Principal Financial Group Discloses Q3 2026 Institutional Equity Holdings

Executive Summary

On November 2, 2026, Principal Financial Group Inc (CIK: 0001126328) filed Form 13F-HR for the quarterly period ended September 30, 2026. This filing represents a routine institutional investment manager report disclosing equity holdings managed across Principal Financial Group and its affiliates.

Portfolio Overview

• Total Disclosed Portfolio Value: $194,855,382,085 (~$194.86B)
• Total Line Entries: 4,637
• Report Type: 13F Combination Report
• Included Institutional Managers (5):
  1. Principal Global Investors (CIK: 0000769734)
  2. Principal Real Estate Investors LLC (CIK: 0001218333)
  3. Principal Life Insurance Co (CIK: 0000009712)
  4. Principal Financial Services Inc (CIK: 0001094589)
  5. Delaware Charter Guarantee & Trust Co (CIK: 0001280529)
• Other Managers Reported Separately:
  • Spectrum Asset Management, Inc. (CIK: 0001318293)
  • Principal Securities, Inc. (CIK: 0000012600)

Sample Position Highlights

Notable large-cap and mid-cap positions reflected in the information table excerpt include:

• Advanced Micro Devices Inc (AMD): Combined position exceeding $1.43 billion across investment discretion sub-accounts.
• AbbVie Inc (ABBV): Combined holdings exceeding $697 million.
• Abbott Laboratories (ABT): Combined position valued at over $314 million.
• Agree Realty Corp (ADC): Substantial real estate holding exceeding $300 million across various accounts.

Significance & Market Context

Because Form 13F filings are backward-looking quarterly reports required for institutional investment managers exercising discretion over at least $100 million in Section 13(f) securities, this submission reflects routine broad-market institutional asset allocation and rebalancing rather than opportunistic insider sentiment.