Portfolio diff
Principal Financial Group Inc
Q1 2026 ⇄ Q2 2026
+97Added
−124Removed
200Resized
35Unchanged
Added (Q2 2026)
Removed (was held in Q1 2026)
Resized positions
| Security | Q1 2026 shares | Q2 2026 shares | Change |
|---|---|---|---|
| ADP AUTOMATIC DATA… | 2 | 492.93K | +24646500.0% |
| SUNB SUNBELT RENTALS… | 158 | 7.58M | +4796812.0% |
| CBRE CBRE GROUP INC | 280 | 9.73M | +3473978.6% |
| GOOGL ALPHABET INC | 305 | 9.98M | +3272875.1% |
| IDXX IDEXX LABS INC | 24 | 688.49K | +2868625.0% |
| ACGL ARCH CAP GROUP LTD | 107 | 2.73M | +2547130.8% |
| MSCI MSCI INC | 49 | 1.07M | +2176879.6% |
| UNP UNION PAC CORP | 34 | 733.15K | +2156235.3% |
| RTX RTX CORPORATION | 100 | 1.59M | +1592413.0% |
| CME CME GROUP INC | 33 | 443.22K | +1342978.8% |
| WCN WASTE CONNECTIONS INC | 48 | 619.60K | +1290737.5% |
| PREF PRINCIPAL EXCHANGE… | 1.71K | 13.05M | +762267.3% |
| NEE NEXTERA ENERGY INC | 690 | 4.26M | +617542.5% |
| DHI D R HORTON INC | 384 | 2.00M | +519828.9% |
| VLO VALERO ENERGY CORP | 68 | 343.87K | +505586.8% |
| MSFT MICROSOFT CORP | 58 | 220.51K | +380094.8% |
| H HYATT HOTELS CORP | 107 | 227.45K | +212471.0% |
| LEN LENNAR CORP | 185 | 305.71K | +165147.0% |
| VIA VIA TRANSN INC | 704 | 1.06M | +151132.2% |
| CSTL CASTLE BIOSCIENCES INC | 1.22K | 1.73M | +141842.4% |
| USMC PRINCIPAL EXCHANGE… | 2.19K | 3.04M | +138404.5% |
| KRC KILROY REALTY CORP | 3.33K | 4.20M | +125943.3% |
| CURB CURBLINE PPTYS CORP | 4.13K | 5.14M | +124357.9% |
| ESS ESSEX PPTY TR INC | 1.70K | 2.05M | +120137.1% |
| TYL TYLER TECHNOLOGIES INC | 1.84K | 1.93M | +104803.1% |
| DKS DICKS SPORTING GOODS INC | 1.67K | 1.30M | +77669.0% |
| AHCO ADAPTHEALTH CORP | 4.38K | 3.30M | +75243.4% |
| AKR ACADIA RLTY TR | 5.61K | 3.95M | +70382.2% |
| NXST NEXSTAR MEDIA GROUP INC | 792 | 476.81K | +60103.3% |
| DOC HEALTHPEAK PROPERTIES… | 615 | 349.01K | +56649.3% |
| RNST RENASANT CORP | 4.00K | 2.05M | +51005.5% |
| AMKR AMKOR TECHNOLOGY INC | 3.40K | 1.68M | +49273.4% |
| VSNT VERSANT MEDIA GROUP INC | 1.50K | 685.96K | +45783.5% |
| DHR DANAHER CORP DEL | 5.76K | 2.54M | +43980.9% |
| KNTK KINETIK HOLDINGS INC | 2.94K | 1.19M | +40289.7% |
| LFST LIFESTANCE HEALTH GROUP… | 9.93K | 3.98M | +40023.1% |
| LAZ LAZARD INC | 2.96K | 1.14M | +38326.5% |
| FNB F N B CORP | 10.31K | 3.88M | +37532.7% |
| RSG REPUBLIC SVCS INC | 1.85K | 682.33K | +36822.4% |
| ABCB AMERIS BANCORP | 2.78K | 1.02M | +36511.4% |
| SWX SOUTHWEST GAS HLDGS INC | 2.91K | 984.30K | +33678.3% |
| LFUS LITTELFUSE INC | 684 | 227.63K | +33179.8% |
| LYFT LYFT INC | 12.18K | 3.92M | +32043.4% |
| EWBC EAST WEST BANCORP INC | 3.69K | 1.16M | +31320.8% |
| ENS ENERSYS | 1.64K | 511.93K | +31134.4% |
| UNH UNITEDHEALTH GROUP INC | 4.50K | 1.38M | +30680.3% |
| NGVT INGEVITY CORP | 2.59K | 759.26K | +29192.3% |
| FHN FIRST HORIZON… | 12.93K | 3.69M | +28426.2% |
| TMHC TAYLOR MORRISON HOME… | 4.08K | 1.15M | +28040.8% |
| PG PROCTER & GAMBLE CO | 17.12K | 4.53M | +26379.1% |
| WLY WILEY JOHN & SONS INC | 2.84K | 750.97K | +26351.8% |
| CHRD CHORD ENERGY CORPORATION | 1.56K | 411.26K | +26246.3% |
| SF STIFEL FINL CORP | 3.97K | 1.02M | +25607.3% |
| SOLS SOLSTICE ADVANCED MATLS… | 1.41K | 362.21K | +25570.7% |
| WCC WESCO INTL INC | 1.29K | 307.07K | +23778.0% |
| MWA MUELLER WTR PRODS INC | 11.29K | 2.65M | +23384.2% |
| RDNT RADNET INC | 4.54K | 1.05M | +22949.0% |
| BOOT BOOT BARN HLDGS INC | 2.21K | 495.62K | +22275.8% |
| BLK BLACKROCK INC | 1.40K | 302.28K | +21553.4% |
| FTRE FORTREA HLDGS INC | 3.93K | 804.64K | +20363.8% |
| NABL N-ABLE INC | 3.15K | 634.96K | +20044.6% |
| CAVA CAVA GROUP INC | 4.47K | 885.11K | +19705.6% |
| NVT NVENT ELEC PLC | 4.25K | 830.81K | +19466.8% |
| GIII G III APPAREL GROUP LTD | 1.56K | 302.06K | +19238.3% |
| HE HAWAIIAN ELEC INDS INC… | 6.95K | 1.33M | +19101.1% |
| CMC COMMERCIAL METALS CO | 4.73K | 906.31K | +19060.8% |
| AEO AMERICAN EAGLE… | 6.78K | 1.27M | +18567.4% |
| IMNM IMMUNOME INC | 7.38K | 1.34M | +18057.5% |
| ZD ZIFF DAVIS INC | 1.66K | 300.95K | +18051.6% |
| MDT MEDTRONIC PLC | 11.74K | 2.13M | +18044.8% |
| TDC TERADATA CORP DEL | 2.50K | 452.80K | +18011.9% |
| PRG PROG HOLDINGS INC | 1.69K | 302.10K | +17786.5% |
| MTCH MATCH GROUP INC NEW | 6.45K | 1.12M | +17302.4% |
| ACT ENACT HLDGS INC | 1.17K | 202.51K | +17282.8% |
| FMC FMC CORP | 3.65K | 632.73K | +17253.9% |
| WU WESTERN UN CO | 8.68K | 1.50M | +17216.3% |
| HAYW HAYWARD HLDGS INC | 5.63K | 960.48K | +16963.1% |
| CZR CAESARS ENTERTAINMENT… | 5.75K | 980.07K | +16956.6% |
| PENN PENN ENTERTAINMENT INC | 3.60K | 611.24K | +16883.6% |
| ACMR ACM RESH INC | 2.17K | 366.79K | +16794.9% |
| KOP KOPPERS HOLDINGS INC | 808 | 136.34K | +16773.1% |
| VKTX VIKING THERAPEUTICS INC | 2.96K | 493.30K | +16593.6% |
| TFX TELEFLEX INCORPORATED | 1.28K | 213.02K | +16516.3% |
| FULT FULTON FINL CORP PA | 8.20K | 1.35M | +16408.0% |
| MCY MERCURY GENL CORP NEW | 1.14K | 182.99K | +16008.5% |
| MU MICRON TECHNOLOGY INC | 10.23K | 1.64M | +15951.0% |
| SIG SIGNET JEWELERS LIMITED | 1.68K | 268.40K | +15904.7% |
| COIN COINBASE GLOBAL INC | 15 | 2.37K | +15686.7% |
| TALO TALOS ENERGY INC | 5.40K | 841.60K | +15496.8% |
| DEA EASTERLY GOVT PPTYS INC | 1.82K | 284.21K | +15490.1% |
| PFBC PREFERRED BK LOS… | 498 | 77.23K | +15408.2% |
| VRNS VARONIS SYS INC | 8.41K | 1.29M | +15216.4% |
| FCX FREEPORT MCMORAN INC | 13.11K | 1.99M | +15082.6% |
| WEN WENDYS CO | 5.01K | 760.75K | +15075.6% |
| JNJ JOHNSON & JOHNSON | 22.07K | 3.34M | +15051.7% |
| PCRX PACIRA BIOSCIENCES INC | 1.87K | 280.04K | +14875.2% |
| AVNS AVANOS MED INC | 1.96K | 291.14K | +14738.8% |
| HMN HORACE MANN EDUCATORS… | 1.75K | 259.56K | +14706.5% |
| A AGILENT TECHNOLOGIES INC | 21 | 3.05K | +14409.5% |
| COP CONOCOPHILLIPS | 11.34K | 1.65M | +14404.6% |
| CPF CENTRAL PAC FINL CORP | 1.13K | 162.81K | +14358.7% |
| AX AXOS FINANCIAL INC | 2.50K | 361.11K | +14356.1% |
| ASTE ASTEC INDS INC | 977 | 138.49K | +14075.3% |
| FAST FASTENAL CO | 47.74K | 6.74M | +14023.8% |
| SUPN SUPERNUS PHARMACEUTICALS | 2.47K | 347.09K | +13975.0% |
| SBH SALLY BEAUTY HLDGS INC | 4.27K | 595.82K | +13847.2% |
| VSTS VESTIS CORPORATION | 3.88K | 540.32K | +13807.9% |
| CRC CALIFORNIA RES CORP | 3.11K | 428.90K | +13695.4% |
| TREX TREX INC | 2.93K | 402.68K | +13662.0% |
| PLUS EPLUS INC | 1.13K | 154.59K | +13592.3% |
| HFWA HERITAGE FINL CORP WASH | 1.47K | 198.34K | +13429.3% |
| AAT AMERICAN ASSETS TR INC | 2.24K | 302.33K | +13402.8% |
| ACN ACCENTURE PLC IRELAND | 5.64K | 758.70K | +13356.8% |
| DOCN DIGITALOCEAN HLDGS INC | 5.52K | 739.61K | +13291.4% |
| NTCT NETSCOUT SYS INC | 3.01K | 400.93K | +13224.4% |
| HTO H2O AMERICA | 1.43K | 189.25K | +13115.6% |
| PRLB PROTO LABS INC | 1.02K | 134.63K | +13098.7% |
| KDP KEURIG DR PEPPER INC | 11.80K | 1.54M | +12981.2% |
| CERT CERTARA INC | 4.33K | 561.42K | +12874.8% |
| UPS UNITED PARCEL SVCS INC | 6.71K | 868.79K | +12855.4% |
Raw share-count comparison between the two selected quarters (as reported; splits between distant quarters are not adjusted here — the quarterly change tabs on the manager page are split-adjusted). Common-stock positions with mapped tickers only.
Provenance: Both snapshots come from the manager's parsed 13F information tables (latest accepted versions).
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