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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
ETWO
2276
DELISTED
E2open Parent Holdings
ETWO
– –
-12,534
Closed -$40.5K
EVH icon
2277
Evolent Health
EVH
$447M
– –
-123,655
Closed -$1.39M
FARO
2278
DELISTED
Faro Technologies
FARO
– –
-14,509
Closed -$637K
FC icon
2279
Franklin Covey
FC
$246M
– –
-15,856
Closed -$362K
FG icon
2280
F&G Annuities & Life
FG
$3.62B
– –
-110,488
Closed -$3.53M
FL
2281
DELISTED
Foot Locker
FL
– –
-412,396
Closed -$10.1M
FMBH icon
2282
First Mid Bancshares
FMBH
$1.36B
– –
-12,060
Closed -$452K
FNKO icon
2283
Funko
FNKO
$328M
– –
-60,512
Closed -$288K
GABC icon
2284
German American Bancorp
GABC
$1.9B
– –
-21,162
Closed -$815K
GBTG icon
2285
American Express Global Business Travel
GBTG
$4.94B
– –
-41,420
Closed -$261K
GCMG icon
2286
GCM Grosvenor
GCMG
$820M
– –
-67,248
Closed -$777K
GMS
2287
DELISTED
GMS Inc
GMS
– –
-217,669
Closed -$23.7M
GRC icon
2288
Gorman-Rupp
GRC
$2.21B
– –
-7,599
Closed -$279K
GTLB icon
2289
GitLab
GTLB
$6.58B
– –
-6,556
Closed -$296K
HCAT icon
2290
Health Catalyst
HCAT
$128M
– –
-62,791
Closed -$237K
HES
2291
DELISTED
Hess
HES
– –
-306,763
Closed -$42.5M
HY icon
2292
Hyster-Yale Materials Handling
HY
$665M
– –
-7,568
Closed -$301K
IDU icon
2293
iShares US Utilities ETF
IDU
$1.36B
– –
-86,585
Closed -$9.05M
INMD icon
2294
InMode
INMD
$880M
– –
-74,766
Closed -$1.08M
INTA icon
2295
Intapp
INTA
$2.91B
– –
-41,644
Closed -$2.15M
IWP icon
2296
iShares Russell Mid-Cap Growth ETF
IWP
$20.7B
– –
-2,700
Closed -$374K
JAMF
2297
DELISTED
Jamf
JAMF
– –
-1,133,792
Closed -$10.8M
JD icon
2298
JD.com
JD
$44.5B
– –
-216,065
Closed -$7.05M
JNPR
2299
DELISTED
Juniper Networks
JNPR
– –
-428,959
Closed -$17.1M
KBWB icon
2300
Invesco KBW Bank ETF
KBWB
$6.73B
– –
-54,986
Closed -$3.94M
90 91
92
93 94

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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.