PRINCIPAL FINANCIAL GROUP INC

Q3 2026 13F-HR Holdings

Location
Des Moines, IA
Holdings as of
9/30/2026
Date filed
11/2/2026
Form type
13F-HR
Num holdings
2,234
Total value ($000)
$194,855,382
Net value change ($000)
-8,783,914 (-4.3%)
New positions
193
Sold out positions
113
Turnover %
2.1%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 8/4/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
USMC 1,513,793 63.2%
MSFT 1,152,500 22.5%
EXXONMOBIL HOLDINGS CORP 1,048,510 NEW
NVDA 891,374 11.6%
AAPL 650,428 10.5%
META 620,989 27.1%
EQR 609,555 1485.2%
DASH 512,872 223.9%
SPOT 336,233 45.7%
VEEV 329,325 37.3%
Top Reduces (Value $000, Stocks/ETFs)
XOM -822,096 -100.0%
AVB -663,847 -100.0%
LYV -500,953 -27.4%
VMC -482,298 -29.9%
ORLY -452,016 -34.5%
MKL -420,296 -69.9%
BIP -403,522 -46.5%
TDG -379,598 -16.7%
BN -376,177 -16.0%
DHR -364,930 -71.9%
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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Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type