PRINCIPAL FINANCIAL GROUP INC

Q4 2025 13F-HR Holdings

Location
Des Moines, IA
Holdings as of
12/31/2025
Date filed
2/2/2026
Form type
13F-HR
Num holdings
2,180
Total value ($000)
$195,864,472
Net value change ($000)
-2,405,823 (-1.2%)
New positions
50
Sold out positions
118
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 11/4/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
GOOGL 721,166 26.4%
IVV 693,786 130.4%
GOOGL 453,726 28.8%
LLY 407,769 42.6%
AAPL 394,022 7.4%
PSC 343,749 103.3%
PIEQ 287,355 38.5%
CCI 252,124 381.2%
NVDA 230,387 3.3%
FICO 169,699 28.1%
Top Reduces (Value $000, Stocks/ETFs)
ORLY -610,111 -23.6%
MSFT -596,079 -7.7%
BN -502,114 -14.4%
VICI -486,144 -69.1%
USMC -410,648 -16.1%
CSGP -390,112 -24.8%
EQR -384,649 -88.2%
NFLX -351,295 -25.7%
VEEV -282,062 -24.6%
VMC -281,462 -12.0%
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