PRINCIPAL FINANCIAL GROUP INC
Sector Allocation
- Technology28.7%$58.4B
- Financials12.6%$25.5B
- Real Estate12.3%$25.0B
- Industrials9.7%$19.7B
- Consumer Discretionary8.8%$17.9B
- Healthcare7.4%$15.1B
- Other4.9%$10.0B
- Materials4.7%$9.5B
- Communication Services3.2%$6.5B
- Consumer Staples3.0%$6.2B
AUM History
13fpro.ai/research/fund/principal-financial-group-inc-1126328
Conviction and streaks
Stable · top 10 = 19.5%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
NVDA
$7.7BAAPL
$6.2BMSFT
$5.1BAMZN
$4.1BGOOGL
$3.7BAVGO
$3.3BGOOG
$2.5B- PRINCIPAL$2.4B
BN
$2.3BMETA
$2.3BTDG
$2.3BWELL
$2.2BHEI.A
$2.0BEQIX
$2.0BMU
$1.9BHLT
$1.9BLYV
$1.8B- ISHARES$1.8B
KKR
$1.8BVMC
$1.6B
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/principal-financial-group-inc-1126328
PRINCIPAL FINANCIAL GROUP INC 13F holdings — Q2 2026
$203.6B portfolio (+8.8% QoQ) · 2,154 holdings · Q2 2026 13F · top 10 are 20% of the stock portfolio
$7.7B
3.8% of stocks
-3%This quarter+1.9%Since filed10+ qtrsHeld$6.2B
3.0% of stocks
+0.5%This quarter+11.2%Since filed10+ qtrsHeld$5.1B
2.5% of stocks
-8%This quarter+8.1%Since filed10+ qtrsHeld$4.1B
2.0% of stocks
-11%This quarter-10.2%Since filed10+ qtrsHeldAIQuality67.5#363Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row$3.7B
1.8% of stocks
-7%This quarter-16.3%Since filed10+ qtrsHeld$3.3B
1.6% of stocks
+0.0%This quarter-21.3%Since filed10+ qtrsHeld$2.5B
1.2% of stocks
-0.1%This quarter-16.3%Since filed10+ qtrsHeld- 8
PRINCIPAL EXCHANGE TRADED FD - US MEGA CP ETF
$2.4B
1.2% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— $2.3B
1.1% of stocks
-14%This quarter-14.9%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row$2.3B
1.1% of stocks
-2%This quarter+7.3%Since filed10+ qtrsHeld
All holdings — PRINCIPAL FINANCIAL GROUP INC (Q2 2026)
2,154 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated. The page lists up to 1,000; every position is in the Excel export.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | TransDigm Group INC | Industrials | $2.3B | 1.1% | 1.71M | -15% | 10+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | WELLTOWER INC. | Real Estate | $2.2B | 1.1% | 9.81M | +2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | HEICO CORP | Industrials | $2.0B | 1.0% | 7.71M | -13% | 10+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | EQUINIX INC | Real Estate | $2.0B | 1.0% | 1.90M | -4% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | MICRON TECHNOLOGY INC | Technology | $1.9B | 0.9% | 1.67M | +6% | 10+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Hilton Worldwide Holdings Inc. | Consumer Discretionary | $1.9B | 0.9% | 5.84M | -12% | 10+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Live Nation Entertainment, Inc. | Communication Services | $1.8B | 0.9% | 9.97M | -10% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | — | ISHARES TR - CORE S&P500 ETFetf/fund | — | $1.8B | 0.9% | 2.42M | -1% | — | — | 13F |
| 19 | KKR & Co. Inc. | Financials | $1.8B | 0.9% | 19.68M | +0.9% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Vulcan Materials CO | Materials | $1.6B | 0.8% | 5.47M | -18% | 10+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | — | PRINCIPAL EXCHANGE TRADED FD - CAP APP SEL ETFetf/fund | — | $1.6B | 0.8% | 48.56M | +1573% | — | — | 13F |
| 22 | VISA INC. | Financials | $1.6B | 0.8% | 4.69M | -3% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Tesla, Inc. | Consumer Discretionary | $1.6B | 0.8% | 3.78M | -0.6% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | JPMORGAN CHASE & CO | Financials | $1.6B | 0.8% | 4.82M | -3% | 10+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | ELI LILLY & Co | Healthcare | $1.5B | 0.7% | 1.26M | +2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $PLD | Prologis, Inc. | Real Estate | $1.4B | 0.7% | 10.19M | -3% | |||
| 27 | $CBRE | CBRE GROUP, INC. | Real Estate | $1.4B | 0.7% | 10.24M | +4% | |||
| 28 | $TECK | TECK RESOURCES LTD | Materials | $1.4B | 0.7% | 23.00M | +4% | |||
| 29 | $ORLY | O REILLY AUTOMOTIVE INC | Consumer Discretionary | $1.3B | 0.6% | 14.21M | -21% | |||
| 30 | $VTR | Ventas, Inc. | Real Estate | $1.2B | 0.6% | 13.97M | -9% | |||
| 31 | $MLM | MARTIN MARIETTA MATERIALS INC | Materials | $1.2B | 0.6% | 2.12M | +1% | |||
| 32 | $MA | Mastercard Inc | Financials | $1.2B | 0.6% | 2.36M | -3% | |||
| 33 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $1.2B | 0.6% | 2.39M | +0.1% | |||
| 34 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $1.2B | 0.6% | 2.04M | +10% | |||
| 35 | $ENTG | ENTEGRIS INC | Materials | $1.1B | 0.5% | 5.96M | +1% | |||
| 36 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $1.0B | 0.5% | 1.09M | -4% | |||
| 37 | $BRO | BROWN & BROWN, INC. | Financials | $1.0B | 0.5% | 15.72M | +0.7% | |||
| 38 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $941.3M | 0.5% | 1.97M | +0.2% | |||
| 39 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $939.3M | 0.5% | 5.74M | -3% | |||
| 40 | — | PRINCIPAL EXCHANGE TRADED FD - PRIN U S SMALL | — | $904.7M | 0.4% | 12.91M | +3% | |||
| 41 | $VEEV | VEEVA SYSTEMS INC | Technology | $883.7M | 0.4% | 4.98M | +20% | |||
| 42 | — | PRINCIPAL EXCHANGE TRADED FD - INTL EQUITY ETF | — | $880.5M | 0.4% | 24.67M | -22% | |||
| 43 | $EXR | Extra Space Storage Inc. | Real Estate | $880.1M | 0.4% | 6.06M | -6% | |||
| 44 | $BIP | Brookfield Infrastructure Partners L.P. | Industrials | $867.6M | 0.4% | 23.78M | -12% | |||
| 45 | $YUMC | Yum China Holdings, Inc. | Consumer Discretionary | $861.2M | 0.4% | 21.13M | -7% | |||
| 46 | $JNJ | JOHNSON & JOHNSON | Healthcare | $859.4M | 0.4% | 3.38M | +0.4% | |||
| 47 | $H | Hyatt Hotels Corp | Consumer Discretionary | $858.8M | 0.4% | 4.43M | -6% | |||
| 48 | $SU | SUNCOR ENERGY INC | Energy | $856.4M | 0.4% | 15.92M | -10% | |||
| 49 | $LRCX | LAM RESEARCH CORP | Technology | $834.1M | 0.4% | 1.92M | +5% | |||
| 50 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $822.1M | 0.4% | 6.01M | -1% | |||
| 51 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $818.4M | 0.4% | 14.36M | -0.3% | |||
| 52 | $AJG | Arthur J. Gallagher & Co. | Financials | $802.3M | 0.4% | 3.49M | +8% | |||
| 53 | $NFLX | NETFLIX INC | Communication Services | $787.3M | 0.4% | 11.03M | -3% | |||
| 54 | $GE | GENERAL ELECTRIC CO | Industrials | $765.3M | 0.4% | 2.05M | +5% | |||
| 55 | $FWONA | Liberty Media Corp | Communication Services | $760.8M | 0.4% | 8.00M | -10% | |||
| 56 | $LPLA | LPL Financial Holdings Inc. | Financials | $756.3M | 0.4% | 2.68M | +2% | |||
| 57 | $INTC | INTEL CORP | Technology | $740.2M | 0.4% | 5.30M | +1% | |||
| 58 | $SPOT | Spotify Technology S.A. | Communication Services | $736.1M | 0.4% | 1.60M | +62% | |||
| 59 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $729.2M | 0.4% | 1.01M | +3% | |||
| 60 | $KO | COCA COLA CO | Consumer Staples | $710.1M | 0.3% | 8.74M | +13% | |||
| 61 | $CAT | CATERPILLAR INC | Industrials | $705.7M | 0.3% | 663K | -0.5% | |||
| 62 | $AMH | American Homes 4 Rent | Real Estate | $693.6M | 0.3% | 20.69M | +9% | |||
| 63 | $ABBV | AbbVie Inc. | Healthcare | $675.5M | 0.3% | 2.68M | -5% | |||
| 64 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $672.9M | 0.3% | 4.59M | -3% | |||
| 65 | $DLR | DIGITAL REALTY TRUST, INC. | Real Estate | $672.8M | 0.3% | 3.75M | +1% | |||
| 66 | $WMT | Walmart Inc. | Consumer Staples | $670.3M | 0.3% | 5.92M | -0.2% | |||
| 67 | $AVB | AVALONBAY COMMUNITIES INC | Real Estate | $663.8M | 0.3% | 3.52M | -21% | |||
| 68 | $MCO | MOODYS CORP /DE/ | Financials | $661.9M | 0.3% | 1.46M | +35% | |||
| 69 | $REG | REGENCY CENTERS CORP | Real Estate | $634.2M | 0.3% | 7.95M | -21% | |||
| 70 | $MSCI | MSCI Inc. | Financials | $631.3M | 0.3% | 1.13M | -16% | |||
| 71 | $MRK | Merck & Co., Inc. | Healthcare | $610.6M | 0.3% | 4.75M | +0.9% | |||
| 72 | $ESS | ESSEX PROPERTY TRUST, INC. | Real Estate | $610.3M | 0.3% | 2.09M | +25% | |||
| 73 | $BAM | Brookfield Asset Management Ltd. | Financials | $607.8M | 0.3% | 13.55M | +6% | |||
| 74 | $MKL | MARKEL GROUP INC. | Financials | $601.2M | 0.3% | 308K | -23% | |||
| 75 | $MS | MORGAN STANLEY | Financials | $593.0M | 0.3% | 2.84M | -6% | |||
| 76 | $TYL | TYLER TECHNOLOGIES INC | Technology | $592.8M | 0.3% | 2.03M | +16% | |||
| 77 | $SUNB | Sunbelt Rentals Holdings, Inc. | Industrials | $591.4M | 0.3% | 7.93M | +20% | |||
| 78 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $583.9M | 0.3% | 1.40M | +3% | |||
| 79 | $CSCO | CISCO SYSTEMS, INC. | Technology | $566.2M | 0.3% | 4.82M | -2% | |||
| 80 | $KLAC | KLA CORP | Technology | $564.5M | 0.3% | 1.87M | +852% | |||
| 81 | $IRM | IRON MOUNTAIN INC | Real Estate | $552.4M | 0.3% | 4.37M | -4% | |||
| 82 | $APH | AMPHENOL CORP /DE/ | Technology | $538.8M | 0.3% | 3.06M | +6% | |||
| 83 | $CVX | CHEVRON CORP | Energy | $518.5M | 0.3% | 3.13M | -2% | |||
| 84 | $ICLR | ICON PLC | Healthcare | $512.6M | 0.3% | 2.95M | -11% | |||
| 85 | $DHR | DANAHER CORP /DE/ | Healthcare | $507.5M | 0.3% | 2.66M | -8% | |||
| 86 | $CDNS | CADENCE DESIGN SYSTEMS INC | Technology | $500.9M | 0.3% | 1.33M | -29% | |||
| 87 | $PRM | Perimeter Solutions, Inc. | Healthcare | $499.4M | 0.3% | 14.01M | +12% | |||
| 88 | $FICO | FAIR ISAAC CORP | Technology | $496.8M | 0.2% | 416K | -2% | |||
| 89 | $ELS | EQUITY LIFESTYLE PROPERTIES INC | Real Estate | $486.5M | 0.2% | 7.55M | +17% | |||
| 90 | $SBRA | Sabra Health Care REIT, Inc. | Real Estate | $482.0M | 0.2% | 24.71M | -1% | |||
| 91 | $GEV | GE Vernova Inc. | Industrials | $476.5M | 0.2% | 406K | +4% | |||
| 92 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $474.8M | 0.2% | 1.35M | +0.5% | |||
| 93 | $EGP | EASTGROUP PROPERTIES INC | Real Estate | $467.9M | 0.2% | 2.31M | -0.8% | |||
| 94 | $AHR | American Healthcare REIT, Inc. | Real Estate | $465.1M | 0.2% | 8.92M | +20% | |||
| 95 | $CB | Chubb Ltd | Financials | $463.2M | 0.2% | 1.36M | +4% | |||
| 96 | $SPG | SIMON PROPERTY GROUP INC. | Real Estate | $461.0M | 0.2% | 2.06M | -21% | |||
| 97 | $ARES | Ares Management Corp | Financials | $449.7M | 0.2% | 4.04M | +0.8% | |||
| 98 | $C | CITIGROUP INC | Financials | $447.3M | 0.2% | 3.20M | +34% | |||
| 99 | $LIN | LINDE PLC | Materials | $444.4M | 0.2% | 856K | -6% | |||
| 100 | $VALE | Vale S.A. | Materials | $437.8M | 0.2% | 29.11M | +453% | |||
| 101 | $WDC | WESTERN DIGITAL CORP | Technology | $437.7M | 0.2% | 685K | +1% | |||
| 102 | $SNDK | Sandisk Corp | Technology | $431.8M | 0.2% | 190K | +14% | |||
| 103 | $TOST | Toast, Inc. | Technology | $421.9M | 0.2% | 15.16M | +90% | |||
| 104 | $WAT | WATERS CORP /DE/ | Healthcare | $417.8M | 0.2% | 1.11M | +9% | |||
| 105 | $PANW | Palo Alto Networks Inc | Technology | $412.8M | 0.2% | 1.21M | -5% | |||
| 106 | $PH | Parker-Hannifin Corp | Industrials | $412.6M | 0.2% | 422K | -11% | |||
| 107 | $NICE | NICE Ltd. | Technology | $402.8M | 0.2% | 4.43M | -3% | |||
| 108 | $TT | Trane Technologies plc | Technology | $402.8M | 0.2% | 820K | -13% | |||
| 109 | $AME | AMETEK INC/ | Industrials | $401.7M | 0.2% | 1.66M | -7% | |||
| 110 | $FND | Floor & Decor Holdings, Inc. | Consumer Discretionary | $400.7M | 0.2% | 6.75M | -1% | |||
| 111 | $NVR | NVR INC | Industrials | $398.8M | 0.2% | 59K | +0.5% | |||
| 112 | $IDXX | IDEXX LABORATORIES INC /DE | Healthcare | $391.3M | 0.2% | 743K | -16% | |||
| 113 | $ROP | ROPER TECHNOLOGIES INC | Technology | $388.6M | 0.2% | 1.15M | -0.6% | |||
| 114 | $CUZ | COUSINS PROPERTIES INC | Real Estate | $382.2M | 0.2% | 12.75M | +0.5% | |||
| 115 | $NEE | NEXTERA ENERGY INC | Utilities | $379.6M | 0.2% | 4.32M | -6% | |||
| 116 | $CMI | CUMMINS INC | Industrials | $376.8M | 0.2% | 528K | -17% | |||
| 117 | $REXR | Rexford Industrial Realty, Inc. | Real Estate | $368.7M | 0.2% | 11.00M | -4% | |||
| 118 | $DOC | HEALTHPEAK PROPERTIES, INC. | Real Estate | $358.7M | 0.2% | 16.76M | -11% | |||
| 119 | $MPC | Marathon Petroleum Corp | Energy | $356.5M | 0.2% | 1.39M | -8% | |||
| 120 | $BEPC | Brookfield Renewable Corp | Utilities | $355.4M | 0.2% | 10.23M | +17% | |||
| 121 | $ADC | AGREE REALTY CORP | Real Estate | $353.1M | 0.2% | 4.66M | +3% | |||
| 122 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $348.4M | 0.2% | 1.42M | -5% | |||
| 123 | $FAST | FASTENAL CO | Industrials | $348.0M | 0.2% | 7.25M | -17% | |||
| 124 | $DE | DEERE & CO | Industrials | $346.0M | 0.2% | 545K | -21% | |||
| 125 | $GS | GOLDMAN SACHS GROUP INC | Financials | $345.2M | 0.2% | 341K | -2% | |||
| 126 | $PLTR | Palantir Technologies Inc. | Technology | $340.0M | 0.2% | 2.91M | +2% | |||
| 127 | $DHI | HORTON D R INC /DE/ | Industrials | $329.0M | 0.2% | 2.02M | -6% | |||
| 128 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $329.0M | 0.2% | 2.17M | +0.9% | |||
| 129 | $TXN | TEXAS INSTRUMENTS INC | Technology | $327.7M | 0.2% | 1.10M | -0.2% | |||
| 130 | $UBER | Uber Technologies, Inc | Technology | $325.5M | 0.2% | 4.51M | +30% | |||
| 131 | $PM | Philip Morris International Inc. | Consumer Staples | $316.7M | 0.2% | 1.75M | +0.0% | |||
| 132 | $ROST | ROSS STORES, INC. | Consumer Discretionary | $316.1M | 0.2% | 1.49M | -9% | |||
| 133 | $MRVL | Marvell Technology, Inc. | Technology | $311.4M | 0.1% | 1.05M | New | |||
| 134 | $LEN | LENNAR CORP /NEW/ | Industrials | $309.5M | 0.1% | 3.42M | -2% | |||
| 135 | $DKS | DICK'S SPORTING GOODS, INC. | Consumer Discretionary | $308.0M | 0.1% | 1.36M | +114% | |||
| 136 | $RTX | RTX Corp | Industrials | $306.4M | 0.1% | 1.62M | -7% | |||
| 137 | $ORCL | ORACLE CORP | Technology | $305.3M | 0.1% | 2.08M | -3% | |||
| 138 | $AXP | AMERICAN EXPRESS CO | Financials | $304.7M | 0.1% | 901K | +12% | |||
| 139 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $300.8M | 0.1% | 1.07M | +0.4% | |||
| 140 | $ABT | ABBOTT LABORATORIES | Healthcare | $299.9M | 0.1% | 3.31M | -6% | |||
| 141 | $GLPI | Gaming & Leisure Properties, Inc. | Real Estate | $297.5M | 0.1% | 6.68M | -14% | |||
| 142 | $BLK | BlackRock, Inc. | Financials | $295.7M | 0.1% | 308K | -13% | |||
| 143 | $PCAR | PACCAR INC | Industrials | $295.1M | 0.1% | 2.46M | -15% | |||
| 144 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $282.7M | 0.1% | 3.42M | -1% | |||
| 145 | $TRNO | Terreno Realty Corp | Real Estate | $281.7M | 0.1% | 4.35M | +4% | |||
| 146 | $VRSK | Verisk Analytics, Inc. | Technology | $280.9M | 0.1% | 1.56M | -0.2% | |||
| 147 | $ACGL | ARCH CAPITAL GROUP LTD. | Financials | $278.4M | 0.1% | 2.87M | -12% | |||
| 148 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $277.7M | 0.1% | 554K | -11% | |||
| 149 | $WSM | WILLIAMS SONOMA INC | Consumer Discretionary | $266.5M | 0.1% | 1.14M | +16% | |||
| 150 | $IVT | InvenTrust Properties Corp. | Real Estate | $262.4M | 0.1% | 7.41M | -4% |
What changed in Q2 2026
Against the previous quarter's 13F: 103 new, 1,087 added to, 938 trimmed, 123 sold out. Share-count changes; largest moves by dollar size first.
New positions (103)
$BXDCBlackstone Digital Infrastructure Trust Inc.$176.5M
first bought this quarter
$HONAHoneywell Aerospace Inc.$83.2M
first bought this quarter
$NHPNational Healthcare Properties, Inc.$72.2M
first bought this quarter
$YSWYYesway, Inc.$53.9M
first bought this quarter
$FRVOFervo Energy Co$36.1M
first bought this quarter
$QNTQuantinuum Inc.$36.0M
first bought this quarter
+97 more in the Excel export
Added to (1,087)
- PRINCIPAL EXCHANGE TRADED FD - CAP APP SEL ETF+1573%
now $1.6B
$KLACKLA CORP+852%
now $564.5M · held 10+ qtrs
$VALEVale S.A.+453%
now $437.8M · held 7 qtrs, 4 adds in a row
$SPOTSpotify Technology S.A.+62%
now $736.1M · held 10+ qtrs, 4 adds in a row
- PRINCIPAL EXCHANGE TRADED FD - SPECTRUM PFD+4181%
now $255.5M
$TOSTToast, Inc.+90%
now $421.9M · held 10+ qtrs, 2 adds in a row
+1,081 more in the Excel export
Trimmed (938)
$CPRTCOPART INC-97%
now $31.0M
now $4.1B · held 10+ qtrs, 3 trims in a row
now $5.1B · held 10+ qtrs
$HDBHDFC BANK LTD-91%
now $39.5M
now $2.3B · held 10+ qtrs, 3 trims in a row
$CSGPCOSTAR GROUP, INC.-79%
now $107.4M
+932 more in the Excel export
Holdings by quarter
Every 13F PRINCIPAL FINANCIAL GROUP INC has filed, 36 earlier quarters. Pick one to see what it held then.
Is it too late to follow PRINCIPAL FINANCIAL GROUP?
Q2 2026 13F filed with the SEC on Aug 4, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of PRINCIPAL FINANCIAL GROUP's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
-3.3%
Value-weighted move of the 10 largest stock positions
Turnover
5%
Last quarter; 19% over the last 4
Top 10 weight
20%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
98%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
PRINCIPAL FINANCIAL GROUP INC disclosed 2,154 positions worth $203.6B in its Form 13F-HR for Q2 2026, led by $NVDA (NVIDIA CORP) at 3.8% of the equity portfolio, followed by $AAPL and $MSFT. During the quarter the fund opened 103 new positions and exited 123 — including a new stake in $BXDC and a full exit from $CCC. The portfolio is most concentrated in Technology (28.7% of disclosed assets). All figures are sourced directly from PRINCIPAL FINANCIAL GROUP INC’s Form 13F-HR filing with the SEC under CIK 1126328.
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