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.

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AUM

$187.24B

Long-equity book

Holdings

4,452

Distinct positions

Period

2026-03-31

Filed 2026-05-04

Q/Q Activity

+134 / −137 / ↑862 / ↓785

vs 2025-12-31

Firm Profile & Key People
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%
Show all 862

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%
Show all 785

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
Show all 134

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
Show all 137
All Holdings

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
Filing History
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