Principal Financial Group Inc
About Principal Financial Group Inc’s 13F portfolio
Principal Financial Group Inc is an institutional investment manager that discloses its US-listed holdings each quarter through an SEC Form 13F filing. As of , Principal Financial Group Inc reported $203.6B across 2,154 US-listed positions (). Its largest position is NVIDIA CORPORATION (NVDA) at 3.8% of the reported book, and its ten biggest holdings make up 19% of the portfolio. Browse every manager in the fund managers directory, or see the legendary investors we track on the superinvestors page.
| # | Stock | Price | % of portfolio | Shares | Value |
|---|---|---|---|---|---|
| 1 |  NASDAQ: NVDA NVIDIA CORPORATION | $209.66 −1.59% | 3.8% | 38.4M | $7.7B |
| 2 |  NASDAQ: AAPL APPLE INC | $313.45 +1.15% | 3.0% | 21.5M | $6.2B |
| 3 |  NASDAQ: MSFT MICROSOFT CORP | $496.37 +0.95% | 2.5% | 13.7M | $5.1B |
| 4 |  NASDAQ: AMZN AMAZON COM INC | $260.28 −0.30% | 2.0% | 17.1M | $4.1B |
| 5 |  NASDAQ: GOOGL ALPHABET INC | $342.00 −1.43% | 1.8% | 10.4M | $3.7B |
| 6 |  NASDAQ: AVGO BROADCOM INC | $355.59 −0.32% | 1.6% | 8.7M | $3.3B |
| 7 |  NASDAQ: GOOG ALPHABET INC | $339.10 −1.23% | 1.2% | 7.2M | $2.5B |
| 8 | — PRINCIPAL EXCHANGE TRADED FD | — — | 1.2% | 32.3M | $2.4B |
| 9 |  NYSE: BN BROOKFIELD CORP | $41.67 −1.07% | 1.2% | 55.1M | $2.3B |
| 10 |  NASDAQ: META META PLATFORMS INC | $576.14 +1.07% | 1.1% | 4.1M | $2.3B |
| 11 |  NYSE: TDG TRANSDIGM GROUP INC | $1,207.06 +1.21% | 1.1% | 1.7M | $2.3B |
| 12 |  NYSE: WELL WELLTOWER INC | $241.56 +0.17% | 1.1% | 9.8M | $2.2B |
| 13 |  NYSE: HEI-A HEICO CORP NEW | $255.84 −0.49% | 1.0% | 7.7M | $2.0B |
| 14 |  NASDAQ: EQIX EQUINIX INC | $1,079.61 +0.57% | 1.0% | 1.9M | $2.0B |
| 15 |  NASDAQ: MU MICRON TECHNOLOGY INC | $938.40 +0.58% | 0.9% | 1.7M | $1.9B |
| 16 |  NYSE: HLT HILTON WORLDWIDE HLDGS INC | $332.56 +0.99% | 0.9% | 5.8M | $1.9B |
| 17 |  NYSE: LYV LIVE NATION ENTERTAINMENT IN | $182.64 −2.21% | 0.9% | 10.0M | $1.8B |
| 18 |  NYSE Arca: IVV ISHARES TR | $769.65 +0.00% | 0.9% | 2.4M | $1.8B |
| 19 |  NYSE: KKR KKR & CO INC | $108.50 +0.86% | 0.9% | 19.7M | $1.8B |
| 20 |  NYSE: VMC VULCAN MATLS CO | $273.74 −0.13% | 0.8% | 5.5M | $1.6B |
| 21 |  NASDAQ: LCAP PRINCIPAL EXCHANGE TRADED FD | $33.50 −0.18% | 0.8% | 48.6M | $1.6B |
| 22 |  NYSE: V VISA INC | $383.90 −0.06% | 0.8% | 4.7M | $1.6B |
| 23 |  NASDAQ: TSLA TESLA INC | $345.82 −1.26% | 0.8% | 3.8M | $1.6B |
| 24 |  NYSE: JPM JPMORGAN CHASE & CO | $356.50 −0.05% | 0.8% | 4.8M | $1.6B |
| 25 |  NYSE: LLY ELI LILLY & CO | $1,189.41 −3.59% | 0.7% | 1.3M | $1.5B |
Showing 1–25 of 500 positions on this page — of 2,154 total reported in this 13F. Positions beyond the first 500 are not yet available on this page.
- Technology22%
- Financial Services11%
- Real Estate10%
- Consumer Cyclical8.1%
- Industrials7.9%
- Communication Services7.1%
- Healthcare6.1%
- Basic Materials3.6%
- Consumer Defensive2.2%
- Energy2.2%
- Utilities1.8%
- AddedAAPLAPPLE INC+0.5%$6.2B
- AddedAVGOBROADCOM INC+0.0%$3.3B
- Added—PRINCIPAL EXCHANGE TRADED FD+7.1%$2.4B
- AddedWELLWELLTOWER INC+2.2%$2.2B
- AddedMUMICRON TECHNOLOGY INC+6.5%$1.9B
- AddedKKRKKR & CO INC+0.9%$1.8B
- AddedLCAPPRINCIPAL EXCHANGE TRADED FD+1573%$1.6B
- AddedLLYELI LILLY & CO+2.4%$1.5B
- AddedCBRECBRE GROUP INC+3.8%$1.4B
- AddedTECKTECK RESOURCES LTD+4.3%$1.4B
- ReducedNVDANVIDIA CORPORATION−3.0%$7.7B
- ReducedMSFTMICROSOFT CORP−8.5%$5.1B
- ReducedAMZNAMAZON COM INC−10.8%$4.1B
- ReducedGOOGLALPHABET INC−6.7%$3.7B
- ReducedGOOGALPHABET INC−0.1%$2.5B
- ReducedBNBROOKFIELD CORP−13.7%$2.3B
- ReducedMETAMETA PLATFORMS INC−2.0%$2.3B
- ReducedTDGTRANSDIGM GROUP INC−15.1%$2.3B
- ReducedHEI-AHEICO CORP NEW−13.1%$2.0B
- ReducedEQIXEQUINIX INC−4.0%$2.0B
Companies where this manager has disclosed a stake of more than 5% of a class of shares, as reported to the SEC on Schedule 13D (activist) or 13G (passive). Figures are as disclosed in each filing — tap a date to open the source document.
| # | Stock | Type | % of class | Shares | Filed |
|---|---|---|---|---|---|
| 1 |  FBLA FB Bancorp Inc | 13G | 9.5% | 1.9M | Filed 14 FEB 2025 |
| 2 |  PFG Principal Financial Group Inc | 13G | 7.2% | 15.6M | Filed 30 APR 2026 |
Showing all 2 disclosed stakes. 1 last disclosed over a year ago (the holder may since have dropped below 5%).
Reading Principal Financial Group Inc’s 13F portfolio
Principal Financial Group Inc’s $203.6B 13F book is spread across 2,154 reported positions and is broadly diversified — the ten largest names are just 19% of the portfolio. Spread this wide across 2,154 names, no single position dominates, which is typical of large, index-oriented mandates that track broad market exposure. Its five largest positions are NVDA, AAPL, MSFT, AMZN and GOOGL, led by NVIDIA CORPORATION (NVDA) at 3.8% of the portfolio. The heaviest sector exposure is Technology (22%), then Financial Services (11%).
What Principal Financial Group Inc changed last quarter
Between 2026-03-31 and Q2 2026, Principal Financial Group Inc was roughly balanced between buying and selling: it opened 107 new positions and added to 1,086 more, while trimming 935 and closing 130 outright. Against a 2,154-name book, that is moderate turnover, pointing to steady rotation within the portfolio. Its largest new or increased position was APPLE INC (AAPL), and its biggest reduction was NVIDIA CORPORATION (NVDA).
What a 13F does and doesn’t reveal
A 13F captures only Principal Financial Group Inc’s long positions in US-listed stocks at a single quarter-end, so it is best read as a lagged snapshot rather than a live portfolio. It won’t show shorts, cash, bonds, or holdings listed outside the US, and it never reveals the price paid or the reasoning behind a trade. The signal is in the pattern over time: which names Principal Financial Group Inc is building up, trimming, or exiting, and how concentrated the book stays from quarter to quarter.
Frequently asked questions
What is an SEC 13F filing?
A Form 13F is a report that every institutional investment manager with at least $100 million in US-listed securities must file with the SEC within 45 days of each quarter's end. It lists the manager's long positions in US-listed stocks and certain options, with the share count and market value of each. Principal Financial Group Inc's profile on this page is built directly from those filings.
How current is the 13F data on Principal Financial Group Inc's page?
It reflects Principal Financial Group Inc's most recently filed 13F, currently the quarter ending Q2 2026. Because managers have up to 45 days after a quarter closes to file, a 13F is always a slightly lagged view rather than a live portfolio. When Principal Financial Group Inc files its next quarterly report, this page refreshes automatically.
Can I see Principal Financial Group Inc's complete list of holdings?
This page highlights Principal Financial Group Inc's largest positions rather than all 2,154 names in the filing. The complete, position-by-position 13F is public and available from the SEC's EDGAR database under Principal Financial Group Inc's filings.
Does a 13F show everything Principal Financial Group Inc owns?
No. A 13F only covers long positions in US-listed stocks and certain options. It leaves out short positions, cash, bonds, commodities, foreign-listed stocks, and private holdings, so it is a partial view of Principal Financial Group Inc's book rather than its full strategy or total assets.
Is 13F data investment advice?
No. Everything here is educational. 13F positions are disclosed with a delay, cover only long US-listed holdings, and never explain why Principal Financial Group Inc made a trade or at what price. Treat it as a research lens, not a recommendation, and speak with a licensed financial advisor before making investment decisions.
Not investment advice. Holdings data comes from public SEC Form 13F filings, which are filed with a delay of up to 45 days and may be amended later. It describes historical, disclosed positions in US-listed securities only, meaning no shorts, cash, or foreign holdings, and it is not a recommendation. Always do your own research and speak with a licensed financial advisor before making investment decisions.