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Portfolio (Quarterly) Guide ↗

PRINCIPAL FINANCIAL GROUP INC

· CIK 0001126328
13F Portfolio $198.3B AUM Filed Nov 4, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 2246 New
Page 12 of 113  ·  2,246 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 HON HONEYWELL INTL INC Industrials 726,465.0 $152.9M 0.08% NEW $210.50 +6.3%
222 LOW LOWES COS INC Consumer Cyclical 608,373.0 $152.9M 0.08% NEW $251.31 -13.5%
223 COP CONOCOPHILLIPS Energy 1,581,867.0 $149.6M 0.07% NEW $94.59 +27.4%
224 COF CAPITAL ONE FINL CORP Financial Services 693,842.0 $147.5M 0.07% NEW $212.58 -12.2%
225 EPD ENTERPRISE PRODS PARTNERS L Energy 4,697,380.0 $146.9M 0.07% NEW $31.27 +26.2%
226 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 1,757,296.0 $146.5M 0.07% NEW $83.34 -42.6%
227 RSG REPUBLIC SVCS INC Industrials 632,257.0 $145.1M 0.07% NEW $229.48 -7.5%
228 EXPD EXPEDITORS INTL WASH INC Industrials 1,167,829.0 $143.2M 0.07% NEW $122.59 +28.2%
229 CASY CASEYS GEN STORES INC Consumer Cyclical 253,078.0 $143.1M 0.07% NEW $565.32 +45.9%
230 ADP AUTOMATIC DATA PROCESSING IN Industrials 487,424.0 $143.1M 0.07% NEW $293.50 -25.0%
231 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 3,418,161.0 $140.6M 0.07% NEW $41.12 +2.5%
232 DY DYCOM INDS INC Industrials 478,827.0 $139.7M 0.07% NEW $291.76 +42.0%
233 STRL STERLING INFRASTRUCTURE INC Industrials 409,951.0 $139.3M 0.07% NEW $339.68 +121.4%
234 SYK STRYKER CORPORATION Healthcare 376,309.0 $139.1M 0.07% NEW $369.67 -13.0%
235 BX BLACKSTONE INC Financial Services 802,860.0 $137.2M 0.07% NEW $170.85 -30.6%
236 IVT INVENTRUST PPTYS CORP Real Estate 4,732,791.0 $135.5M 0.07% NEW $28.62 +14.5%
237 NVT NVENT ELECTRIC PLC Industrials 1,369,713.0 $135.1M 0.07% NEW $98.64 +65.8%
238 SO SOUTHERN CO Utilities 1,418,722.0 $134.5M 0.07% NEW $94.77 -1.2%
239 CRWD CROWDSTRIKE HLDGS INC Technology 272,369.0 $133.6M 0.07% NEW $490.38 +32.2%
240 FIX COMFORT SYS USA INC Industrials 160,698.0 $132.6M 0.07% NEW $825.24 +122.2%
Page 12 of 113  ·  2,246 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 21.8%
Financial Services 16.0%
Real Estate 12.5%
Consumer Cyclical 12.1%
Industrials 10.4%
Healthcare 7.6%
Communication Services 7.0%
Basic Materials 4.2%
Consumer Defensive 3.0%
Energy 2.7%