Principal Financial Group portfolio
Insurance holdingPortfolio as of Sep 30, 2026 (Q3 2026) · filed with the SEC on Nov 2, 2026 · data updated on Nov 5, 2026 · Q3 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Principal Financial Group reported a $195 bn portfolio of 2,222 companies (2,234 positions, counting each share class separately) to the SEC as of the end of Q3 2026. Its largest positions are NVDA, AAPL, MSFT.
Sections with a free account
What changed this quarter
2114 positions with a change (184 new, 797 added to, 1028 trimmed, 105 sold); also, 3 entered through an IPO. 1 is listed here: those of 0.5 points of the portfolio or more (up to 12).
- Principal US Mega-cap ETF+58%more sharesIncreased1.2% → 2.0%
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- NVIDIANVDA4.4%
- AppleAAPL3.5%
- MicrosoftMSFT3.2%
- AlphabetGOOGL · GOOG3.0%
- Principal US Mega-cap ETFUSMC2.0%
- Amazon.comAMZN2.0%
- BroadcomAVGO1.5%
- Meta PlatformsMETA1.5%
- WelltowerWELL1.0%
- BrookfieldBN1.0%
- TransDigm GroupTDG1.0%
- EquinixEQIX0.9%
- Micron TechnologyMU0.9%
- Hilton Worldwide HoldingsHLT0.9%
- JPMorgan ChaseJPM0.8%
Portfolio by sector
- ● Information Technology 25%
- ● Financials 13%
- ● Real Estate 10%
- ● Industrials 9%
- ● Consumer Discretionary 9%
- ● Health Care 8%
- ● Communication Services 7%
- ● No sector 6%
- ● Materials 4%
- ● Energy 3%
- ● Consumer Staples 3%
- ● Utilities 1%
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Not counted as a concentrated manager: its portfolio is not within 5 to 100 positions; its top 10 positions are under 45%; it is an insurer whose portfolio we have not reviewed by hand. Its portfolio is shown all the same, but it is left out of manager counts, the consensus and the ranking. How this is decided