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 WLY
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,503,222 | 196,935 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $5,986,877 | 195,458 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $8,023,743 | 198,264 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $9,046,009 | 202,689 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $9,935,632 | 222,972 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $9,488,173 | 217,071 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $10,093,127 | 209,184 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $8,448,668 | 207,584 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $8,322,558 | 218,268 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $7,374,248 | 232,333 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $8,837,873 | 237,769 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $8,441,379 | 248,057 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $15,798,968 | 407,505 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $19,767,846 | 493,456 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $18,634,678 | 496,131 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $24,775,738 | 518,755 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $26,463,613 | 499,031 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $29,651,370 | 517,747 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $30,438,482 | 583,001 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $40,270,770 | 669,172 | Shares | Defined | 2021-08-10 | |
| 2020-12-31 | $35,431,475 | 775,985 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $36,521,072 | 1,151,721 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $47,137,584 | 1,208,656 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $48,110,467 | 1,283,288 | Shares | Defined | 2020-05-12 | |
| No 13F history on record for this holder in this stock. | ||||||