
1-Year Est. Return 27.99%
 

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.

This Fund
S&P 500
This Quarter Est. Return
+7.14%
1 Year Est. Return
+27.99%
3 Year Est. Return
+94.11%
5 Year Est. Return
+116.64%
10 Year Est. Return
+475.57%
AUM
$198B
AUM Growth
+$9.09B
Cap. Flow
-$461M
Cap. Flow %
-0.23%
Top 10 Hldgs %
21.31%
Holding
2,357
New
133
Increased
726
Reduced
1,371
Closed
111

Top Buys

Rank Stock Value
1
TDG icon
TransDigm Group
TDG
+$526M
2
ICLR icon
Icon
ICLR
+$483M
3
SPOT icon
Spotify
SPOT
+$389M
4
NVDA icon
NVIDIA
NVDA
+$316M
5
LYV icon
Live Nation Entertainment
LYV
+$279M

Top Sells

Rank Stock Value
1
PGR icon
Progressive
PGR
+$646M
2
IT icon
Gartner
IT
+$445M
3
TMO icon
Thermo Fisher Scientific
TMO
+$292M
4
MTN icon
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
ANSS
2251
DELISTED
Ansys
ANSS
– –
-568,534
Closed -$200M
ARKO icon
2252
ARKO Corp
ARKO
$635M
– –
-39,447
Closed -$167K
ASPN icon
2253
Aspen Aerogels
ASPN
$518M
– –
-166,868
Closed -$988K
AZEK
2254
DELISTED
The AZEK Co
AZEK
– –
-6,766
Closed -$368K
BCHP icon
2255
Principal Focused Blue Chip ETF
BCHP
$246M
– –
-198,099
Closed -$7.26M
BGS icon
2256
B&G Foods
BGS
$286M
– –
-395,530
Closed -$1.67M
BPMC
2257
DELISTED
Blueprint Medicines
BPMC
– –
-4,553
Closed -$584K
BRKL
2258
DELISTED
Brookline Bancorp
BRKL
– –
-441,697
Closed -$4.66M
BRY
2259
DELISTED
Berry Corp
BRY
– –
-305,455
Closed -$846K
BV icon
2260
BrightView Holdings
BV
$1.07B
– –
-47,780
Closed -$796K
BY icon
2261
Byline Bancorp
BY
$1.76B
– –
-24,034
Closed -$642K
CAC icon
2262
Camden National
CAC
$976M
– –
-14,034
Closed -$570K
CCSI icon
2263
Consensus Cloud Solutions
CCSI
$647M
– –
-11,945
Closed -$275K
CFLT
2264
DELISTED
Confluent
CFLT
– –
-549,090
Closed -$13.7M
CHX
2265
DELISTED
ChampionX
CHX
– –
-1,827,252
Closed -$45.4M
CQQQ icon
2266
Invesco China Technology ETF
CQQQ
$3.31B
– –
-174,532
Closed -$7.72M
CRAI icon
2267
CRA International
CRAI
$1.06B
– –
-3,504
Closed -$657K
DBI icon
2268
Designer Brands
DBI
$333M
– –
-81,449
Closed -$194K
DCGO icon
2269
DocGo
DCGO
$62.6M
– –
-96,455
Closed -$151K
DCTH icon
2270
Delcath Systems
DCTH
$524M
– –
-56,066
Closed -$762K
DNB
2271
DELISTED
Dun & Bradstreet
DNB
– –
-13,169
Closed -$120K
DOLE icon
2272
Dole
DOLE
$1.32B
– –
-37,710
Closed -$528K
DRS icon
2273
Leonardo DRS
DRS
$12B
– –
-51,356
Closed -$2.39M
EGY icon
2274
Vaalco Energy
EGY
$594M
– –
-56,765
Closed -$205K
ESGR
2275
DELISTED
Enstar Group
ESGR
– –
-816
Closed -$274K
89 90
91
92 93

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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.