Principal Financial Group Inc Portfolio Holdings

Principal Financial Group Inc

$167 Billion
Q1 2025

Principal Financial Group Inc has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $167 Billion distributed in 4516 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $5.79B, Apple Inc. with a value of $4.74B, Nvidia Corp with a value of $3.8B, Amazon Com Inc with a value of $3.74B, and Trans Digm Group Inc with a value of $2.91B.

Examining the 13F form we can see an decrease of $5.56B in the current position value, from $172B to 167B.

Principal Financial Group Inc is based out at Des Moines, IA

Below you can find more details about Principal Financial Group Inc portfolio as well as his latest detailed transactions.

Portfolio value $167 Billion

Technology: $29.9 Billion

Financial Services: $26.5 Billion

Real Estate: $23.2 Billion

Consumer Cyclical: $22.2 Billion

Industrials: $16 Billion

Healthcare: $14.1 Billion

Communication Services: $9.84 Billion

Consumer Defensive: $5.93 Billion

Other: $19.2 Billion

Stock Holdings Table ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
USMC Principal ETF U S Mega Cap ETFs	$0	$1.71 Billion 1.02% of portfolio	30,081,870	Q1 2025 Reduced 3.2%
IVV Ishares Core S&P 500 ETF ETFs	$0	$1.26 Billion 0.76% of portfolio	2,243,736	Q1 2025 Added 3.06%
PSC Principal ETF U.S. Small Cap M ETFs	$0	$411 Million 0.25% of portfolio	8,466,710	Q1 2025 Reduced 10.2%
PY Principal Exchange Traded Fund ETFs	$0	$239 Million 0.14% of portfolio	4,875,592	Q1 2025 Added 1,379.76%
GLDM World Gold Trust ETFs	$9.98B	$169 Million 0.1% of portfolio	2,729,216	Q1 2025 Added 55.32%
PAVE Global X Fds Us Infrastructure ETFs	$0	$141 Million 0.08% of portfolio	3,740,600	Q1 2025 Added 7.49%
IGF Ishares Global Infrastructure ETFs	$0	$112 Million 0.07% of portfolio	2,051,616	Q1 2025 Reduced 3.66%
RPV Invesco Exchange Traded Fd Tr ETFs	$0	$106 Million 0.06% of portfolio	1,146,183	Q4 2024 New
LQD Ishares Iboxx $ Investment Gra ETFs	$0	$89.1 Million 0.05% of portfolio	820,000	Q1 2025 Added 1.36%
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$61.7 Million 0.04% of portfolio	170,997	Q1 2025 Added 6.29%
FLTW Franklin Templeton ETF Tr ETFs	$0	$45.1 Million 0.03% of portfolio	1,043,528	Q1 2025 Added 28.01%
YLD Principal Exchange Traded Fds ETFs	$0	$49.7 Million 0.03% of portfolio	2,607,556	Q1 2025 Added 3.08%
VTI Vanguard Total Stock Market Et ETFs	$0	$42.3 Million 0.03% of portfolio	153,801	Q1 2025 Added 3.81%
MLPX Global X Mlp & Energy Infrastr ETFs	$0	$41.5 Million 0.02% of portfolio	649,900	Q1 2025 New
URTH Ishares Msci World ETF ETFs	$0	$29.8 Million 0.02% of portfolio	194,637	Q1 2025 Reduced 46.8%
EFA Ishares Tr Msci Eafe ETF ETFs	$0	$33.6 Million 0.02% of portfolio	411,451	Q1 2025 Added 104.24%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$37.3 Million 0.02% of portfolio	66,683	Q1 2025 Added 3.0%
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	$0	$30.9 Million 0.02% of portfolio	469,976	Q1 2025 Added 3.71%
BLV Vanguard Bd Index Fd Inc Long ETFs	$0	$25.6 Million 0.02% of portfolio	362,969	Q1 2025 Reduced 2.59%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$34.8 Million 0.02% of portfolio	67,760	Q1 2025 Added 3.97%
USSG Dbx ETF Tr Xtrackers Msci Usa ETFs	$0	$9.11 Million 0.01% of portfolio	180,937	Q1 2025 Reduced 11.02%
SNPE Dbx ETF Tr Xtrackers S&P 500 E ETFs	$0	$11.5 Million 0.01% of portfolio	228,812	Q1 2025 Reduced 4.73%
FLIN Franklin Templeton ETF Tr ETFs	$0	$19.6 Million 0.01% of portfolio	531,220	Q1 2025 Added 30.39%
FLJP Franklin Templeton ETF Tr ETFs	$0	$10.2 Million 0.01% of portfolio	346,156	Q4 2024 New
PDBC Invesco Act Mge Et Cmdt Fd Tr ETFs	$0	$11.9 Million 0.01% of portfolio	872,120	Q1 2025 Reduced 12.25%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$21.6 Million 0.01% of portfolio	46,119	Q1 2025 Added 62.57%
TLT Ishares Barclays 20+ Year Trea ETFs	$0	$14.5 Million 0.01% of portfolio	159,597	Q1 2025 Reduced 3.2%
USHY Ishares Tr Broad Usd High Yiel ETFs	$0	$12.6 Million 0.01% of portfolio	342,014	Q1 2025 Added 10.94%
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$18.5 Million 0.01% of portfolio	317,176	Q1 2025 Added 11.43%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$14 Million 0.01% of portfolio	134,043	Q1 2025 Reduced 14.03%
AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$16 Million 0.01% of portfolio	161,939	Q1 2025 Added 3.44%
SUSL Ishares Tr Esg Msci Usa Leader ETFs	$0	$8.75 Million 0.01% of portfolio	91,294	Q1 2025 Reduced 17.78%
INDA Ishares Msci India Index Fund ETFs	$0	$20.1 Million 0.01% of portfolio	389,675	Q1 2025 Added 2.54%
IWN Ishares Russell2000 Val ETF ETFs	$0	$19.2 Million 0.01% of portfolio	127,159	Q1 2025 Reduced 36.98%
PQDI Prin Exch Trad Fds Prin Spectr Technology	$0	$19 Million 0.01% of portfolio	995,521	Q4 2024 New
SCHP Schwab Strategic Us Tips ETF ETFs	$0	$12 Million 0.01% of portfolio	447,993	Q1 2025 Reduced 12.15%
GNR Spdr S&P Global Natural Resour ETFs	$0	$11.3 Million 0.01% of portfolio	211,897	Q1 2025 Reduced 12.5%
EFIV Spdr Ser Tr Spdr S&P 500 Esg E Technology	$0	$12 Million 0.01% of portfolio	225,211	Q1 2025 Added 0.01%
BIV Vanguard Bd Index Fd Inc Inter ETFs	$0	$8.92 Million 0.01% of portfolio	116,445	Q1 2025 Added 23.58%
VO Vanguard Mid Cap ETF ETFs	$0	$24.6 Million 0.01% of portfolio	95,239	Q1 2025 Added 77.31%
VNQ Vanguard Specialized Funds Van ETFs	$0	$22.5 Million 0.01% of portfolio	248,868	Q1 2025 Reduced 31.98%
VCIT Vanguard Intermediate Term Cor ETFs	$0	$21.9 Million 0.01% of portfolio	268,138	Q1 2025 Added 9.14%
VCSH Vanguard Sht Term Corp Bd ETF ETFs	$0	$19.7 Million 0.01% of portfolio	249,199	Q1 2025 Reduced 23.16%
VEA Vanguard Ftse Developed Market ETFs	$0	$22.1 Million 0.01% of portfolio	434,096	Q1 2025 Added 0.92%
KBWB Invesco ETF Tr Ii Kbw Bank ETF ETFs	$0	$4.51 Million 0.0% of portfolio	71,816	Q1 2025 New
PGX Invesco ETF Tr Ii Pfd ETF ETFs	$0	$575,000 0.0% of portfolio	51,326	Q1 2025 Reduced 92.85%
RSP Invesco S&P 500 Equal Weight E ETFs	$0	$1.06 Million 0.0% of portfolio	6,133	Q4 2024 New
IEMG Ishares Inc ETFs	$0	$1.9 Million 0.0% of portfolio	35,496	Q1 2025 Reduced 21.57%
ESGE Ishares, Inc. Ishares Esg Awar ETFs	$0	$2.68 Million 0.0% of portfolio	76,779	Q1 2025 Reduced 23.01%
EWJ Ishares Msci Japan ETF ETFs	$0	$1.6 Million 0.0% of portfolio	23,364	Q1 2025 Reduced 28.06%

Summary

Portfolio
No. of Stocks 4,516
Current Value $167 Billion
Prior Value $172 Billion
Filing
Period Q1 2025
Filing Date April 28, 2025
Form Type 13F-HR
Activity in Q1 2025
New Purchases 41 stocks
Additional Purchases 1,302 stocks
Sold out of 0 stocks
Reduced holdings in 813 stocks

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Principal Financial Group Inc Portfolio Holdings