PRINCIPAL FINANCIAL GROUP INC
Top Portfolio Positions
2,047 positions ·
$173,698,110,221 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| 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 UPBD
Shares Held
Position Value (USD)
22 of 22 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,485,719 | 303,918 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $4,367,505 | 248,719 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $5,948,001 | 251,714 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $6,408,104 | 255,303 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $6,115,645 | 255,244 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $6,942,664 | 238,007 | Shares | Defined | 2025-01-31 | |
| 2024-06-30 | $7,378,897 | 240,355 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $8,717,713 | 247,592 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $7,910,389 | 232,864 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $7,271,322 | 246,904 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $8,948,971 | 287,471 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $7,418,490 | 302,672 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $6,964,229 | 308,835 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $5,783,045 | 330,271 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $6,561,360 | 337,345 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $11,221,590 | 445,478 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $22,407,585 | 466,436 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $27,969,252 | 497,585 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $26,174,283 | 493,203 | Shares | Defined | 2021-08-10 | |
| 2020-09-30 | $11,956,836 | 400,028 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $10,952,038 | 393,675 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $5,747,160 | 406,447 | Shares | Defined | 2020-05-12 | |
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