PRINCIPAL FINANCIAL GROUP INC
All 13F Filings
- Location
- Des Moines, IA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 195,864,472
- Description
- Des Moines Iowa based institutional pension allocator with a corporation based operating model and a disciplined and process driven investment mandate. The approach emphasizes fundamental research depth, credit underwriting and duration control, and active stewardship and governance oversight for benefit linked institutional mandates. Allocation decisions balance return objectives with robust oversight and disciplined exposure management through manager selection governance and mandate continuity.
- Website
- https://www.principal.com/
- Founded
- 1879
- Chairman
- —
- CEO
- Deanna Strable
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/2/2026 | 2,180 | 195,864,472 | 13F-HR | PRINCIPAL FINANCIAL GROUP INC |
| Q3 2025 | 11/4/2025 | 2,246 | 198,270,295 | 13F-HR | PRINCIPAL FINANCIAL GROUP INC |
| Q2 2025 | 8/8/2025 | 2,224 | 189,179,400 | 13F-HR | PRINCIPAL FINANCIAL GROUP INC |
| Q1 2025 | 4/28/2025 | 2,171 | 178,213,007 | 13F-HR | PRINCIPAL FINANCIAL GROUP INC |
| Q4 2024 | 1/31/2025 | 2,208 | 183,435,116 | 13F-HR | PRINCIPAL FINANCIAL GROUP INC |
| Q3 2024 | 12/19/2024 | 35 | 1,655,358 | 13F-HR/A - NEW HOLDINGS | PRINCIPAL FINANCIAL GROUP INC |
| Q3 2024 | 10/31/2024 | 2,192 | 181,535,155 | 13F-HR | PRINCIPAL FINANCIAL GROUP INC |
| Q2 2024 | 7/29/2024 | 2,361 | 168,395,675 | 13F-HR | PRINCIPAL FINANCIAL GROUP INC |
| Q1 2024 | 4/29/2024 | 2,427 | 170,139,153 | 13F-HR | PRINCIPAL FINANCIAL GROUP INC |
| Q4 2023 | 2/7/2024 | 2,418 | 156,839,325 | 13F-HR | PRINCIPAL FINANCIAL GROUP INC |
| Q3 2023 | 11/2/2023 | 2,436 | 139,169,195 | 13F-HR | PRINCIPAL FINANCIAL GROUP INC |
| Q2 2023 | 8/7/2023 | 2,417 | 146,326,492 | 13F-HR | PRINCIPAL FINANCIAL GROUP INC |
| Q1 2023 | 5/9/2023 | 2,463 | 139,885,257 | 13F-HR | PRINCIPAL FINANCIAL GROUP INC |
| Q4 2022 | 2/9/2023 | 2,437 | 132,808,335 | 13F-HR | PRINCIPAL FINANCIAL GROUP INC |
| Q3 2022 | 11/9/2022 | 2,492 | 125,828,905 | 13F-HR | PRINCIPAL FINANCIAL GROUP INC |
| Q2 2022 | 8/10/2022 | 2,507 | 135,155,316 | 13F-HR | PRINCIPAL FINANCIAL GROUP INC |
| Q1 2022 | 5/9/2022 | 2,539 | 158,567,827 | 13F-HR | PRINCIPAL FINANCIAL GROUP INC |
| Q4 2021 | 2/9/2022 | 2,523 | 167,520,022 | 13F-HR | PRINCIPAL FINANCIAL GROUP INC |
| Q3 2021 | 11/9/2021 | 2,574 | 153,335,529 | 13F-HR | PRINCIPAL FINANCIAL GROUP INC |
| Q2 2021 | 8/10/2021 | 2,596 | 154,763,687 | 13F-HR | PRINCIPAL FINANCIAL GROUP INC |
| Q1 2021 | 5/24/2021 | 28 | 378,657 | 13F-HR/A - NEW HOLDINGS | PRINCIPAL FINANCIAL GROUP INC |
| Q1 2021 | 5/10/2021 | 2,453 | 141,722,688 | 13F-HR | PRINCIPAL FINANCIAL GROUP INC |
| Q4 2020 | 2/23/2021 | 2,414 | 135,012,521 | 13F-HR/A - RESTATEMENT | PRINCIPAL FINANCIAL GROUP INC |
| Q4 2020 | 2/8/2021 | 2,414 | 145,838,663 | 13F-HR | PRINCIPAL FINANCIAL GROUP INC |
| Q3 2020 | 11/6/2020 | 2,320 | 118,835,371 | 13F-HR | PRINCIPAL FINANCIAL GROUP INC |
| Q2 2020 | 9/4/2020 | 36 | 751,235 | 13F-HR/A - NEW HOLDINGS | PRINCIPAL FINANCIAL GROUP INC |
| Q2 2020 | 8/5/2020 | 2,283 | 112,785,017 | 13F-HR | PRINCIPAL FINANCIAL GROUP INC |
| Q1 2020 | 5/12/2020 | 2,199 | 90,349,373 | 13F-HR | PRINCIPAL FINANCIAL GROUP INC |
| Q4 2019 | 2/5/2020 | 2,230 | 120,014,910 | 13F-HR | PRINCIPAL FINANCIAL GROUP INC |
| Q1 2014 | 5/13/2014 | 2,257 | 56,057,352 | 13F-HR | PRINCIPAL FINANCIAL GROUP INC |
| Q4 2013 | 2/12/2014 | 2,274 | 53,578,951 | 13F-HR | PRINCIPAL FINANCIAL GROUP INC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 190 M | 97.0% | 0 | 3.096 M | -3.096 M |
| ETFs | 5.363 M | 2.7% | 634.2 K | 0 | 634.2 K |
| Debt | 53.55 K | 0.0% | 26.87 K | 0 | 26.87 K |
| Other | 453.3 K | 0.2% | 29.18 K | 0 | 29.18 K |
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Fund Snapshot
Q4 2025
Latest filed
2/2/2026
Total value ($000)
195,864,472
Holdings
2180
QoQ value change ($000)
-2,405,823
(-1.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.