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Principal Financial (PFG) 13F shows $195,864,471,837 in holdings

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
13F-HR

Rhea-AI Filing Summary

Principal Financial Group Inc. filed a Form 13F combination report detailing equity holdings managed across its investment platforms. The filing reports a Form 13F information table value total of $195,864,471,837 across 4,456 reportable positions.

The report is filed as a 13F combination report, meaning some holdings are reported here and others by additional managers. It identifies 5 other included managers, including Principal Global Investors and Principal Real Estate Investors LLC, and names several other managers reporting for this manager.

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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: 12-31-2025
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 01-26-2026
[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
Origin Asset Management LLP 028-13785 000139897 801-67539 0001484040
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: 4,456
Form 13F Information Table Value Total: 195,864,471,837
(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

Source: View Original Filing on SEC EDGAR

FAQ

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

Principal Financial Group reports its institutional investment holdings under Form 13F. The filing aggregates reportable securities positions managed by the firm and related managers, providing a snapshot of the total value and number of holdings overseen for clients.

What is the total value of securities in Principal Financial Group's 13F report?

The Form 13F information table value total is reported as $195,864,471,837. This figure, rounded to the nearest dollar, represents the aggregate value of all reportable securities positions included in the 13F information table section.

How many positions are included in Principal Financial Group's Form 13F information table?

The Form 13F information table entry total is 4,456. This number reflects the count of individual reportable securities positions that meet the Form 13F reporting thresholds and are disclosed in the information table for this filing.

What does it mean that Principal Financial Group filed a 13F combination report?

A 13F combination report means only part of the manager's holdings are reported in this filing, while the remaining positions are reported by other managers. Principal Financial Group indicates that some holdings are disclosed here and others by additional reporting managers.

Who signed Principal Financial Group's Form 13F report and in what capacity?

The report is signed by Jill Hittner as Chief Financial Officer of Principal Global Investors, LLC. Her signature certifies that she is authorized to submit the report and that the information provided is represented as true, correct, and complete.