Principal Financial Group Top Holdings and 13F Report (2026)

About Principal Financial Group

Principal Financial Group NASDAQ: PFG has filed 13-F forms with the SEC as an investor. Principal Financial Group is itself a publicly traded company. Principal Financial Group (NASDAQ: PFG) is a global financial services company headquartered in Des Moines, Iowa, that provides a range of retirement, investment and insurance solutions to individuals, employers and institutional clients. The firm’s business is organized around retirement services, asset management, and insurance products designed to help clients plan, invest for, and protect income over the long term. For more information on Principal Financial Group stock, visit the Principal Financial Group stock profile here.

Investment Activity

Principal Financial Group has $203.64 billion in total holdings as of June 30, 2026.
Principal Financial Group owns shares of 2,154 different stocks, but just 288 companies or ETFs make up 80% of its holdings.
Approximately 5.39% of the portfolio was purchased this quarter.
About 7.67% of the portfolio was sold this quarter.
This quarter, Principal Financial Group has purchased 2,177 new stocks and bought additional shares in 1,086 stocks.
Principal Financial Group sold shares of 935 stocks and completely divested from 130 stocks this quarter.

Largest Holdings

NVIDIA: $7,684,591,926
Apple: $6,207,253,590
Microsoft: $5,125,609,142
Amazon.com: $4,072,137,820
Alphabet: $3,703,002,869

Largest New Holdings this Quarter

K08588103 - ASCENDIS PHARMA A/S: $232,980,454 Holding
09264B107 - BLACKSTONE DIGITAL INFRASTRU: $176,474,964 Holding
438516205 - HONEYWELL INTL INC: $83,959,813 Holding
43849R105 - HONEYWELL AEROSPACE INC: $83,160,568 Holding
42226B501 - NATIONAL HEALTHCARE PPTYS IN: $72,184,876 Holding

Largest Purchases this Quarter

PRINCIPAL EXCHANGE TRADED FD: 45,660,110 shares (about $1.51B)
KLA: 1,674,501 shares (about $505.21M)
Vale: 23,850,132 shares (about $358.71M)
Marvell Technology: 1,035,477 shares (about $308.46M)
Spotify Technology: 613,607 shares (about $281.73M)

Largest Sales this Quarter

Copart: 30,538,054 shares (about $860.87M)
Amazon.com: 2,063,615 shares (about $491.84M)
Microsoft: 1,276,147 shares (about $476.03M)
HDFC Bank: 16,447,420 shares (about $424.84M)
Transdigm Group: 304,655 shares (about $405.82M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NVDA NVIDIA	$7,684,591,926	$238,537,175 â–¼	-3.0%	38,405,664	3.8%	Technology
AAPL Apple	$6,207,253,590	$31,496,549 â–²	0.5%	21,451,663	3.0%	Technology
MSFT Microsoft	$5,125,609,142	$476,028,828 â–¼	-8.5%	13,740,829	2.5%	Technology
AMZN Amazon.com	$4,072,137,820	$491,842,374 â–¼	-10.8%	17,085,402	2.0%	Consumer Discretionary
GOOGL Alphabet	$3,703,002,869	$267,607,287 â–¼	-6.7%	10,361,802	1.8%	Communication Services
AVGO Broadcom	$3,295,457,657	$1,287,374 â–²	0.0%	8,723,896	1.6%	Technology
GOOG Alphabet	$2,534,005,498	$3,591,600 â–¼	-0.1%	7,171,781	1.2%	Communication Services
USMC Principal U.S. Mega-Cap ETF	$2,393,585,539	$158,990,677 â–²	7.1%	32,298,980	1.2%	ETF
BN Brookfield	$2,344,907,077	$373,344,269 â–¼	-13.7%	55,057,354	1.2%	Finance
META Meta Platforms	$2,290,632,085	$47,855,612 â–¼	-2.0%	4,066,508	1.1%	Communication Services
TDG Transdigm Group	$2,276,697,104	$405,824,930 â–¼	-15.1%	1,709,129	1.1%	Industrials
WELL Welltower	$2,227,641,548	$47,202,404 â–²	2.2%	9,814,621	1.1%	Real Estate
HEI.A Heico	$1,987,933,875	$299,034,574 â–¼	-13.1%	7,707,811	1.0%	Industrials
EQIX Equinix	$1,982,667,800	$81,775,208 â–¼	-4.0%	1,902,047	1.0%	Real Estate
MU Micron Technology	$1,933,413,818	$117,719,111 â–²	6.5%	1,674,981	0.9%	Technology
HLT Hilton Worldwide	$1,928,732,726	$253,352,185 â–¼	-11.6%	5,836,454	0.9%	Consumer Discretionary
LYV Live Nation Entertainment	$1,825,114,886	$206,556,218 â–¼	-10.2%	9,967,266	0.9%	Communication Services
IVV iShares Core S&P 500 ETF	$1,814,830,819	$22,271,240 â–¼	-1.2%	2,423,361	0.9%	ETF
KKR KKR & Co. Inc.	$1,805,969,215	$15,544,631 â–²	0.9%	19,677,109	0.9%	Finance
VMC Vulcan Materials	$1,612,821,313	$346,766,748 â–¼	-17.7%	5,466,956	0.8%	Materials
PRINCIPAL EXCHANGE TRADED FD	$1,611,056,909	$1,514,787,018 â–²	1,573.5%	48,561,966	0.8%	CAP APP SEL ETF
V Visa	$1,610,199,861	$53,214,810 â–¼	-3.2%	4,693,213	0.8%	Finance
TSLA Tesla	$1,590,384,498	$9,328,908 â–¼	-0.6%	3,781,228	0.8%	Consumer Discretionary
JPM JPMorgan Chase & Co.	$1,578,926,028	$45,153,547 â–¼	-2.8%	4,823,651	0.8%	Finance
LLY Eli Lilly and Company	$1,506,147,586	$34,807,471 â–²	2.4%	1,255,719	0.7%	Healthcare
PLD Prologis	$1,380,922,659	$42,363,446 â–¼	-3.0%	10,193,516	0.7%	Real Estate
CBRE CBRE Group	$1,379,835,762	$50,385,796 â–²	3.8%	10,244,499	0.7%	Real Estate
TECK Teck Resources	$1,369,257,251	$56,909,863 â–²	4.3%	23,000,233	0.7%	Materials
ORLY O'Reilly Automotive	$1,308,454,085	$355,270,837 â–¼	-21.4%	14,208,385	0.6%	Consumer Discretionary
VTR Ventas	$1,240,517,151	$121,250,697 â–¼	-8.9%	13,969,657	0.6%	Real Estate
MLM Martin Marietta Materials	$1,220,529,068	$12,933,853 â–²	1.1%	2,116,369	0.6%	Materials
MA Mastercard	$1,210,276,443	$41,601,391 â–¼	-3.3%	2,356,440	0.6%	Finance
BRK.B Berkshire Hathaway	$1,196,779,259	$825,643 â–²	0.1%	2,391,693	0.6%	Finance
AMD Advanced Micro Devices	$1,185,605,942	$104,678,820 â–²	9.7%	2,040,946	0.6%	Technology
ENTG Entegris	$1,071,195,971	$12,670,850 â–²	1.2%	5,955,687	0.5%	Technology
COST Costco Wholesale	$1,021,963,796	$45,053,222 â–¼	-4.2%	1,092,459	0.5%	Consumer Staples
BRO Brown & Brown	$1,008,557,108	$7,256,019 â–²	0.7%	15,721,830	0.5%	Finance
TSM Taiwan Semiconductor Manufacturing	$941,310,862	$2,122,322 â–²	0.2%	1,971,042	0.5%	Technology
AMT American Tower	$939,295,758	$28,159,221 â–¼	-2.9%	5,742,438	0.5%	Real Estate
PSC Principal U.S. Small-Cap Multi-Factor ETF	$904,743,262	$25,298,858 â–²	2.9%	12,910,411	0.4%	ETF
VEEV Veeva Systems	$883,669,272	$148,661,900 â–²	20.2%	4,979,210	0.4%	Healthcare
PRINCIPAL EXCHANGE TRADED FD	$880,514,506	$247,103,612 â–¼	-21.9%	24,666,040	0.4%	INTL EQUITY ETF
EXR Extra Space Storage	$880,115,175	$54,217,460 â–¼	-5.8%	6,057,187	0.4%	Real Estate
BIP Brookfield Infrastructure Partners	$867,606,929	$116,863,640 â–¼	-11.9%	23,776,567	0.4%	Utilities
YUMC Yum China	$861,181,934	$60,175,300 â–¼	-6.5%	21,130,258	0.4%	Consumer Discretionary
JNJ Johnson & Johnson	$859,417,972	$3,132,466 â–²	0.4%	3,383,935	0.4%	Healthcare
H Hyatt Hotels	$858,769,811	$56,440,377 â–¼	-6.2%	4,430,258	0.4%	Consumer Discretionary
SU Suncor Energy	$856,438,811	$94,450,531 â–¼	-9.9%	15,924,939	0.4%	Energy
LAM RESEARCH CORP	$834,086,151	$36,871,616 â–²	4.6%	1,924,829	0.4%	COM NEW
XOM ExxonMobil	$822,095,994	$11,888,898 â–¼	-1.4%	6,012,990	0.4%	Energy
BAC Bank of America	$818,379,971	$2,825,126 â–¼	-0.3%	14,362,582	0.4%	Finance
AJG Arthur J. Gallagher & Co.	$802,311,830	$58,015,008 â–²	7.8%	3,494,796	0.4%	Finance
NFLX Netflix	$787,346,622	$24,429,614 â–¼	-3.0%	11,027,249	0.4%	Communication Services
GE GE Aerospace	$765,345,362	$35,712,447 â–²	4.9%	2,047,839	0.4%	Industrials
FWONK Liberty Media Corporation - Liberty Formula One Series C	$760,798,204	$89,220,088 â–¼	-10.5%	7,996,585	0.4%	Communication Services
LPLA LPL Financial	$756,310,423	$13,639,122 â–²	1.8%	2,684,964	0.4%	Finance
INTC Intel	$740,202,368	$9,459,653 â–²	1.3%	5,301,170	0.4%	Technology
SPOT Spotify Technology	$736,111,111	$281,725,351 â–²	62.0%	1,603,274	0.4%	Communication Services
AMAT Applied Materials	$729,211,293	$20,953,986 â–²	3.0%	1,008,591	0.4%	Technology
KO CocaCola	$710,123,955	$80,228,203 â–²	12.7%	8,737,836	0.3%	Consumer Staples
CAT Caterpillar	$705,746,502	$3,802,758 â–¼	-0.5%	662,735	0.3%	Industrials
AMH American Homes 4 Rent	$693,587,772	$58,804,280 â–²	9.3%	20,691,697	0.3%	Real Estate
ABBV AbbVie	$675,454,100	$37,098,782 â–¼	-5.2%	2,684,208	0.3%	Healthcare
PG Procter & Gamble	$672,856,842	$23,155,925 â–¼	-3.3%	4,588,494	0.3%	Consumer Staples
DLR Digital Realty Trust	$672,795,685	$7,456,127 â–²	1.1%	3,746,513	0.3%	Real Estate
WALMART INC	$670,254,446	$1,239,517 â–¼	-0.2%	5,917,839	0.3%	COM
AVB AvalonBay Communities	$663,846,807	$174,244,592 â–¼	-20.8%	3,518,162	0.3%	Real Estate
MCO Moody's	$661,887,168	$171,897,486 â–²	35.1%	1,461,325	0.3%	Finance
REG Regency Centers	$634,162,171	$163,624,975 â–¼	-20.5%	7,952,827	0.3%	Real Estate
MSCI MSCI	$631,332,568	$123,085,950 â–¼	-16.3%	1,127,265	0.3%	Finance
MRK Merck & Co., Inc.	$610,565,183	$5,337,506 â–²	0.9%	4,751,479	0.3%	Healthcare
ESS Essex Property Trust	$610,274,220	$123,887,677 â–²	25.5%	2,092,902	0.3%	Real Estate
BAM Brookfield Asset Management	$607,798,209	$36,607,007 â–²	6.4%	13,551,754	0.3%	Finance
MKL Markel Group	$601,186,915	$183,769,736 â–¼	-23.4%	307,791	0.3%	Finance
MS Morgan Stanley	$593,009,269	$38,702,502 â–¼	-6.1%	2,836,822	0.3%	Finance
TYL Tyler Technologies	$592,838,391	$82,304,309 â–²	16.1%	2,027,041	0.3%	Technology
SUNBELT RENTALS HOLDINGS INC	$591,418,020	$98,634,694 â–²	20.0%	7,934,212	0.3%	SHS
UNH UnitedHealth Group	$583,860,804	$18,887,487 â–²	3.3%	1,404,760	0.3%	Healthcare
CSCO Cisco Systems	$566,214,520	$8,712,595 â–¼	-1.5%	4,820,488	0.3%	Technology
KLAC KLA	$564,487,039	$505,213,696 â–²	852.3%	1,870,959	0.3%	Technology
IRM Iron Mountain	$552,399,724	$24,335,693 â–¼	-4.2%	4,373,424	0.3%	Real Estate
APH Amphenol	$538,837,192	$28,152,285 â–²	5.5%	3,056,002	0.3%	Technology
CVX Chevron	$518,499,376	$9,522,085 â–¼	-1.8%	3,128,012	0.3%	Energy
ICLR Icon	$512,613,693	$62,674,047 â–¼	-10.9%	2,950,974	0.3%	Healthcare
DHR Danaher	$507,487,046	$41,261,815 â–¼	-7.5%	2,664,239	0.2%	Healthcare
CDNS Cadence Design Systems	$500,863,493	$208,077,840 â–¼	-29.4%	1,334,480	0.2%	Technology
PERIMETER SOLUTIONS INC	$499,362,217	$53,267,165 â–²	11.9%	14,007,326	0.2%	COMMON STOCK
FICO Fair Isaac	$496,824,649	$8,396,414 â–¼	-1.7%	415,795	0.2%	Technology
ELS Equity Lifestyle Properties	$486,524,086	$71,761,794 â–²	17.3%	7,548,806	0.2%	Real Estate
SBRA Sabra Healthcare REIT	$482,018,347	$6,751,496 â–¼	-1.4%	24,706,070	0.2%	Real Estate
GE VERNOVA INC	$476,544,363	$18,731,968 â–²	4.1%	405,618	0.2%	COM
HD Home Depot	$474,752,070	$2,231,406 â–²	0.5%	1,346,127	0.2%	Consumer Discretionary
EGP EastGroup Properties	$467,912,422	$3,732,917 â–¼	-0.8%	2,310,283	0.2%	Real Estate
AMERICAN HEALTHCARE REIT INC	$465,072,249	$77,947,838 â–²	20.1%	8,917,875	0.2%	COM SHS
CB Chubb	$463,227,663	$15,828,400 â–²	3.5%	1,359,475	0.2%	Finance
SPG Simon Property Group	$461,037,022	$119,386,123 â–¼	-20.6%	2,061,411	0.2%	Real Estate
ARES Ares Management	$449,749,929	$3,471,900 â–²	0.8%	4,040,482	0.2%	Finance
C Citigroup	$447,275,711	$113,416,886 â–²	34.0%	3,195,739	0.2%	Finance
LINDE PLC	$444,408,498	$28,918,452 â–¼	-6.1%	856,362	0.2%	SHS
VALE Vale	$437,846,690	$358,705,985 â–²	453.3%	29,112,147	0.2%	Materials

Showing largest 100 holdings. View all holdings.

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Principal Financial Group Top Holdings and 13F Report (2026)

About Principal Financial Group

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Principal Financial Group Top Holdings and 13F Report (2026)

About Principal Financial Group

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofPrincipal Financial Group

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools