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Latest PRINCIPAL FINANCIAL GROUP INC Stock Portfolio

$203Billion | No. of Holdings #2148

PRINCIPAL FINANCIAL GROUP INC Performance

2026 Q2+11.13%
YTD+6.37%
2025+8.72%

About PRINCIPAL FINANCIAL GROUP INC and 13F Hedge Fund Stock Holdings

On 2026-08-04, the fund reported it's updated stock portfolio. In the 13F Holdings report, PRINCIPAL FINANCIAL GROUP INC reported an equity portfolio of $203.6 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of PRINCIPAL FINANCIAL GROUP INC are NVDA, AAPL, MSFT. The fund has invested 3.8% of it's portfolio in NVIDIA CORPORATION and 3% of portfolio in APPLE INC. <br><br> The fund managers got completely rid off CCC INTELLIGENT SOLUTIONS HL (CCCS), ASCENDIS PHARMA A/S (ASND) and HONEYWELL INTL INC (HON) stocks. They significantly reduced their stock positions in ADAPTIVE BIOTECHNOLOGIES COR (ADPT), WORLD GOLD TR (GLDM) and COPART INC (CPRT). PRINCIPAL FINANCIAL GROUP INC opened new stock positions in ASCENDIS PHARMA A/S, HONEYWELL INTL INC (HON) and NATIONAL HEALTHCARE PPTYS IN (HTIBP). The fund showed a lot of confidence in some stocks as they added substantially to QIAGEN NV (QGEN), MEDLINE INC and MARVELL TECHNOLOGY INC (MRVL).
PRINCIPAL FINANCIAL GROUP INC Equity Portfolio Value
Last Reported on: 04 Aug, 2026
$203Billion
  as of Aug 04, 2026

PRINCIPAL FINANCIAL GROUP INC Annual Return Estimates Vs S&P 500

Our best estimate is that PRINCIPAL FINANCIAL GROUP INC made a return of 11.13% in the last quarter. In trailing 12 months, it's portfolio return was 11.01%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ascendis pharma a/s232,980,000
blackstone digital infrastru176,475,000
honeywell intl inc83,959,800
honeywell aerospace inc83,160,600
national healthcare pptys in72,184,900
New stocks bought by PRINCIPAL FINANCIAL GROUP INC

Additions

Ticker% Inc.
qiagen nv120,282
marvell technology inc10,400
principal exchange traded fd4,180
wheaton precious metals corp1,724
principal exchange traded fd1,573
sba communications corp722
acadia rlty tr520
macerich co463
Additions to existing portfolio by PRINCIPAL FINANCIAL GROUP INC

Reductions

Ticker% Reduced
invitation homes inc-84.68
costar group inc-78.58
ryman hospitality pptys inc-76.05
crh plc-63.46
myr group inc-62.86
caseys gen stores inc-62.09
waste connections inc-53.91
flex ltd-51.11
PRINCIPAL FINANCIAL GROUP INC reduced stake in above stock

Sold off

None of the stocks were completely sold off by PRINCIPAL FINANCIAL GROUP INC

Sector Distribution

PRINCIPAL FINANCIAL GROUP INC has about 22.2% of it's holdings in Technology sector.

  • Technology
  • Others
  • Financial Services
  • Real Estate
  • Industrials
  • Consumer Cyclical
  • Communication Services
  • Healthcare
  • Basic Materials
  • Consumer Defensive
  • Energy
  • Utilities
Sector%
Technology22.2
Others14.7
Financial Services11
Real Estate10.7
Industrials9.2
Consumer Cyclical9.2
Communication Services6.8
Healthcare6.7
Basic Materials2.9
Consumer Defensive2.8
Energy2.2
Utilities1.4

Market Cap. Distribution

PRINCIPAL FINANCIAL GROUP INC has about 74.3% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • MEGA-CAP
  • UNALLOCATED
  • MID-CAP
  • SMALL-CAP
Category%
LARGE-CAP42.2
MEGA-CAP32.1
UNALLOCATED15.1
MID-CAP9.4
SMALL-CAP1.1

Stocks belong to which Index?

About 71.6% of the stocks held by PRINCIPAL FINANCIAL GROUP INC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50063
Others28.3
RUSSELL 20008.6
Top 5 Winners (%)%
MXL
maxlinear inc
553.7 %
penguin solutions inc
327.2 %
MU
micron technology inc
218.3 %
INTC
intel corp
212.1 %
sandisk corp
208.6 %
Top 5 Winners ($)$
MU
micron technology inc
1325.9 M
NVDA
nvidia corporation
1002.0 M
AAPL
apple inc
761.1 M
GOOG
alphabet inc
749.5 M
AMD
advanced micro devices inc
736.4 M
Top 5 Losers (%)%
VB
vanguard index fds
-74.6 %
SBS
companhia de saneamento basi
-72.4 %
CVNA
carvana co
-69.4 %
VB
vanguard index fds
-69.1 %
IJR
ishares tr
-68.7 %
Top 5 Losers ($)$
NFLX
netflix inc.
-277.2 M
SU
suncor energy inc new
-204.2 M
XOM
exxon mobil corp
-199.5 M
YUMC
yum china hldgs inc
-183.6 M
CVX
chevron corporation
-129.9 M

PRINCIPAL FINANCIAL GROUP INC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of PRINCIPAL FINANCIAL GROUP INC

PRINCIPAL FINANCIAL GROUP INC has 2148 stocks in it's portfolio. About 19.5% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. MU was the most profitable stock for PRINCIPAL FINANCIAL GROUP INC last quarter.

$178.88BTotal Value
500Positions
04 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of PRINCIPAL FINANCIAL GROUP INC, last reported on 04 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AGNG
Global X Fds

Global X Fds

AGNG
PRINCIPAL FINANCIAL GROUP INC's holding in Global X Fds over time
0.07%2,326,480
$137.08M
0.07%
increased 48.42 percentadded