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, Inc. is a global financial services company that helps individuals and businesses build, protect and manage wealth. Its offerings include retirement plans, individual retirement accounts, investment products, life and disability insurance, and financial wellness solutions. The company also provides institutional investment management and pension-risk transfer services. For more information on Principal Financial Group stock, visit the Principal Financial Group stock profile here.

Investment Activity

Principal Financial Group has $194.86 billion in total holdings as of September 30, 2026.
Principal Financial Group owns shares of 2,234 different stocks, but just 273 companies or ETFs make up 80% of its holdings.
Approximately 6.24% of the portfolio was purchased this quarter.
About 9.15% of the portfolio was sold this quarter.
This quarter, Principal Financial Group has purchased 2,154 new stocks and bought additional shares in 885 stocks.
Principal Financial Group sold shares of 1,134 stocks and completely divested from 113 stocks this quarter.

Largest Holdings

NVIDIA: $8,575,966,149
Apple: $6,857,681,527
Microsoft: $6,278,108,655
Principal U.S. Mega-Cap ETF: $3,907,378,841
Amazon.com: $3,898,128,762

Largest New Holdings this Quarter

30233Q108 - EXXONMOBIL HOLDINGS CORP: $1,048,509,554 Holding
92204A702 - Vanguard Information Technology ETF: $144,539,351 Holding
22946R101 - CSQUARE INC: $90,556,153 Holding
30609A109 - ONEOK INC NEW: $57,415,190 Holding
44332N106 - H World Group: $51,392,786 Holding

Largest Purchases this Quarter

Principal U.S. Mega-Cap ETF: 18,713,379 shares (about $1.43B)
EXXONMOBIL HOLDINGS CORP: 6,442,455 shares (about $1.05B)
Equity Residential: 10,103,486 shares (about $613.89M)
DOORDASH INC: 2,800,814 shares (about $514.10M)
Principal U.S. Small-Cap Multi-Factor ETF: 5,542,750 shares (about $369.24M)

Largest Sales this Quarter

Microsoft: 1,500,424 shares (about $769.57M)
Danaher: 2,020,784 shares (about $447.70M)
Brookfield Infrastructure Partners: 10,722,141 shares (about $381.17M)
Live Nation Entertainment: 2,145,917 shares (about $363.31M)
Amazon.com: 1,439,703 shares (about $358.70M)

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	$8,575,966,149	$195,121,992 ▼	-2.2%	37,551,290	4.4%	Technology
AAPL Apple	$6,857,681,527	$286,151,437 ▼	-4.0%	20,592,401	3.5%	Technology
MSFT Microsoft	$6,278,108,655	$769,568,074 ▼	-10.9%	12,240,405	3.2%	Technology
USMC Principal U.S. Mega-Cap ETF	$3,907,378,841	$1,433,383,254 ▲	57.9%	51,012,359	2.0%	ETF
AMZN Amazon.com	$3,898,128,762	$358,702,265 ▼	-8.4%	15,645,699	2.0%	Consumer Discretionary
GOOGL Alphabet	$3,714,853,832	$149,560,414 ▲	4.2%	10,796,469	1.9%	Communication Services
AVGO Broadcom	$2,971,203,003	$92,547,148 ▼	-3.0%	8,460,372	1.5%	Technology
META Meta Platforms	$2,911,620,753	$37,341,115 ▼	-1.3%	4,015,016	1.5%	Communication Services
GOOG Alphabet	$2,218,299,178	$225,413,480 ▼	-9.2%	6,510,240	1.1%	Communication Services
WELL Welltower	$1,979,488,268	$280,219,933 ▼	-12.4%	8,597,538	1.0%	Real Estate
BN Brookfield	$1,968,729,614	$38,688,184 ▼	-1.9%	53,996,255	1.0%	Finance
TDG Transdigm Group	$1,897,098,743	$46,747,876 ▲	2.5%	1,752,309	1.0%	Industrials
EQIX Equinix	$1,816,647,576	$107,437,572 ▼	-5.6%	1,795,840	0.9%	Real Estate
MU Micron Technology	$1,763,691,150	$20,347,861 ▼	-1.1%	1,655,877	0.9%	Technology
HLT Hilton Worldwide	$1,680,100,646	$176,608,415 ▼	-9.5%	5,281,296	0.9%	Consumer Discretionary
JPM JPMorgan Chase & Co.	$1,640,561,561	$44,752,708 ▲	2.8%	4,958,925	0.8%	Finance
PRINCIPAL EXCHANGE TRADED FD	$1,639,807,200	$5,835,962 ▲	0.4%	48,735,412	0.8%	CAP APP SEL ETF
IVV iShares Core S&P 500 ETF	$1,639,563,844	$216,367,176 ▼	-11.7%	2,140,842	0.8%	ETF
HEI.A Heico	$1,623,583,291	$136,352,224 ▼	-7.7%	7,110,643	0.8%	Industrials
V Visa	$1,586,818,111	$99,599,402 ▼	-5.9%	4,416,033	0.8%	Finance
LLY Eli Lilly and Company	$1,529,121,769	$76,153,280 ▲	5.2%	1,321,534	0.8%	Healthcare
KKR KKR & Co. Inc.	$1,517,078,833	$279,445,389 ▼	-15.6%	16,616,378	0.8%	Finance
AMD Advanced Micro Devices	$1,434,385,107	$185,815,982 ▲	14.9%	2,344,686	0.7%	Technology
TECK Teck Resources	$1,405,166,343	$112,395,638 ▼	-7.4%	21,296,760	0.7%	Materials
TSLA Tesla	$1,346,303,126	$4,685,621 ▲	0.3%	3,794,434	0.7%	Consumer Discretionary
LYV Live Nation Entertainment	$1,324,161,540	$363,305,711 ▼	-21.5%	7,821,349	0.7%	Communication Services
BRK.B Berkshire Hathaway	$1,248,119,146	$57,175,615 ▲	4.8%	2,506,515	0.6%	Finance
PLD Prologis	$1,233,139,846	$90,384,070 ▼	-6.8%	9,497,396	0.6%	Real Estate
PSC Principal U.S. Small-Cap Multi-Factor ETF	$1,229,285,265	$369,238,685 ▲	42.9%	18,453,161	0.6%	ETF
VEEV Veeva Systems	$1,212,994,137	$208,336,805 ▼	-14.7%	4,249,364	0.6%	Healthcare
VTR Ventas	$1,171,028,865	$16,661,486 ▼	-1.4%	13,773,684	0.6%	Real Estate
MA Mastercard	$1,170,082,206	$129,433,150 ▼	-10.0%	2,121,736	0.6%	Finance
MLM Martin Marietta Materials	$1,144,755,329	$129,288,259 ▲	12.7%	2,385,823	0.6%	Materials
VMC Vulcan Materials	$1,130,522,778	$206,871,077 ▼	-15.5%	4,621,315	0.6%	Materials
COST Costco Wholesale	$1,112,538,897	$118,028,467 ▲	11.9%	1,222,112	0.6%	Consumer Staples
SPOT Spotify Technology	$1,072,344,476	$290,935,264 ▲	37.2%	2,200,207	0.6%	Communication Services
SU Suncor Energy	$1,050,152,119	$32,261,206 ▼	-3.0%	15,450,298	0.5%	Energy
EXXONMOBIL HOLDINGS CORP	$1,048,509,554	$1,048,509,554 ▲	New Holding	6,442,455	0.5%	COM SHS
CBRE CBRE Group	$1,022,565,814	$293,549,417 ▼	-22.3%	7,959,542	0.5%	Real Estate
AMT American Tower	$931,430,796	$8,547,552 ▼	-0.9%	5,690,220	0.5%	Real Estate
TSM Taiwan Semiconductor Manufacturing	$899,550,228	$380,463 ▲	0.0%	1,971,876	0.5%	Technology
YUMC Yum China	$896,827,362	$27,576,792 ▲	3.2%	21,800,611	0.5%	Consumer Discretionary
PRINCIPAL EXCHANGE TRADED FD	$895,179,027	$2,254,210 ▲	0.3%	24,728,310	0.5%	INTL EQUITY ETF
ENTG Entegris	$877,542,357	$39,995,410 ▼	-4.4%	5,696,079	0.5%	Technology
LAM RESEARCH CORP	$871,186,181	$238,860,606 ▲	37.8%	2,651,932	0.4%	COM NEW
ORLY O'Reilly Automotive	$856,438,028	$357,104,997 ▼	-29.4%	10,027,334	0.4%	Consumer Discretionary
JNJ Johnson & Johnson	$839,743,103	$56,119,850 ▼	-6.3%	3,171,954	0.4%	Healthcare
EXR Extra Space Storage	$810,408,269	$13,824,904 ▲	1.7%	6,162,311	0.4%	Real Estate
BAC Bank of America	$793,193,503	$11,438,138 ▲	1.5%	14,572,726	0.4%	Finance
AJG Arthur J. Gallagher & Co.	$791,402,859	$5,802,029 ▼	-0.7%	3,469,361	0.4%	Finance
KO Coca-Cola	$773,016,538	$20,863,556 ▲	2.8%	8,980,210	0.4%	Consumer Staples
INTC Intel	$746,132,231	$108,772,562 ▲	17.1%	6,205,874	0.4%	Technology
DOORDASH INC	$741,937,267	$514,095,064 ▲	225.6%	4,042,109	0.4%	CL A
BRO Brown & Brown	$719,414,962	$238,046,476 ▼	-24.9%	11,813,029	0.4%	Finance
DLR Digital Realty Trust	$709,019,624	$51,389,414 ▲	7.8%	4,039,278	0.4%	Real Estate
ABBV AbbVie	$697,890,205	$4,271,765 ▼	-0.6%	2,667,878	0.4%	Healthcare
MRK Merck & Co., Inc.	$696,093,206	$5,655,612 ▲	0.8%	4,790,400	0.4%	Healthcare
LPLA LPL Financial	$685,497,807	$135,575,189 ▼	-16.5%	2,241,624	0.4%	Finance
MCO Moody's	$679,011,843	$15,359,610 ▲	2.3%	1,495,146	0.3%	Finance
H Hyatt Hotels	$653,246,292	$49,222,601 ▼	-7.0%	4,119,826	0.3%	Consumer Discretionary
EQR Equity Residential	$650,596,861	$613,886,764 ▲	1,672.3%	10,707,669	0.3%	Real Estate
CSCO Cisco Systems	$649,299,499	$130,470,377 ▲	25.1%	6,032,700	0.3%	Technology
CVX Chevron	$643,093,861	$4,322,310 ▲	0.7%	3,149,178	0.3%	Energy
WALMART INC	$634,217,110	$19,235,280 ▲	3.1%	6,102,936	0.3%	COM
TYL Tyler Technologies	$619,936,413	$25,888,882 ▼	-4.0%	1,945,784	0.3%	Technology
FWONK Liberty Media Corporation - Liberty Formula One Series C	$613,522,151	$125,365,432 ▼	-17.0%	6,639,822	0.3%	Communication Services
SUNBELT RENTALS HOLDINGS INC	$600,073,699	$18,199,475 ▲	3.1%	8,182,373	0.3%	SHS
PALANTIR TECHNOLOGIES INC	$592,782,212	$47,676,426 ▲	8.7%	3,169,111	0.3%	CL A
AMH American Homes 4 Rent	$568,068,016	$60,751,370 ▼	-9.7%	18,692,635	0.3%	Real Estate
ESS Essex Property Trust	$566,338,403	$2,528,508 ▲	0.4%	2,102,288	0.3%	Real Estate
APH Amphenol	$560,792,345	$303,170,796 ▲	117.7%	6,652,326	0.3%	Technology
MSCI MSCI	$554,535,866	$52,694,328 ▼	-8.7%	1,029,443	0.3%	Finance
REG Regency Centers	$553,802,580	$17,846,729 ▼	-3.1%	7,704,542	0.3%	Real Estate
PG Procter & Gamble	$530,901,323	$135,715,230 ▼	-20.4%	3,654,331	0.3%	Consumer Staples
BAM Brookfield Asset Management	$528,096,519	$76,042,778 ▼	-12.6%	11,846,000	0.3%	Finance
NFLX Netflix	$506,233,360	$261,044,154 ▼	-34.0%	7,275,544	0.3%	Communication Services
ICLR Icon	$499,328,967	$2,307,104 ▼	-0.5%	2,937,402	0.3%	Healthcare
MS Morgan Stanley	$497,822,934	$35,726,548 ▼	-6.7%	2,646,868	0.3%	Finance
UNH UnitedHealth Group	$496,783,062	$18,876,359 ▼	-3.7%	1,353,337	0.3%	Healthcare
WAT Waters	$494,375,317	$4,840,894 ▲	1.0%	1,125,109	0.3%	Healthcare
CDNS Cadence Design Systems	$488,621,123	$47,990,943 ▲	10.9%	1,479,824	0.3%	Technology
AMAT Applied Materials	$475,122,137	$40,651,130 ▼	-7.9%	929,098	0.2%	Technology
TOST Toast	$474,435,309	$34,829,622 ▲	7.9%	16,365,458	0.2%	Finance
ARES Ares Management	$471,031,925	$1,645,792 ▲	0.4%	4,054,649	0.2%	Finance
SBRA Sabra Healthcare REIT	$470,050,373	$17,150,012 ▼	-3.5%	23,836,388	0.2%	Real Estate
BIP Brookfield Infrastructure Partners	$464,084,846	$381,172,114 ▼	-45.1%	13,054,426	0.2%	Utilities
AMERICAN HEALTHCARE REIT INC	$459,350,836	$2,222,062 ▲	0.5%	8,961,224	0.2%	COM SHS
CB Chubb	$458,167,901	$15,998,406 ▲	3.6%	1,408,663	0.2%	Finance
GE GE Aerospace	$452,076,878	$187,449,748 ▼	-29.3%	1,447,603	0.2%	Industrials
EGP EastGroup Properties	$451,996,318	$4,171,549 ▼	-0.9%	2,289,156	0.2%	Real Estate
PH Parker-Hannifin	$446,937,640	$43,879,649 ▲	10.9%	467,791	0.2%	Industrials
MPC Marathon Petroleum	$444,938,915	$106,385,490 ▼	-19.3%	1,125,230	0.2%	Energy
PANW Palo Alto Networks	$427,797,583	$53,106,441 ▼	-11.0%	1,076,735	0.2%	Technology
CAT Caterpillar	$411,170,256	$126,168,653 ▼	-23.5%	507,123	0.2%	Industrials
TMO Thermo Fisher Scientific	$410,082,987	$36,201,602 ▲	9.7%	607,485	0.2%	Healthcare
C Citigroup	$410,002,720	$3,781,724 ▼	-0.9%	3,166,532	0.2%	Finance
PERIMETER SOLUTIONS INC	$388,476,578	$19,803,148 ▲	5.4%	14,759,724	0.2%	COMMON STOCK
ELS Equity Lifestyle Properties	$387,679,550	$52,643,757 ▼	-12.0%	6,646,293	0.2%	Real Estate
AME AMETEK	$386,813,473	$24,512,111 ▼	-6.0%	1,561,402	0.2%	Technology
ROPER TECHNOLOGIES INC	$385,410,907	$15,856,922 ▼	-4.0%	1,102,985	0.2%	COM

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