PRINCIPAL FINANCIAL GROUP INC
Institutional investor · Portfolio as of Q1 2026
Top Holdings2,177 positions
NVidia Corp | 39.6M | $6.9B | 3.7% | $30.92 | +462.75% | 27 qtrssince 2019-Q3 | Increased 60 |
Microsoft Corp | 15M | $5.6B | 3.0% | $162.22 | +127.27% | 27 qtrssince 2019-Q3 | Increased 55 |
Apple Inc | 21.3M | $5.4B | 2.9% | $72.80 | +248.00% | 27 qtrssince 2019-Q3 | Increased 56 |
Amazon.Com Inc | 19.1M | $4B | 2.1% | $107.86 | +93.09% | 27 qtrssince 2019-Q3 | Decreased 0 |
Alphabet Inc Cap Stock Cl A | 11.1M | $3.2B | 1.7% | $87.02 | +230.03% | 27 qtrssince 2019-Q3 | Increased 50 |
Broadcom Inc | 8.7M | $2.7B | 1.4% | $86.97 | +254.67% | 27 qtrssince 2019-Q3 | Increased 52 |
BROOKFIELD CORP | 63.8M | $2.6B | 1.4% | $20.98 | +92.28% | 14 qtrssince 2022-Q4 | Decreased 0 |
Meta Platforms Inc | 4.2M | $2.4B | 1.3% | $314.09 | +81.84% | 27 qtrssince 2019-Q3 | Increased 55 |
Transdigm Group Inc | 2M | $2.3B | 1.2% | $604.41 | +91.75% | 27 qtrssince 2019-Q3 | Decreased 0 |
Alphabet Inc Cap Stock Cl C | 7.2M | $2.1B | 1.1% | $90.22 | +217.54% | 27 qtrssince 2019-Q3 | Increased 56 |
Hilton Worldwide Holdings Inc | 6.6M | $2B | 1.1% | $118.59 | +156.19% | 27 qtrssince 2019-Q3 | Decreased 0 |
Equinix Inc Common Stock REIT | 2M | $1.9B | 1.0% | $655.55 | +48.09% | 27 qtrssince 2019-Q3 | Increased 51 |
PRINCIPAL EXCHANGE TRADED FD | 30.2M | $1.9B | 1.0% | $46.63 | +37.11% | 27 qtrssince 2019-Q3 | Decreased 0 |
Welltower Inc | 9.6M | $1.9B | 1.0% | $63.23 | +210.45% | 27 qtrssince 2019-Q3 | Decreased 0 |
Heico Corp Cl A | 8.9M | $1.9B | 1.0% | $119.15 | +77.16% | 27 qtrssince 2019-Q3 | Decreased 0 |
Vulcan Materials Co | 6.6M | $1.8B | 1.0% | $189.26 | +43.32% | 27 qtrssince 2019-Q3 | Decreased 0 |
KKR & Co Inc | 19.5M | $1.8B | 1.0% | $37.92 | +142.99% | 27 qtrssince 2019-Q3 | Increased 48 |
Live Nation Entertainment Inc | 11.1M | $1.7B | 0.9% | $92.36 | +65.12% | 27 qtrssince 2019-Q3 | Increased 47 |
O'reilly Automotive Inc | 18.1M | $1.7B | 0.9% | $31.67 | +191.51% | 27 qtrssince 2019-Q3 | Decreased 0 |
iShares Core S&P 500 ETF | 2.5M | $1.6B | 0.9% | $611.63 | +6.21% | 27 qtrssince 2019-Q3 | Increased 59 |
PRINCIPAL FINANCIAL GROUP INC manages $187.2B across 2177 positions as of Q1 2026. Top holdings: NVDA (3.7%), MSFT (3.0%), AAPL (2.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 134 new positions, 137 exits, 1369 increased. Top move: NVDA (INCREASED, conviction 60). Portfolio: $187.2B across 2177 positions.
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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