Principal Financial Group Inc·13F Holdings
- Positions
- 837
- Top-10 weight
- 27%
- Largest
- NVDA · 5.5%
- Quarter ending
- Sep 30, 2026
- Added
- 235
- Trimmed
- 597
- Sold out
- 9
- Last filed
- Nov 2, 2026
Portfolio
What does Principal Financial Group Inc own?
Principal Financial Group Inc reported 837 long equity positions worth $156.1B for the quarter ending Sep 30, 2026. The largest is NVDA at 5.5% of reported value. The ten largest positions make up 27% of the portfolio. Against the prior quarter it added to 235 positions, trimmed 597 and sold out of 9. The latest 13F was filed Nov 2, 2026.
Largest positionsValue · weight
- NVDANVIDIA Corporation$8.6B5.5% of portfolio
- AAPLApple Inc.$6.9B4.4% of portfolio
- MSFTMicrosoft Corporation$6.3B4.0% of portfolio
- AMZNAmazon.com, Inc.$3.9B2.5% of portfolio
- GOOGLAlphabet Inc.$3.7B2.4% of portfolio
- AVGOBroadcom Inc.$3.0B1.9% of portfolio
- METAMeta Platforms, Inc.$2.9B1.9% of portfolio
- GOOGAlphabet Inc.$2.2B1.4% of portfolio
- WELLWelltower Inc.$2.0B1.3% of portfolio
- BNBrookfield Corporation$2.0B1.3% of portfolio
Sector tilt
Which sectors does Principal Financial Group Inc lean on?
Technology (28%) and Financial Services (10%) are the two largest sectors by reported value.
By share of reported value, across 837 classified tickers.
Quarter changes
What did Principal Financial Group Inc buy and sell last quarter?
Largest additions last quarterEst. value
Ownership stakes
Where is Principal Financial Group Inc a major shareholder?
By shares outstanding, Principal Financial Group Inc owns 6.6% of Yum China Holdings, Inc., 5.3% of American Homes 4 Rent Common Shares of Beneficial Interest and 5.1% of Tyler Technologies, Inc..
Reported value
How has Principal Financial Group Inc's 13F value moved?
Reported value went from $165.8B to $156.1B over 5 quarters. It moves with prices and with buying and selling, so it is not a fund return.
Latest 13F
What Principal Financial Group Inc changed in its latest 13F
| Company | Change | Shares vs prior | Est. value | Filed |
|---|---|---|---|---|
| Exxon Mobil Corporation XOM | New | $1.0B | Nov 2, 2026 | |
| Microsoft Corporation MSFT | -11% | $769.6M | Nov 2, 2026 | |
| Vivmark Residential Common Shares of Beneficial Interest VMRK | +1672% | $613.9M | Nov 2, 2026 | |
| DoorDash, Inc. DASH | +226% | $514.1M | Nov 2, 2026 | |
| Danaher Corporation DHR | -76% | $447.7M | Nov 2, 2026 | |
| Brookfield Infrastructure Partners LP Limited Partnership BIP | -45% | $381.2M | Nov 2, 2026 | |
| Live Nation Entertainment, Inc. LYV | -22% | $363.3M | Nov 2, 2026 | |
| Amazon.com, Inc. AMZN | -8.4% | $358.7M | Nov 2, 2026 | |
| O'Reilly Automotive, Inc. ORLY | -29% | $357.1M | Nov 2, 2026 | |
| Markel Group Inc. MKL | -66% | $346.3M | Nov 2, 2026 | |
| IDEXX Laboratories, Inc. IDXX | -88% | $341.2M | Nov 2, 2026 | |
| CBRE Group, Inc. CBRE | -22% | $293.5M | Nov 2, 2026 | |
| Spotify Technology S.A. SPOT | +37% | $290.9M | Nov 2, 2026 | |
| Apple Inc. AAPL | -4.0% | $286.2M | Nov 2, 2026 | |
| Welltower Inc. WELL | -12% | $280.2M | Nov 2, 2026 |
