PRINCIPAL FINANCIAL GROUP INC

Q1 2026 13F-HR Holdings

Location
Des Moines, IA
Holdings as of
3/31/2026
Date filed
5/4/2026
Form type
13F-HR
Num holdings
2,177
Total value ($000)
$187,242,031
Net value change ($000)
-8,622,441 (-4.4%)
New positions
134
Sold out positions
137
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 2/2/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NICE 475,085 1594.8%
EQIX 445,173 29.8%
HDB 443,404 11413.2%
SUNB 426,987 NEW
IVV 376,533 30.7%
SU 304,806 35.4%
XOM 251,443 32.1%
TECK 236,282 26.2%
CVX 217,559 49.3%
ENTG 199,897 40.8%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -1,626,860 -22.6%
HLT -684,146 -25.4%
DPZ -674,006 -94.8%
ROP -636,394 -60.9%
TDG -547,268 -19.0%
AMZN -537,810 -11.9%
KKR -521,592 -22.4%
HEI -500,675 -21.1%
FWONA -491,069 -39.3%
CPRT -476,234 -31.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type