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PRINCIPAL FINANCIAL GROUP INC

711 HIGH STREET, DES MOINES, IA 50392 • 5152475111

Q2 2026 · Filed 2026-08-04
Market Value
$202.4B
+9.0%
Holdings
2,251
-22
New Purchases
104
Added To
1,073
Closed
125
Reduced
924
Top 10 Concentration
19.6%
Turnover
10.2%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
LCAP 0.80% 0.05% +0.75% $1.6B
MU 0.96% 0.29% +0.67% $1.9B
AMD 0.59% 0.20% +0.38% $1.2B
INTC 0.37% 0.12% +0.24% $740M
LRCX 0.41% 0.21% +0.20% $834M
AMAT 0.36% 0.18% +0.18% $729M
AVGO 1.63% 1.45% +0.17% $3.3B
VALE 0.22% 0.05% +0.17% $438M
ENTG 0.53% 0.37% +0.16% $1.1B
SNDK 0.21% 0.06% +0.16% $432M
MRVL 0.15% 0.00% +0.15% $311M
AAPL 3.07% 2.92% +0.15% $6.2B
GOOG 1.25% 1.11% +0.14% $2.5B
USMC 1.18% 1.04% +0.14% $2.4B
LLY 0.74% 0.61% +0.14% $1.5B

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CPRT 0.02% 0.57% -0.55% $31M
MSFT 2.53% 2.99% -0.46% $5.1B
CSGP 0.05% 0.38% -0.33% $107M
ORLY 0.65% 0.90% -0.25% $1.3B
BN 1.16% 1.39% -0.23% $2.3B
HDB 0.02% 0.24% -0.22% $40M
SU 0.42% 0.63% -0.20% $856M
NFLX 0.39% 0.59% -0.20% $787M
VMC 0.80% 0.97% -0.18% $1.6B
YUMC 0.43% 0.60% -0.17% $861M
INVH 0.03% 0.18% -0.15% $63M
XONA.DE 0.41% 0.56% -0.15% $822M
META 1.13% 1.28% -0.15% $2.3B
AMZN 2.01% 2.15% -0.14% $4.1B
PIEQ 0.44% 0.57% -0.13% $881M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Technology 20.5%
Financial Services 18.2%
Real Estate 11.8%
Industrials 10.7%
Consumer Cyclical 10.3%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 77 $72.5B 35.8%
Large Cap 771 $97.6B 48.2%
Mid Cap 907 $25.6B 12.7%
Small Cap 459 $4.7B 2.3%
Micro Cap 37 $1.9B 1.0%

Portfolio Analytics

Avg Market Cap
$45.7B
Median Market Cap
$5.9B
Avg P/E
34.8
Median P/E
21.6
Avg Dividend Yield
0.02%
Avg Beta
1.06
# Stocks
2,126
# ETFs / Funds
125

Top Holdings (2,251 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 3.80% 38,405,664 $7.7B $200.09 $779M -1,192,149 -3.0%
2 AAPL 3.07% 21,451,663 $6.2B $289.36 $791M +108,849 +0.5%
3 MSFT 2.53% 13,740,829 $5.1B $373.02 -$433M -1,276,147 -8.5%
4 AMZN 2.01% 17,085,402 $4.1B $238.34 $84M -2,063,615 -10.8%
5 GOOGL 1.83% 10,361,802 $3.7B $357.37 $508M -748,823 -6.7%
6 AVGO 1.63% 8,723,896 $3.3B $377.75 $596M +3,408 +0.0%
7 GOOG 1.25% 7,171,781 $2.5B $353.33 $474M -10,165 -0.1%
8 USMC 1.18% 32,298,980 $2.4B $74.11 $454M +2,145,416 +7.1%
9 BN 1.16% 55,057,354 $2.3B $42.59 -$238M -8,765,954 -13.7%
10 META 1.13% 4,066,508 $2.3B $563.29 -$85M -84,957 -2.0%
11 TDG 1.12% 1,709,129 $2.3B $1,332.08 -$57M -304,655 -15.1%
12 WELL 1.10% 9,814,621 $2.2B $226.97 $328M +207,966 +2.2%
13 HEI-A 0.98% 7,707,811 $2.0B $257.91 $116M -1,159,446 -13.1%
14 EQIX 0.98% 1,902,047 $2.0B $1,042.39 $41M -78,450 -4.0%
15 MU 0.96% 1,674,981 $1.9B $1,154.29 $1.4B +101,984 +6.5%
16 HLT 0.95% 5,836,454 $1.9B $330.46 -$79M -766,658 -11.6%
17 LYV 0.90% 9,967,266 $1.8B $183.11 $133M -1,128,039 -10.2%
18 IVV 0.90% 2,423,361 $1.8B $748.89 $212M -29,739 -1.2%
19 KKR 0.89% 19,677,109 $1.8B $91.78 $1M +169,368 +0.9%
20 VMC 0.80% 5,466,956 $1.6B $295.01 -$196M -1,175,430 -17.7%
21 LCAP 0.80% 48,561,966 $1.6B $33.18 $1.5B +45,660,110 +1573.5%
22 V 0.80% 4,693,213 $1.6B $343.09 $145M -155,104 -3.2%
23 TSLA 0.79% 3,781,228 $1.6B $420.60 $176M -22,180 -0.6%
24 JPM 0.78% 4,823,651 $1.6B $327.33 $119M -137,945 -2.8%
25 LLY 0.74% 1,255,719 $1.5B $1,199.43 $378M +29,020 +2.4%
26 PLD 0.68% 10,193,516 $1.4B $135.47 -$8M -312,713 -3.0%
27 CBRE 0.68% 10,244,499 $1.4B $134.69 $43M +374,086 +3.8%
28 TECK 0.68% 23,000,233 $1.4B $59.53 $230M +955,949 +4.3%
29 ORLY 0.65% 14,208,385 $1.3B $92.09 -$359M -3,857,854 -21.4%
30 VTR 0.61% 13,969,657 $1.2B $88.80 -$14M -1,365,423 -8.9%
31 MLM 0.60% 2,116,369 $1.2B $576.71 -$12M +22,427 +1.1%
32 MA 0.60% 2,356,440 $1.2B $513.60 -$8M -80,999 -3.3%
33 BRK-B 0.59% 2,391,693 $1.2B $500.39 $51M +1,650 +0.1%
34 AMD 0.59% 2,040,946 $1.2B $580.91 $807M +180,198 +9.7%
35 ENTG 0.53% 5,955,687 $1.1B $179.86 $381M +70,448 +1.2%
36 COST 0.50% 1,092,459 $1.0B $935.47 -$115M -48,161 -4.2%
37 BRO 0.50% 15,721,830 $1.0B $64.15 -$9M +113,110 +0.7%
38 TSM 0.47% 1,971,042 $941M $477.57 $277M +4,444 +0.2%
39 AMT 0.46% 5,742,438 $939M $163.57 -$81M -172,153 -2.9%
40 PSC 0.45% 12,910,411 $905M $70.08 $186M +361,007 +2.9%
41 VEEV 0.44% 4,979,210 $884M $177.47 $156M +837,665 +20.2%
42 PIEQ 0.44% 24,666,040 $881M $35.70 -$173M -6,922,166 -21.9%
43 EXR 0.43% 6,057,187 $880M $145.30 $37M -373,139 -5.8%
44 BIP 0.43% 23,776,567 $868M $36.49 -$107M -3,202,621 -11.9%
45 YUMC 0.43% 21,130,258 $861M $40.76 -$250M -1,476,482 -6.5%
46 JNJ 0.42% 3,383,935 $859M $253.97 $35M +12,334 +0.4%
47 H 0.42% 4,430,258 $859M $193.84 $180M -291,167 -6.2%
48 SU 0.42% 15,924,939 $856M $53.78 -$309M -1,756,248 -9.9%
49 LRCX 0.41% 1,924,829 $834M $433.33 $441M +85,089 +4.6%
50 XONA.DE 0.41% 6,012,990 $822M $136.72 -$213M -86,958 -1.4%
51 BAC 0.40% 14,362,582 $818M $56.98 $116M -49,581 -0.3%
52 AJG 0.40% 3,494,796 $802M $229.57 $100M +252,708 +7.8%
53 NFLX 0.39% 11,027,249 $787M $71.40 -$306M -342,151 -3.0%
54 GE 0.38% 2,047,839 $765M $373.73 $211M +95,556 +4.9%
55 FWONK 0.38% 7,996,585 $761M $95.14 $1M -937,773 -10.5%
56 LPLA 0.37% 2,684,964 $756M $281.68 -$37M +48,420 +1.8%
57 INTC 0.37% 5,301,170 $740M $139.63 $509M +67,748 +1.3%
58 SPOT 0.36% 1,603,274 $736M $459.13 $256M +613,607 +62.0%
59 AMAT 0.36% 1,008,591 $729M $723.00 $394M +28,982 +3.0%
60 KO 0.35% 8,737,836 $710M $81.27 $121M +987,181 +12.7%
61 CAT 0.35% 662,735 $706M $1,064.90 $234M -3,571 -0.5%
62 AMH 0.34% 20,691,697 $694M $33.52 $165M +1,754,299 +9.3%
63 ABBV 0.33% 2,684,208 $675M $251.64 $60M -147,428 -5.2%
64 PG 0.33% 4,588,494 $673M $146.64 -$13M -157,910 -3.3%
65 DLR 0.33% 3,746,513 $673M $179.58 $5M +41,520 +1.1%
66 WMT 0.33% 5,917,839 $670M $113.26 -$67M -10,944 -0.2%
67 AVB 0.33% 3,518,162 $664M $188.69 -$62M -923,437 -20.8%
68 MCO 0.33% 1,461,325 $662M $452.94 $190M +379,518 +35.1%
69 REG 0.31% 7,952,827 $634M $79.74 -$123M -2,051,969 -20.5%
70 MSCI 0.31% 1,127,265 $631M $560.06 -$95M -219,774 -16.3%
71 MRK 0.30% 4,751,479 $611M $128.50 $44M +41,537 +0.9%
72 ESS 0.30% 2,092,902 $610M $291.59 $207M +424,866 +25.5%
73 BAM 0.30% 13,551,754 $608M $44.85 $42M +816,207 +6.4%
74 MKL 0.30% 307,791 $601M $1,953.23 -$168M -94,085 -23.4%
75 MS 0.29% 2,836,822 $593M $209.04 $96M -185,144 -6.1%
76 TYL 0.29% 2,027,041 $593M $292.46 -$5M +281,416 +16.1%
77 SUNB 0.29% 7,934,212 $591M $74.54 $164M +1,323,241 +20.0%
78 UNH 0.29% 1,404,760 $584M $415.63 $216M +45,443 +3.3%
79 CSCO 0.28% 4,820,488 $566M $117.46 $186M -74,175 -1.5%
80 KLAC 0.28% 1,870,959 $564M $301.71 $275M +1,674,501 +852.4%
81 IRM 0.27% 4,373,424 $552M $126.31 $86M -192,669 -4.2%
82 APH 0.27% 3,056,002 $539M $176.32 $173M +159,665 +5.5%
83 CVX 0.26% 3,128,012 $518M $165.76 -$141M -57,445 -1.8%
84 ICLR 0.25% 2,950,974 $513M $173.71 $146M -360,797 -10.9%
85 DHR 0.25% 2,664,239 $507M $190.48 -$39M -216,619 -7.5%
86 CDNS 0.25% 1,334,480 $501M $375.32 -$24M -554,394 -29.4%
87 PRM 0.25% 14,007,326 $499M $35.65 $194M +1,494,167 +11.9%
88 FICO 0.25% 415,795 $497M $1,194.88 $45M -7,027 -1.7%
89 ELS 0.24% 7,548,806 $487M $64.45 $85M +1,113,441 +17.3%
90 SBRA 0.24% 24,706,070 $482M $19.51 $263K -346,051 -1.4%
91 GEV 0.24% 405,618 $477M $1,174.86 $136M +15,944 +4.1%
92 HD 0.23% 1,346,127 $475M $352.68 $34M +6,327 +0.5%
93 EGP 0.23% 2,310,283 $468M $202.53 $37M -18,431 -0.8%
94 AHR 0.23% 8,917,875 $465M $52.15 $115M +1,494,669 +20.1%
95 CB 0.23% 1,359,475 $463M $340.74 $35M +46,453 +3.5%
96 SPG 0.23% 2,061,411 $461M $223.65 -$23M -533,805 -20.6%
97 ARES 0.22% 4,040,482 $450M $111.31 $12M +31,191 +0.8%
98 C 0.22% 3,195,739 $447M $139.96 $177M +810,352 +34.0%
99 LIN 0.22% 856,362 $444M $518.95 -$8M -55,725 -6.1%
100 VALE 0.22% 29,112,147 $438M $15.04 $354M +23,850,132 +453.2%

New Positions

SymbolValue% Port
ASND $233M 0.12%
BXDC $176M 0.09%
HONIV $84M 0.04%
HONAV $83M 0.04%
NHP $72M 0.04%
YSWY $54M 0.03%
CCL $40M 0.02%
FRVO $36M 0.02%
QNT $36M 0.02%
AVEX $36M 0.02%
LQDA $27M 0.01%
FRBT $23M 0.01%
EBC $23M 0.01%
WDE $20M 0.01%
DD $20M 0.01%

Sold Out Positions

SymbolValue% Port
HUBS —%
VIPS —%
LADR —%
ALSN —%
WK —%
RBLX —%
ESTC —%
CLVT —%
ARI —%
GENI —%
AXS —%
ACVA —%
CPNG —%
ONON —%
S —%
View SEC EDGAR Filings for PRINCIPAL FINANCIAL GROUP INC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms