PRINCIPAL FINANCIAL GROUP INC
Institutional investor · Portfolio as of Q4 2025
Top Holdings2,180 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 38.6M | $7.2B | 3.7% | $119.00 | +57.60% | 23 qtrssince 2020-Q2 | Increased 61 |
MICROSOFT CORP | 14.9M | $7.2B | 3.7% | $205.42 | +137.31% | 23 qtrssince 2020-Q2 | Decreased 0 |
APPLE INC | 21M | $5.7B | 2.9% | $116.49 | +132.74% | 23 qtrssince 2020-Q2 | Increased 55 |
AMAZON.COM INC | 19.6M | $4.5B | 2.3% | $119.57 | +94.48% | 23 qtrssince 2020-Q2 | Decreased 0 |
ALPHABET INC-CL A | 11M | $3.5B | 1.8% | $110.10 | +185.05% | 23 qtrssince 2020-Q2 | Decreased 0 |
BROOKFIELD CORP /CAD/ | 65.1M | $3B | 1.5% | $26.53 | +74.50% | 13 qtrssince 2022-Q4 | Increased 63 |
BROADCOM INC | 8.4M | $2.9B | 1.5% | $167.08 | +109.39% | 23 qtrssince 2020-Q2 | Decreased 0 |
TRANSDIGM GROUP INC | 2.2M | $2.9B | 1.5% | $583.74 | +125.52% | 23 qtrssince 2020-Q2 | Decreased 0 |
HILTON WORLDWIDE HLDGS | 9.4M | $2.7B | 1.4% | $107.64 | +169.81% | 23 qtrssince 2020-Q2 | Decreased 0 |
META PLATFORMS INC-CLASS A | 3.8M | $2.5B | 1.3% | $317.36 | +109.84% | 23 qtrssince 2020-Q2 | Increased 52 |
HEICO CORP-CLASS A | 9.4M | $2.4B | 1.2% | $118.36 | +113.17% | 23 qtrssince 2020-Q2 | Decreased 0 |
KKR & CO INC | 18.2M | $2.3B | 1.2% | — | — | — | — |
PRINCIPAL U.S. MEGA-CAP ETF | 31.3M | $2.1B | 1.1% | $46.83 | +47.11% | 23 qtrssince 2020-Q2 | Decreased 0 |
VULCAN MATERIALS CO | 7.2M | $2.1B | 1.1% | $175.08 | +61.98% | 23 qtrssince 2020-Q2 | Decreased 0 |
ALPHABET INC-CL C | 6.5M | $2B | 1.0% | $99.66 | +215.64% | 23 qtrssince 2020-Q2 | Decreased 0 |
O'REILLY AUTOMOTIVE INC | 21.6M | $2B | 1.0% | $85.21 | +7.34% | 23 qtrssince 2020-Q2 | Decreased 0 |
WELLTOWER INC | 10.1M | $1.9B | 1.0% | $58.89 | +211.79% | 23 qtrssince 2020-Q2 | Decreased 0 |
TESLA INC | 3.9M | $1.8B | 0.9% | $266.96 | +70.23% | 23 qtrssince 2020-Q2 | Increased 46 |
JPMORGAN CHASE & CO | 5.1M | $1.7B | 0.8% | $89.74 | +258.78% | 23 qtrssince 2020-Q2 | Decreased 0 |
VISA INC-CLASS A SHARES | 4.6M | $1.6B | 0.8% | $196.79 | +77.15% | 23 qtrssince 2020-Q2 | Decreased 0 |
PRINCIPAL FINANCIAL GROUP INC manages $195.9B across 2180 positions as of Q4 2025. Top holdings: NVDA (3.7%), MSFT (3.7%), AAPL (2.9%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 51 new positions, 115 exits, 1005 increased. Top move: BN (INCREASED, conviction 63). Portfolio: $195.9B across 2180 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