PRINCIPAL FINANCIAL GROUP INC
Institutional investor · Portfolio as of Q4 2025
Top Holdings2,180 positions
NVIDIA CORPORATION | 38.6M | $7.2B | 3.7% | $27.04 | +588.22% | 26 qtrssince 2019-Q3 | Increased 61 |
MICROSOFT CORP | 14.9M | $7.2B | 3.7% | $160.01 | +200.33% | 26 qtrssince 2019-Q3 | Decreased 0 |
APPLE INC | 21M | $5.7B | 2.9% | $69.80 | +288.44% | 26 qtrssince 2019-Q3 | Increased 55 |
AMAZON COM INC | 19.6M | $4.5B | 2.3% | $107.86 | +114.00% | 26 qtrssince 2019-Q3 | Decreased 0 |
ALPHABET INC | 11M | $3.5B | 1.8% | $85.89 | +263.72% | 26 qtrssince 2019-Q3 | Decreased 0 |
BROOKFIELD CORP | 65.1M | $3B | 1.5% | $20.98 | +117.64% | 13 qtrssince 2022-Q4 | Increased 63 |
BROADCOM INC | 8.4M | $2.9B | 1.5% | $79.12 | +335.06% | 26 qtrssince 2019-Q3 | Decreased 0 |
TRANSDIGM GROUP INC | 2.2M | $2.9B | 1.5% | $604.41 | +120.02% | 26 qtrssince 2019-Q3 | Decreased 0 |
HILTON WORLDWIDE HLDGS INC | 9.4M | $2.7B | 1.4% | $118.59 | +141.89% | 26 qtrssince 2019-Q3 | Decreased 0 |
META PLATFORMS INC | 3.8M | $2.5B | 1.3% | $290.95 | +126.29% | 26 qtrssince 2019-Q3 | Increased 52 |
HEICO CORP NEW | 9.4M | $2.4B | 1.2% | $119.15 | +111.76% | 26 qtrssince 2019-Q3 | Decreased 0 |
KKR & CO INC | 18.2M | $2.3B | 1.2% | $34.17 | +270.93% | 26 qtrssince 2019-Q3 | Decreased 0 |
PRINCIPAL EXCHANGE TRADED FD | 31.3M | $2.1B | 1.1% | $46.63 | +45.93% | 26 qtrssince 2019-Q3 | Decreased 0 |
VULCAN MATLS CO | 7.2M | $2.1B | 1.1% | $189.26 | +49.84% | 26 qtrssince 2019-Q3 | Decreased 0 |
ALPHABET INC | 6.5M | $2B | 1.0% | $68.42 | +357.74% | 26 qtrssince 2019-Q3 | Decreased 0 |
OREILLY AUTOMOTIVE INC | 21.6M | $2B | 1.0% | $31.67 | +188.04% | 26 qtrssince 2019-Q3 | Decreased 0 |
WELLTOWER INC | 10.1M | $1.9B | 1.0% | $63.23 | +190.42% | 26 qtrssince 2019-Q3 | Decreased 0 |
TESLA INC | 3.9M | $1.8B | 0.9% | $244.26 | +84.12% | 26 qtrssince 2019-Q3 | Increased 46 |
JPMORGAN CHASE & CO | 5.1M | $1.7B | 0.8% | $103.15 | +206.46% | 26 qtrssince 2019-Q3 | Decreased 0 |
VISA INC | 4.6M | $1.6B | 0.8% | $184.61 | +88.84% | 26 qtrssince 2019-Q3 | 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 Score: 2.5/5.0.
Active quarter - 52 new positions, 118 exits, 1006 increased. Top move: BN (INCREASED, conviction 63). Portfolio: $195.9B across 2180 positions.
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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