§ 13F · FUND PROFILE
PRINCIPAL FINANCIAL GROUP INC.
Insurance, pension, income-focused
AUM · $189179.4T (13F)Positions · 4603Turnover · 99% · Q4Filed · Feb 2, 2026
CONCENTRATION
21%
Top 10 holdings
NEW BUYS
+92
+$18502.8T deployed
EXITS
0
No exits
SECTOR SHIFT
REAL ESTATE → SEMICONDUCTORS
-0pp · +1pp
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 2, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 37.74M | $7039.3T | 3.6% | +4% |
| 2 | MSFT | MICROSOFT CORP | 14.43M | $6977.0T | 3.6% | — |
| 3 | AAPL | APPLE INC | 20.73M | $5635.4T | 2.9% | NEW |
| 4 | AMZN | AMAZON COM INC | 18.96M | $4376.5T | 2.2% | — |
| 5 | GOOGL | ALPHABET INC | 10.81M | $3383.1T | 1.7% | −2% |
| 6 | AVGO | BROADCOM INC | 8.22M | $2846.2T | 1.5% | −2% |
| 7 | BN | BROOKFIELD CORP | 61.43M | $2819.2T | 1.4% | — |
| 8 | TDG | TRANSDIGM GROUP INC | 2.05M | $2726.5T | 1.4% | −10% |
| 9 | HLT | HILTON WORLDWIDE HLDGS INC | 8.96M | $2574.5T | 1.3% | NEW |
| 10 | META | META PLATFORMS INC | 3.73M | $2464.8T | 1.3% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Other48.3% (±0)
Technology11.7% (±0)
Real Estate11.2% (±0)
Financial Services8.6% (±0)
Semiconductors7.6% (±0)
Media7.0% (±0)
§ 03 · THE PRINCIPAL SIGNAL
AC read
PRINCIPAL FINANCIAL GROUP INC is a Income / Defensive fund managing $189179400.2 trillion in assets. The fund runs a massive portfolio of 4,603 positions, broad diversification across holdings. Trading activity is aggressive at 99% quarterly turnover, with 92 new positions and 0 exits last quarter. Top sector allocations: Other (48%), Technology (12%), Real Estate (11%).
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Busy quarter
+92 buys · −0 exits · 4317 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed