PRINCIPAL FINANCIAL GROUP INC — 13F Holdings & Portfolio
CIK 1126328 · latest 13F-HR filed 2026-05-04
PRINCIPAL FINANCIAL GROUP INC manages $187.24B in 13F-reported U.S. long-equity assets across 4,452 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NVDA (3.56%), MSFT (2.85%), AAPL (2.81%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 134 new positions, exited 137, added to 862, and trimmed 785.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$187.24B
Long-equity book
4,452
Distinct positions
2026-03-31
Filed 2026-05-04
+134 / −137 / ↑862 / ↓785
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- NICE LTD$475.1M +1594.8%
- EQUINIX INC$445.2M +29.8%
- HDFC BANK LTD$443.4M +11413.0%
- ISHARES TR$376.5M +30.7%
- SUNCOR ENERGY INC NEW$304.8M +35.4%
Top Trims
- MICROSOFT CORP-$1.63B -22.6%
- HILTON WORLDWIDE HLDGS INC-$684.1M -25.4%
- DOMINOS PIZZA INC-$674.0M -94.8%
- ROPER TECHNOLOGIES INC-$636.4M -60.9%
- TRANSDIGM GROUP INC-$547.3M -19.0%
New Positions
- SUNBELT RENTALS HOLDINGS INC$427.0M
- ASTRAZENECA PLC$96.0M
- VANGUARD WHITEHALL FDS$70.3M
- BBB FOODS INC$66.0M
- TUTOR PERINI CORP$59.8M
Exited Positions
- ASTRAZENECA PLC$103.4M
- PINNACLE FINL PARTNERS INC$69.2M
- GLOBANT S A$53.3M
- CADENCE BANK$30.0M
- PIPER SANDLER COMPANIES$27.0M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 67066G104 | $6.67B | 3.56% | 38,256,766 | SH |
| 2 | MICROSOFT CORP | MSFT | 594918104 | $5.33B | 2.85% | 14,403,318 | SH |
| 3 | APPLE INC | AAPL | 037833100 | $5.27B | 2.81% | 20,764,812 | SH |
| 4 | AMAZON COM INC | AMZN | 023135106 | $3.83B | 2.04% | 18,370,663 | SH |
| 5 | ALPHABET INC | GOOGL | 02079K305 | $3.09B | 1.65% | 10,744,828 | SH |
| 6 | BROADCOM INC | AVGO | 11135F101 | $2.60B | 1.39% | 8,407,216 | SH |
| 7 | BROOKFIELD CORP | BN | 11271J107 | $2.44B | 1.31% | 60,407,942 | SH |
| 8 | META PLATFORMS INC | META | 30303M102 | $2.30B | 1.23% | 4,013,502 | SH |
| 9 | TRANSDIGM GROUP INC | TDG | 893641100 | $2.21B | 1.18% | 1,902,878 | SH |
| 10 | ALPHABET INC | GOOG | 02079K107 | $2.02B | 1.08% | 7,042,439 | SH |
| 11 | EQUINIX INC | EQIX | 29444U700 | $1.90B | 1.02% | 1,939,246 | SH |
| 12 | HILTON WORLDWIDE HLDGS INC | HLT | 43300A203 | $1.90B | 1.02% | 6,250,281 | SH |
| 13 | WELLTOWER INC | WELL | 95040Q104 | $1.86B | 0.99% | 9,415,544 | SH |
| 14 | HEICO CORP NEW | HEI.A | 422806208 | $1.77B | 0.95% | 8,407,887 | SH |
| 15 | PRINCIPAL EXCHANGE TRADED FD | USMC | 74255Y870 | $1.75B | 0.94% | 27,216,640 | SH |
| 16 | KKR & CO INC | KKR | 48251W104 | $1.73B | 0.92% | 18,663,261 | SH |
| 17 | VULCAN MATLS CO | VMC | 929160109 | $1.72B | 0.92% | 6,311,618 | SH |
| 18 | LIVE NATION ENTERTAINMENT IN | LYV | 538034109 | $1.61B | 0.86% | 10,549,182 | SH |
| 19 | OREILLY AUTOMOTIVE INC | ORLY | 67103H107 | $1.57B | 0.84% | 17,001,819 | SH |
| 20 | JPMORGAN CHASE & CO | JPM | 46625H100 | $1.45B | 0.77% | 4,920,344 | SH |
| 21 | VISA INC | V | 92826C839 | $1.40B | 0.75% | 4,647,367 | SH |
| 22 | TESLA INC | TSLA | 88160R101 | $1.37B | 0.73% | 3,685,039 | SH |
| 23 | PROLOGIS INC. | PLD | 74340W103 | $1.36B | 0.73% | 10,309,514 | SH |
| 24 | CBRE GROUP INC | CBRE | 12504L109 | $1.27B | 0.68% | 9,408,883 | SH |
| 25 | VENTAS INC | VTR | 92276F100 | $1.23B | 0.65% | 14,989,849 | SH |
| 26 | MARTIN MARIETTA MATLS INC | MLM | 573284106 | $1.17B | 0.63% | 1,991,533 | SH |
| 27 | SUNCOR ENERGY INC NEW | SU | 867224107 | $1.17B | 0.62% | 17,681,187 | SH |
| 28 | MASTERCARD INCORPORATED | MA | 57636Q104 | $1.16B | 0.62% | 2,318,354 | SH |
| 29 | TECK RESOURCES LTD | TECK | 878742204 | $1.14B | 0.61% | 22,044,284 | SH |
| 30 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $1.14B | 0.61% | 2,373,123 | SH |
| 31 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $1.11B | 0.59% | 1,116,645 | SH |
| 32 | YUM CHINA HLDGS INC | YUMC | 98850P109 | $1.11B | 0.59% | 22,606,740 | SH |
| 33 | ELI LILLY & CO | LLY | 532457108 | $1.09B | 0.58% | 1,188,988 | SH |
| 34 | NETFLIX INC. | NFLX | 64110L106 | $1.05B | 0.56% | 10,881,510 | SH |
| 35 | EXXON MOBIL CORP | XOM | 30231G102 | $1.03B | 0.55% | 6,061,115 | SH |
| 36 | COPART INC | CPRT | 217204106 | $994.5M | 0.53% | 29,954,919 | SH |
| 37 | AMERICAN TOWER CORP | AMT | 03027X100 | $987.3M | 0.53% | 5,720,595 | SH |
| 38 | PRINCIPAL EXCHANGE TRADED FD | PIEQ | 74255Y698 | $976.3M | 0.52% | 29,321,816 | SH |
| 39 | BROOKFIELD INFRASTRUCTURE PA | BIP | G16252101 | $974.5M | 0.52% | 26,979,188 | SH |
| 40 | BROWN & BROWN INC | BRO | 115236101 | $968.3M | 0.52% | 14,848,252 | SH |
| 41 | ISHARES TR | IVV | 464287200 | $927.1M | 0.50% | 1,419,296 | SH |
| 42 | EXTRA SPACE STORAGE INC | EXR | 30225T102 | $825.2M | 0.44% | 6,293,318 | SH |
| 43 | JOHNSON & JOHNSON | JNJ | 478160104 | $818.7M | 0.44% | 3,349,336 | SH |
| 44 | LPL FINL HLDGS INC | LPLA | 50212V100 | $758.8M | 0.41% | 2,522,521 | SH |
| 45 | REGENCY CTRS CORP | REG | 758849103 | $735.9M | 0.39% | 9,726,038 | SH |
| 46 | WALMART INC | WMT | 931142103 | $730.0M | 0.39% | 5,873,468 | SH |
| 47 | LIBERTY MEDIA CORP DEL | FWONK | 531229755 | $728.2M | 0.39% | 8,564,896 | SH |
| 48 | MARKEL GROUP INC | MKL | 570535104 | $715.7M | 0.38% | 373,917 | SH |
| 49 | AVALONBAY CMNTYS INC | AVB | 053484101 | $709.2M | 0.38% | 4,341,542 | SH |
| 50 | BANK AMERICA CORP | BAC | 060505104 | $695.3M | 0.37% | 14,263,420 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-04 | $187.24B | 4,452 | 0001126328-26-000103 |
| 2025-12-31 | 2026-02-02 | $195.86B | 4,456 | 0001126328-26-000011 |