PRINCIPAL FINANCIAL GROUP INC

View all activity View 13F on SEC

Data as of Q4 2025

Institutional investor tracked via SEC 13F filings. Portfolio snapshot as of 2025-12-31.SEC EDGAR Source

Assets Under Management

$195.9B

Total Positions

2,180

New This Quarter

Filing Period

2025-12-31

Portfolio Allocation

Top holdings by portfolio weight

NVDA3.67%

MSFT3.67%

AAPL2.91%

AMZN2.31%

GOOGL1.77%

BN1.52%

AVGO1.49%

TDG1.47%

HLT1.37%

META1.28%

Other13.94%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

FIX23Q held

Comfort Systems USA Inc

Avg $70.72 · $91.2M est. P&L

Est. P&L

+1238.99%

CRS23Q held

Carpenter Technology Corp

Avg $31.59 · $30.7M est. P&L

Est. P&L

+907.98%

CRDO16Q held

Credo Technology Group Holding Ltd

Avg $20.17 · $88.2M est. P&L

Est. P&L

+618.35%

Top Losers

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View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings(Showing 25 of 2180 — sorted by value)

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
NVDA NVIDIA Corp	38.6M	$7.2B	3.7%	—	$119.00	+57.60%	23 qtrs	Increased 61
MSFT Microsoft Corp	14.9M	$7.2B	3.7%	—	$205.42	+137.31%	23 qtrs	Decreased 0
AAPL Apple Inc	21M	$5.7B	2.9%	—	$115.08	+137.06%	23 qtrs	Increased 55
AMZN Amazon.com Inc	19.6M	$4.5B	2.3%	—	$119.57	+94.48%	23 qtrs	Decreased 0
GOOGL Alphabet Inc	11M	$3.5B	1.8%	—	$110.10	+185.05%	23 qtrs	Decreased 0
BN BROOKFIELD CORP	65.1M	$3B	1.5%	—	$26.53	+74.50%	13 qtrs	Increased 63
AVGO Broadcom Inc	8.4M	$2.9B	1.5%	—	$167.08	+109.39%	23 qtrs	Decreased 0
TDG TransDigm Group Inc	2.2M	$2.9B	1.5%	—	$583.74	+125.52%	23 qtrs	Decreased 0
HLT Hilton Worldwide Holdings Inc	9.4M	$2.7B	1.4%	—	$107.64	+169.81%	23 qtrs	Decreased 0
META Meta Platforms Inc	3.8M	$2.5B	1.3%	—	$317.36	+109.84%	23 qtrs	Increased 52
HEI/A HEICO CORP NEW	9.4M	$2.4B	1.2%	—	—	—	23 qtrs	Decreased 0
KKR KKR & Co Inc	18.2M	$2.3B	1.2%	—	$37.20	+245.76%	23 qtrs	Decreased 0
USMC PRINCIPAL EXCHANGE TRADED FD US MEG	31.3M	$2.1B	1.1%	—	$46.83	+47.11%	23 qtrs	Decreased 0
VMC Vulcan Materials Co	7.2M	$2.1B	1.1%	—	$176.13	+64.02%	23 qtrs	Decreased 0
GOOG Alphabet Inc	6.5M	$2B	1.0%	—	$99.66	+215.64%	23 qtrs	Decreased 0
ORLY O'Reilly Automotive Inc	21.6M	$2B	1.0%	—	$85.21	+7.34%	23 qtrs	Decreased 0
WELL Welltower Inc	10.1M	$1.9B	1.0%	—	$59.22	+217.48%	23 qtrs	Decreased 0
TSLA Tesla Inc	3.9M	$1.8B	0.9%	—	$266.96	+70.23%	23 qtrs	Increased 46
JPM JPMORGAN CHASE & CO.	5.1M	$1.7B	0.8%	—	$89.74	+258.78%	23 qtrs	Decreased 0
V Visa Inc	4.6M	$1.6B	0.8%	—	$197.06	+79.07%	23 qtrs	Decreased 0
CBRE CBRE Group Inc	9.6M	$1.5B	0.8%	—	$76.07	+114.69%	23 qtrs	Increased 45
LYV Live Nation Entertainment Inc	10.7M	$1.5B	0.8%	—	$83.63	+72.29%	23 qtrs	Increased 50
CPRT Copart Inc	39M	$1.5B	0.8%	—	$36.92	+7.00%	23 qtrs	Decreased 0
EQIX Equinix Inc	2M	$1.5B	0.8%	—	$698.04	+10.27%	23 qtrs	Decreased 0
PLD Prologis Inc	10.9M	$1.4B	0.7%	—	$84.08	+53.44%	23 qtrs	Increased 45
Showing 25 of 2,180 results.PROUpgrade to see all →

Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

Security

PAGSPAGSEGURO DIGITAL LTD C

Q1 2024 → Q4 2025+1.2M shares+$11.4M

RPDRapid7 Inc

Q1 2024 → Q4 2025+134,410 shares+$1.7M

FNDFloor & Decor Holdings Inc

Q1 2024 → Q4 2025+6M shares+$341.4M

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer