PRINCIPAL FINANCIAL GROUP INC

Q2 2025 13F-HR Holdings

Location
Des Moines, IA
Holdings as of
6/30/2025
Date filed
8/8/2025
Form type
13F-HR
Num holdings
2,224
Total value ($000)
$189,179,400
Net value change ($000)
+10,966,393 (6.2%)
New positions
173
Sold out positions
120
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: 4/28/2025 Next filing: 11/4/2025 SEC filing

Snapshot: Change Analysis

Compared to Q1 2025
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)
MSFT 1,818,190 31.4%
NVDA 1,808,412 47.6%
AVGO 924,231 61.2%
META 886,072 47.0%
AMZN 699,615 18.7%
USMC 618,801 36.1%
HLT 460,173 19.5%
KKR 450,618 21.2%
BN 445,797 16.8%
HEI 390,992 17.4%
Top Reduces (Value $000, Stocks/ETFs)
IVV -744,505 -59.1%
PGR -464,059 -33.2%
GOOGL -412,981 -25.9%
AAPL -355,748 -7.5%
UNH -344,017 -35.0%
KMX -340,419 -66.3%
CPRT -319,441 -14.3%
ORLY -290,764 -11.5%
ACGL -246,730 -31.7%
BNL -197,460 -96.1%
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