PRINCIPAL FINANCIAL GROUP INC
Top Portfolio Positions
2,049 positions ·
$173,700,092,596 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 | 3.98% | |
| MSFT |
Microsoft Corp
Technology
|
15,016,976 | $5,558,834,004 | 3.20% | |
| AAPL |
Apple Inc.
Technology
|
21,342,814 | $5,416,592,763 | 3.12% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
19,149,017 | $3,988,165,769 | 2.30% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
11,110,625 | $3,194,971,323 | 1.84% | |
| AVGO |
Broadcom Inc.
Technology
|
8,720,488 | $2,699,078,238 | 1.55% | |
| BN |
BROOKFIELD Corp /ON/
Financial Services
|
63,823,308 | $2,582,929,273 | 1.49% | |
| META |
Meta Platforms, Inc.
Communication Services
|
4,151,465 | $2,375,177,669 | 1.37% | |
| 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 | 1.16% |
Portfolio Trend
Holdings in OTTR
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,352,897 | 231,889 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $16,131,534 | 199,623 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $16,568,431 | 202,128 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $16,000,414 | 207,555 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $18,610,557 | 231,561 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $16,686,879 | 225,987 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $16,952,824 | 216,899 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $19,942,753 | 227,683 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $20,312,812 | 235,102 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $19,606,316 | 230,744 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $17,774,845 | 234,126 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $19,248,710 | 243,778 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $18,575,629 | 257,031 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $594,262 | 10,122 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $726,366 | 11,807 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $1,528,616 | 22,771 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $1,334,437 | 21,351 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $2,197,164 | 30,764 | Shares | Defined | 2022-02-09 | |
| 2021-06-30 | $231,798 | 4,749 | Shares | Defined | 2021-08-10 | |
| 2020-12-31 | $218,376 | 5,125 | Shares | Defined | 2021-02-23 | |
| 2020-06-30 | $203,919 | 5,257 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $265,781 | 5,978 | Shares | Defined | 2020-05-12 | |
| No 13F history on record for this holder in this stock. | ||||||