PRINCIPAL FINANCIAL GROUP INC
Top Portfolio Positions
2,050 positions ·
$174,837,713,537 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 | 1.33% | |
| 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 SWX
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $93,138,811 | 1,071,793 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $86,714,952 | 1,083,666 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $87,712,127 | 1,119,634 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $87,724,927 | 1,179,257 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $74,842,524 | 1,042,375 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $76,346,788 | 1,079,717 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $84,563,921 | 1,146,474 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $81,153,558 | 1,153,077 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $91,185,011 | 1,197,754 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $74,135,589 | 1,170,254 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $71,226,651 | 1,179,054 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $75,938,204 | 1,193,059 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $75,382,895 | 1,207,092 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $75,038,039 | 1,212,638 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $85,220,340 | 1,221,797 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $90,957,932 | 1,044,533 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $69,489,342 | 887,589 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $59,465,163 | 848,896 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $60,188,254 | 899,944 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $57,817,758 | 873,512 | Shares | Defined | 2021-08-10 | |
| 2020-12-31 | $37,215,207 | 612,596 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $36,084,428 | 571,861 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $40,196,075 | 582,130 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $34,572,501 | 497,017 | Shares | Defined | 2020-05-12 | |
| No 13F history on record for this holder in this stock. | ||||||