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Livermore
Livermore
ZHEN

Principal Financial Group Inc

SEC CIK
0001126328
Latest filing
Aug 4, 2026

The latest 13F from Principal Financial Group Inc covers Q2 2026 (filed Aug 4, 2026): 2,154 long positions worth $203.6B. The top 10 holdings make up 19.5% of the portfolio, and the largest is NVIDIA Corp (NVDA) at 3.8%. Livermore has 24 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
104
Est. +$977.1M
Added
1080
Est. +$8.97B
Reduced
943
Est. −$14.3B
Sold out
127
Est. −$1.18B

Top 5 holdings

Share of this quarter's portfolio value

  1. NVDANVIDIA Corp
    3.8%$7.68BHistory
  2. AAPLApple Inc.
    3.0%$6.21BHistory
  3. MSFTMicrosoft Corp
    2.5%$5.13BHistory
  4. AMZNAmazon Com Inc
    2.0%$4.07BHistory
  5. GOOGLAlphabet Inc.
    1.8%$3.70BHistory

Share of portfolio

Top 5 holdings and the other 2,149 positions, by share of portfolio value

  1. NVDA3.8%
  2. AAPL3.0%
  3. MSFT2.5%
  4. AMZN2.0%
  5. GOOGL1.8%
  6. Other 2,149 positions86.8%

Biggest buys

New and added positions, by estimated amount bought

  1. Principal Exchange Traded FD74255Y680
    +$1.51BAdded
  2. VALEVale S.A.
    +$358.7MAddedHistory
  3. MRVLMarvell Technology, Inc.
    +$308.5MAddedHistory
  4. SPOTSpotify Technology S.A.
    +$281.7MAddedHistory
  5. QGENQiagen N.V.
    +$259.7MAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Principal Exchange Traded FD74255Y680
    +0.75 pp<0.1% → 0.8%
  2. MUMicron Technology Inc
    +0.67 pp0.3% → 0.9%History
  3. AMDAdvanced Micro Devices Inc
    +0.38 pp0.2% → 0.6%History
  4. INTCIntel Corp
    +0.24 pp0.1% → 0.4%History
  5. LRCXLam Research Corp
    +0.20 pp0.2% → 0.4%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. CPRTCopart Inc
    −$860.9MReducedHistory
  2. AMZNAmazon Com Inc
    −$491.8MReducedHistory
  3. MSFTMicrosoft Corp
    −$476.0MReducedHistory
  4. HDBHDFC Bank Ltd
    −$424.8MReducedHistory
  5. TDGTransDigm Group INC
    −$405.8MReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. CPRTCopart Inc
    −0.55 pp0.6% → <0.1%History
  2. MSFTMicrosoft Corp
    −0.45 pp3.0% → 2.5%History
  3. CSGPCostar Group, Inc.
    −0.33 pp0.4% → 0.1%History
  4. ORLYO Reilly Automotive Inc
    −0.25 pp0.9% → 0.6%History
  5. BNBROOKFIELD Corp
    −0.23 pp1.4% → 1.2%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$203.6B
+$16.4B (+8.8%) vs. prior quarter
Positions
2,154
−23 vs. prior quarter
Top 10 concentration
19.5%
Top 10 as share of value
Turnover
5.1%
Q2 2026, one quarter
Average holding period
20.4 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $203.6B (Q2 2026)

Q1 2021: $142.1BQ2 2021: $154.8BQ3 2021: $153.3BQ4 2021: $167.5BQ1 2022: $158.6BQ2 2022: $135.2BQ3 2022: $125.8BQ4 2022: $132.8BQ1 2023: $139.9BQ2 2023: $146.3BQ3 2023: $139.2BQ4 2023: $156.8BQ1 2024: $170.1BQ2 2024: $168.4BQ3 2024: $183.2BQ4 2024: $183.4BQ1 2025: $178.2BQ2 2025: $189.2BQ3 2025: $198.3BQ4 2025: $195.9BQ1 2026: $187.2BQ2 2026: $203.6B
Q1 2021Q2 2026
13F filings of Principal Financial Group Inc by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 4, 20262,154$203.6BNVDAAAPLMSFTvs. Q1 2026SEC
Q1 2026May 4, 20262,177$187.2BNVDAMSFTAAPLvs. Q4 2025SEC
Q4 2025Feb 2, 20262,180$195.9BNVDAMSFTAAPLvs. Q3 2025SEC
Q3 2025Nov 4, 20252,246$198.3BMSFTNVDAAAPLvs. Q2 2025SEC
Q2 2025Aug 8, 20252,224$189.2BMSFTNVDAAMZNvs. Q1 2025SEC
Q1 2025Apr 28, 20252,171$178.2BMSFTAAPLNVDAvs. Q4 2024SEC
Q4 2024Jan 31, 20252,208$183.4BMSFTAAPLNVDAvs. Q3 2024SEC
Q3 2024Dec 19, 2024Amended2,222$183.2BMSFTAAPLNVDAvs. Q2 2024SECSEC
Q2 2024Jul 29, 20242,361$168.4BMSFTAAPLNVDAvs. Q1 2024SEC
Q1 2024Apr 29, 20242,427$170.1BMSFTAMZNAAPLvs. Q4 2023SEC
Q4 2023Feb 7, 20242,418$156.8BMSFTAAPLAMZNvs. Q3 2023SEC
Q3 2023Nov 2, 20232,436$139.2BMSFTAAPLAMZNvs. Q2 2023SEC
Q2 2023Aug 7, 20232,417$146.3BMSFTAAPLAMZNvs. Q1 2023SEC
Q1 2023May 9, 20232,463$139.9BMSFTAAPLAMZNvs. Q4 2022SEC
Q4 2022Feb 9, 20232,437$132.8BMSFTAAPLTDGvs. Q3 2022SEC
Q3 2022Nov 9, 20222,492$125.8BMSFTAAPLAMZNvs. Q2 2022SEC
Q2 2022Aug 10, 20222,507$135.2BMSFTAAPLAMZNvs. Q1 2022SEC
Q1 2022May 9, 20222,539$158.6BMSFTAAPLAMZNvs. Q4 2021SEC
Q4 2021Feb 9, 20222,523$167.5BMSFTAAPLAMZNvs. Q3 2021SEC
Q3 2021Nov 9, 20212,574$153.3BMSFTAAPLAMZNvs. Q2 2021SEC
Q2 2021Aug 10, 20212,596$154.8BMSFTAAPLAMZNvs. Q1 2021SEC
Q1 2021May 24, 2021Amended2,479$142.1BMSFTAAPLAMZN–SECSEC

13D and 13G filings

Companies where Principal Financial Group Inc reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

1 company, largest stake first.

Companies where Principal Financial Group Inc owns 5% or more
CompanyLatest formStakeChangeFirst filedLatest filingFiling
FBLAFB Bancorp, Inc.13G9.50%1.88M sharesNewFeb 14, 20251 filingFeb 14, 2025SEC

Latest filings

71 filings on file made by Principal Financial Group Inc or listing it as a reporting person; the latest 20 are shown.

Schedule 13D and 13G filings by Principal Financial Group Inc
CompanyFiled (ET)FormStakeChangeEvent dateFiling
FBLAFB Bancorp, Inc.Feb 14, 20255:22 PM ET13G9.50%1.88M sharesNewDec 31, 2024SEC
GBNYGenerations Bancorp NY, Inc.Nov 14, 20245:29 PM ET13G/AOld format–––SEC
QUADQuad/Graphics, Inc.Nov 14, 202413G/AOld format–––SEC
FFNWFirst Financial Northwest, Inc.Nov 14, 202413G/AOld format–––SEC
FNWBFirst Northwest BancorpNov 14, 202413G/AOld format–––SEC
FDSBFifth District Bancorp, Inc.Nov 14, 202413GOld format–New–SEC
NBBKNB Bancorp, Inc.Nov 14, 202413GOld format–New–SEC
EBCEastern Bankshares, Inc.Nov 14, 202413G/AOld format–––SEC
WMSAdvanced Drainage Systems, Inc.Nov 14, 202413G/AOld format–––SEC
BCOW1895 Bancorp of Wisconsin, Inc.Feb 15, 202413G/AOld format–––SEC
QUADQuad/Graphics, Inc.Feb 13, 202413GOld format–New–SEC
NFBKNorthfield Bancorp, Inc.Feb 13, 202413G/AOld format–––SEC
TMPTompkins Financial CorpFeb 12, 20243:14 PM ET13G/AOld format–––SEC
GBNYGenerations Bancorp NY, Inc.Feb 12, 20249:27 AM ET13G/AOld format–––SEC
SRBKSR Bancorp, Inc.Feb 12, 202413GOld format–New–SEC
FNWBFirst Northwest BancorpFeb 12, 202413G/AOld format–––SEC
WSBFWaterstone Financial, Inc.Feb 12, 202413G/AOld format–––SEC
PBBKPB Bankshares, Inc.Feb 12, 202413G/AOld format–––SEC
HTBHomeTrust Bancshares, Inc.Feb 12, 202413G/AOld format–––SEC
1895 Bancorp of Wisconsin, Inc.Feb 9, 20244:13 PM ET13G/AOld format–––SEC