PRINCIPAL FINANCIAL GROUP INC

Public Company

PRINCIPAL FINANCIAL GROUP INC is a Public Company based in Des Moines, IA led by Deanna Strable, managing $188.63B across 2,226 long positions as of Q2 2025 with MSFT as the largest holding (4% allocation).

CEODeanna Strable

Portfolio Value: $188.63B
Positions: 2,226
Top Holding: MSFT at 4.03%
Last Reported: Q2 2025

Address711 High Street, Des Moines, IA, 50392

Top Holdings

Largest long holdings in PRINCIPAL FINANCIAL GROUP INC's portfolio (20.7% of total portfolio)

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Holding	Sector	Market Value	Weight	Ownership	Owned Since
1 Microsoft MSFT	Software - Infrastructure Technology	$7.6B	4.03%	0.21% 15.3M shares	≤ Q2 2013 Held for 12y 3m+
2 Nvidia NVDA	Semiconductors Technology	$5.6B	2.97%	0.15% 35.5M shares	≤ Q2 2013 Held for 12y 3m+
3 Amazon AMZN	Specialty Retail Consumer Cyclical	$4.4B	2.36%	0.19% 20.3M shares	≤ Q2 2013 Held for 12y 3m+
4 Apple AAPL	Consumer Electronics Technology	$4.4B	2.33%	0.14% 21.4M shares	≤ Q2 2013 Held for 12y 3m+
5 Brookfield BN	Asset Management Financial Services	$3.1B	1.64%	3.26% 50.1M shares	Q4 2022 Held for 2y 9m
6 TransDigm Group TDG	Aerospace & Defense Industrials	$3.1B	1.62%	3.58% 2.0M shares	≤ Q2 2013 Held for 12y 3m+
7 Hilton Worldwide HLT	Travel Lodging Consumer Cyclical	$2.8B	1.50%	4.45% 10.6M shares	Q2 2014 Held for 11y 4m
8 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$2.8B	1.47%	0.15% 3.8M shares	≤ Q2 2013 Held for 12y 3m+
9 Heico Corporation HEI.A	Aerospace & Defense Industrials	$2.6B	1.40%	7.33% 10.2M shares	Q4 2019 Held for 5y 9m
10 KKR & Co. KKR	Asset Management Financial Services	$2.6B	1.37%	2.17% 19.4M shares	Q2 2015 Held for 10y 4m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in PRINCIPAL FINANCIAL GROUP INC's latest filing

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Market Value

$188.63B

Prior: $177.73B

Q/Q Change

+6.14%

+$10.9B

Net Flows % of MV

+0.003%

Turnover Ratio

4.95%

New Purchases

77 stocks

$427.4M

Added To

695 stocks

+$8.9B

Sold Out Of

121 stocks

$323.0M

Reduced Holdings

1,342 stocks

-$9.0B

Increased Positions

Position	Shares Δ	Change
1 SPDR Portfolio High Yield Bond SPHY	New	0 → 2.1M +$51.1M
2 The Marzetti Company Common Stock MZTI	New	0 → 225.0K +$38.9M
3 Ralliant Corporation RAL	New	0 → 680.2K +$33.0M
4 Sportradar Group AG SRAD	New	0 → 1.2M +$32.6M
5 CSW Industrials, Inc. CSW	New	0 → 92.1K +$26.4M

Decreased Positions

Position	Shares Δ	Change
1 Discover Financial Services DFS	Sold	311.1K → 0 −$53.1M
2 CSW Industrials CSWI	Sold	91.2K → 0 −$26.6M
3 Veren VRN	Sold	3.5M → 0 −$23.1M
4 United States Steel X	Sold	517.9K → 0 −$21.9M
5 Huntsman HUN	Sold	1.4M → 0 −$21.7M

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Analytics

Portfolio insights and performance metrics for PRINCIPAL FINANCIAL GROUP INC

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Sector Allocation

Technology

19.40%

Financial Services

16.40%

Consumer Cyclical

12.20%

Real Estate

12.10%

Industrials

10.70%

Healthcare

7.10%

Communication Services

6.60%

Basic Materials

3.80%

Consumer Defensive

3.30%

ETF

2.60%

Energy

2.50%

Utilities

2.40%

Market Cap Distribution

Mega Cap (> $200B)

28.95%

Large Cap ($10B - $200B)

55.15%

Mid Cap ($2B - $10B)

10.49%

Small Cap ($300M - $2B)

1.29%

Micro Cap ($50M - $300M)

0.00%

Nano Cap (< $50M)

0.52%

N/A (ETF or Unknown)

3.59%

Portfolio Concentration

Top 10 Holdings %

20.68%

Top 20 Holdings %

30.82%

Top 50 Holdings %

48.21%

Top 100 Holdings %

62.43%

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