Principal Financial Group Inc.
Annual return '25
+12.1%
SPY '25
+17.7%
Alpha
-5.6ptsvs SPY
Invested
$187.2B
Holdings
2,175
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +49.4% (1.23M → 1.83M shares)
3.7%
02
$MSFT
MICROSOFT CORP
Q1 2026: Sold 99.6% (57.71M → 236.5k shares)
3.0%
03
$AAPL
APPLE INC
Q1 2026: Sold 55.0% (1.02M → 459.0k shares)
2.9%
04
$AMZN
AMAZON COM INC
Q1 2026: Sold 99.4% (56.88M → 365.9k shares)
2.1%
05
$GOOGL
ALPHABET INC
Q1 2026: Sold 53.7% (390.2k → 180.6k shares)
1.7%
06
$AVGO
BROADCOM INC
Q1 2026: Increased +72951.6% (488 → 356.5k shares)
1.4%
07
$BN
BROOKFIELD CORP
Q1 2026: Exited (was 184.30M shares)
1.4%
08
$META
META PLATFORMS INC
Q1 2026: Sold 99.2% (11.20M → 93.6k shares)
1.3%
09
$TDG
TRANSDIGM GROUP INC
Q1 2026: Increased +173.1% (208 → 568 shares)
1.2%
10
$GOOG
ALPHABET INC
Q1 2026: Increased +2.5% (158.9k → 162.8k shares)
1.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 06:29 UTC.