Principal Financial files $203.6B Form 13F report

Principal Financial Group Inc., as an institutional investment manager, filed a Form 13F combination report for its equity holdings.

Rhea-AI Filing Summary

Principal Financial Group Inc., as an institutional investment manager, filed a Form 13F combination report for its equity holdings. The report indicates 4,413 reportable positions with an aggregate reported value of $203,639,295,722, rounded to the nearest dollar.

The filing covers holdings managed directly by Principal and by five other included managers, including Principal Global Investors and Principal Real Estate Investors LLC. Additional portions of the holdings are reported by other managers such as Spectrum Asset Management, Inc. and Principal Securities, Inc.

Key Figures

Form 13F Information Table Value Total: $203,639,295,722 Form 13F Information Table Entry Total: 4,413 positions Number of Other Included Managers: 5 managers

3 metrics

Form 13F Information Table Value Total $203,639,295,722 Aggregate value of reportable holdings, rounded to nearest dollar

Form 13F Information Table Entry Total 4,413 positions Number of reportable holdings disclosed

Number of Other Included Managers 5 managers Managers included under Principal’s Form 13F report

Key Terms

Form 13F, Institutional Investment Manager, 13F Combination Report, Other Included Managers

4 terms

Form 13F regulatory

"Form 13F Summary Page --------------------- | Report Summary"

A Form 13F is a quarterly filing that large investment managers must submit to disclose their holdings in publicly traded stocks and certain other securities. It acts like a peek into the portfolios of big investors, helping other market participants see what large players are buying or selling and offering clues about investment trends, crowded trades, and potential market impact.

Institutional Investment Manager regulatory

"The institutional investment manager filing this report"

13F Combination Report regulatory

"X | 13F COMBINATION REPORT. (Check here if a portion"

Other Included Managers regulatory

"List of Other Included Managers Provide a numbered list"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What does Principal Financial Group (PFG) report in this Form 13F?

Principal Financial Group reports 4,413 institutional equity holdings with a total reported value of $203,639,295,722. The filing is a combination report, meaning some positions are reported by related managers.

What is the total value of reportable holdings in PFG’s Form 13F?

The total value of reportable holdings is $203,639,295,722, rounded to the nearest dollar. This figure aggregates all securities positions that meet Form 13F reporting thresholds for Principal and its included managers.

How many positions does Principal Financial Group (PFG) disclose in this 13F?

Principal Financial Group discloses 4,413 reportable positions. These positions represent securities that meet the SEC’s Form 13F reporting requirements for institutional investment managers.

What type of Form 13F report did PFG file?

PFG filed a Form 13F Combination Report. This means part of the holdings are reported in this filing, while other portions are reported by additional, related institutional managers.

How many other included managers are listed in PFG’s Form 13F?

The summary lists 5 other included managers. These include entities such as Principal Global Investors, Principal Real Estate Investors LLC, and Principal Life Insurance Co., which share responsibility for reportable holdings.

Which additional reporting managers are associated with PFG’s 13F filing?

The filing references other reporting managers including Spectrum Asset Management, Inc. and Principal Securities, Inc.. Portions of the overall holdings are reported by these affiliated managers under separate Form 13F file numbers.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 08/04/2026 - 04:05 PM Accepted by SEC EDGAR 08/04/2026 - 04:04 PM Learn about SEC filing dates

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F COVER PAGE

OMB APPROVAL

OMB Number:			3235-0006
Estimated average burden
hours per response:			23.8

Report for the Calendar Year or Quarter Ended: 06-30-2026

Check here if Amendment		Amendment Number:
This Amendment (Check only one.):		is a restatement.
		adds new holdings entries.

Institutional Investment Manager Filing this Report:
Name:	PRINCIPAL FINANCIAL GROUP INC
Address:	711 HIGH STREET
	DES MOINES, IA 50392
Form 13F File Number:	028-10106
CRD Number (if applicable):
SEC File Number (if applicable):

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

Person Signing this Report on Behalf of Reporting Manager:
Name:		Jill Hittner
Title:		Chief Financial Officer, Principal Global Investors, LLC
Phone:		515-248-2153
Signature, Place, and Date of Signing:
/s/Jill Hittner			Des Moines, IA	07-29-2026
[Signature]			[City, State]	[Date]

Report Type (Check only one.):
	13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.)
	13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).)
X	13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

List of Other Managers Reporting for this Manager: [If there are no entries in this list, omit this section.]
		Name	Form 13F File No.	CRD No. (if applicable)	SEC File No. (if applicable)	CIK
		Spectrum Asset Management, Inc.	028-11300	000300463	801-30405	0001318293
		PRINCIPAL SECURITIES, INC.	028-23623	000001137	801-54949	0000012600

Form 13F Summary Page
	Report Summary:
	Number of Other Included Managers:		5
	Form 13F Information Table Entry Total:		4,413
	Form 13F Information Table Value Total:		203,639,295,722
			(round to nearest dollar)

List of Other Included Managers:
Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.
[If there are no entries in this list, state "NONE" and omit the column headings and list entries.]
	No.	Name	Form 13F File No.	CRD No. (if applicable)	SEC File No. (if applicable)	CIK
	1	PRINCIPAL GLOBAL INVESTORS	028-01549	000109002	801-55959	0000769734
	2	PRINCIPAL REAL ESTATE INVESTORS LLC	028-10400	000109008	801-55618	0001218333
	3	PRINCIPAL LIFE INSURANCE CO	028-00793			0000009712
	4	PRINCIPAL FINANCIAL SERVICES INC	028-10107			0001094589
	5	DELAWARE CHARTER GUARANTEE & TRUST CO	028-22671			0001280529