Filed: 5/4/2026ACC: 0001126328-26-000103
📋 What this filing means
PRINCIPAL FINANCIAL GROUP INC filed this quarterly 13F‑HR report disclosing 2177 equity positions with a total reported market value of $187.24B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
2177
Positions
$187.24B
Total AUM (reported)
2.09B
Total Shares
Allocation by class
COM$133.13B71.1%
CL A$11.54B6.2%
COM NEW$4.79B2.6%
COM CL A$3.51B1.9%
SHS$3.28B1.8%
CAP STK CL A$3.19B1.7%
CL A LTD VT SH$2.58B1.4%
Portfolio Concentration
Top 3$17.88B9.5%
4–10$19.23B10.3%
11–25$25.30B13.5%
Rest$124.83B66.7%
Top 3 weight
9.5%
Top 10 weight
19.8%
Voting Authority Distribution
Total shares with voting rights: 2.09B
Sole
Full voting authority
2.09B
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.03M
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole52
Shared0
Other2125
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings2177
Rows:
NVIDIA CORPORATION
DFNDShares39.60M
TypeSH
Market value$6.91B
3.69%
Sole
39.60M
Shared
0.00
None
0.00
MICROSOFT CORP
DFNDShares15.02M
TypeSH
Market value$5.56B
2.97%
Sole
15.02M
Shared
0.00
None
0.00
APPLE INC
SOLEShares21.34M
TypeSH
Market value$5.42B
2.89%
Sole
21.34M
Shared
0.00
None
0.00
AMAZON COM INC
DFNDShares19.15M
TypeSH
Market value$3.99B
2.13%
Sole
19.15M
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares11.11M
TypeSH
Market value$3.19B
1.71%
Sole
11.11M
Shared
0.00
None
0.00
BROADCOM INC
DFNDShares8.72M
TypeSH
Market value$2.70B
1.44%
Sole
8.72M
Shared
0.00
None
0.00
BROOKFIELD CORP
DFNDShares63.82M
TypeSH
Market value$2.58B
1.38%
Sole
63.82M
Shared
0.00
None
0.00
META PLATFORMS INC
DFNDShares4.15M
TypeSH
Market value$2.38B
1.27%
Sole
4.15M
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
DFNDShares2.01M
TypeSH
Market value$2.33B
1.25%
Sole
2.01M
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares7.18M
TypeSH
Market value$2.06B
1.10%
Sole
7.18M
Shared
0.00
None
0.00
HILTON WORLDWIDE HLDGS INC
DFNDShares6.60M
TypeSH
Market value$2.01B
1.07%
Sole
6.60M
Shared
0.00
None
0.00
EQUINIX INC
DFNDShares1.98M
TypeSH
Market value$1.94B
1.04%
Sole
1.98M
Shared
0.00
None
0.00
PRINCIPAL EXCHANGE TRADED FD
DFNDShares30.15M
TypeSH
Market value$1.94B
1.04%
Sole
30.15M
Shared
0.00
None
0.00
WELLTOWER INC
DFNDShares9.61M
TypeSH
Market value$1.90B
1.01%
Sole
9.61M
Shared
0.00
None
0.00
HEICO CORP NEW
DFNDShares8.87M
TypeSH
Market value$1.87B
1.00%
Sole
8.87M
Shared
0.00
None
0.00
VULCAN MATLS CO
DFNDShares6.64M
TypeSH
Market value$1.81B
0.97%
Sole
6.64M
Shared
0.00
None
0.00
KKR & CO INC
DFNDShares19.51M
TypeSH
Market value$1.80B
0.96%
Sole
19.51M
Shared
0.00
None
0.00
LIVE NATION ENTERTAINMENT IN
DFNDShares11.10M
TypeSH
Market value$1.69B
0.90%
Sole
11.10M
Shared
0.00
None
0.00
OREILLY AUTOMOTIVE INC
SOLEShares18.07M
TypeSH
Market value$1.67B
0.89%
Sole
18.07M
Shared
0.00
None
0.00
ISHARES TR
DFNDShares2.45M
TypeSH
Market value$1.60B
0.86%
Sole
2.45M
Shared
0.00
None
0.00
VISA INC
DFNDShares4.85M
TypeSH
Market value$1.47B
0.78%
Sole
4.85M
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
DFNDShares4.96M
TypeSH
Market value$1.46B
0.78%
Sole
4.96M
Shared
0.00
None
0.00
TESLA INC
DFNDShares3.80M
TypeSH
Market value$1.41B
0.76%
Sole
3.80M
Shared
0.00
None
0.00
PROLOGIS INC.
DFNDShares10.51M
TypeSH
Market value$1.39B
0.74%
Sole
10.51M
Shared
0.00
None
0.00
CBRE GROUP INC
DFNDShares9.87M
TypeSH
Market value$1.34B
0.71%
Sole
9.87M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONDFND | COM | 39.60M | SH | $6.91B 3.69% | 39.60M | 0.00 | 0.00 |
MICROSOFT CORPDFND | COM | 15.02M | SH | $5.56B 2.97% | 15.02M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 21.34M | SH | $5.42B 2.89% | 21.34M | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 19.15M | SH | $3.99B 2.13% | 19.15M | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 11.11M | SH | $3.19B 1.71% | 11.11M | 0.00 | 0.00 |
BROADCOM INCDFND | COM | 8.72M | SH | $2.70B 1.44% | 8.72M | 0.00 | 0.00 |
BROOKFIELD CORPDFND | CL A LTD VT SH | 63.82M | SH | $2.58B 1.38% | 63.82M | 0.00 | 0.00 |
META PLATFORMS INCDFND | CL A | 4.15M | SH | $2.38B 1.27% | 4.15M | 0.00 | 0.00 |
TRANSDIGM GROUP INCDFND | COM | 2.01M | SH | $2.33B 1.25% | 2.01M | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL C | 7.18M | SH | $2.06B 1.10% | 7.18M | 0.00 | 0.00 |
HILTON WORLDWIDE HLDGS INCDFND | COM | 6.60M | SH | $2.01B 1.07% | 6.60M | 0.00 | 0.00 |
EQUINIX INCDFND | COM | 1.98M | SH | $1.94B 1.04% | 1.98M | 0.00 | 0.00 |
PRINCIPAL EXCHANGE TRADED FDDFND | US MEGA CP ETF | 30.15M | SH | $1.94B 1.04% | 30.15M | 0.00 | 0.00 |
WELLTOWER INCDFND | COM | 9.61M | SH | $1.90B 1.01% | 9.61M | 0.00 | 0.00 |
HEICO CORP NEWDFND | CL A | 8.87M | SH | $1.87B 1.00% | 8.87M | 0.00 | 0.00 |
VULCAN MATLS CODFND | COM | 6.64M | SH | $1.81B 0.97% | 6.64M | 0.00 | 0.00 |
KKR & CO INCDFND | COM | 19.51M | SH | $1.80B 0.96% | 19.51M | 0.00 | 0.00 |
LIVE NATION ENTERTAINMENT INDFND | COM | 11.10M | SH | $1.69B 0.90% | 11.10M | 0.00 | 0.00 |
OREILLY AUTOMOTIVE INCSOLE | COM | 18.07M | SH | $1.67B 0.89% | 18.07M | 0.00 | 0.00 |
ISHARES TRDFND | CORE S&P500 ETF | 2.45M | SH | $1.60B 0.86% | 2.45M | 0.00 | 0.00 |
VISA INCDFND | COM CL A | 4.85M | SH | $1.47B 0.78% | 4.85M | 0.00 | 0.00 |
JPMORGAN CHASE & CODFND | COM | 4.96M | SH | $1.46B 0.78% | 4.96M | 0.00 | 0.00 |
TESLA INCDFND | COM | 3.80M | SH | $1.41B 0.76% | 3.80M | 0.00 | 0.00 |
PROLOGIS INC.DFND | COM | 10.51M | SH | $1.39B 0.74% | 10.51M | 0.00 | 0.00 |
CBRE GROUP INCDFND | CL A | 9.87M | SH | $1.34B 0.71% | 9.87M | 0.00 | 0.00 |
Page 1 of 88
…