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PRINCIPAL FINANCIAL GROUP INC

711 HIGH STREET, DES MOINES, IA 50392 • 5152475111

Q3 2025 · Filed 2025-11-04
Market Value
$194.7B
+4.7%
Holdings
2,297
+28
New Purchases
129
Added To
693
Closed
111
Reduced
1,348
Top 10 Concentration
21.7%
Turnover
10.4%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NVDA 3.57% 3.02% +0.56% $7.0B
GOOGL 1.41% 1.00% +0.41% $2.7B
AAPL 2.73% 2.36% +0.37% $5.3B
ICLR 0.29% 0.03% +0.26% $574M
TSLA 0.88% 0.64% +0.23% $1.7B
SPOT 0.20% 0.01% +0.20% $399M
VMC 1.20% 1.01% +0.19% $2.3B
GOOG 0.81% 0.63% +0.17% $1.6B
LYV 0.82% 0.65% +0.17% $1.6B
AVGO 1.46% 1.31% +0.15% $2.8B
PLTR 0.31% 0.17% +0.13% $603M
BN 1.79% 1.66% +0.13% $3.5B
MLM 0.71% 0.59% +0.12% $1.4B
ORLY 1.33% 1.21% +0.12% $2.6B
APP 0.12% 0.01% +0.11% $235M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
PGR 0.11% 0.50% -0.39% $217M
IT 0.01% 0.35% -0.34% $26M
NFLX 0.70% 0.84% -0.14% $1.4B
MTN 0.01% 0.14% -0.13% $13M
AMT 0.59% 0.72% -0.13% $1.2B
HLT 1.40% 1.52% -0.12% $2.7B
TMO 0.14% 0.26% -0.12% $277M
KKR 1.27% 1.39% -0.11% $2.5B
ROP 0.65% 0.76% -0.11% $1.3B
ANSS 0.00% 0.11% -0.11% $0
ABNB 0.13% 0.23% -0.10% $244M
CPRT 0.93% 1.03% -0.10% $1.8B
META 1.39% 1.49% -0.10% $2.7B
MSFT 4.00% 4.09% -0.09% $7.8B
SCHW 0.22% 0.31% -0.09% $423M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Technology 20.5%
Financial Services 18.2%
Real Estate 11.8%
Industrials 10.7%
Consumer Cyclical 10.3%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 68 $62.4B 32.0%
Large Cap 765 $106.5B 54.7%
Mid Cap 852 $22.5B 11.6%
Small Cap 562 $3.2B 1.6%
Micro Cap 50 $166M 0.1%

Portfolio Analytics

Avg Market Cap
$41.6B
Median Market Cap
$5.3B
Avg P/E
32.9
Median P/E
21.2
Avg Dividend Yield
0.02%
Avg Beta
1.08
# Stocks
2,180
# ETFs / Funds
117

Top Holdings (2,297 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 MSFT 4.00% 15,024,173 $7.8B $517.95 $177M -265,137 -1.7%
2 NVDA 3.57% 37,299,876 $7.0B $186.58 $1.4B +1,811,703 +5.1%
3 AAPL 2.73% 20,867,240 $5.3B $254.63 $927M -511,176 -2.4%
4 AMZN 2.34% 20,760,413 $4.6B $219.57 $115M +508,755 +2.5%
5 BN 1.79% 50,849,914 $3.5B $68.58 $392M +799,440 +1.6%
6 TDG 1.61% 2,379,816 $3.1B $1,318.05 $77M +367,756 +18.3%
7 AVGO 1.46% 8,608,672 $2.8B $329.91 $405M -225,492 -2.5%
8 GOOGL 1.41% 11,258,069 $2.7B $243.10 $886M +758,195 +7.2%
9 HLT 1.40% 10,486,308 $2.7B $259.44 -$100M -102,305 -1.0%
10 META 1.39% 3,693,204 $2.7B $734.38 -$60M -62,977 -1.7%
11 HEI-A 1.34% 10,303,955 $2.6B $254.09 -$19M +111,110 +1.1%
12 ORLY 1.33% 23,955,892 $2.6B $107.81 $336M -968,578 -3.9%
13 USMC 1.31% 37,449,019 $2.6B $68.16 $221M +156,816 +0.4%
14 KKR 1.27% 19,049,804 $2.5B $129.95 -$100M -310,412 -1.6%
15 VMC 1.20% 7,625,271 $2.3B $307.62 $465M +414,828 +5.8%
16 WELL 0.93% 10,184,059 $1.8B $178.14 $210M -249,605 -2.4%
17 CPRT 0.93% 40,175,058 $1.8B $44.97 -$104M +1,236,101 +3.2%
18 TSLA 0.88% 3,835,227 $1.7B $444.72 $506M +59,848 +1.6%
19 V 0.87% 4,945,850 $1.7B $341.38 -$72M -12,818 -0.3%
20 JPM 0.86% 5,301,787 $1.7B $315.43 $129M -23,307 -0.4%
21 LYV 0.82% 9,725,776 $1.6B $163.40 $385M +1,763,511 +22.1%
22 GOOG 0.81% 6,465,384 $1.6B $243.55 $396M -180,434 -2.7%
23 CSGP 0.81% 18,623,370 $1.6B $84.37 $72M -23,279 -0.1%
24 EQIX 0.79% 1,969,498 $1.5B $783.24 $21M +56,592 +3.0%
25 CBRE 0.77% 9,468,455 $1.5B $157.56 $279M +809,796 +9.3%
26 BRO 0.74% 15,416,190 $1.4B $93.79 -$61M +1,821,229 +13.4%
27 MA 0.74% 2,534,117 $1.4B $568.81 $26M +14,710 +0.6%
28 MLM 0.71% 2,204,425 $1.4B $630.29 $285M +192,637 +9.6%
29 NFLX 0.70% 1,142,140 $1.4B $1,198.94 -$195M -26,056 -2.2%
30 ROP 0.65% 2,553,409 $1.3B $498.70 -$143M +54,221 +2.2%
31 PLD 0.64% 10,810,848 $1.2B $114.52 $62M -375,731 -3.4%
32 BRK-B 0.63% 2,429,304 $1.2B $502.74 $25M -32,504 -1.3%
33 AMT 0.59% 5,980,516 $1.2B $192.32 -$193M -98,820 -1.6%
34 VEEV 0.59% 3,846,877 $1.1B $297.91 $150M +388,864 +11.2%
35 COST 0.58% 1,210,837 $1.1B $925.63 -$70M +8,259 +0.7%
36 VTR 0.55% 15,421,874 $1.1B $69.99 $82M -379,260 -2.4%
37 BIP 0.54% 31,975,602 $1.1B $32.89 $79M +2,933,287 +10.1%
38 MKL 0.54% 547,188 $1.0B $1,911.49 -$28M +9,496 +1.8%
39 MSCI 0.52% 1,777,749 $1.0B $567.43 $46M +109,287 +6.5%
40 LLY 0.49% 1,253,691 $957M $763.00 -$11M +11,954 +1.0%
41 EXR 0.49% 6,715,901 $947M $140.94 $16M +406,146 +6.4%
42 AJG 0.46% 2,866,786 $888M $309.75 $160M +593,483 +26.1%
43 YUMC 0.45% 20,169,661 $884M $43.81 $98M +2,604,480 +14.8%
44 IDXX 0.43% 1,315,722 $841M $638.92 $236M +187,967 +16.7%
45 CDNS 0.42% 2,301,781 $809M $351.26 $133M +110,794 +5.1%
46 AVB 0.41% 4,113,064 $795M $193.17 -$67M -118,740 -2.8%
47 PG 0.41% 5,158,379 $793M $153.65 -$11M +113,456 +2.2%
48 SU 0.41% 18,854,921 $789M $41.86 $88M +106,765 +0.6%
49 DPZ 0.39% 1,762,568 $761M $431.72 -$19M +30,647 +1.8%
50 BAC 0.38% 14,530,373 $750M $51.59 $54M -165,508 -1.1%
51 TECK 0.38% 16,879,229 $741M $43.88 $240M +4,474,637 +36.1%
52 TYL 0.38% 1,410,640 $738M $523.17 -$13M +144,612 +11.4%
53 XOM 0.37% 6,439,812 $726M $112.75 $11M -194,828 -2.9%
54 VICI 0.36% 21,589,046 $704M $32.61 -$27M -844,429 -3.8%
55 ORCL 0.35% 2,441,969 $687M $281.24 $191M +172,624 +7.6%
56 TSM 0.35% 2,408,411 $673M $279.29 $80M -207,808 -7.9%
57 H 0.34% 4,715,085 $669M $141.93 $128M +843,121 +21.8%
58 ABBV 0.34% 2,869,088 $664M $231.54 $173M +220,950 +8.3%
59 REG 0.34% 9,071,300 $661M $72.90 -$10M -347,045 -3.7%
60 LPLA 0.34% 1,970,021 $655M $332.70 $57M +373,077 +23.4%
61 DLR 0.33% 3,708,714 $641M $172.88 -$19M -77,225 -2.0%
62 DHR 0.33% 3,194,827 $633M $198.26 $53M +255,234 +8.7%
63 JNJ 0.32% 3,381,807 $627M $185.42 $80M -201,108 -5.6%
64 WMT 0.32% 6,080,740 $627M $103.06 $21M -109,909 -1.8%
65 FAST 0.32% 12,569,991 $616M $49.04 $67M -517,695 -4.0%
66 FICO 0.31% 404,105 $605M $1,496.69 -$79M +30,253 +8.1%
67 PLTR 0.31% 3,302,903 $603M $182.42 $277M +916,488 +38.4%
68 MS 0.30% 3,647,827 $580M $158.96 $13M -373,224 -9.3%
69 LIN 0.30% 1,210,052 $575M $475.01 -$13M -43,123 -3.4%
70 ICLR 0.29% 3,277,293 $574M $175.00 $517M +2,886,755 +739.2%
71 ARES 0.29% 3,534,773 $565M $159.89 -$31M +94,825 +2.8%
72 ENTG 0.28% 5,876,271 $543M $92.46 $113M +540,755 +10.1%
73 HD 0.27% 1,316,753 $534M $405.19 $51M -272 -0.0%
74 SPG 0.27% 2,837,284 $532M $187.67 $69M -43,213 -1.5%
75 IVV 0.27% 794,964 $532M $669.30 $16M -36,490 -4.4%
76 ABT 0.27% 3,923,501 $526M $133.94 -$53M -331,362 -7.8%
77 DOC 0.27% 26,984,868 $517M $19.15 $29M -883,593 -3.2%
78 INVH 0.26% 17,446,124 $512M $29.33 -$86M -774,772 -4.2%
79 KO 0.26% 7,548,407 $501M $66.32 -$90M -793,515 -9.5%
80 UNH 0.26% 1,442,968 $498M $345.30 -$140M -603,613 -29.5%
81 NVR 0.25% 60,307 $485M $8,034.66 $56M +2,331 +4.0%
82 AMH 0.25% 14,550,247 $484M $33.25 -$62M -584,542 -3.9%
83 APD 0.25% 1,763,578 $481M $272.73 -$74M -203,879 -10.4%
84 FND 0.24% 6,398,431 $472M $73.70 $139M +2,015,999 +46.0%
85 ACGL 0.24% 5,148,391 $467M $90.73 -$64M -687,377 -11.8%
86 CVX 0.23% 2,915,108 $453M $155.29 $75M +280,577 +10.7%
87 TMUS 0.23% 1,852,078 $443M $239.38 $14M +51,304 +2.9%
88 LEN 0.23% 3,494,410 $440M $126.04 $68M +129,800 +3.9%
89 MRK 0.22% 5,209,360 $437M $83.93 -$8M -420,231 -7.5%
90 EQR 0.22% 6,739,250 $436M $64.73 -$33M -209,798 -3.0%
91 BLK 0.22% 362,766 $423M $1,165.87 $17M -23,836 -6.2%
92 SCHW 0.22% 4,428,331 $423M $95.47 -$153M -1,886,493 -29.9%
93 PH 0.21% 550,170 $417M $758.15 -$4M -52,786 -8.8%
94 ELS 0.21% 6,855,358 $416M $60.70 -$18M -180,907 -2.6%
95 TT 0.21% 971,527 $410M $421.96 -$38M -51,814 -5.1%
96 WRB 0.21% 5,241,509 $402M $76.62 $34M +242,546 +4.8%
97 SPOT 0.20% 571,474 $399M $698.00 $387M +555,752 +3534.9%
98 REXR 0.20% 9,636,834 $396M $41.11 $36M -499,171 -4.9%
99 NEE 0.20% 5,110,078 $386M $75.49 $24M -95,142 -1.8%
100 DHI 0.20% 2,269,557 $385M $169.47 $125M +252,878 +12.5%

New Positions

SymbolValue% Port
NTSK $27M 0.01%
VIA $14M 0.01%
VNOM $14M 0.01%
HTHT $12M 0.01%
EWI $10M 0.01%
EWP $10M 0.01%
IYH $10M 0.01%
LEU $10M —%
KNTK $9M —%
ESGD $9M —%
BLSH $7M —%
SEAS $7M —%
REYN $6M —%
PSKY $6M —%
PENG $6M —%

Sold Out Positions

SymbolValue% Port
HY —%
BV —%
ASPN —%
NGVC —%
SSB —%
AI —%
UWMC —%
UHAL-B —%
EVH —%
GBTG —%
FC —%
DOLE —%
EGY —%
ABX —%
BGS —%
View SEC EDGAR Filings for PRINCIPAL FINANCIAL GROUP INC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms