PRINCIPAL FINANCIAL GROUP INC
Institutional investor · Portfolio as of Q2 2026
Top Holdings2,154 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 38.4M | $7.7B | 3.8% | $120.61 | +73.83% | 25 qtrssince 2020-Q2 | Decreased 0 |
APPLE INC | 21.5M | $6.2B | 3.0% | $119.59 | +162.10% | 25 qtrssince 2020-Q2 | Increased 59 |
MICROSOFT CORP | 13.7M | $5.1B | 2.5% | $209.67 | +136.74% | 25 qtrssince 2020-Q2 | Decreased 0 |
AMAZON.COM INC | 17.1M | $4.1B | 2.0% | $119.57 | +117.69% | 25 qtrssince 2020-Q2 | Decreased 0 |
ALPHABET INC-CL A | 10.4M | $3.7B | 1.8% | $111.20 | +207.57% | 25 qtrssince 2020-Q2 | Decreased 0 |
BROADCOM INC | 8.7M | $3.3B | 1.6% | $170.80 | +108.19% | 25 qtrssince 2020-Q2 | Increased 50 |
ALPHABET INC-CL C | 7.2M | $2.5B | 1.2% | $120.04 | +182.48% | 25 qtrssince 2020-Q2 | Decreased 0 |
PRINCIPAL U.S. MEGA-CAP ETF | 32.3M | $2.4B | 1.2% | $48.63 | +56.08% | 25 qtrssince 2020-Q2 | Increased 54 |
BROOKFIELD CORP /CAD/ | 55.1M | $2.3B | 1.2% | $26.53 | +57.08% | 15 qtrssince 2022-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 4.1M | $2.3B | 1.1% | $345.25 | +66.88% | 25 qtrssince 2020-Q2 | Decreased 0 |
TRANSDIGM GROUP INC | 1.7M | $2.3B | 1.1% | $583.74 | +106.78% | 25 qtrssince 2020-Q2 | Decreased 0 |
WELLTOWER INC | 9.8M | $2.2B | 1.1% | $62.44 | +286.88% | 25 qtrssince 2020-Q2 | Increased 51 |
HEICO CORP-CLASS A | 7.7M | $2B | 1.0% | $118.36 | +116.15% | 25 qtrssince 2020-Q2 | Decreased 0 |
EQUINIX INC | 1.9M | $2B | 1.0% | $701.87 | +53.82% | 25 qtrssince 2020-Q2 | Decreased 0 |
MICRON TECHNOLOGY INC | 1.7M | $1.9B | 0.9% | $189.21 | +395.97% | 25 qtrssince 2020-Q2 | Increased 48 |
HILTON WORLDWIDE HLDGS | 5.8M | $1.9B | 0.9% | $106.62 | +211.90% | 25 qtrssince 2020-Q2 | Decreased 0 |
LIVE NATION ENTERTAINMENT IN | 10M | $1.8B | 0.9% | $86.23 | +111.81% | 25 qtrssince 2020-Q2 | Decreased 0 |
ISHARES CORE S&P 500 ETF | 2.4M | $1.8B | 0.9% | $626.41 | +22.87% | 25 qtrssince 2020-Q2 | Decreased 0 |
KKR & CO INC | 19.7M | $1.8B | 0.9% | — | — | — | Increased 45 |
VULCAN MATERIALS CO | 5.5M | $1.6B | 0.8% | $175.08 | +56.35% | 25 qtrssince 2020-Q2 | Decreased 0 |
PRINCIPAL FINANCIAL GROUP INC manages $203.6B across 2154 positions as of Q2 2026. Top holdings: NVDA (3.8%), AAPL (3.0%), MSFT (2.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 107 new positions, 130 exits, 1086 increased. Top move: AAPL (INCREASED, conviction 59). Portfolio: $203.6B across 2154 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR