PRINCIPAL FINANCIAL GROUP INC

Q1 2025 13F-HR Holdings

Location
Des Moines, IA
Holdings as of
3/31/2025
Date filed
4/28/2025
Form type
13F-HR
Num holdings
2,171
Total value ($000)
$178,213,007
Net value change ($000)
-5,222,109 (-2.8%)
New positions
41
Sold out positions
78
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 1/31/2025 Next filing: 8/8/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
PIEQ 595,078 6145.0%
ORLY 411,107 19.3%
LPLA 317,962 1456.3%
APD 315,855 163.6%
SPG 295,534 124.7%
BRO 293,483 22.3%
HEI 292,067 14.9%
ENTG 290,725 196.5%
SU 273,838 79.1%
WELL 255,286 17.0%
Top Reduces (Value $000, Stocks/ETFs)
NVDA -936,901 -19.8%
MSFT -788,253 -12.0%
AAPL -698,921 -12.8%
KKR -674,882 -24.1%
AMZN -613,910 -14.1%
INTU -607,241 -72.9%
TSLA -590,342 -38.6%
ADSK -441,156 -84.6%
GOOGL -429,370 -19.7%
MCHP -407,739 -93.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type