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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
SEMR
2326
DELISTED
Semrush
SEMR
– –
-51,108
Closed -$463K
SHBI icon
2327
Shore Bancshares
SHBI
$796M
– –
-38,776
Closed -$610K
SHYF
2328
DELISTED
The Shyft Group
SHYF
– –
-30,416
Closed -$381K
SKX
2329
DELISTED
Skechers
SKX
– –
-295,416
Closed -$18.6M
SPT icon
2330
Sprout Social
SPT
$621M
– –
-913,333
Closed -$19.1M
SPTN
2331
DELISTED
SpartanNash
SPTN
– –
-167,803
Closed -$4.45M
SUSL icon
2332
iShares ESG MSCI USA Leaders ETF
SUSL
$1.21B
– –
-73,469
Closed -$7.96M
SWIM icon
2333
Latham Group
SWIM
$880M
– –
-30,356
Closed -$194K
SWTX
2334
DELISTED
SpringWorks Therapeutics
SWTX
– –
-1,003,400
Closed -$47.1M
TCBX icon
2335
Third Coast Bancshares
TCBX
$738M
– –
-13,602
Closed -$444K
TGI
2336
DELISTED
Triumph Group
TGI
– –
-383,675
Closed -$9.88M
TH icon
2337
Target Hospitality
TH
$1.64B
– –
-22,141
Closed -$158K
TIPT icon
2338
Tiptree Inc
TIPT
$675M
– –
-23,857
Closed -$563K
TTGT icon
2339
TechTarget
TTGT
$278M
– –
-134,597
Closed -$1.05M
TWST icon
2340
Twist Bioscience
TWST
$7.25B
– –
-66,829
Closed -$2.46M
UGP icon
2341
Ultrapar
UGP
$6.54B
– –
-88,709
Closed -$291K
UHAL.B icon
2342
U-Haul Holding Co Series N
UHAL.B
$12.8B
– –
-4,787
Closed -$260K
USSG icon
2343
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
$592M
– –
-124,993
Closed -$7.11M
UVSP icon
2344
Univest Financial
UVSP
$1.18B
– –
-20,176
Closed -$606K
UWMC icon
2345
UWM Holdings
UWMC
$434M
– –
-10,263
Closed -$42.5K
VRP icon
2346
Invesco Variable Rate Preferred ETF
VRP
$3.02B
– –
-50,671
Closed -$1.24M
WBA
2347
DELISTED
Walgreens Boots Alliance
WBA
– –
-782,511
Closed -$8.98M
WOLF icon
2348
Wolfspeed
WOLF
$1.71B
– –
-10,702
Closed -$4.27K
WVE icon
2349
Wave Life Sciences
WVE
$1.2B
– –
-302,276
Closed -$1.96M
XLU icon
2350
State Street Utilities Select Sector SPDR ETF
XLU
$22.7B
– –
-20,236
Closed -$826K
91 92 93
94
95

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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.