PRINCIPAL FINANCIAL GROUP INC

insuranceUpdated 37 days ago

Managed by Principal Financial Group Inc • Latest filing Q2 2026

Portfolio value

$203.6B

Q2 2026

Filings

14

Quarterly 13F history

Top-10 concentration

18.8%

Weight of largest holdings

Annualized return

12.3%

Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 14 quarters

Show data table

Period	Portfolio value
Q1 2023	$139.9B
Q2 2023	$146.3B
Q3 2023	$139.2B
Q4 2023	$156.8B
Q1 2024	$170.1B
Q2 2024	$168.4B
Q3 2024	$181.5B
Q4 2024	$183.4B
Q1 2025	$178.2B
Q2 2025	$189.2B
Q3 2025	$198.3B
Q4 2025	$195.9B
Q1 2026	$187.2B
Q2 2026	$203.6B

Top holdings

4,413 positions as of Q2 2026

#	Stock	Value	Shares	% Portfolio	Change
1	N NVDA NVIDIA CORPORATION	$7.5B	37.44M	3.68%	Trimmed(-2.1%)
2	A AAPL APPLE INC	$6.1B	20.98M	2.98%	Added(+1.1%)
3	M MSFT MICROSOFT CORP	$5B	13.29M	2.43%	Added(+22905598.3%)
4	A AMZN AMAZON COM INC	$3.9B	16.53M	1.93%	Added(+3366.4%)
5	G GOOGN ALPHABET INC	$3.6B	9.98M	1.75%	Added(+3272875.1%)
6	A AVGO BROADCOM INC	$3.2B	8.48M	1.57%	Added(+0.9%)
7	G GOOGN ALPHABET INC	$2.5B	7.00M	1.21%	Trimmed(-0.6%)
8	M META META PLATFORMS INC	$2.2B	3.94M	1.09%	Added(+6518.7%)
9	B BXDIF BROOKFIELD CORP	$2.2B	51.84M	1.08%	Added(+3978703.0%)
10	W WELL WELLTOWER INC	$2.2B	9.62M	1.07%	Added(+5105.0%)
11	? N/A PRINCIPAL EXCHANGE TRADED FD	$2.2B	29.26M	1.06%	Added(+1334789.1%)
12	T TDG TRANSDIGM GROUP INC	$2.1B	1.61M	1.05%	Added(+188968.4%)
13	E EQIX EQUINIX INC	$1.9B	1.86M	0.95%	Added(+4511.8%)
14	M MU MICRON TECHNOLOGY INC	$1.9B	1.64M	0.93%	Added(+15951.0%)
15	H HEI-A HEICO CORP NEW	$1.9B	7.29M	0.92%	Trimmed(-13.3%)
16	H HLT HILTON WORLDWIDE HLDGS INC	$1.8B	5.57M	0.90%	Added(+36390.5%)
17	L LYV LIVE NATION ENTERTAINMENT IN	$1.7B	9.43M	0.85%	Added(+1650.4%)
18	K KKRS KKR & CO INC	$1.7B	18.65M	0.84%	Added(+2143.6%)
19	J JPM-PM JPMORGAN CHASE & CO	$1.6B	4.75M	0.76%	Added(+29990.7%)
20	V V VISA INC	$1.5B	4.51M	0.76%	Added(+5898.0%)

N

NVIDIA CORPORATION

-2.1%

Value

$7.5B

Shares

37.44M

% Port

3.68%

A

APPLE INC

+1.1%

Value

$6.1B

Shares

20.98M

% Port

2.98%

M

MICROSOFT CORP

+22905598.3%

Value

$5B

Shares

13.29M

% Port

2.43%

A

AMAZON COM INC

+3366.4%

Value

$3.9B

Shares

16.53M

% Port

1.93%

G

ALPHABET INC

+3272875.1%

Value

$3.6B

Shares

9.98M

% Port

1.75%

A

BROADCOM INC

+0.9%

Value

$3.2B

Shares

8.48M

% Port

1.57%

G

ALPHABET INC

-0.6%

Value

$2.5B

Shares

7.00M

% Port

1.21%

M

META PLATFORMS INC

+6518.7%

Value

$2.2B

Shares

3.94M

% Port

1.09%

B

BROOKFIELD CORP

+3978703.0%

Value

$2.2B

Shares

51.84M

% Port

1.08%

W

WELLTOWER INC

+5105.0%

Value

$2.2B

Shares

9.62M

% Port

1.07%

?

11.N/A

PRINCIPAL EXCHANGE TRADED FD

+1334789.1%

Value

$2.2B

Shares

29.26M

% Port

1.06%

T

12.TDG

TRANSDIGM GROUP INC

+188968.4%

Value

$2.1B

Shares

1.61M

% Port

1.05%

E

EQUINIX INC

+4511.8%

Value

$1.9B

Shares

1.86M

% Port

0.95%

M

14.MU

MICRON TECHNOLOGY INC

+15951.0%

Value

$1.9B

Shares

1.64M

% Port

0.93%

H

HEICO CORP NEW

-13.3%

Value

$1.9B

Shares

7.29M

% Port

0.92%

H

16.HLT

HILTON WORLDWIDE HLDGS INC

+36390.5%

Value

$1.8B

Shares

5.57M

% Port

0.90%

L

17.LYV

LIVE NATION ENTERTAINMENT IN

+1650.4%

Value

$1.7B

Shares

9.43M

% Port

0.85%

K

KKR & CO INC

+2143.6%

Value

$1.7B

Shares

18.65M

% Port

0.84%

J

JPMORGAN CHASE & CO

+29990.7%

Value

$1.6B

Shares

4.75M

% Port

0.76%

V

20.V

VISA INC

+5898.0%

Value

$1.5B

Shares

4.51M

% Port

0.76%

View full portfolio (4,413 holdings) →

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