PRINCIPAL FINANCIAL GROUP INC

CIK 0001126328 · Q2 2026

13F Equity AUM

$203.6B

+8.8% QoQ

Positions

2,113

-14 QoQ

AUM Rank

#341

Top 3%

Skill Alpha (FF)

+0.0%/yr^ns

No Clear Edge

Rank #2,742 · Top 33%

vs S&P -0.7%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 13.2%Top 10: 19.5%Top 20: 29.0%

NVDA3.8%

AAPL3.0%

MSFT2.5%

AMZN2.0%

GOOGL1.8%

AVGO1.6%

GOOG1.2%

USMC1.2%

BN1.1%

META1.1%

Others (2103)80.5%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

No sector data available.

Position Sizing

Positions: 2113Median: 0.01%Avg: 0.05%

0–0.5%

2077(60.5%)

0.5–1%

24(17.9%)

1–3%

10(14.9%)

3–5%

2(6.8%)

5%+

0(0.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 2,113vs 20 funds

0%Low

2,113

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New0Increased0Decreased0Exited0

No position changes this quarter.

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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