PRINCIPAL FINANCIAL GROUP INC
Institutional investor · Portfolio as of Q2 2026
Top Holdings2,154 positions
NVIDIA CORPORATION | 38.4M | $7.7B | 3.8% | $30.92 | +602.55% | 28 qtrssince 2019-Q3 | Decreased 0 |
APPLE INC | 21.5M | $6.2B | 3.0% | $73.90 | +362.82% | 28 qtrssince 2019-Q3 | Increased 59 |
MICROSOFT CORP | 13.7M | $5.1B | 2.5% | $162.22 | +232.54% | 28 qtrssince 2019-Q3 | Decreased 0 |
AMAZON COM INC | 17.1M | $4.1B | 2.0% | $107.86 | +136.19% | 28 qtrssince 2019-Q3 | Decreased 0 |
ALPHABET INC | 10.4M | $3.7B | 1.8% | $87.02 | +301.29% | 28 qtrssince 2019-Q3 | Decreased 0 |
BROADCOM INC | 8.7M | $3.3B | 1.6% | $87.08 | +295.40% | 28 qtrssince 2019-Q3 | Increased 50 |
ALPHABET INC | 7.2M | $2.5B | 1.2% | $90.22 | +282.28% | 28 qtrssince 2019-Q3 | Decreased 0 |
PRINCIPAL EXCHANGE TRADED FD | 32.3M | $2.4B | 1.2% | $48.44 | +59.17% | 28 qtrssince 2019-Q3 | Increased 54 |
BROOKFIELD CORP | 55.1M | $2.3B | 1.2% | $20.98 | +75.48% | 15 qtrssince 2022-Q4 | Decreased 0 |
META PLATFORMS INC | 4.1M | $2.3B | 1.1% | $314.09 | +134.56% | 28 qtrssince 2019-Q3 | Decreased 0 |
TRANSDIGM GROUP INC | 1.7M | $2.3B | 1.1% | $604.41 | +87.66% | 28 qtrssince 2019-Q3 | Decreased 0 |
WELLTOWER INC | 9.8M | $2.2B | 1.1% | $66.68 | +251.86% | 28 qtrssince 2019-Q3 | Increased 51 |
HEICO CORP NEW | 7.7M | $2B | 1.0% | $119.15 | +94.16% | 28 qtrssince 2019-Q3 | Decreased 0 |
EQUINIX INC | 1.9M | $2B | 1.0% | $655.55 | +51.97% | 28 qtrssince 2019-Q3 | Decreased 0 |
MICRON TECHNOLOGY INC | 1.7M | $1.9B | 0.9% | $176.99 | +426.15% | 28 qtrssince 2019-Q3 | Increased 48 |
HILTON WORLDWIDE HLDGS INC | 5.8M | $1.9B | 0.9% | $118.59 | +189.23% | 28 qtrssince 2019-Q3 | Decreased 0 |
LIVE NATION ENTERTAINMENT IN | 10M | $1.8B | 0.9% | $92.36 | +86.77% | 28 qtrssince 2019-Q3 | Decreased 0 |
ISHARES TR | 2.4M | $1.8B | 0.9% | $611.63 | +26.74% | 28 qtrssince 2019-Q3 | Decreased 0 |
KKR & CO INC | 19.7M | $1.8B | 0.9% | $38.38 | +128.30% | 28 qtrssince 2019-Q3 | Increased 45 |
VULCAN MATLS CO | 5.5M | $1.6B | 0.8% | $189.26 | +33.36% | 28 qtrssince 2019-Q3 | 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