PRINCIPAL FINANCIAL GROUP INC

Insurer

CIK

1126328

Location

DES MOINES, IA

Portfolio Value

Mega $201,463,865,119

Diversification

Diversified

Reports for

PRINCIPAL GLOBAL INVESTORS PRINCIPAL REAL ESTATE INVESTORS LLC PRINCIPAL LIFE INSURANCE CO PRINCIPAL FINANCIAL SERVICES INC DELAWARE CHARTER GUARANTEE & TRUST CO

Files via

Spectrum Asset Management, Inc. PRINCIPAL SECURITIES, INC.

Filing Date

Global Rank

#53 / 8,807 ▼ 2

Top Industry

Semiconductors 9.2%

Period ended 4 months ago

Filed Aug 4, 2026 · 3mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Insurer

SEC filer profile, Oct 17, 2026

Records disagree; the first in precedence decides.

SIC code

6321

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Diversified active

Top 10 weight 22.0%, 123.7 effective positions, active share 38.5% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

18.2% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 24.0 quarters (12+), a floor since 84.6% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 38.5%; sector active share 14.8% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

2,153 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

3.8%

+0.1 pts

Top 5

14.9%

+0.2 pts

Top 10

22.0%

−0.3 pts

HHI

Diversified−1

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	24.0%	$48,391,857,577	306
Financial Services	13.8%	$27,736,267,558	308
Real Estate	11.3%	$22,828,038,364	142
Industrials	10.2%	$20,456,770,978	308
Consumer Cyclical	9.6%	$19,367,843,106	233
Healthcare	8.6%	$17,303,764,093	299
Communication Services	7.5%	$15,192,477,651	73
Basic Materials	4.2%	$8,540,168,738	102
Consumer Defensive	2.9%	$5,860,218,740	93
Unclassified	2.9%	$5,776,779,167	112
Energy	2.8%	$5,541,156,706	108
Utilities	2.2%	$4,468,522,441	69

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
—		+45,660,110	48,561,966	$1,609,343,553
VALE	Vale S.A.	+23,850,132	29,112,147	$437,846,690
PREF	Principal Spectrum Preferred Securities Active ETF	+13,103,629	13,417,050	$255,728,972
TOST	Toast, Inc.	+7,186,780	15,164,024	$421,863,146
QGEN	Qiagen N.V.	+6,643,158	6,648,681	$259,963,426
MAC	Macerich Co	+5,769,806	7,014,637	$176,698,704
AKR	Acadia Realty Trust	+3,317,224	3,954,117	$82,680,585
GRAB	Grab Holdings Ltd	+2,867,458	24,289,581	$91,571,720
CDE	Coeur Mining, Inc.	+2,416,059	3,064,363	$50,010,404
USMC	Principal U.S. Mega-Cap ETF	+2,145,416	32,298,980	$2,394,226,489
PTON	Peloton Interactive, Inc.	+2,003,407	2,024,670	$11,965,799
CAG	Conagra Brands Inc.	+1,763,104	2,296,253	$30,907,564
AMH	American Homes 4 Rent	+1,754,299	20,691,697	$693,585,682
ONB	Old National Bancorp /In/	+1,719,393	3,951,709	$102,349,263
KLAC	Kla Corp	+1,674,501	1,870,959	$564,487,038
AHR	American Healthcare REIT, Inc.	+1,494,669	8,917,875	$465,067,179
PRM	Perimeter Solutions, Inc.	+1,494,167	14,007,326	$499,361,169
BEP	Brookfield Renewable Partners L.P.	+1,462,527	10,232,351	$355,369,550
BRX	Brixmor Property Group Inc.	+1,461,991	6,638,477	$209,311,179
SUNB	Sunbelt Rentals Holdings, Inc.	+1,323,241	7,934,212	$593,558,399
MDLN	Medline Inc.	+1,284,037	1,292,729	$50,985,230
JAN	Janus Living, Inc.	+1,119,038	2,662,958	$76,533,412
ELS	Equity Lifestyle Properties Inc	+1,113,441	7,548,806	$486,520,545
UBER	Uber Technologies, Inc	+1,050,959	4,510,939	$325,509,356
MRVL	Marvell Technology, Inc.	+1,035,477	1,045,433	$311,424,035
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CPRT	Copart Inc	−30,538,054	1,099,253	$30,987,940
HDB	Hdfc Bank Ltd	−16,447,420	1,530,424	$39,530,851
CSGP	Costar Group, Inc.	−13,905,398	3,790,794	$107,355,284
INVH	Invitation Homes Inc.	−11,593,367	2,097,033	$63,351,366
BN	BROOKFIELD Corp /ON/	−8,765,954	55,057,354	$2,344,892,705
PIEQ	Principal International Equity ETF	−6,922,166	24,666,040	$885,264,175
RYAN	Ryan Specialty Holdings, Inc.	−4,079,162	332,675	$12,561,806
ORLY	O Reilly Automotive Inc	−3,857,854	14,208,385	$1,308,450,172
BIP	Brookfield Infrastructure Partners L.P.	−3,202,621	23,776,567	$867,606,929
PCOR	Procore Technologies, Inc.	−2,200,765	1,156,596	$46,980,928
AQN	Algonquin Power & Utilities Corp.	−2,066,562	11,567,342	$67,784,624
AMZN	Amazon Com Inc	−2,063,615	17,085,402	$4,072,134,711
REG	Regency Centers Corp	−2,051,969	7,952,827	$634,158,423
DOC	Healthpeak Properties, Inc.	−2,005,068	16,760,575	$358,676,304
ESRT	Empire State Realty Trust, Inc.	−1,976,331	720,377	$3,897,238
SU	Suncor Energy Inc	−1,756,248	15,924,939	$854,850,725
CRH	Crh Public Ltd Co	−1,689,630	972,897	$104,099,979
ADPT	Adaptive Biotechnologies Corp	−1,666,058	38,829	$0
RHP	Ryman Hospitality Properties, Inc.	−1,592,671	501,615	$64,482,606
FAST	Fastenal Co	−1,501,286	7,245,230	$347,988,395
YUMC	Yum China Holdings, Inc.	−1,476,482	21,130,258	$863,593,644
SRAD	Sportradar Group AG	−1,448,319	377,890	$5,657,013
FNF	Fidelity National Financial, Inc.	−1,407,882	2,125,626	$100,244,521
VTR	Ventas, Inc.	−1,365,423	13,969,657	$1,240,505,541
MSFT	Microsoft Corp	−1,276,147	13,740,829	$5,125,604,031
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
BXDC	Blackstone Digital Infrastructure Trust Inc.	8,158,773	$176,474,259
HONA	Honeywell Aerospace Inc.	376,158	$83,161,009
NHP	National Healthcare Properties, Inc.	4,927,274	$72,184,563
YSWY	Yesway, Inc.	2,654,505	$53,886,451
FRVO	Fervo Energy Co	1,234,121	$36,073,356
QNT	Quantinuum Inc.	440,079	$35,972,057
AVEX	AEVEX Corp.	1,718,681	$35,903,245
LQDA	Liquidia Corp	343,444	$27,382,790
FRBT	Forbright, Inc.	1,277,699	$23,369,114
EBC	Eastern Bankshares, Inc.	1,027,908	$22,860,673
WDE	Principal Securitized Debt ETF	796,812	$20,231,056
SUJA	Suja Life, Inc.	1,864,317	$18,941,460
DAVE	Dave Inc./DE	50,706	$18,892,548
COLD	Americold Realty Trust	1,200,493	$18,871,749
FDXF	FedEx Freight Holding Company, Inc.	122,129	$18,441,479
BFAM	Bright Horizons Family Solutions Inc.	253,742	$17,985,232
CACC	Credit Acceptance Corp	28,236	$17,978,989
VGNT	Versigent PLC	419,128	$17,607,567
UUPP	Principal CLO ETF	597,606	$15,065,647
WRBY	Warby Parker Inc.	492,328	$14,937,231
HAWK	HawkEye 360, Inc.	734,163	$14,844,775
SIRI	Sirius Xm Holdings Inc.	427,966	$12,642,114
NAVN	Navan, Inc.	470,556	$10,761,614
UTI	Universal Technical Institute Inc	247,418	$10,582,067
DWWN	Principal Long Duration ETF	398,565	$10,498,202
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
CCC	CCC Intelligent Solutions Holdings Inc.	37,848,476	$227,090,856
RPV	Invesco S&P 500 Pure Value ETF	943,183	$101,288,422
BPOP	Popular, Inc.	392,468	$52,657,431
ATAT	Atour Lifestyle Holdings Ltd	977,996	$36,000,032
NMRK	Newmark Group, Inc.	2,241,462	$33,599,515
VITL	Vital Farms, Inc.	2,153,008	$30,400,472
WIX	Wix.com Ltd.	288,018	$25,941,781
BRBR	Bellring Brands, Inc.	1,260,318	$20,278,516
ATS	ATS Corp /ATS	620,840	$17,507,688
VIPS	Vipshop Holdings Ltd	1,040,842	$16,362,036
LADR	Ladder Capital Corp	1,323,789	$12,933,418
HTHT	H World Group Ltd	199,635	$10,039,644
CRCL	Circle Internet Group, Inc.	81,801	$7,804,632
NVRI	Enviri Corp	391,828	$7,687,664
ARI	Apollo Commercial Real Estate Finance, Inc.	640,301	$6,761,578
GFS	GLOBALFOUNDRIES Inc.	134,576	$5,985,940
LMRI	Lumexa Imaging Holdings, Inc.	664,136	$5,711,569
RKLB	Rocket Lab Corp	87,386	$5,611,928
BCYC	Bicycle Therapeutics PLC	1,174,625	$5,450,260
ASTS	AST SpaceMobile, Inc.	52,161	$4,322,581
PRAA	Pra Group Inc	189,572	$3,317,509
IIIN	Insteel Industries Inc	94,697	$3,182,765
ALAB	Astera Labs, Inc.	28,307	$3,102,447
OXM	Oxford Industries Inc	67,974	$2,617,678
ETD	Ethan Allen Interiors Inc	112,549	$2,505,340
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

2,153 tracked positions · $201,463,865,119 total · filing declares 4,413 positions · $203,639,295,722 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 2,153 positions by value · page 1 of 44

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	38,405,664	-1,192,149	$7,684,589,308	+11.3%	3.81%
AAPL	Apple Inc. Technology	Added	21,451,663	+108,849	$6,207,253,203	+14.6%	3.08%
MSFT	Microsoft Corp Technology	Reduced	13,740,829	-1,276,147	$5,125,604,031	−7.8%	2.54%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	17,085,402	-2,063,615	$4,072,134,711	+2.1%	2.02%
GOOGL	Alphabet Inc. Communication Services	Reduced	10,361,802	-748,823	$3,702,997,179	+15.9%	1.84%
AVGO	Broadcom Inc. Technology	Added	8,723,896	+3,408	$3,295,451,712	+22.1%	1.64%
GOOG	Alphabet Inc. Communication Services	Reduced	7,171,781	-10,165	$2,534,005,379	+23.0%	1.26%
USMC	Principal U.S. Mega-Cap ETF	Added	32,298,980	+2,145,416	$2,394,226,489	+23.5%	1.19%
BN	BROOKFIELD Corp /ON/ Financial Services	Reduced	55,057,354	-8,765,954	$2,344,892,705	−9.2%	1.16%
META	Meta Platforms, Inc. Communication Services	Reduced	4,066,508	-84,957	$2,290,623,290	−3.6%	1.14%
TDG	TransDigm Group INC Industrials	Reduced	1,709,129	-304,655	$2,276,628,191	−2.5%	1.13%
WELL	Welltower Inc. Real Estate	Added	9,814,621	+207,966	$2,227,624,526	+17.3%	1.11%
HEI-A	Heico Corp Industrials	Reduced	7,707,811	-1,159,446	$1,987,921,533	+6.2%	0.99%
EQIX	Equinix Inc Real Estate	Reduced	1,902,047	-78,450	$1,982,674,771	+2.1%	0.98%
MU	Micron Technology Inc Technology	Added	1,674,981	+101,984	$1,933,413,817	+263.8%	0.96%
HLT	Hilton Worldwide Holdings Inc. Consumer Cyclical	Reduced	5,836,454	-766,658	$1,928,714,586	−3.9%	0.96%
LYV	Live Nation Entertainment, Inc. Communication Services	Reduced	9,967,266	-1,128,039	$1,825,106,076	+7.9%	0.91%
KKR	KKR & Co. Inc. Financial Services	Added	19,677,109	+169,368	$1,805,965,062	+0.1%	0.90%
VMC	Vulcan Materials CO Basic Materials	Reduced	5,466,956	-1,175,430	$1,612,806,687	−10.8%	0.80%
V	Visa Inc. Financial Services	Reduced	4,693,213	-155,104	$1,610,194,447	+9.9%	0.80%
		Added	48,561,966	+45,660,110	$1,609,343,553	+1813.0%	0.80%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	3,781,228	-22,180	$1,590,384,496	+12.5%	0.79%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	4,823,651	-137,945	$1,578,925,679	+8.2%	0.78%
LLY	ELI LILLY & Co Healthcare	Added	1,255,719	+29,020	$1,506,147,163	+33.5%	0.75%
PLD	Prologis, Inc. Real Estate	Reduced	10,193,516	-312,713	$1,380,915,610	−0.6%	0.69%
CBRE	Cbre Group, Inc. Real Estate	Added	10,244,499	+374,086	$1,379,831,568	+3.2%	0.68%
TECK	Teck Resources Ltd Basic Materials	Added	23,000,233	+955,949	$1,367,593,854	+19.9%	0.68%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Reduced	14,208,385	-3,857,854	$1,308,450,172	−21.5%	0.65%
VTR	Ventas, Inc. Real Estate	Reduced	13,969,657	-1,365,423	$1,240,505,541	−1.1%	0.62%
MLM	Martin Marietta Materials Inc Basic Materials	Added	2,116,369	+22,427	$1,220,510,001	−1.0%	0.61%
MA	Mastercard Inc Financial Services	Reduced	2,356,440	-80,999	$1,210,267,583	−0.6%	0.60%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,391,693	+1,650	$1,196,779,259	+4.5%	0.59%
AMD	Advanced Micro Devices Inc Technology	Added	2,040,946	+180,198	$1,185,605,940	+213.2%	0.59%
APH	Amphenol Corp /De/ Technology	Added	3,056,002	+159,665	$1,077,668,543	+47.2%	0.53%
ENTG	Entegris Inc Technology	Added	5,955,687	+70,448	$1,071,189,862	+55.2%	0.53%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	1,092,459	-48,161	$1,021,962,619	−10.1%	0.51%
BRO	Brown & Brown, Inc. Financial Services	Added	15,721,830	+113,110	$1,008,555,393	−0.9%	0.50%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	1,971,042	+4,444	$941,310,526	+41.6%	0.47%
AMT	American Tower Corp /Ma/ Real Estate	Reduced	5,742,438	-172,153	$939,290,583	−8.0%	0.47%
PSC	Principal U.S. Small-Cap ETF	Added	12,910,411	+361,007	$905,329,660	+25.8%	0.45%
PIEQ	Principal International Equity ETF	Reduced	24,666,040	-6,922,166	$885,264,175	−17.5%	0.44%
VEEV	Veeva Systems Inc Healthcare	Added	4,979,210	+837,665	$883,660,397	+21.5%	0.44%
EXR	Extra Space Storage Inc. Real Estate	Reduced	6,057,187	-373,139	$880,109,270	+4.4%	0.44%
BIP	Brookfield Infrastructure Partners L.P. Utilities	Reduced	23,776,567	-3,202,621	$867,606,929	−11.0%	0.43%
YUMC	Yum China Holdings, Inc. Consumer Cyclical	Reduced	21,130,258	-1,476,482	$863,593,644	−21.7%	0.43%
JNJ	Johnson & Johnson Healthcare	Added	3,383,935	+12,334	$859,417,971	+4.3%	0.43%
H	Hyatt Hotels Corp Consumer Cyclical	Reduced	4,430,258	-291,167	$858,761,208	+26.5%	0.43%
SU	Suncor Energy Inc Energy	Reduced	15,924,939	-1,756,248	$854,850,725	−26.9%	0.42%
LRCX	Lam Research Corp Technology	Added	1,924,829	+85,089	$834,086,148	+112.2%	0.41%
XOM	ExxonMobil Holdings Corp Energy	Reduced	6,012,990	-86,958	$822,095,991	−20.6%	0.41%

Showing the top 50 of 2,153 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.