13F value (AUM)
$203.6B
Principal Financial Group
PRINCIPAL FINANCIAL GROUP INC
$203.6B
13F long value · 2026-Q2Positions2154
CategoryAsset Manager
Quarters tracked8
▲ #60 of 581 by 13F value
Size rank 9/10
27 NEW80 ADD60 2×+84 TRIM17 NEAR EXIT24 EXIT
Snapshot
Principal Financial Group's 13F portfolio at a glance — size, concentration and this quarter's activity.
Positions
2154 (133 unmapped)
Top 100 weight
59.7%
Quarters tracked
8
Latest 13F filed
Aug 4, 2026
New positions
27
Exits / near-exits
41
13F value by quarter
Total reported long value each quarter — fund flows plus market moves.
Top holdings — 2026-Q2
The fund's largest reported positions. The 100 shown cover 59.7% of the portfolio.
| Ticker | Issuer | Weight | Value | Shares | Since 2026-Q2 |
|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 3.8% | $7.7B | 38.4M | +18.1% |
| AAPL | APPLE INC | 3.0% | $6.2B | 21.5M | +15.0% |
| MSFT | MICROSOFT CORP | 2.5% | $5.1B | 13.7M | +39.3% |
| AMZN | AMAZON COM INC | 2.0% | $4.1B | 17.1M | +6.0% |
| GOOGL | ALPHABET INC | 1.8% | $3.7B | 10.4M | -4.0% |
| AVGO | BROADCOM INC | 1.6% | $3.3B | 8.7M | -7.5% |
| GOOG | ALPHABET INC | 1.2% | $2.5B | 7.2M | -1.4% |
| USMC | PRINCIPAL EXCHANGE TRADED FD | 1.2% | $2.4B | 32.3M | — |
| BN | BROOKFIELD CORP | 1.2% | $2.3B | 55.1M | +5.2% |
| META | META PLATFORMS INC | 1.1% | $2.3B | 4.1M | +29.8% |
| TDG | TRANSDIGM GROUP INC | 1.1% | $2.3B | 1.7M | -13.0% |
| WELL | WELLTOWER INC | 1.1% | $2.2B | 9.8M | -7.5% |
| HC1A | HEICO CORP NEW | 1.0% | $2.0B | 7.7M | — |
| EQIX | EQUINIX INC | 1.0% | $2.0B | 1.9M | +4.6% |
| MU | MICRON TECHNOLOGY INC | 0.9% | $1.9B | 1.7M | -54.6% |
Quarterly changes — 2026-Q2
What Principal Financial Group opened, added, trimmed and exited this quarter, largest dollar moves first.
| Action | Ticker | Issuer | Prev shares | Curr shares | Change | Value Δ |
|---|---|---|---|---|---|---|
| 2×+ | LCAP | PRINCIPAL EXCHANGE TRADED FD | 2.9M | 48.6M | +1573.5% | +$1.5B |
| NEAR EXIT | CPRT | COPART INC | 31.6M | 1.1M | -96.5% | -$1.0B |
| NEAR EXIT | CSGP | COSTAR GROUP INC | 17.7M | 3.8M | -78.6% | -$606.5M |
| NEAR EXIT | HDB | HDFC BANK LTD | 18.0M | 1.5M | -91.5% | -$407.8M |
| 2×+ | VALE | VALE S A | 5.3M | 29.1M | +453.3% | +$354.1M |
| 2×+ | MRVL | MARVELL TECHNOLOGY INC | 10.0K | 1.0M | +10400.5% | +$310.4M |
| NEAR EXIT | INVH | INVITATION HOMES INC | 13.7M | 2.1M | -84.7% | -$276.9M |
| 2×+ | — | QIAGEN NV | 5.5K | 6.6M | +120281.7% | +$259.7M |
| ADD | — | SPOTIFY TECHNOLOGY S A | 989.7K | 1.6M | +62.0% | +$256.2M |
| 2×+ | PREF | PRINCIPAL EXCHANGE TRADED FD | 313.4K | 13.4M | +4180.8% | +$249.6M |
Conviction over time
Portfolio weight of the current top long holdings, quarter by quarter — rising weight = growing conviction.