Principal Global Investors Portfolio
Principal Global Investors 13F filer (CIK 0001126328).
Q2 2026
Q1 2026
Q4 2025
Q3 2025
Q2 2025
Q1 2025
Q4 2024
Q3 2024
Q2 2024
Q1 2024
Q4 2023
Q3 2023
Q2 2023
Q1 2023
Q4 2022
Q3 2022
Q2 2022
Q1 2022
Q4 2021
Q3 2021
Q2 2026 · 2145 positions · Total reported value $203.46B · Top-10 concentration 19.5%
Turnover: 45.8% · 96 new · 817 cut · 127 exited
Sector Allocation
Technology
26.9%
Consumer Discretionary
16.9%
Industrials
12.2%
Real Estate
11.2%
Financials
11.0%
Health Care
6.7%
Utilities
2.4%
Other
12.7%
| # | Symbol | Company | Shares | Value | Weight | Change |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 38.41M | $7.68B | 3.78% | Reduce |
| 2 | AAPL | APPLE INC | 21.45M | $6.21B | 3.05% | Add |
| 3 | MSFT | MICROSOFT CORP | 13.74M | $5.13B | 2.52% | Reduce |
| 4 | AMZN | AMAZON COM INC | 17.09M | $4.07B | 2.00% | Reduce |
| 5 | GOOGL | ALPHABET INC | 10.36M | $3.70B | 1.82% | Reduce |
| 6 | AVGO | BROADCOM INC | 8.72M | $3.30B | 1.62% | Hold |
| 7 | GOOG | ALPHABET INC | 7.17M | $2.53B | 1.25% | Hold |
| 8 | USMC | PRINCIPAL US MEGA-CAP ETF | 32.30M | $2.39B | 1.18% | Add |
| 9 | BN | BROOKFIELD CORP | 55.06M | $2.34B | 1.15% | Reduce |
| 10 | META | META PLATFORMS INC. CLASS A | 4.07M | $2.29B | 1.13% | Reduce |
| 11 | TDG | TRANSDIGM GROUP INC | 1.71M | $2.28B | 1.12% | Reduce |
| 12 | WELL | WELLTOWER INC | 9.81M | $2.23B | 1.09% | Add |
| 13 | HEIA | HEICO CORP NEW | 7.71M | $1.99B | 0.98% | Reduce |
| 14 | EQIX | EQUINIX INC | 1.90M | $1.98B | 0.97% | Reduce |
| 15 | MU | MICRON TECHNOLOGY INC | 1.67M | $1.93B | 0.95% | Add |
| 16 | HLT | HILTON WORLDWIDE HLDGS INC | 5.84M | $1.93B | 0.95% | Reduce |
| 17 | LYV | LIVE NATION ENTERTAINMENT IN | 9.97M | $1.83B | 0.90% | Reduce |
| 18 | IVV | ISHARES TR | 2.42M | $1.81B | 0.89% | Reduce |
| 19 | KKR | KKR & CO INC | 19.68M | $1.81B | 0.89% | Add |
| 20 | VMC | VULCAN MATLS CO | 5.47M | $1.61B | 0.79% | Reduce |
| 21 | LCAP | PRINCIPAL CPTL APPREC S3 ETF | 48.56M | $1.61B | 0.79% | Add |
| 22 | V | VISA INC | 4.69M | $1.61B | 0.79% | Reduce |
| 23 | TSLA | TESLA INC | 3.78M | $1.59B | 0.78% | Reduce |
| 24 | JPM | JPMORGAN CHASE & CO | 4.82M | $1.58B | 0.78% | Reduce |
| 25 | LLY | ELI LILLY & CO | 1.26M | $1.51B | 0.74% | Add |
| 26 | PLD | PROLOGIS INC. | 10.19M | $1.38B | 0.68% | Reduce |
| 27 | CBRE | CBRE GROUP INC | 10.24M | $1.38B | 0.68% | Add |
| 28 | TECK | TECK RESOURCES LTD | 23.00M | $1.37B | 0.67% | Add |
| 29 | ORLY | OREILLY AUTOMOTIVE INC | 14.21M | $1.31B | 0.64% | Reduce |
| 30 | VTR | VENTAS INC | 13.97M | $1.24B | 0.61% | Reduce |
| 31 | MLM | MARTIN MARIETTA MATLS INC | 2.12M | $1.22B | 0.60% | Add |
| 32 | MA | MASTERCARD INCORPORATED | 2.36M | $1.21B | 0.59% | Reduce |
| 33 | BRKB | BERKSHIRE HATHAWAY INC DEL | 2.39M | $1.20B | 0.59% | Hold |
| 34 | AMD | ADVANCED MICRO DEVICES INC | 2.04M | $1.19B | 0.58% | Add |
| 35 | ENTG | ENTEGRIS INC | 5.96M | $1.07B | 0.53% | Add |
| 36 | COST | COSTCO WHOLESALE CORPORATION | 1.09M | $1.02B | 0.50% | Reduce |
| 37 | BRO | BROWN & BROWN INC | 15.72M | $1.01B | 0.50% | Add |
| 38 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 1.97M | $941.31M | 0.46% | Hold |
| 39 | AMT | AMERICAN TOWER CORP | 5.74M | $939.30M | 0.46% | Reduce |
| 40 | PSC | PRINCIPAL US SMALL-CAP ETF | 12.91M | $904.74M | 0.45% | Add |
| 41 | VEEV | VEEVA SYS INC | 4.98M | $883.67M | 0.43% | Add |
| 42 | PIEQ | PRINCIPAL EXCHANGE TRADED FD | 24.67M | $880.51M | 0.43% | Reduce |
| 43 | EXR | EXTRA SPACE STORAGE INC | 6.06M | $880.12M | 0.43% | Reduce |
| 44 | BIP | BROOKFIELD INFRASTRUCTURE PA | 23.78M | $867.61M | 0.43% | Reduce |
| 45 | YUMC | YUM CHINA HLDGS INC | 21.13M | $861.18M | 0.42% | Reduce |
| 46 | JNJ | JOHNSON & JOHNSON | 3.38M | $859.42M | 0.42% | Hold |
| 47 | H | HYATT HOTELS CORP | 4.43M | $858.77M | 0.42% | Reduce |
| 48 | SU | SUNCOR ENERGY INC NEW | 15.92M | $856.44M | 0.42% | Reduce |
| 49 | LRCX | LAM RESEARCH CORP | 1.92M | $834.09M | 0.41% | Add |
| 50 | XOM | EXXON MOBIL CORP | 6.01M | $822.10M | 0.40% | Reduce |