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CIK: 0001126328
Total reported value
$203.6B
$203.6B
2182 檔
13.8%
The Q4 2025 SEC filing reveals that Principal Financial Group Inc held a total portfolio value of $203.6B, covering 2182 public equity positions.
Principal Financial Group Inc executed strategic sector rebalancing during Q4 2025, establishing 1 new positions while fully exiting 2 holdings and trimming 26 positions.
Showing top 200 holdings (of 2182 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 3.67% | +0.08% | +3.35% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.67% | -0.45% | -1.11% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.91% | +0.16% | +0.61% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.31% | -0.13% | -5.55% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.77% | +0.11% | -1.87% | |
| 6 | BN | Brookfield CORP | Stock-Financials | 1.52% | -0.23% | +27.93% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 1.49% | +0.18% | -2.17% | |
| 8 | TDG | Transdigm Group Inc | Stock-Industrials | 1.47% | -0.13% | -8.96% | |
| 9 | HLT | Hilton Worldwide Holdings In | Stock-Consumer Disc | 1.37% | -0.12% | -10.63% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.28% | -0.15% | +3.13% | |
| 11 | HEI-A | Heico Corp-class A | Stock-Other | 1.21% | -0.02% | -8.79% | |
| 12 | KKR | Kkr & Co Inc | Stock-Financials | 1.19% | -0.07% | -4.22% | |
| 13 | USMC | Principal US Mega-cap ETF | ETF-Other | 1.09% | +0.14% | -16.41% | |
| 14 | VMC | Vulcan Materials Co | Stock-Materials | 1.05% | -0.18% | -5.09% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.04% | +0.14% | -0.02% | |
| 16 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.01% | -0.25% | -9.72% | |
| 17 | WELL | Welltower Inc | Stock-Real Estate | 0.96% | +0.08% | -0.88% | |
| 18 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.90% | +0.02% | +1.84% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.84% | — | -3.16% | |
| 20 | V | Visa Inc-class A Shares | Stock-Financials | 0.83% | +0.01% | -6.30% | |
| 21 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 0.79% | -0.03% | +1.05% | |
| 22 | LYV | Live Nation Entertainment In | Stock-Comm Services | 0.78% | — | +10.30% | |
| 23 | CPRT | Copart Inc | Stock-Industrials | 0.78% | -0.54% | -2.94% | |
| 24 | EQIX | Equinix Inc | Stock-Real Estate | 0.76% | -0.07% | -0.85% | |
| 25 | PLD | Prologis Inc | Stock-Real Estate | 0.71% | -0.06% | +1.26% | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.70% | +0.14% | +1.26% | |
| 27 | MA | Mastercard Inc - A | Stock-Financials | 0.69% | -0.06% | -6.14% | |
| 28 | MLM | Martin Marietta Materials | Stock-Materials | 0.69% | -0.06% | -1.53% | |
| 29 | FWONK | Liberty Media Corp-formula-c | Stock-Comm Services | 0.64% | -0.04% | +1.03% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.63% | +0.03% | +125.13% | |
| 31 | BRO | Brown & Brown Inc | Stock-Financials | 0.63% | -0.04% | -0.35% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.62% | -0.02% | -0.37% | |
| 33 | VTR | Ventas Inc | Stock-Real Estate | 0.61% | -0.06% | -0.15% | |
| 34 | CSGP | Costar Group Inc | Stock-Real Estate | 0.60% | -0.33% | -5.68% | |
| 35 | MKL | Markel Group Inc | Stock-Financials | 0.59% | -0.11% | -2.57% | |
| 36 | BIP | Brookfield Infrastructure Partners L.P. | Stock-Utilities | 0.56% | -0.09% | -1.78% | |
| 37 | AMT | American Tower CORP | Stock-Real Estate | 0.54% | -0.09% | +0.96% | |
| 38 | ROP | Roper Technologies Inc | Stock-Tech | 0.53% | -0.03% | -8.02% | |
| 39 | YUMC | Yum China Holdings Inc | Stock-Consumer Disc | 0.53% | -0.17% | +8.86% | |
| 40 | PIEQ | Principal Intl Eqty ETF | ETF-Other | 0.53% | -0.13% | +33.06% | |
| 41 | NFLX | Netflix Inc | Stock-Comm Services | 0.52% | -0.19% | +850.69% | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.52% | -0.11% | -2.86% | |
| 43 | MSCI | Msci Inc | Stock-Financials | 0.50% | -0.08% | -3.40% | |
| 44 | TECK | Teck Resources Ltd-cls B | Stock-Materials | 0.46% | +0.06% | +11.57% | |
| 45 | EXR | Extra Space Storage Inc | Stock-Real Estate | 0.44% | -0.02% | -1.04% | |
| 46 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 0.44% | +0.04% | +0.61% | |
| 47 | SU | Suncor Energy Inc | Stock-Energy | 0.44% | -0.20% | +2.74% | |
| 48 | AVB | Avalonbay Communities Inc | Stock-Real Estate | 0.42% | -0.06% | +9.34% | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.40% | -0.15% | +1.10% | |
| 50 | FICO | Fair Isaac CORP | Stock-Tech | 0.40% | — | +13.36% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.4% | -1.87% | Trim |
| 2 | IVV | Ishares Core S&p 500 ETF | +0.4% | +125.13% | Add |
| 3 | GOOG | Alphabet Inc-cl C | +0.3% | -0.02% | Trim |
| 4 | AAPL | Apple Inc | +0.2% | +0.61% | Add |
| 5 | LLY | Eli Lilly & Co | +0.2% | +1.26% | Add |
| 6 | PSC | Principal US Small-cap ETF | +0.2% | +100.61% | Add |
| 7 | NVDA | Nvidia CORP | +0.2% | +3.35% | Add |
| 8 | PIEQ | Principal Intl Eqty ETF | +0.2% | +33.06% | Add |
| 9 | CCI | Crown Castle Inc | +0.1% | +422.49% | Add |
| 10 | FICO | Fair Isaac CORP | +0.1% | +13.36% | Add |
| 11 | TECK | Teck Resources Ltd-cls B | +0.1% | +11.57% | Add |
| 12 | PLD | Prologis Inc | +0.1% | +1.26% | Add |
| 13 | YUMC | Yum China Holdings Inc | +0.1% | +8.86% | Add |
| 14 | MU | Micron Technology Inc | +0.1% | +3.46% | Add |
| 15 | ADC | Agree Realty CORP | +0.1% | +80.77% | Add |
| 16 | VTR | Ventas Inc | +0.1% | -0.15% | Trim |
| 17 | AMD | Advanced Micro Devices | +0.1% | +3.08% | Add |
| 18 | CRH | CRH plc | +0.1% | +33.16% | Add |
| 19 | AXP | American Express Co | +0.1% | +34.26% | Add |
| 20 | COST | Costco Wholesale CORP | -0.1% | -2.86% | Trim |
| 21 | SCHW | Schwab (charles) CORP | -0.1% | -28.08% | Trim |
| 22 | KKR | Kkr & Co Inc | -0.1% | -4.22% | Trim |
| 23 | ARE | Alexandria Real Estate Equit | -0.1% | -79.13% | Trim |
| 24 | CDNS | Cadence Design Sys Inc | -0.1% | -3.85% | Trim |
| 25 | FAST | Fastenal Co | -0.1% | -7.96% | Trim |
| 26 | LIN | Linde plc | -0.1% | -15.55% | Trim |
| 27 | AJG | Arthur J Gallagher & Co | -0.1% | -1.18% | Trim |
| 28 | META | Meta Platforms Inc-class A | -0.1% | +3.13% | Add |
| 29 | IDXX | Idexx Laboratories Inc | -0.1% | -26.36% | Trim |
| 30 | BRO | Brown & Brown Inc | -0.1% | -0.35% | Trim |
| 31 | WRB | Wr Berkley CORP | -0.1% | -48.34% | Trim |
| 32 | ORCL | Oracle CORP | -0.1% | +1.09% | Add |
| 33 | TDG | Transdigm Group Inc | -0.1% | -8.96% | Trim |
| 34 | HEI-A | Heico Corp-class A | -0.1% | -8.79% | Trim |
| 35 | ROP | Roper Technologies Inc | -0.1% | -8.02% | Trim |
| 36 | VMC | Vulcan Materials Co | -0.1% | -5.09% | Trim |
| 37 | CPRT | Copart Inc | -0.1% | -2.94% | Trim |
| 38 | SBAC | Sba Communications CORP | -0.1% | -89.46% | Trim |
| 39 | VEEV | Veeva Systems Inc-class A | -0.1% | +0.61% | Add |
| 40 | NFLX | Netflix Inc | -0.2% | +850.69% | Add |
| 41 | CSGP | Costar Group Inc | -0.2% | -5.68% | Trim |
| 42 | EQR | Equity Residential | -0.2% | -87.86% | Trim |
| 43 | USMC | Principal US Mega-cap ETF | -0.2% | -16.41% | Trim |
| 44 | BN | Brookfield CORP | -0.2% | +27.93% | Add |
| 45 | MSFT | Microsoft CORP | -0.3% | -1.11% | Trim |
| 46 | VICI | Vici Properties Inc | -0.3% | -64.11% | Trim |
| 47 | ORLY | O'reilly Automotive Inc | -0.3% | -9.72% | Trim |
| 48 | LLYVK* | Liberty Media Corp-liberty-c | — | EXIT | Sold out |
| 49 | LLYVK | Liberty Live Holdings-c | — | NEW | New buy |
| 50 | COLD | Americold Realty Trust 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 2182 disclosed positions in Q4 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 NVDA, MSFT, AAPL) accounted for 13.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
LLYVK
市值: $150.7M
Top Position Liquidated / Trimmed
LLYVK*
前期市值: $163.7M
During Q4 2025, Principal Financial Group Inc's top holdings by market value included NVDA (3.7%)、MSFT (3.7%)、AAPL (2.9%). The largest single position, NVDA, represented 3.7% of total portfolio value.
In Q4 2025, Principal Financial Group Inc made 50 total portfolio adjustments, initiating 1 new buys, adding to 21 positions, trimming 26 holdings, and fully liquidating 2 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.
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