13F filing · Sep 30, 2024

Principal Financial Group Inc portfolio · Sep 30, 2024

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Frequently asked questions

What did Principal Financial Group Inc hold in Sep 30, 2024?

Principal Financial Group Inc reported 35 long holdings for Sep 30, 2024 in its 13F filing on Insider Deck.

What did Principal Financial Group Inc buy last quarter?

Open the trades lens on the Principal Financial Group Inc filing for Sep 30, 2024 to see adds, trims, new positions, and exits versus the prior report.

What is Principal Financial Group Inc's largest position?

In the Sep 30, 2024 filing, one of the largest reported positions is Broadstone Net Lease In.

Institutional portfolio research

Principal Financial Group Inc

Hedge fundPrincipal Financial Group Inc

Portfolio managerPrincipal Financial Group Inc

Performance · Latest Q—

AUM (13F)$1.7BReported long U.S. value

# of holdings35Filed 12/19/2024

13F

Jun 2026LatestMar 2026Dec 2025Sep 2025Mar 2025Sep 2024Jun 2024Mar 2024

Top Holdings

Stocks concentration

BROADSBroadstone Net Lease In

RTXRtx Corp

VRSNVERISIGN INC

TARGETTARGET CORP

EQUITAEquitable Holdings Inc

SPXSpx Technologies Inc

ESSENTESSENTIAL PPTYS RLTY TR INC

CENCORCencora Inc

CNOCno Financial Group Inc

TRAVELTRAVELERS COMPANIES INC

AMERICAMERICAN EAGLE OUTFITTERS IN

QUANTAQuanta Services Inc

FORTINFortinet Inc

EDWARDEDWARDS LIFESCIENCES CORP

NEXTRANEXTRACKER INC

STRUCTSTRUCTURE THERAPEUTICS INC

PROGYNProgyny Inc

PROTAGPROTAGONIST THERAPEUTICS INC

GLOBEGlobe Life Inc

RENASARenasant Corp

INVESCINVESCO QQQ TR

NCRNCR CORP NEW

TRIUMPTRIUMPH FINANCIAL INC

SALLYSally Beauty Holdings I

HCIHCI GROUP INC

Ownership · 5QLatest activityEst. entryPrice · 3M

Broadstone Net Lease InCUSIP 11135E203

16.08%14.05M$266M

↓ -4.6%−673K shares

—Estimate pending for this holding

—

Rtx CorpCUSIP 75513E101

13.92%1.90M$230M

↑ +6.4%+114K shares

—Estimate pending for this holding

—

VRSNVERISIGN INC

12.30%1.07M$204M

↓ -49.6%−1.05M shares

—Estimate pending for this holding

—

TARGET CORPCUSIP 87612E106

5.94%631K$98.4M

↓ -30.1%−272K shares

—Estimate pending for this holding

—

Equitable Holdings IncCUSIP 29452E101

5.38%2.12M$89M

↑ +7.5%+148K shares

—Estimate pending for this holding

—

Spx Technologies IncCUSIP 78473E103

5.28%548K$87.4M

↑ +5.3%+27.55K shares

—Estimate pending for this holding

—

ESSENTIAL PPTYS RLTY TR INCCUSIP 29670E107

5.11%2.48M$84.7M

↓ -6.6%−175K shares

—Estimate pending for this holding

—

Cencora IncCUSIP 03073E105

4.17%307K$69M

↑ +6.9%+19.83K shares

—Estimate pending for this holding

—

Cno Financial Group IncCUSIP 12621E103

4.03%1.90M$66.7M

↑ +6.0%+108K shares

—Estimate pending for this holding

—

TRAVELERS COMPANIES INCCUSIP 89417E109

3.98%281K$65.9M

↑ +3.6%+9.66K shares

—Estimate pending for this holding

—

AMERICAN EAGLE OUTFITTERS INCUSIP 02553E106

3.95%2.92M$65.3M

↑ +8.4%+227K shares

—Estimate pending for this holding

—

Quanta Services IncCUSIP 74762E102

3.74%208K$61.9M

↑ +5.6%+11.01K shares

—Estimate pending for this holding

—

Fortinet IncCUSIP 34959E109

3.51%750K$58.2M

↑ +8.7%+59.93K shares

—Estimate pending for this holding

—

EDWARDS LIFESCIENCES CORPCUSIP 28176E108

3.26%818K$53.9M

↑ +2.2%+17.65K shares

—Estimate pending for this holding

—

NEXTRACKER INCCUSIP 65290E101

1.59%701K$26.3M

↓ -5.1%−37.33K shares

—Estimate pending for this holding

—

STRUCTURE THERAPEUTICS INCCUSIP 86366E106

1.45%545K$23.9M

↑ +230.0%+380K shares

—Estimate pending for this holding

—

Progyny IncCUSIP 74340E103

0.89%878K$14.7M

↓ -35.0%−473K shares

—Estimate pending for this holding

—

PROTAGONIST THERAPEUTICS INCCUSIP 74366E102

0.87%321K$14.4M

↑ +3099.4%+311K shares

—Estimate pending for this holding

—

Globe Life IncCUSIP 37959E102

0.67%105K$11.2M

↑ +9.0%+8.66K shares

—Estimate pending for this holding

—

Renasant CorpCUSIP 75970E107

0.59%299K$9.7M

↑ +7.8%+21.68K shares

—Estimate pending for this holding

—

INVESCO QQQ TRCUSIP 46090E103

0.57%19.40K$9.5M

↑ +141.0%+11.35K shares

—Estimate pending for this holding

—

NCR CORP NEWCUSIP 62886E108

0.56%688K$9.3M

↑ +0.5%+3.27K shares

—Estimate pending for this holding

—

TRIUMPH FINANCIAL INCCUSIP 89679E300

0.50%104K$8.3M

↓ -16.4%−20.29K shares

—Estimate pending for this holding

—

Sally Beauty Holdings ICUSIP 79546E104

0.43%530K$7.2M

↑ +3.8%+19.15K shares

—Estimate pending for this holding

—

HCI GROUP INCCUSIP 40416E103

0.36%56.18K$6M

↑ +16.4%+7.91K shares

—Estimate pending for this holding

—

Cars.Com IncCUSIP 14575E105

0.29%287K$4.8M

↓ -5.6%−17.08K shares

—Estimate pending for this holding

—

UNIVERSAL HEALTH RLTY INCOMECUSIP 91359E105

0.18%64.83K$3M

↓ -2.7%−1.78K shares

—Estimate pending for this holding

—

VALE S ACUSIP 91912E105

0.11%159K$1.9M

↑ +1.0%+1.49K shares

—Estimate pending for this holding

—

AGXArgan Inc

0.08%13.54K$1.4M

NEW+13.54K shares

—Estimate pending for this holding

—

Imax CorpCUSIP 45245E109

0.08%61.38K$1.3M

↓ -3.8%−2.43K shares

—Estimate pending for this holding

—

Enact Holdings IncCUSIP 29249E109

0.05%24.40K$887K

↓ -26.4%−8.74K shares

—Estimate pending for this holding

—

Pennant Group Inc/TheCUSIP 70805E109

0.03%12.63K$451K

↑ +14.5%+1.60K shares

—Estimate pending for this holding

—

XERIS BIOPHARMA HOLDINGS INCCUSIP 98422E103

0.02%102K$292K

↑ +30.3%+23.84K shares

—Estimate pending for this holding

—

Definitive Healthcare CCUSIP 24477E103

0.01%40.09K$179K

↑ +0.6%+230 shares

—Estimate pending for this holding

—

NOVAGOLD RES INCCUSIP 66987E206

0.00%17.01K$69.7K

↓ -28.9%−6.91K shares

—Estimate pending for this holding

—

Methodology13F filings report quarter-end positions, not trade fills. Estimated entry prices reconstruct rolling cost basis from share changes and Yahoo quarter-average closes. Performance is a derived prior-book return, not licensed fund NAV. Options and unresolved CUSIPs are excluded from estimates.