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PRINCIPAL FINANCIAL GROUP INC — 13F Holdings & Portfolio

CIK 1126328 · latest 13F-HR filed 2026-08-04

Backtest portfolio

PRINCIPAL FINANCIAL GROUP INC manages $203.64B in 13F-reported U.S. long-equity assets across 4,413 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (3.68%), AAPL (2.98%), MSFT (2.43%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 107 new positions, exited 130, added to 1,209, and trimmed 517.

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.

Filer Information
Address
711 HIGH STREET
DES MOINES, IA 50392
Phone
(515) 247-5111
Filing Manager
PRINCIPAL FINANCIAL GROUP INC
DES MOINES, IA
Signatory
Jill Hittner
Chief Financial Officer, Principal Global Investors, LLC
Loading holdings…
AUM

$203.64B

Long-equity book

Holdings

4,413

Distinct positions

Period

2026-06-30

Filed 2026-08-04

Q/Q Activity

+107 / −130 / ↑1209 / ↓517

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • PRINCIPAL EXCHANGE TRADED FD$1.53B +1815.1%
  • MICRON TECHNOLOGY INC$1.40B +263.8%
  • ADVANCED MICRO DEVICES INC$807.1M +213.2%
  • APPLE INC$790.7M +14.6%
  • NVIDIA CORPORATION$778.7M +11.3%
Show all 1209 →

Top Trims

  • COPART INC-$1.02B -97.0%
  • COSTAR GROUP INC-$606.5M -85.0%
  • MICROSOFT CORP-$433.2M -7.8%
  • HDFC BANK LTD-$407.8M -91.2%
  • OREILLY AUTOMOTIVE INC-$359.2M -21.5%
Show all 517 →

New Positions

  • ASCENDIS PHARMA A/S$233.0M
  • BLACKSTONE DIGITAL INFRASTRU$176.5M
  • HONEYWELL INTL INC$84.0M
  • HONEYWELL AEROSPACE INC$83.2M
  • NATIONAL HEALTHCARE PPTYS IN$72.2M
Show all 107 →

Exited Positions

  • CCC INTELLIGENT SOLUTIONS HL$227.1M
  • ASCENDIS PHARMA A/S$205.0M
  • HONEYWELL INTL INC$171.2M
  • INVESCO EXCHANGE TRADED FD T$101.3M
  • POPULAR INC$52.7M
Show all 130 →
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 $7.49B 3.68% 37,442,420 SH
2 APPLE INC AAPL 037833100 $6.07B 2.98% 20,984,686 SH
3 MICROSOFT CORP MSFT 594918104 $4.96B 2.43% 13,285,305 SH
4 AMAZON COM INC AMZN 023135106 $3.94B 1.93% 16,529,554 SH
5 ALPHABET INC GOOGL 02079K305 $3.57B 1.75% 9,982,574 SH
6 BROADCOM INC AVGO 11135F101 $3.20B 1.57% 8,484,008 SH
7 ALPHABET INC GOOG 02079K107 $2.47B 1.21% 6,998,197 SH
8 META PLATFORMS INC META 30303M102 $2.22B 1.09% 3,937,611 SH
9 BROOKFIELD CORP BN 11271J107 $2.21B 1.08% 51,843,803 SH
10 WELLTOWER INC WELL 95040Q104 $2.18B 1.07% 9,619,742 SH
11 PRINCIPAL EXCHANGE TRADED FD USMC 74255Y870 $2.17B 1.06% 29,260,769 SH
12 TRANSDIGM GROUP INC TDG 893641100 $2.14B 1.05% 1,605,191 SH
13 EQUINIX INC EQIX 29444U700 $1.94B 0.95% 1,861,188 SH
14 MICRON TECHNOLOGY INC MU 595112103 $1.90B 0.93% 1,642,502 SH
15 HEICO CORP NEW HEI.A 422806208 $1.88B 0.92% 7,289,366 SH
16 HILTON WORLDWIDE HLDGS INC HLT 43300A203 $1.84B 0.90% 5,571,373 SH
17 LIVE NATION ENTERTAINMENT IN LYV 538034109 $1.73B 0.85% 9,430,278 SH
18 KKR & CO INC KKR 48251W104 $1.71B 0.84% 18,653,423 SH
19 JPMORGAN CHASE & CO JPM 46625H100 $1.56B 0.76% 4,754,024 SH
20 VISA INC V 92826C839 $1.55B 0.76% 4,514,081 SH
21 TESLA INC TSLA 88160R101 $1.54B 0.76% 3,671,202 SH
22 VULCAN MATLS CO VMC 929160109 $1.53B 0.75% 5,172,741 SH
23 PRINCIPAL EXCHANGE TRADED FD LCAP 74255Y680 $1.48B 0.73% 44,540,000 SH
24 ELI LILLY & CO LLY 532457108 $1.47B 0.72% 1,225,677 SH
25 TECK RESOURCES LTD TECK 878742204 $1.37B 0.67% 23,000,233 SH
26 PROLOGIS INC. PLD 74340W103 $1.35B 0.67% 9,997,085 SH
27 CBRE GROUP INC CBRE 12504L109 $1.31B 0.64% 9,727,420 SH
28 OREILLY AUTOMOTIVE INC ORLY 67103H107 $1.24B 0.61% 13,422,453 SH
29 VENTAS INC VTR 92276F100 $1.21B 0.60% 13,645,280 SH
30 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $1.18B 0.58% 2,360,606 SH
31 ADVANCED MICRO DEVICES INC AMD 007903107 $1.16B 0.57% 1,997,860 SH
32 MARTIN MARIETTA MATLS INC MLM 573284106 $1.16B 0.57% 2,009,423 SH
33 MASTERCARD INCORPORATED MA 57636Q104 $1.15B 0.57% 2,245,717 SH
34 ENTEGRIS INC ENTG 29362U104 $1.02B 0.50% 5,691,588 SH
35 COSTCO WHOLESALE CORPORATION COST 22160K105 $1.01B 0.49% 1,074,892 SH
36 ISHARES TR IVV 464287200 $974.0M 0.48% 1,300,527 SH
37 BROWN & BROWN INC BRO 115236101 $958.1M 0.47% 14,935,724 SH
38 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $936.3M 0.46% 1,960,491 SH
39 AMERICAN TOWER CORP AMT 03027X100 $908.6M 0.45% 5,554,983 SH
40 BROOKFIELD INFRASTRUCTURE PA BIP G16252101 $867.6M 0.43% 23,776,567 SH
41 YUM CHINA HLDGS INC YUMC 98850P109 $861.2M 0.42% 21,130,258 SH
42 EXTRA SPACE STORAGE INC EXR 30225T102 $860.8M 0.42% 5,924,574 SH
43 SUNCOR ENERGY INC NEW SU 867224107 $856.4M 0.42% 15,924,939 SH
44 JOHNSON & JOHNSON JNJ 478160104 $849.2M 0.42% 3,343,515 SH
45 VEEVA SYS INC VEEV 922475108 $837.2M 0.41% 4,717,372 SH
46 ISHARES TR IVV 464287200 $828.3M 0.41% 1,106,000 SH
47 PRINCIPAL EXCHANGE TRADED FD PSC 74255Y607 $814.7M 0.40% 11,626,442 SH
48 EXXON MOBIL CORP XOM 30231G102 $812.6M 0.40% 5,943,435 SH
49 HYATT HOTELS CORP H 448579102 $812.1M 0.40% 4,189,405 SH
50 BANK OF AMER CORP BAC 060505104 $808.6M 0.40% 14,190,321 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-04 $203.64B 4,413 0001126328-26-000178
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