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Principal Financial Group Inc.
Principal Financial Group Inc. is a global investment management and insurance company headquartered in Des Moines, Iowa. Founded in 1879, it offers retirement, asset management, and insurance products and services to businesses, individuals, and institutional clients worldwide. Employing approximately 19,800 people, Principal operates through segments including Retirement and Income Solutions, Principal Global Investors, Principal International, and U.S. Insurance Solutions, serving clients across the U.S. and internationally.
Investment Strategy
Principal Financial Group focuses on providing a broad range of financial products and services, primarily in retirement, asset management, and insurance. Its investment strategy emphasizes long-term savings solutions through diversified portfolios across equities, fixed income, real estate, and alternative assets. The firm manages retirement assets for individuals and institutions, employing a disciplined, risk-adjusted approach, backed by its global research and local presence, and maintains a focus on helping clients achieve reliable financial outcomes.
Latest 13F Filing Activity
Principal Financial Group Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 2,196 equity positions with a total 13F market value of $189B. The fund increased holdings in Microsoft Corp., Nvidia Corporation, Broadcom Inc. among other positions. Principal Financial Group Inc. reduced exposure to Ishares TR, Progressive Corp., Alphabet Inc. among others.
Top Holdings
Equity Positions (2,196)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 4.02% | $7.61B | 15,289,310 | $93.33 | $497.41 | +$1.82B |
N NVDA | NVIDIA CORPORATION | 2.96% | $5.61B | 35,488,173 | $11.83 | $157.99 | +$1.81B |
A AMZN | AMAZON COM INC | 2.35% | $4.44B | 20,251,658 | $60.09 | $219.39 | +$699.6M |
A AAPL | APPLE INC | 2.32% | $4.39B | 21,378,416 | $34.93 | $205.17 | -$355.7M |
B BN | BROOKFIELD CORP | 1.64% | $3.10B | 50,050,474 | $31.67 | $61.85 | +$445.8M |
Industry Allocation
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