Position in PL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$19,853,947
+$4,047,189 QoQ
Shares Held
599,274
+6.0% QoQ
Ownership
0.165%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#61
of 480 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PL Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026PRINCIPAL FINANCIAL GROUP INC holds $6,890,011,595 across 40 Aerospace & Defense names. PL ranks #23 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TDG |
TransDigm Group INC
|
1,709,129 | $2,276,628,191 | |
| 2 | HEI |
Heico Corp
|
7,707,811 | $1,987,921,533 | |
| 3 | GE |
General Electric Co
|
2,047,839 | $765,338,868 | |
| 4 | RTX |
RTX Corp
|
1,615,128 | $306,438,234 | |
| 5 | BA |
Boeing Co
|
1,148,848 | $248,691,126 | |
| 6 | HWM |
Howmet Aerospace Inc.
|
498,379 | $133,994,177 | |
| 7 | LMT |
Lockheed Martin Corp
|
250,448 | $127,593,236 | |
| 8 | GD |
General Dynamics Corp
|
309,375 | $109,592,999 |
All Filings in PL
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,853,947 | 599,274 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $15,806,758 | 565,537 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $5,482,021 | 277,993 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $3,662,605 | 282,173 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $2,761,390 | 452,687 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $565,682 | 167,362 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $47,724 | 11,813 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $33,220 | 14,897 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $30,734 | 16,524 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $59,262 | 23,240 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $49,992 | 20,240 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $46,412 | 17,851 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $71,822 | 22,305 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $83,771 | 21,316 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $78,047 | 17,942 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $118,536 | 21,830 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $96,030 | 22,178 | Shares | Defined | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||