SEC 13F Intelligence

Managers / Q2 2021 · view latest →

PRINCIPAL FINANCIAL GROUP INC

CIK 0001126328 · 711 HIGH STREET, DES MOINES, IA, 50392 · 5152475111

Reported Value
$154.8B
Q2 2021
Positions
4,254
Filings on Record
24
2019–present window
Filed
Aug 10, 2021
original filing

Summary

Principal Financial Group Inc reported $154.8B in U.S.-listed holdings across 4,254 positions for Q2 2021.

Its largest position, MSFT, represents 2.5% of the portfolio.

Compared with Q1 2021, the fund opened 243 new positions and exited 126.

Reported Value by Quarter

13F Reported Value
Q4 ’20: $135.0BQ4 ’20Q1 ’21: $142.1BQ2 ’21: $154.8BQ3 ’21: $153.3BQ3 ’21Q4 ’21: $167.5BQ1 ’22: $158.6BQ2 ’22: $135.2BQ2 ’22Q3 ’22: $125.8BQ4 ’22: $132.81TQ1 ’23: $139.9BQ1 ’23Q2 ’23: $146.3BQ3 ’23: $139.2BQ4 ’23: $156.8BQ4 ’23Q1 ’24: $170.1BQ2 ’24: $168.4BQ3 ’24: $181.5BQ3 ’24Q4 ’24: $183.4BQ1 ’25: $178.2BQ2 ’25: $189.2BQ2 ’25Q3 ’25: $198.3BQ4 ’25: $195.9BQ1 ’26: $187.2BQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 77.6%REIT: 14.7%Other: 6.0%ADR: 0.8%ETP: 0.6%Other: 0.3%
  • Common Stock · 77.6% · $120.1B
  • REIT · 14.7% · $22.7B
  • Other · 6.0% · $9.3B
  • ADR · 0.8% · $1.2B
  • ETP · 0.6% · $985M
  • Other · 0.3% · $446M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q2 2021

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Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$187.2B4,452May 4, 202613F-HRchanges · EDGAR ↗
Q4 2025$195.9B4,456Feb 2, 202613F-HRchanges · EDGAR ↗
Q3 2025$198.3B4,552Nov 4, 202513F-HRchanges · EDGAR ↗
Q2 2025$189.2B4,603Aug 8, 202513F-HRchanges · EDGAR ↗
Q1 2025$178.2B4,516Apr 28, 202513F-HRchanges · EDGAR ↗
Q4 2024$183.4B4,570Jan 31, 202513F-HRchanges · EDGAR ↗
Q3 2024$181.5B4,490Oct 31, 202413F-HRchanges · EDGAR ↗
Q2 2024$168.4B4,671Jul 29, 202413F-HRchanges · EDGAR ↗
Q1 2024$170.1B4,772Apr 29, 202413F-HRchanges · EDGAR ↗
Q4 2023$156.8B4,741Feb 7, 202413F-HRchanges · EDGAR ↗
Q3 2023$139.2B4,763Nov 2, 202313F-HRchanges · EDGAR ↗
Q2 2023$146.3B4,731Aug 7, 202313F-HRchanges · EDGAR ↗
Q1 2023$139.9B4,728May 9, 202313F-HRchanges · EDGAR ↗
Q4 2022$132.81T4,776Feb 9, 202313F-HRchanges · EDGAR ↗
Q3 2022$125.8B4,800Nov 9, 202213F-HRchanges · EDGAR ↗
Q2 2022$135.2B4,697Aug 10, 202213F-HRchanges · EDGAR ↗
Q1 2022$158.6B4,055May 9, 202213F-HRchanges · EDGAR ↗
Q4 2021$167.5B4,075Feb 9, 202213F-HRchanges · EDGAR ↗
Q3 2021$153.3B4,140Nov 9, 202113F-HRchanges · EDGAR ↗
Q2 2021$154.8B4,254Aug 10, 202113F-HRchanges · EDGAR ↗
Q1 2021REVEALED$142.1B4,065May 10, 202113F-HRchanges · EDGAR ↗
Q4 2020$135.0B3,801Feb 23, 2021RESTATEMENTchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 7 additional managers.

  • Origin Asset Management, LLP028-13785
  • Post Advisory Group, LLC028-12454
  • Spectrum Asset Management, Inc028-11300
  • Principal Global Investors, LLC028-1549
  • Principal Real Estate Investors, LLC028-10400
  • Principal Life Insurance Co028-793
  • Principal Financial Services, Inc028-10107

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.