PRINCIPAL FINANCIAL GROUP INC
Q2 2026 Form 13-F
Reports holdings for
- PRINCIPAL LIFE INSURANCE CO · File #028-00793 · since Q2 2022
- PRINCIPAL GLOBAL INVESTORS · File #028-01549 · since Q2 2022
- PRINCIPAL FINANCIAL SERVICES INC · File #028-10107 · since Q2 2013
- PRINCIPAL REAL ESTATE INVESTORS LLC · File #028-10400 · since Q2 2013
- DELAWARE CHARTER GUARANTEE & TRUST CO · File #028-22671 · since Q3 2022
- ALPS ADVISORS INC · File #028-12230 · Q1 2024 – Q1 2026 · declared by one filing
- Pacific Life Fund Advisors LLC · File #028-14003 · Q1 2024 – Q1 2026 · declared by one filing
- Harrison Street Private Wealth LLC · File #028-19134 · Q1 2024 – Q1 2026 · declared by one filing
- Knights of Columbus Asset Advisors LLC · File #028-17560 · Q1 2024 – Q1 2026 · declared by one filing
- Principal Global Investors, LLC (not a 13F filer in our records) · File #028-1549 · Q2 2013 – Q1 2022 · declared by one filing
- Principal Life Insurance Co (not a 13F filer in our records) · File #028-793 · Q2 2013 – Q1 2022 · declared by one filing
- Delaware Charter Guarantee & Trust Company (not a 13F filer in our records) · Q1 2022 – Q1 2022 · declared by one filing
- Principal Management Corporation (not a 13F filer in our records) · File #028-07402 · Q2 2013 – Q1 2017
Holdings reported by
- PRINCIPAL SECURITIES INC · Q1 2024 – Q1 2026 · declared by one filing
- Spectrum Asset Management Inc · Q1 2024 – Q1 2026 · declared by one filing
- Origin Asset Management LLP · Q1 2024 – Q4 2025 · declared by one filing
Key People
Directors & officers from Form 4 filingsDescription and Activity
Principal operates in the financial services industry, offering a range of products and services including retirement solutions, insurance, and asset management. The company generates revenue through fees and premiums from these financial products and services. Principal's primary client base consists of individual consumers, businesses, and institutional clients seeking financial planning, investment, and insurance solutions.
The company's operational structure includes various divisions and subsidiaries that focus on different aspects of financial services, such as retirement and income solutions, global asset management, and insurance solutions. Key factors impacting Principal's business performance include economic and market conditions, competitive pressures, and regulatory changes. These elements influence demand for its products and services, as well as overall financial results, including revenues and net income.
Company description summarized from 10-K filing.Filing Navigation
Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.
13F Metrics
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Q2 2026 13F record
Q2 2026 13F filing summary
| Period of report | June 30, 2026 |
|---|---|
| Filed | August 04, 2026 |
| Form | 13F-HR |
| Reported value | $203.6B |
| Positions | 2,154 |
| Change in reported value | +8.8% |
| New positions | 107 |
| Exited positions | 130 |
| Position turnover | 10.4% |
| Top-10 concentration | 19.5% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 4, 2026
|
2,154 | $203.6B |
|
Q1 2026 13F
Filed May 4, 2026
|
2,177 | $187.2B |
|
Q4 2025 13F
Filed Feb 2, 2026
|
2,180 | $195.9B |
|
Q3 2025 13F
Filed Nov 4, 2025
|
2,246 | $198.3B |
|
Q2 2025 13F
Filed Aug 8, 2025
|
2,224 | $189.2B |
|
Q1 2025 13F
Filed Apr 28, 2025
|
2,171 | $178.2B |
|
Q4 2024 13F
Filed Jan 31, 2025
|
2,208 | $183.4B |
|
Q3 2024 13F
Filed Oct 31, 2024
|
2,222 | $183.2B |
|
Q2 2024 13F
Filed Jul 29, 2024
|
2,361 | $168.4B |
|
Q1 2024 13F
Filed Apr 29, 2024
|
2,427 | $170.1B |
|
Q4 2023 13F
Filed Feb 7, 2024
|
2,418 | $156.8B |
|
Q3 2023 13F
Filed Nov 2, 2023
|
2,436 | $139.2B |
|
Q2 2023 13F
Filed Aug 7, 2023
|
2,417 | $146.3B |
|
Q1 2023 13F
Filed May 9, 2023
|
2,463 | $139.9B |
|
Q4 2022 13F
Filed Feb 9, 2023
|
2,437 | $132.8B |
|
Q3 2022 13F
Filed Nov 9, 2022
|
2,492 | $125.8B |
|
Q2 2022 13F
Filed Aug 10, 2022
|
2,507 | $135.2B |
|
Q1 2022 13F
Filed May 9, 2022
|
2,539 | $158.6B |
|
Q4 2021 13F
Filed Feb 9, 2022
|
2,523 | $167.5B |
|
Q3 2021 13F
Filed Nov 9, 2021
|
2,574 | $153.3B |
33 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q2 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | NVDA NVIDIA CORPORATION | $7.7B | 3.77% |
| 2 | AAPL APPLE INC | $6.2B | 3.05% |
| 3 | MSFT MICROSOFT CORP | $5.1B | 2.52% |
| 4 | AMZN AMAZON COM INC | $4.1B | 2.0% |
| 5 | GOOGL ALPHABET INC | $3.7B | 1.82% |
| 6 | AVGO BROADCOM INC | $3.3B | 1.62% |
| 7 | GOOG ALPHABET INC | $2.5B | 1.24% |
| 8 | USMC PRINCIPAL EXCHANGE TRADED FD | $2.4B | 1.18% |
| 9 | BN BROOKFIELD CORP | $2.3B | 1.15% |
| 10 | META META PLATFORMS INC | $2.3B | 1.12% |
| 11 | TDG TRANSDIGM GROUP INC | $2.3B | 1.12% |
| 12 | WELL WELLTOWER INC | $2.2B | 1.09% |
| 13 | HEIA HEICO CORP NEW | $2.0B | 0.98% |
| 14 | EQIX EQUINIX INC | $2.0B | 0.97% |
| 15 | MU MICRON TECHNOLOGY INC | $1.9B | 0.95% |
| 16 | HLT HILTON WORLDWIDE HLDGS INC | $1.9B | 0.95% |
| 17 | LYV LIVE NATION ENTERTAINMENT IN | $1.8B | 0.9% |
| 18 | IVV ISHARES TR | $1.8B | 0.89% |
| 19 | KKR KKR & CO INC | $1.8B | 0.89% |
| 20 | VMC VULCAN MATLS CO | $1.6B | 0.79% |
Values as reported on the Q2 2026 Form 13F. Every position is in the holdings table below.