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CIK: 0001126328
Total reported value
$203.6B
$203.6B
2177 檔
12.3%
In Q1 2026, Principal Financial Group Inc's U.S. equity holdings reached a combined market value of $203.6B, distributed across 2177 disclosed stock positions.
Principal Financial Group Inc executed strategic sector rebalancing during Q1 2026, establishing 7 new positions while fully exiting 3 holdings and trimming 95 positions.
Showing top 200 holdings (of 2177 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 3.69% | +0.08% | +2.71% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 2.97% | -0.45% | +1.07% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.89% | +0.16% | +1.66% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.13% | -0.13% | -2.34% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.71% | +0.11% | +0.57% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 1.44% | +0.18% | +3.55% | |
| 7 | BN | Brookfield CORP | Stock-Financials | 1.38% | -0.23% | -1.89% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.27% | -0.15% | +9.00% | |
| 9 | TDG | Transdigm Group Inc | Stock-Industrials | 1.25% | -0.13% | -7.05% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.10% | +0.14% | +11.11% | |
| 11 | HLT | Hilton Worldwide Holdings In | Stock-Consumer Disc | 1.07% | -0.12% | -29.54% | |
| 12 | EQIX | Equinix Inc | Stock-Real Estate | 1.04% | -0.07% | +1.42% | |
| 13 | USMC | Principal US Mega-cap ETF | ETF-Other | 1.04% | +0.14% | -3.67% | |
| 14 | WELL | Welltower Inc | Stock-Real Estate | 1.01% | +0.08% | -4.83% | |
| 15 | HEI-A | Heico Corp-class A | Stock-Other | 1.00% | -0.02% | -5.65% | |
| 16 | VMC | Vulcan Materials Co | Stock-Materials | 0.97% | -0.18% | -8.22% | |
| 17 | KKR | Kkr & Co Inc | Stock-Financials | 0.96% | -0.07% | +6.91% | |
| 18 | LYV | Live Nation Entertainment In | Stock-Comm Services | 0.90% | — | +3.43% | |
| 19 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.89% | -0.25% | -16.46% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.86% | +0.03% | +37.07% | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 0.78% | +0.01% | +4.62% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.78% | — | -3.36% | |
| 23 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.76% | +0.02% | -2.62% | |
| 24 | PLD | Prologis Inc | Stock-Real Estate | 0.74% | -0.06% | -4.02% | |
| 25 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 0.71% | -0.03% | +3.16% | |
| 26 | VTR | Ventas Inc | Stock-Real Estate | 0.67% | -0.06% | -0.41% | |
| 27 | MLM | Martin Marietta Materials | Stock-Materials | 0.66% | -0.06% | -3.54% | |
| 28 | MA | Mastercard Inc - A | Stock-Financials | 0.65% | -0.06% | +2.48% | |
| 29 | SU | Suncor Energy Inc | Stock-Energy | 0.62% | -0.20% | -8.73% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.61% | -0.02% | -1.25% | |
| 31 | TECK | Teck Resources Ltd-cls B | Stock-Materials | 0.61% | +0.06% | +17.06% | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.61% | -0.11% | -3.03% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.60% | +0.14% | -3.37% | |
| 34 | YUMC | Yum China Holdings Inc | Stock-Consumer Disc | 0.59% | -0.17% | +2.96% | |
| 35 | NFLX | Netflix Inc | Stock-Comm Services | 0.58% | -0.19% | +4.71% | |
| 36 | PIEQ | Principal Intl Eqty ETF | ETF-Other | 0.56% | -0.13% | +0.34% | |
| 37 | CPRT | Copart Inc | Stock-Industrials | 0.56% | -0.54% | -18.86% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.55% | -0.15% | -6.31% | |
| 39 | AMT | American Tower CORP | Stock-Real Estate | 0.55% | -0.09% | -2.04% | |
| 40 | BRO | Brown & Brown Inc | Stock-Financials | 0.54% | -0.04% | +1.60% | |
| 41 | BIP | Brookfield Infrastructure Partners L.P. | Stock-Utilities | 0.52% | -0.09% | -14.10% | |
| 42 | EXR | Extra Space Storage Inc | Stock-Real Estate | 0.45% | -0.02% | -3.25% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.44% | -0.02% | -1.13% | |
| 44 | LPLA | Lpl Financial Holdings Inc | Stock-Financials | 0.42% | -0.05% | +36.29% | |
| 45 | MKL | Markel Group Inc | Stock-Financials | 0.41% | -0.11% | -24.62% | |
| 46 | FWONK | Liberty Media Corp-formula-c | Stock-Comm Services | 0.41% | -0.04% | -29.63% | |
| 47 | REG | Regency Centers CORP | Stock-Real Estate | 0.40% | -0.09% | +10.26% | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.39% | -0.06% | -4.02% | |
| 49 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 0.39% | +0.04% | +7.01% | |
| 50 | MSCI | Msci Inc | Stock-Financials | 0.39% | -0.08% | -21.56% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EQIX | Equinix Inc | +0.3% | +1.42% | Add |
| 2 | NICE | Nice LTD - Spon Adr | +0.3% | +1637.57% | Add |
| 3 | HDB | Hdfc Bank Ltd-adr | +0.2% | +16808.55% | Add |
| 4 | SUNB | Sunbelt Rentals Holdings Inc | +0.2% | NEW | New buy |
| 5 | IVV | Ishares Core S&p 500 ETF | +0.2% | +37.07% | Add |
| 6 | SU | Suncor Energy Inc | +0.2% | -8.73% | Trim |
| 7 | XOM | Exxon Mobil CORP | +0.2% | -6.31% | Trim |
| 8 | TECK | Teck Resources Ltd-cls B | +0.2% | +17.06% | Add |
| 9 | CVX | Chevron CORP | +0.1% | +9.96% | Add |
| 10 | ENTG | Entegris Inc | +0.1% | +1.17% | Add |
| 11 | LYV | Live Nation Entertainment In | +0.1% | +3.43% | Add |
| 12 | TRNO | Terreno Realty CORP | +0.1% | +246.59% | Add |
| 13 | MU | Micron Technology Inc | +0.1% | +26.18% | Add |
| 14 | GE | General Electric | +0.1% | +54.52% | Add |
| 15 | BAM | Brookfield Asset Mgmt-a | +0.1% | +61.96% | Add |
| 16 | MCO | Moody's CORP | +0.1% | +72.50% | Add |
| 17 | COST | Costco Wholesale CORP | +0.1% | -3.03% | Trim |
| 18 | CAT | Caterpillar Inc | +0.1% | +17.63% | Add |
| 19 | REG | Regency Centers CORP | +0.1% | +10.26% | Add |
| 20 | JNJ | Johnson & Johnson | +0.1% | -1.13% | Trim |
| 21 | GWRE | Guidewire Software Inc | +0.1% | +547.32% | Add |
| 22 | BRX | Brixmor Property Group Inc | +0.1% | +686.12% | Add |
| 23 | IRM | Iron Mountain Inc | +0.1% | +8.52% | Add |
| 24 | SPOT | Spotify Technology S.A. | +0.1% | +53.39% | Add |
| 25 | LPLA | Lpl Financial Holdings Inc | +0.1% | +36.29% | Add |
| 26 | DLR | Digital Realty Trust Inc | +0.1% | +0.39% | Add |
| 27 | VRT | Vertiv Holdings Co-a | +0.1% | +4431.28% | Add |
| 28 | MPC | Marathon Petroleum CORP | +0.1% | -8.16% | Trim |
| 29 | NFLX | Netflix Inc | +0.1% | +4.71% | Add |
| 30 | YUMC | Yum China Holdings Inc | +0.1% | +2.96% | Add |
| 31 | VTR | Ventas Inc | +0.1% | -0.41% | Trim |
| 32 | AZN | AstraZeneca PLC | +0.1% | NEW | New buy |
| 33 | GEV | GE Vernova Inc | +0.1% | +3.90% | Add |
| 34 | JLL | Jones Lang Lasalle Inc | +0.1% | +279.62% | Add |
| 35 | AMAT | Applied Materials Inc | +0.1% | +0.60% | Add |
| 36 | VALE | Vale Sa-sp Adr | 0% | +1287.15% | Add |
| 37 | CURB | Curbline Properties CORP | 0% | +110.31% | Add |
| 38 | DOCN | Digitalocean Holdings Inc | 0% | +155.29% | Add |
| 39 | VWOB | Vanguard Emerg Mkts Gov Bnd | 0% | NEW | New buy |
| 40 | EOG | Eog Resources Inc | 0% | -0.60% | Trim |
| 41 | COP | Conocophillips | 0% | +4.44% | Add |
| 42 | SNDK | Sandisk CORP | 0% | +8.38% | Add |
| 43 | ASML | ASML Holding N.V. | 0% | +101.49% | Add |
| 44 | TBBB | BBB Foods Inc. | 0% | NEW | New buy |
| 45 | IVT | Inventrust Properties CORP | 0% | +24.87% | Add |
| 46 | KO | Coca-cola Co/the | 0% | +1.59% | Add |
| 47 | LRCX | Lam Research CORP | 0% | -6.65% | Trim |
| 48 | WMT | Walmart Inc | 0% | -4.02% | Trim |
| 49 | PY | Principal Value ETF | 0% | +155.05% | Add |
| 50 | TPC | Tutor Perini CORP | 0% | NEW | New buy |
According to official SEC Form 13F filings, Principal Financial Group Inc reported a total U.S. public equity portfolio value of $203.6B across 2177 disclosed positions in Q1 2026.
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 12.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
SUNB
市值: $427.0M
Top Position Liquidated / Trimmed
AZNN
前期市值: $103.4M
During Q1 2026, Principal Financial Group Inc's top holdings by market value included NVDA (3.7%)、MSFT (3.0%)、AAPL (2.9%). The largest single position, NVDA, represented 3.7% of total portfolio value.
In Q1 2026, Principal Financial Group Inc made 200 total portfolio adjustments, initiating 7 new buys, adding to 95 positions, trimming 95 holdings, and fully liquidating 3 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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