PRINCIPAL FINANCIAL GROUP INC
Top Portfolio Positions
2,051 positions ·
$174,778,778,050 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
39,597,813 | $6,905,858,586 | 3.95% | |
| MSFT |
Microsoft Corp
Technology
|
15,016,976 | $5,558,834,004 | 3.18% | |
| AAPL |
Apple Inc.
Technology
|
21,342,814 | $5,416,592,763 | 3.10% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
19,149,017 | $3,988,165,769 | 2.28% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
11,110,625 | $3,194,971,323 | 1.83% | |
| AVGO |
Broadcom Inc.
Technology
|
8,720,488 | $2,699,078,238 | 1.54% | |
| BN |
BROOKFIELD Corp /ON/
Financial Services
|
63,823,308 | $2,582,929,273 | 1.48% | |
| META |
Meta Platforms, Inc.
Communication Services
|
4,151,465 | $2,375,177,669 | 1.36% | |
| TDG |
TransDigm Group INC
Industrials
|
2,013,784 | $2,333,895,103 | 1.34% | |
| HLT |
Hilton Worldwide Holdings Inc.
Consumer Cyclical
|
6,603,112 | $2,007,874,295 | 1.15% |
Portfolio Trend
25 quarters · across all stocks
Holdings in OLLI
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,607,362 | 136,977 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $14,456,353 | 131,889 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $18,883,145 | 147,065 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $19,677,916 | 149,324 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $17,256,536 | 148,303 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $16,224,896 | 147,862 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $14,536,357 | 149,551 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $20,033,846 | 204,073 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $18,485,463 | 232,317 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $17,253,286 | 227,346 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $17,675,068 | 229,011 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $12,590,795 | 217,345 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $13,304,239 | 229,621 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $10,716,569 | 228,791 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $11,718,772 | 227,108 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $18,915,560 | 321,967 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $8,596,123 | 200,096 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $10,543,654 | 205,971 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $12,673,206 | 210,239 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $16,679,445 | 198,258 | Shares | Defined | 2021-08-10 | |
| 2020-12-31 | $14,014,805 | 171,393 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $14,930,036 | 170,922 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $17,229,854 | 176,445 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $7,489,609 | 161,623 | Shares | Defined | 2020-05-12 | |
| No 13F history on record for this holder in this stock. | ||||||