Data as of Q4 2025 (Dec 31, 2025)·Next filing deadline: May 15, 2026

PRINCIPAL FINANCIAL GROUP INC

•CIK: 1126328•Filing: Q4 2025

Principal Financial Group Inc., with $195.9B in AUM, is known for its value-oriented, long-term investment strategy, often focusing on high-quality, dividend-paying stocks. Recently, the fund has made notable moves by adding CVNA and SEI with significant weight increases, while exiting positions like LLYVK and COLD, reflecting a strategic shift towards sectors with growth potential.

Total AUM

$195.9B

QoQ Performance

-1.2%

Positions

2,083

Top 10 Concentration

28.1%

Latest Filing

Q4 2025

Top Holdings Allocation

NVDA3.7%

MSFT3.7%

AAPL2.9%

AMZN2.3%

GOOGL1.8%

BN1.5%

AVGO1.5%

T7D1.5%

📈 Biggest Buys

NETFLIX INC

+850.7%

0.5% of portfolio

ISHARES TR

+125.1%

0.6% of portfolio

BROOKFIELD CORP

+27.9%

1.5% of portfolio

PRINCIPAL EXCHANGE TRADED FD

+100.6%

0.3% of portfolio

CROWN CASTLE INC

+422.5%

0.2% of portfolio

📉 Biggest Sells

PRINCIPAL EXCHANGE TRADED FD

-16.4%

1.1% of portfolio

VICI PPTYS INC

-64.1%

0.1% of portfolio

HILTON WORLDWIDE HLDGS INC

-10.6%

1.4% of portfolio

TRANSDIGM GROUP INC

-9.0%

1.5% of portfolio

AMAZON COM INC

-5.5%

2.3% of portfolio

Sector Breakdown

Other45.6%

Technology23.0%

Consumer9.4%

Financial7.9%

Healthcare3.8%

Real Estate3.5%

Communication2.3%

Industrial1.1%

🚪 Exited Positionssold since Q3 2025

EQUITY RESIDENTIAL

SOLD

$436.2M

SBA COMMUNICATIONS CORP NEW

SOLD

$292.6M

COMCAST CORP NEW

SOLD

$236.8M

SYNOPSYS INC

SOLD

$203.7M

CONSTELLATION ENERGY CORP

SOLD

$202.0M

+2041 more exited positions

Changes from Q3 2025

↑91 increased

↓109 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

NVIDIA CORPORATION

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