Filed: 2/2/2026ACC: 0001126328-26-000011
📋 What this filing means
PRINCIPAL FINANCIAL GROUP INC filed this quarterly 13F‑HR report disclosing 2182 equity positions with a total reported market value of $195.86B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
2182
Positions
$195.86B
Total AUM (reported)
2.03B
Total Shares
Allocation by class
COM$140.21B71.6%
CL A$13.29B6.8%
COM NEW$4.40B2.2%
COM CL A$3.92B2.0%
CAP STK CL A$3.46B1.8%
CL A LTD VT SH$2.99B1.5%
SHS$2.92B1.5%
Portfolio Concentration
Top 3$20.08B10.3%
4–10$21.97B11.2%
11–25$27.30B13.9%
Rest$126.51B64.6%
Top 3 weight
10.3%
Top 10 weight
21.5%
Voting Authority Distribution
Total shares with voting rights: 2.03B
Sole
Full voting authority
2.03B
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
760.79K
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole42
Shared0
Other2140
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings2182
Rows:
NVIDIA CORPORATION
DFNDShares38.55M
TypeSH
Market value$7.19B
3.67%
Sole
38.55M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares14.86M
TypeSH
Market value$7.19B
3.67%
Sole
14.86M
Shared
0.00
None
0.00
APPLE INC
DFNDShares20.99M
TypeSH
Market value$5.71B
2.91%
Sole
20.99M
Shared
0.00
None
0.00
AMAZON COM INC
DFNDShares19.61M
TypeSH
Market value$4.53B
2.31%
Sole
19.61M
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares11.05M
TypeSH
Market value$3.46B
1.77%
Sole
11.05M
Shared
0.00
None
0.00
BROOKFIELD CORP
DFNDShares65.05M
TypeSH
Market value$2.99B
1.52%
Sole
65.05M
Shared
0.00
None
0.00
BROADCOM INC
DFNDShares8.42M
TypeSH
Market value$2.91B
1.49%
Sole
8.42M
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
DFNDShares2.17M
TypeSH
Market value$2.88B
1.47%
Sole
2.17M
Shared
0.00
None
0.00
HILTON WORLDWIDE HLDGS INC
DFNDShares9.37M
TypeSH
Market value$2.69B
1.37%
Sole
9.37M
Shared
0.00
None
0.00
META PLATFORMS INC
DFNDShares3.81M
TypeSH
Market value$2.51B
1.28%
Sole
3.81M
Shared
0.00
None
0.00
HEICO CORP NEW
SOLEShares9.40M
TypeSH
Market value$2.37B
1.21%
Sole
9.40M
Shared
0.00
None
0.00
KKR & CO INC
DFNDShares18.25M
TypeSH
Market value$2.33B
1.19%
Sole
18.25M
Shared
0.00
None
0.00
PRINCIPAL EXCHANGE TRADED FD
SOLEShares31.30M
TypeSH
Market value$2.14B
1.09%
Sole
31.30M
Shared
0.00
None
0.00
VULCAN MATLS CO
SOLEShares7.24M
TypeSH
Market value$2.06B
1.05%
Sole
7.24M
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares6.46M
TypeSH
Market value$2.03B
1.04%
Sole
6.46M
Shared
0.00
None
0.00
OREILLY AUTOMOTIVE INC
DFNDShares21.63M
TypeSH
Market value$1.97B
1.01%
Sole
21.63M
Shared
0.00
None
0.00
WELLTOWER INC
DFNDShares10.09M
TypeSH
Market value$1.87B
0.96%
Sole
10.09M
Shared
0.00
None
0.00
TESLA INC
DFNDShares3.91M
TypeSH
Market value$1.76B
0.90%
Sole
3.91M
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
DFNDShares5.13M
TypeSH
Market value$1.65B
0.84%
Sole
5.13M
Shared
0.00
None
0.00
VISA INC
DFNDShares4.63M
TypeSH
Market value$1.63B
0.83%
Sole
4.63M
Shared
0.00
None
0.00
CBRE GROUP INC
SOLEShares9.57M
TypeSH
Market value$1.54B
0.79%
Sole
9.57M
Shared
0.00
None
0.00
LIVE NATION ENTERTAINMENT IN
SOLEShares10.73M
TypeSH
Market value$1.53B
0.78%
Sole
10.73M
Shared
0.00
None
0.00
COPART INC
DFNDShares38.99M
TypeSH
Market value$1.53B
0.78%
Sole
38.99M
Shared
0.00
None
0.00
EQUINIX INC
DFNDShares1.95M
TypeSH
Market value$1.50B
0.76%
Sole
1.95M
Shared
0.00
None
0.00
PROLOGIS INC.
DFNDShares10.95M
TypeSH
Market value$1.40B
0.71%
Sole
10.95M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONDFND | COM | 38.55M | SH | $7.19B 3.67% | 38.55M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 14.86M | SH | $7.19B 3.67% | 14.86M | 0.00 | 0.00 |
APPLE INCDFND | COM | 20.99M | SH | $5.71B 2.91% | 20.99M | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 19.61M | SH | $4.53B 2.31% | 19.61M | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 11.05M | SH | $3.46B 1.77% | 11.05M | 0.00 | 0.00 |
BROOKFIELD CORPDFND | CL A LTD VT SH | 65.05M | SH | $2.99B 1.52% | 65.05M | 0.00 | 0.00 |
BROADCOM INCDFND | COM | 8.42M | SH | $2.91B 1.49% | 8.42M | 0.00 | 0.00 |
TRANSDIGM GROUP INCDFND | COM | 2.17M | SH | $2.88B 1.47% | 2.17M | 0.00 | 0.00 |
HILTON WORLDWIDE HLDGS INCDFND | COM | 9.37M | SH | $2.69B 1.37% | 9.37M | 0.00 | 0.00 |
META PLATFORMS INCDFND | CL A | 3.81M | SH | $2.51B 1.28% | 3.81M | 0.00 | 0.00 |
HEICO CORP NEWSOLE | CL A | 9.40M | SH | $2.37B 1.21% | 9.40M | 0.00 | 0.00 |
KKR & CO INCDFND | COM | 18.25M | SH | $2.33B 1.19% | 18.25M | 0.00 | 0.00 |
PRINCIPAL EXCHANGE TRADED FDSOLE | US MEGA CP ETF | 31.30M | SH | $2.14B 1.09% | 31.30M | 0.00 | 0.00 |
VULCAN MATLS COSOLE | COM | 7.24M | SH | $2.06B 1.05% | 7.24M | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL C | 6.46M | SH | $2.03B 1.04% | 6.46M | 0.00 | 0.00 |
OREILLY AUTOMOTIVE INCDFND | COM | 21.63M | SH | $1.97B 1.01% | 21.63M | 0.00 | 0.00 |
WELLTOWER INCDFND | COM | 10.09M | SH | $1.87B 0.96% | 10.09M | 0.00 | 0.00 |
TESLA INCDFND | COM | 3.91M | SH | $1.76B 0.90% | 3.91M | 0.00 | 0.00 |
JPMORGAN CHASE & CO.DFND | COM | 5.13M | SH | $1.65B 0.84% | 5.13M | 0.00 | 0.00 |
VISA INCDFND | COM CL A | 4.63M | SH | $1.63B 0.83% | 4.63M | 0.00 | 0.00 |
CBRE GROUP INCSOLE | CL A | 9.57M | SH | $1.54B 0.79% | 9.57M | 0.00 | 0.00 |
LIVE NATION ENTERTAINMENT INSOLE | COM | 10.73M | SH | $1.53B 0.78% | 10.73M | 0.00 | 0.00 |
COPART INCDFND | COM | 38.99M | SH | $1.53B 0.78% | 38.99M | 0.00 | 0.00 |
EQUINIX INCDFND | COM | 1.95M | SH | $1.50B 0.76% | 1.95M | 0.00 | 0.00 |
PROLOGIS INC.DFND | COM | 10.95M | SH | $1.40B 0.71% | 10.95M | 0.00 | 0.00 |
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