13F Insight
DOSSIER · 13F-HR · Q2 2026

PRINCIPAL FINANCIAL GROUP INC

$203.6B in tracked AUM across 4,413 positions as of Q2 2026.

PF
CIK 0001126328 · last filed Jun 30, 2026
Total AUM
$203.6B
as of Q2 2026
Holdings
4,413
—
positions
Whale Score
68
68
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Principal Financial Group reported $187.2B across 4,452 holdings for Q1 2026, down from $195.9B. Less tech-concentrated than most peers of its size, Principal's top names span NVIDIA (3.69%), Microsoft (2.97%), Apple (2.89%) but also Brookfield Corp (1.38%), TransDigm (1.25%) and Hilton (1.07%). The quarter trimmed Microsoft (-$1.6B), KKR and Hilton while building Equinix (+$445M) and new positions in Johnson & Johnson ($824M), LPL Financial ($793M), Regency Centers ($757M) and Walmart ($737M).

A more balanced top. NVIDIA (3.69%), Microsoft (2.97%) and Apple (2.89%) lead, but the next tier is unusually diverse — Brookfield Corp (1.38%), TransDigm (1.25%), Hilton Worldwide (1.07%) and Equinix (1.04%) sit alongside the usual platforms. Technology ($22.0B) only narrowly leads Financial Services ($18.8B) and Consumer Cyclical ($17.1B) at the sector level.

The quarter's rebalancing. Microsoft was the largest reduction at roughly $1.6B, with KKR (-$522M) also trimmed. On the consumer-cyclical side the manager took profits in Hilton (-$684M), TransDigm (-$547M) and Heico (-$501M). Equinix was added (+$445M), reinforcing a data-center-REIT theme.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$7.7B38.4M3.8%02
AAPL
APPLE INC
$6.2B21.5M3.0%03
MSFT
MICROSOFT CORP
$5.1B13.7M2.5%04
AMZN
AMAZON COM INC
$4.1B17.1M2.0%05
GOOGL
ALPHABET INC
$3.7B10.4M1.8%06
AVGO
BROADCOM INC
$3.3B8.7M1.6%07
GOOG
ALPHABET INC
$2.5B7.2M1.2%08
USMC
PRINCIPAL EXCHANGE TRADED FD
$2.4B32.3M1.2%09
BN
BROOKFIELD CORP
$2.3B55.1M1.2%10
META
META PLATFORMS INC
$2.3B4.1M1.1%

Filing history

2026Q2Jun 30
$203.6B▲ 8.8%
4,413 positionsView →2026Q1Mar 31
$187.2B▼ 4.4%
4,452 positionsView →2025Q4Dec 31
$195.9B▼ 1.2%
4,456 positionsView →2025Q3Sep 30
$198.3B▲ 4.8%
4,552 positionsView →2025Q2Jun 30
$189.2B▲ 6.2%
4,603 positionsLocked2025Q1Mar 31
$178.2B▼ 2.8%
4,516 positionsLocked2024Q4Dec 31
$183.4B▲ 1.0%
4,570 positionsLocked2024Q3Sep 30
$181.5B▲ 7.8%
4,490 positionsLocked2024Q2Jun 30
$168.4B▼ 1.0%
4,671 positionsLocked2024Q1Mar 31
$170.1B▲ 8.5%
4,772 positionsLocked2023Q4Dec 31
$156.8B▲ 12.7%
4,741 positionsLocked2023Q3Sep 30
$139.2B▼ 4.9%
4,763 positionsLocked
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