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
2246 檔
13.8%
During the Q3 2025 filing period, Principal Financial Group Inc (CIK: 0001126328) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $203.6B across 2246 reported positions.
In Q3 2025, Principal Financial Group Inc displayed an active expansion posture, initiating 0 new positions and adding to 30 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 2246 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 3.92% | -0.45% | -1.73% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 3.51% | +0.08% | +5.11% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.68% | +0.16% | -2.39% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.30% | -0.13% | +2.51% | |
| 5 | BN | Brookfield CORP | Stock-Financials | 1.76% | -0.23% | +1.60% | |
| 6 | TDG | Transdigm Group Inc | Stock-Industrials | 1.58% | -0.13% | +18.28% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 1.43% | +0.18% | -2.55% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.38% | +0.11% | +7.22% | |
| 9 | HLT | Hilton Worldwide Holdings In | Stock-Consumer Disc | 1.37% | -0.12% | -0.97% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.37% | -0.15% | -1.68% | |
| 11 | HEI-A | Heico Corp-class A | Stock-Other | 1.32% | -0.02% | +1.09% | |
| 12 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.30% | -0.25% | -3.89% | |
| 13 | USMC | Principal US Mega-cap ETF | ETF-Other | 1.29% | +0.14% | +0.42% | |
| 14 | KKR | Kkr & Co Inc | Stock-Financials | 1.25% | -0.07% | -1.60% | |
| 15 | VMC | Vulcan Materials Co | Stock-Materials | 1.18% | -0.18% | +5.75% | |
| 16 | WELL | Welltower Inc | Stock-Real Estate | 0.92% | +0.08% | -2.39% | |
| 17 | CPRT | Copart Inc | Stock-Industrials | 0.91% | -0.54% | +3.17% | |
| 18 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.86% | +0.02% | +1.59% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 0.85% | +0.01% | -0.26% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.84% | — | -0.44% | |
| 21 | LYV | Live Nation Entertainment In | Stock-Comm Services | 0.80% | — | +22.15% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.79% | +0.14% | -2.71% | |
| 23 | CSGP | Costar Group Inc | Stock-Real Estate | 0.79% | -0.33% | -0.12% | |
| 24 | EQIX | Equinix Inc | Stock-Real Estate | 0.78% | -0.07% | +2.96% | |
| 25 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 0.75% | -0.03% | +9.35% | |
| 26 | BRO | Brown & Brown Inc | Stock-Financials | 0.73% | -0.04% | +13.40% | |
| 27 | MA | Mastercard Inc - A | Stock-Financials | 0.73% | -0.06% | +0.58% | |
| 28 | MLM | Martin Marietta Materials | Stock-Materials | 0.70% | -0.06% | +9.58% | |
| 29 | NFLX | Netflix Inc | Stock-Comm Services | 0.69% | -0.19% | -2.23% | |
| 30 | FWONK | Liberty Media Corp-formula-c | Stock-Comm Services | 0.66% | -0.04% | -4.58% | |
| 31 | ROP | Roper Technologies Inc | Stock-Tech | 0.64% | -0.03% | +2.17% | |
| 32 | PLD | Prologis Inc | Stock-Real Estate | 0.62% | -0.06% | -3.36% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.62% | -0.02% | -1.32% | |
| 34 | AMT | American Tower CORP | Stock-Real Estate | 0.58% | -0.09% | -1.63% | |
| 35 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 0.58% | +0.04% | +11.25% | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.57% | -0.11% | +0.69% | |
| 37 | VTR | Ventas Inc | Stock-Real Estate | 0.54% | -0.06% | -2.40% | |
| 38 | BIP | Brookfield Infrastructure Partners L.P. | Stock-Utilities | 0.53% | -0.09% | +10.10% | |
| 39 | MKL | Markel Group Inc | Stock-Financials | 0.53% | -0.11% | +1.77% | |
| 40 | MSCI | Msci Inc | Stock-Financials | 0.51% | -0.08% | +6.55% | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.48% | +0.14% | +0.96% | |
| 42 | EXR | Extra Space Storage Inc | Stock-Real Estate | 0.48% | -0.02% | +6.44% | |
| 43 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.45% | +0.01% | +26.11% | |
| 44 | YUMC | Yum China Holdings Inc | Stock-Consumer Disc | 0.45% | -0.17% | +14.83% | |
| 45 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.42% | -0.07% | +16.67% | |
| 46 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.41% | -0.03% | +5.06% | |
| 47 | AVB | Avalonbay Communities Inc | Stock-Real Estate | 0.40% | -0.06% | -2.81% | |
| 48 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.40% | -0.04% | +2.25% | |
| 49 | SU | Suncor Energy Inc | Stock-Energy | 0.40% | -0.20% | +0.57% | |
| 50 | DPZ | Domino's Pizza Inc | Stock-Consumer Disc | 0.38% | -0.01% | +1.77% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.4% | +5.11% | Add |
| 2 | MSFT | Microsoft CORP | +0.7% | -1.73% | Trim |
| 3 | AVGO | Broadcom Inc | +0.6% | -2.55% | Trim |
| 4 | GOOGL | Alphabet Inc-cl A | +0.4% | +7.22% | Trim |
| 5 | USMC | Principal US Mega-cap ETF | +0.3% | +0.42% | Add |
| 6 | VMC | Vulcan Materials Co | +0.3% | +5.75% | Add |
| 7 | TSLA | Tesla Inc | +0.3% | +1.59% | Add |
| 8 | META | Meta Platforms Inc-class A | +0.3% | -1.68% | Add |
| 9 | BN | Brookfield CORP | +0.3% | +1.60% | Add |
| 10 | ICLR | ICON Public Limited Company | +0.3% | +739.17% | Add |
| 11 | LYV | Live Nation Entertainment In | +0.2% | +22.15% | Add |
| 12 | AMZN | Amazon.com Inc | +0.2% | +2.51% | Add |
| 13 | SPOT | Spotify Technology S.A. | +0.2% | +3534.87% | Add |
| 14 | MLM | Martin Marietta Materials | +0.2% | +9.58% | Add |
| 15 | CBRE | Cbre Group Inc - A | +0.2% | +9.35% | Add |
| 16 | VEEV | Veeva Systems Inc-class A | +0.2% | +11.25% | Add |
| 17 | PLTR | Palantir Technologies Inc-a | +0.2% | +38.40% | Add |
| 18 | ORCL | Oracle CORP | +0.2% | +7.61% | Add |
| 19 | IDXX | Idexx Laboratories Inc | +0.2% | +16.67% | Add |
| 20 | LPLA | Lpl Financial Holdings Inc | +0.1% | +23.36% | Add |
| 21 | TECK | Teck Resources Ltd-cls B | +0.1% | +36.07% | Add |
| 22 | H | Hyatt Hotels CORP - Cl A | +0.1% | +21.77% | Add |
| 23 | APPF | Appfolio Inc - A | +0.1% | +40.08% | Add |
| 24 | APP | Applovin Corp-class A | +0.1% | +946.53% | Add |
| 25 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -7.94% | Trim |
| 26 | FND | Floor & Decor Holdings Inc-a | +0.1% | +46.00% | Add |
| 27 | JPM | Jpmorgan Chase & Co | +0.1% | -0.44% | Trim |
| 28 | CDNS | Cadence Design Sys Inc | +0.1% | +5.06% | Add |
| 29 | FWONK | Liberty Media Corp-formula-c | +0.1% | -4.58% | Add |
| 30 | BIP | Brookfield Infrastructure Partners L.P. | +0.1% | +10.10% | Add |
| 31 | HEI-A | Heico Corp-class A | +0.1% | +1.09% | Trim |
| 32 | KKR | Kkr & Co Inc | +0.1% | -1.60% | Add |
| 33 | HLT | Hilton Worldwide Holdings In | +0.1% | -0.97% | Add |
| 34 | AAPL | Apple Inc | 0% | -2.39% | Trim |
| 35 | TDG | Transdigm Group Inc | -0.1% | +18.28% | Add |
| 36 | BNL | Broadstone Net Lease Inc | -0.1% | +11.04% | Trim |
| 37 | CRM | Salesforce Inc | -0.1% | -3.89% | Trim |
| 38 | MTN | Vail Resorts Inc | -0.1% | -94.87% | Trim |
| 39 | COLD | Americold Realty Trust Inc | -0.1% | -45.74% | Trim |
| 40 | AMT | American Tower CORP | -0.2% | -1.63% | Trim |
| 41 | TMO | Thermo Fisher Scientific Inc | -0.2% | -52.29% | Trim |
| 42 | ACGL | Arch Capital Group Ltd. | -0.2% | -11.78% | Trim |
| 43 | ROP | Roper Technologies Inc | -0.2% | +2.17% | Add |
| 44 | KMX | Carmax Inc | -0.3% | -93.69% | Trim |
| 45 | UNH | Unitedhealth Group Inc | -0.3% | -29.49% | Trim |
| 46 | CPRT | Copart Inc | -0.3% | +3.17% | Add |
| 47 | IVV | Ishares Core S&p 500 ETF | -0.4% | -4.39% | Trim |
| 48 | IT | Gartner Inc | -0.5% | -93.87% | Trim |
| 49 | PGR | Progressive CORP | -0.7% | -74.85% | Trim |
| 50 | AKX | Ansys Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Principal Financial Group Inc reported a total U.S. public equity portfolio value of $203.6B across 2246 disclosed positions in Q3 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, AAPL) accounted for 13.8% of total reported equity market value during Q3 2025.
Top Position Liquidated / Trimmed
AKX
前期市值: $180.8M
During Q3 2025, Principal Financial Group Inc's top holdings by market value included MSFT (3.9%)、NVDA (3.5%)、AAPL (2.7%). The largest single position, MSFT, represented 3.9% of total portfolio value.
In Q3 2025, Principal Financial Group Inc made 50 total portfolio adjustments, initiating 0 new buys, adding to 30 positions, trimming 19 holdings, and fully liquidating 1 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.