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| Happy Holidays!! thanks for using AUM13F!! |
| Principal Global Investors LLC
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| CRD # | 109002 |
| SEC # | 801-55959 |
| CIK # | 0000769734 |
| AUM | $364.0 B (2025-05-20) |
| Employees | 1,350 (24% Investors, 21% Brokers) |
| Phone | 800-787-1621 |
| Address | 801 Grand Ave Des Moines, IA 50392-0001 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 7.6 | ||
| Nvidia Corp | 5.6 | ||
| Amazon Com Inc | 4.4 | ||
| Apple Inc | 4.4 | ||
| Brookfield Asset Management Inc | 3.1 | ||
| Transdigm Group Inc | 3.1 | ||
| Hilton Worldwide Holdings Inc | 2.8 | ||
| Facebook Inc | 2.8 | ||
| KKR & Co LP | 2.6 | ||
| Broadcom Inc | 2.4 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5,842 | 1.7 |
| (b) Individuals (high net worth individuals) | 323 | 0.9 |
| (c) Banking or thrift institutions | 25 | 8.3 |
| (d) Investment companies | 53 | 118.5 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 47 | 48.9 |
| (g) Pension and profit sharing plans | 446 | 47.5 |
| (h) Charitable organizations | 208 | 1.1 |
| (i) State or municipal government entities | 59 | 6.3 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 36 | 115.0 |
| (l) Sovereign wealth funds and foreign official institutions | 8 | 11.3 |
| (m) Corporations or other businesses not listed above | 352 | 4.7 |
| (n) Other | 0 | 0.0 |
| Total | 7,399 | 364.0 |
| By Discretionary | ||
| Discretionary | 7,391 | 355.6 |
| Non-Discretionary | 8 | 8.4 |
| Total | 7,399 | 364.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 27.6 | |
| United States Persons | 336.4 | |
| Total | 7,399 | 364.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Patrick Halter | 48 | |||
| David Blake | 45 | |||
| Michael Beer | 24 | |||
| Jeffrey Hiller | 20 | |||
| Larry Zimpleman | 19 | |||
| Karen Shaff | 19 | |||
| Jill Hittner | 19 | |||
| James McCaughan | 19 | |||
| Barbara McKenzie | 19 | |||
| Randall Mundt | 18 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0000769734] | |
| 3 | [0000769734] | |
| SC 13G | [0000769734] |
| Form 3/4/5 Subject | 2011 - 2025 |
|---|---|
| Principal Global Investors | |
| Principal Private Credit Fund | |
| Principal Real Asset Fund |
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|---|---|---|
|
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✚
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NY | 619.2 |
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440.2 | |
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CA | 99.1 |
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Grantham Mayo van Otterloo & Co LLC
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MA | 68.6 |
|
MIO Partners Inc
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|
NY | 44.9 |
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LIDO Advisors LLC
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|
CA | 29.1 |