Filing Flows › 13F managers › Principal Financial Group Inc
Principal Financial Group Inc: 13F portfolio Q2 2026 and what copying it returned
Principal Financial Group Inc's 13F for the quarter ended 2026-06-30 (filed Aug 4, 2026): 400 common-share positions, $203.6B reported. Copying each 13F the day after it was filed returned +18.9% from Apr 30, 2025 to Nov 6, 2026, against +32.6% for SPY.
Copying the 13F
Each 13F bought at the close of the first trading day after it was filed and held, drifting, until the next one; value-weighted over the common-share positions with a price (94.4% of the portfolio on average); 6 filings since Apr 28, 2025. Price returns for the clone and SPY alike (no dividends, no costs). A 13F lists only US long positions at quarter end, reported up to 45 days later.
Largest holdings (2026-06-30)
| Ticker | Company | Weight | Value | Change in the quarter |
|---|---|---|---|---|
| NVDA | NVIDIA | 3.8% | $7.7B | -3.0% |
| AAPL | Apple | 3.0% | $6.2B | +0.5% |
| MSFT | Microsoft | 2.5% | $5.1B | -8.5% |
| AMZN | Amazon.com | 2.0% | $4.1B | -10.8% |
| GOOGL | Alphabet | 1.8% | $3.7B | -6.7% |
| AVGO | Broadcom | 1.6% | $3.3B | <0.1% |
| GOOG | Alphabet | 1.2% | $2.5B | -0.1% |
| USMC | Principal US Mega-Cap ETF | 1.2% | $2.4B | +7.1% |
| BN | Brookfield | 1.1% | $2.3B | -13.7% |
| META | Meta Platforms | 1.1% | $2.3B | -2.0% |
| TDG | TransDigm Group | 1.1% | $2.3B | -15.1% |
| WELL | Welltower | 1.1% | $2.2B | +2.2% |
| HEI-A | Heico | 1.0% | $2.0B | -13.1% |
| EQIX | Equinix | 1.0% | $2.0B | -4.0% |
| MU | Micron Technology | 0.9% | $1.9B | +6.5% |
| HLT | Hilton Worldwide Holdings | 0.9% | $1.9B | -11.6% |
| LYV | Live Nation Entertainment | 0.9% | $1.8B | -10.2% |
| IVV | iShares Core S&P 500 ETF | 0.9% | $1.8B | -1.2% |
| KKR | KKR | 0.9% | $1.8B | unchanged |
| VMC | Vulcan Materials | 0.8% | $1.6B | -17.7% |
| V | Visa | 0.8% | $1.6B | -3.2% |
| TSLA | Tesla | 0.8% | $1.6B | -0.6% |
| JPM | JPMorgan Chase | 0.8% | $1.6B | -2.8% |
| LLY | ELI Lilly | 0.7% | $1.5B | +2.4% |
Biggest adds
- BXDC new
- HON new
- HONA new
- NHP new
- YSWY new
- SPYM new
- FRVO new
- QNT new
- AVEX new
- LQDA new
Biggest cuts
- CCC exit
- RPV exit
- BPOP exit
- MLPX exit
- ATAT exit
- NMRK exit
Track record
Of 82 position changes scored in 82 separate decisions, 52.4% were on the right side of SPY over the next three months (Disclosures → Smart money).
Open in Disclosures → every quarter, the clone month by month, the smart-money record
Source: SEC Form 13F-HR, filer CIK 1126328. Not investment advice.