Filed: 8/4/2026ACC: 0001126328-26-000178
📋 What this filing means
PRINCIPAL FINANCIAL GROUP INC filed this quarterly 13F‑HR report disclosing 2154 equity positions with a total reported market value of $203.64B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
2154
Positions
$203.64B
Total AUM (reported)
2.06B
Total Shares
Allocation by class
COM$140.44B69.0%
CL A$12.58B6.2%
COM NEW$6.28B3.1%
COM CL A$4.27B2.1%
SHS$3.90B1.9%
CAP STK CL A$3.70B1.8%
CAP STK CL C$2.53B1.2%
Portfolio Concentration
Top 3$19.02B9.3%
4–10$20.63B10.1%
11–25$27.29B13.4%
Rest$136.70B67.1%
Top 3 weight
9.3%
Top 10 weight
19.5%
Voting Authority Distribution
Total shares with voting rights: 2.06B
Sole
Full voting authority
2.06B
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
997.68K
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole48
Shared0
Other2106
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings2154
Rows:
NVIDIA CORPORATION
DFNDShares38.41M
TypeSH
Market value$7.68B
3.77%
Sole
38.41M
Shared
0.00
None
0.00
APPLE INC
DFNDShares21.45M
TypeSH
Market value$6.21B
3.05%
Sole
21.45M
Shared
0.00
None
0.00
MICROSOFT CORP
DFNDShares13.74M
TypeSH
Market value$5.13B
2.52%
Sole
13.74M
Shared
0.00
None
0.00
AMAZON COM INC
DFNDShares17.09M
TypeSH
Market value$4.07B
2.00%
Sole
17.09M
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares10.36M
TypeSH
Market value$3.70B
1.82%
Sole
10.36M
Shared
0.00
None
0.00
BROADCOM INC
DFNDShares8.72M
TypeSH
Market value$3.30B
1.62%
Sole
8.72M
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares7.17M
TypeSH
Market value$2.53B
1.24%
Sole
7.17M
Shared
0.00
None
0.00
PRINCIPAL EXCHANGE TRADED FD
DFNDShares32.30M
TypeSH
Market value$2.39B
1.18%
Sole
32.30M
Shared
0.00
None
0.00
BROOKFIELD CORP
DFNDShares55.06M
TypeSH
Market value$2.34B
1.15%
Sole
55.06M
Shared
0.00
None
0.00
META PLATFORMS INC
DFNDShares4.07M
TypeSH
Market value$2.29B
1.12%
Sole
4.07M
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
DFNDShares1.71M
TypeSH
Market value$2.28B
1.12%
Sole
1.71M
Shared
0.00
None
0.00
WELLTOWER INC
DFNDShares9.81M
TypeSH
Market value$2.23B
1.09%
Sole
9.81M
Shared
0.00
None
0.00
HEICO CORP NEW
DFNDShares7.71M
TypeSH
Market value$1.99B
0.98%
Sole
7.71M
Shared
0.00
None
0.00
EQUINIX INC
DFNDShares1.90M
TypeSH
Market value$1.98B
0.97%
Sole
1.90M
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
DFNDShares1.67M
TypeSH
Market value$1.93B
0.95%
Sole
1.67M
Shared
0.00
None
0.00
HILTON WORLDWIDE HLDGS INC
DFNDShares5.84M
TypeSH
Market value$1.93B
0.95%
Sole
5.84M
Shared
0.00
None
0.00
LIVE NATION ENTERTAINMENT IN
DFNDShares9.97M
TypeSH
Market value$1.83B
0.90%
Sole
9.97M
Shared
0.00
None
0.00
ISHARES TR
DFNDShares2.42M
TypeSH
Market value$1.81B
0.89%
Sole
2.42M
Shared
0.00
None
0.00
KKR & CO INC
SOLEShares19.68M
TypeSH
Market value$1.81B
0.89%
Sole
19.68M
Shared
0.00
None
0.00
VULCAN MATLS CO
DFNDShares5.47M
TypeSH
Market value$1.61B
0.79%
Sole
5.47M
Shared
0.00
None
0.00
PRINCIPAL EXCHANGE TRADED FD
DFNDShares48.56M
TypeSH
Market value$1.61B
0.79%
Sole
48.56M
Shared
0.00
None
0.00
VISA INC
DFNDShares4.69M
TypeSH
Market value$1.61B
0.79%
Sole
4.69M
Shared
0.00
None
0.00
TESLA INC
DFNDShares3.78M
TypeSH
Market value$1.59B
0.78%
Sole
3.78M
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
DFNDShares4.82M
TypeSH
Market value$1.58B
0.78%
Sole
4.82M
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares1.26M
TypeSH
Market value$1.51B
0.74%
Sole
1.26M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONDFND | COM | 38.41M | SH | $7.68B 3.77% | 38.41M | 0.00 | 0.00 |
APPLE INCDFND | COM | 21.45M | SH | $6.21B 3.05% | 21.45M | 0.00 | 0.00 |
MICROSOFT CORPDFND | COM | 13.74M | SH | $5.13B 2.52% | 13.74M | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 17.09M | SH | $4.07B 2.00% | 17.09M | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 10.36M | SH | $3.70B 1.82% | 10.36M | 0.00 | 0.00 |
BROADCOM INCDFND | COM | 8.72M | SH | $3.30B 1.62% | 8.72M | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL C | 7.17M | SH | $2.53B 1.24% | 7.17M | 0.00 | 0.00 |
PRINCIPAL EXCHANGE TRADED FDDFND | US MEGA CP ETF | 32.30M | SH | $2.39B 1.18% | 32.30M | 0.00 | 0.00 |
BROOKFIELD CORPDFND | CL A LTD VT SH | 55.06M | SH | $2.34B 1.15% | 55.06M | 0.00 | 0.00 |
META PLATFORMS INCDFND | CL A | 4.07M | SH | $2.29B 1.12% | 4.07M | 0.00 | 0.00 |
TRANSDIGM GROUP INCDFND | COM | 1.71M | SH | $2.28B 1.12% | 1.71M | 0.00 | 0.00 |
WELLTOWER INCDFND | COM | 9.81M | SH | $2.23B 1.09% | 9.81M | 0.00 | 0.00 |
HEICO CORP NEWDFND | CL A | 7.71M | SH | $1.99B 0.98% | 7.71M | 0.00 | 0.00 |
EQUINIX INCDFND | COM | 1.90M | SH | $1.98B 0.97% | 1.90M | 0.00 | 0.00 |
MICRON TECHNOLOGY INCDFND | COM | 1.67M | SH | $1.93B 0.95% | 1.67M | 0.00 | 0.00 |
HILTON WORLDWIDE HLDGS INCDFND | COM | 5.84M | SH | $1.93B 0.95% | 5.84M | 0.00 | 0.00 |
LIVE NATION ENTERTAINMENT INDFND | COM | 9.97M | SH | $1.83B 0.90% | 9.97M | 0.00 | 0.00 |
ISHARES TRDFND | CORE S&P500 ETF | 2.42M | SH | $1.81B 0.89% | 2.42M | 0.00 | 0.00 |
KKR & CO INCSOLE | COM | 19.68M | SH | $1.81B 0.89% | 19.68M | 0.00 | 0.00 |
VULCAN MATLS CODFND | COM | 5.47M | SH | $1.61B 0.79% | 5.47M | 0.00 | 0.00 |
PRINCIPAL EXCHANGE TRADED FDDFND | CAP APP SEL ETF | 48.56M | SH | $1.61B 0.79% | 48.56M | 0.00 | 0.00 |
VISA INCDFND | COM CL A | 4.69M | SH | $1.61B 0.79% | 4.69M | 0.00 | 0.00 |
TESLA INCDFND | COM | 3.78M | SH | $1.59B 0.78% | 3.78M | 0.00 | 0.00 |
JPMORGAN CHASE & CODFND | COM | 4.82M | SH | $1.58B 0.78% | 4.82M | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 1.26M | SH | $1.51B 0.74% | 1.26M | 0.00 | 0.00 |
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