PRINCIPAL FINANCIAL GROUP INC
Institutional investor · Portfolio as of Q2 2025
Top Holdings2,224 positions
Microsoft Corp. | 15.3M | $7.6B | 4.0% | $207.97 | +136.83% | 21 qtrssince 2020-Q2 | Decreased 0 |
NVIDIA Corp. | 35.5M | $5.6B | 3.0% | $16.93 | +830.87% | 21 qtrssince 2020-Q2 | Increased 55 |
Amazon.com, Inc. | 20.3M | $4.4B | 2.3% | $141.83 | +54.69% | 21 qtrssince 2020-Q2 | Increased 56 |
Apple Inc. | 21.4M | $4.4B | 2.3% | $99.79 | +104.61% | 21 qtrssince 2020-Q2 | Increased 55 |
BROOKFIELD CORP CL A LTD VT SH | 50.1M | $3.1B | 1.6% | $20.59 | +98.74% | 11 qtrssince 2022-Q4 | Decreased 0 |
TRANSDIGM GROUP INC | 2M | $3.1B | 1.6% | $452.25 | +214.60% | 21 qtrssince 2020-Q2 | Decreased 0 |
Hilton Worldwide Holdings Inc | 10.6M | $2.8B | 1.5% | $106.62 | +149.17% | 21 qtrssince 2020-Q2 | Increased 51 |
Meta Platforms Inc | 3.8M | $2.8B | 1.5% | $310.70 | +136.60% | 21 qtrssince 2020-Q2 | Increased 58 |
HEICO CORP NEW | 10.2M | $2.6B | 1.4% | $116.88 | +121.17% | 21 qtrssince 2020-Q2 | Decreased 0 |
KKR & CO INC | 19.4M | $2.6B | 1.4% | — | — | — | Increased 53 |
Broadcom Inc | 8.8M | $2.4B | 1.3% | $81.27 | +236.12% | 21 qtrssince 2020-Q2 | Decreased 0 |
PRINCIPAL U.S. MEGA-CAP ETF | 37.3M | $2.3B | 1.2% | $46.54 | +32.81% | 21 qtrssince 2020-Q2 | Increased 61 |
O'Reilly Automotive Inc. | 24.9M | $2.2B | 1.2% | $33.54 | +168.76% | 21 qtrssince 2020-Q2 | Increased 81 |
COPART INC | 38.9M | $1.9B | 1.0% | $26.82 | +82.94% | 21 qtrssince 2020-Q2 | Decreased 0 |
VULCAN MATLS CO | 7.2M | $1.9B | 1.0% | $167.58 | +54.23% | 21 qtrssince 2020-Q2 | Increased 50 |
Alphabet Inc. | 10.5M | $1.9B | 1.0% | $81.72 | +114.90% | 21 qtrssince 2020-Q2 | Decreased 0 |
Visa Inc | 5M | $1.8B | 0.9% | $196.79 | +78.68% | 21 qtrssince 2020-Q2 | Decreased 0 |
Welltower Inc. | 10.4M | $1.6B | 0.8% | $58.89 | +156.10% | 21 qtrssince 2020-Q2 | Decreased 0 |
Netflix, Inc. | 1.2M | $1.6B | 0.8% | $48.00 | +179.00% | 21 qtrssince 2020-Q2 | Decreased 0 |
JPMorgan Chase & Co. | 5.3M | $1.5B | 0.8% | $89.45 | +216.51% | 21 qtrssince 2020-Q2 | Decreased 0 |
PRINCIPAL FINANCIAL GROUP INC manages $189.2B across 2224 positions as of Q2 2025. Top holdings: MSFT (4.0%), NVDA (3.0%), AMZN (2.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 172 new positions, 119 exits, 695 increased. Top move: ORLY (INCREASED, conviction 81). Portfolio: $189.2B across 2224 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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