13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001126328
Total reported value
$203.6B
$203.6B
2224 檔
12.3%
At the close of Q2 2025, Principal Financial Group Inc disclosed equity holdings valued at approximately $203.6B, spread across 2224 reported holdings.
During Q2 2025, Principal Financial Group Inc performed routine portfolio adjustments (0 new buys, 27 additions, 23 trims, and 0 full exits), keeping overall allocation balanced.
Showing top 200 holdings (of 2224 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.02% | -0.45% | -0.82% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 2.96% | +0.08% | +1.26% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.35% | -0.13% | +2.93% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.32% | +0.16% | +0.14% | |
| 5 | BN | Brookfield CORP | Stock-Financials | 1.64% | -0.23% | -1.01% | |
| 6 | TDG | Transdigm Group Inc | Stock-Industrials | 1.62% | -0.13% | -4.24% | |
| 7 | HLT | Hilton Worldwide Holdings In | Stock-Consumer Disc | 1.49% | -0.12% | +2.09% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.47% | -0.15% | +14.77% | |
| 9 | HEI-A | Heico Corp-class A | Stock-Other | 1.39% | -0.02% | -4.28% | |
| 10 | KKR | Kkr & Co Inc | Stock-Financials | 1.36% | -0.07% | +5.33% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 1.29% | +0.18% | -2.11% | |
| 12 | USMC | Principal US Mega-cap ETF | ETF-Other | 1.23% | +0.14% | +23.97% | |
| 13 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.19% | -0.25% | +1307.31% | |
| 14 | CPRT | Copart Inc | Stock-Industrials | 1.01% | -0.54% | -1.19% | |
| 15 | VMC | Vulcan Materials Co | Stock-Materials | 0.99% | -0.18% | +10.80% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.98% | +0.11% | -6.95% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 0.93% | +0.01% | -5.53% | |
| 18 | WELL | Welltower Inc | Stock-Real Estate | 0.85% | +0.08% | -8.97% | |
| 19 | NFLX | Netflix Inc | Stock-Comm Services | 0.83% | -0.19% | -21.20% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.82% | — | -1.72% | |
| 21 | EQIX | Equinix Inc | Stock-Real Estate | 0.80% | -0.07% | +0.56% | |
| 22 | BRO | Brown & Brown Inc | Stock-Financials | 0.80% | -0.04% | +5.06% | |
| 23 | CSGP | Costar Group Inc | Stock-Real Estate | 0.79% | -0.33% | -1.90% | |
| 24 | ROP | Roper Technologies Inc | Stock-Tech | 0.75% | -0.03% | -1.22% | |
| 25 | MA | Mastercard Inc - A | Stock-Financials | 0.75% | -0.06% | -4.63% | |
| 26 | FWONK | Liberty Media Corp-formula-c | Stock-Comm Services | 0.73% | -0.04% | +13.15% | |
| 27 | AMT | American Tower CORP | Stock-Real Estate | 0.71% | -0.09% | -0.94% | |
| 28 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 0.64% | -0.03% | +8.64% | |
| 29 | LYV | Live Nation Entertainment In | Stock-Comm Services | 0.64% | — | +4.81% | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.63% | +0.02% | +4.31% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.63% | -0.02% | -1.36% | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.63% | -0.11% | +2.06% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.62% | +0.14% | -34.78% | |
| 34 | PLD | Prologis Inc | Stock-Real Estate | 0.62% | -0.06% | -5.03% | |
| 35 | MLM | Martin Marietta Materials | Stock-Materials | 0.58% | -0.06% | +3.68% | |
| 36 | MKL | Markel Group Inc | Stock-Financials | 0.57% | -0.11% | -1.15% | |
| 37 | VTR | Ventas Inc | Stock-Real Estate | 0.53% | -0.06% | -4.02% | |
| 38 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 0.53% | +0.04% | +9.70% | |
| 39 | BIP | Brookfield Infrastructure Partners L.P. | Stock-Utilities | 0.51% | -0.09% | +5.15% | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.51% | +0.14% | -3.31% | |
| 41 | MSCI | Msci Inc | Stock-Financials | 0.51% | -0.08% | +2.55% | |
| 42 | PGR | Progressive CORP | Stock-Financials | 0.49% | -0.01% | -29.16% | |
| 43 | EXR | Extra Space Storage Inc | Stock-Real Estate | 0.49% | -0.02% | -2.65% | |
| 44 | AVB | Avalonbay Communities Inc | Stock-Real Estate | 0.46% | -0.06% | -3.87% | |
| 45 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.42% | -0.04% | -1.68% | |
| 46 | YUMC | Yum China Holdings Inc | Stock-Consumer Disc | 0.42% | -0.17% | +24.56% | |
| 47 | DPZ | Domino's Pizza Inc | Stock-Consumer Disc | 0.41% | -0.01% | -0.52% | |
| 48 | TYL | Tyler Technologies Inc | Stock-Tech | 0.40% | -0.03% | -0.87% | |
| 49 | VICI | Vici Properties Inc | Stock-Real Estate | 0.39% | -0.01% | -5.28% | |
| 50 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.38% | +0.01% | +9.79% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.8% | +1.26% | Add |
| 2 | MSFT | Microsoft CORP | +0.8% | -0.82% | Trim |
| 3 | AVGO | Broadcom Inc | +0.4% | -2.11% | Trim |
| 4 | META | Meta Platforms Inc-class A | +0.4% | +14.77% | Add |
| 5 | USMC | Principal US Mega-cap ETF | +0.3% | +23.97% | Add |
| 6 | AMZN | Amazon.com Inc | +0.3% | +2.93% | Add |
| 7 | HLT | Hilton Worldwide Holdings In | +0.2% | +2.09% | Add |
| 8 | KKR | Kkr & Co Inc | +0.2% | +5.33% | Add |
| 9 | BN | Brookfield CORP | +0.2% | -1.01% | Trim |
| 10 | VMC | Vulcan Materials Co | +0.1% | +10.80% | Add |
| 11 | FWONK | Liberty Media Corp-formula-c | +0.1% | +13.15% | Add |
| 12 | HEI-A | Heico Corp-class A | +0.1% | -4.28% | Trim |
| 13 | LPLA | Lpl Financial Holdings Inc | +0.1% | +53.75% | Add |
| 14 | VEEV | Veeva Systems Inc-class A | +0.1% | +9.70% | Add |
| 15 | TSLA | Tesla Inc | +0.1% | +4.31% | Add |
| 16 | IRM | Iron Mountain Inc | +0.1% | +185.88% | Add |
| 17 | LYV | Live Nation Entertainment In | +0.1% | +4.81% | Add |
| 18 | JPM | Jpmorgan Chase & Co | +0.1% | -1.72% | Trim |
| 19 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +0.50% | Add |
| 20 | H | Hyatt Hotels CORP - Cl A | +0.1% | +23.48% | Add |
| 21 | ORCL | Oracle CORP | +0.1% | -6.92% | Trim |
| 22 | USHY | Ishares Broad Usd High Yield | +0.1% | +1134.11% | Add |
| 23 | WDAY | Workday Inc-class A | +0.1% | +132.67% | Add |
| 24 | MLM | Martin Marietta Materials | +0.1% | +3.68% | Add |
| 25 | CBRE | Cbre Group Inc - A | +0.1% | +8.64% | Add |
| 26 | DOC | Healthpeak Properties Inc | +0.1% | +56.06% | Add |
| 27 | GEV | GE Vernova Inc | +0.1% | +3.95% | Add |
| 28 | NFLX | Netflix Inc | +0.1% | -21.20% | Trim |
| 29 | BIP | Brookfield Infrastructure Partners L.P. | +0.1% | +5.15% | Add |
| 30 | IDXX | Idexx Laboratories Inc | +0.1% | +0.16% | Add |
| 31 | PM | Philip Morris International | 0% | +21.12% | Add |
| 32 | GOOGL | Alphabet Inc-cl A | — | -6.95% | Trim |
| 33 | TDG | Transdigm Group Inc | 0% | -4.24% | Trim |
| 34 | TMO | Thermo Fisher Scientific Inc | -0.1% | -2.53% | Trim |
| 35 | CRM | Salesforce Inc | -0.1% | -21.33% | Trim |
| 36 | VTR | Ventas Inc | -0.1% | -4.02% | Trim |
| 37 | BNL | Broadstone Net Lease Inc | -0.1% | -95.90% | Trim |
| 38 | IT | Gartner Inc | -0.1% | -18.73% | Trim |
| 39 | PLD | Prologis Inc | -0.1% | -5.03% | Trim |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -1.36% | Trim |
| 41 | WELL | Welltower Inc | -0.1% | -8.97% | Trim |
| 42 | ACGL | Arch Capital Group Ltd. | -0.2% | -27.86% | Trim |
| 43 | KMX | Carmax Inc | -0.2% | -60.96% | Trim |
| 44 | UNH | Unitedhealth Group Inc | -0.2% | +9.10% | Add |
| 45 | ORLY | O'reilly Automotive Inc | -0.2% | +1307.31% | Add |
| 46 | CPRT | Copart Inc | -0.2% | -1.19% | Trim |
| 47 | GOOG | Alphabet Inc-cl C | -0.3% | -34.78% | Trim |
| 48 | PGR | Progressive CORP | -0.3% | -29.16% | Trim |
| 49 | AAPL | Apple Inc | -0.3% | +0.14% | Add |
| 50 | IVV | Ishares Core S&p 500 ETF | -0.4% | -62.94% | Trim |
According to official SEC Form 13F filings, Principal Financial Group Inc reported a total U.S. public equity portfolio value of $203.6B across 2224 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, NVDA, AMZN) accounted for 12.3% of total reported equity market value during Q2 2025.
Top Position Liquidated / Trimmed
MSFT
前期市值: $5.8B
During Q2 2025, Principal Financial Group Inc's top holdings by market value included MSFT (4.0%)、NVDA (3.0%)、AMZN (2.4%). The largest single position, MSFT, represented 4.0% of total portfolio value.
In Q2 2025, Principal Financial Group Inc made 50 total portfolio adjustments, initiating 0 new buys, adding to 27 positions, trimming 23 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.