PRINCIPAL GLOBAL INVESTORS

DES MOINES, IA · CIK 769734 · 13F filing filed 2026-08-04

SEC-registered investment adviser since 1998 · limited liability company

Assets managed$427.7bn
Staff1,394 · 337 in investment roles
Main clients (by assets)Mutual funds and ETFs 35%, Insurers 34%, Pension plans 10%
Private funds10 (6 hedge) · $972.6m gross assets
Form ADV · 2026-05-28SEC adviser record

Legal entityPRINCIPAL GLOBAL INVESTORS, LLC (US)
Part of PRINCIPAL FINANCIAL GROUP, INC. (US)

Other 13F filers in this group: PRINCIPAL FINANCIAL GROUP INC $203.6bn, PRINCIPAL SECURITIES, INC. $8.3bn, Spectrum Asset Management, Inc. $69.6m, PRINCIPAL FINANCIAL SERVICES INC files a notice, PRINCIPAL REAL ESTATE INVESTORS LLC files a notice

For Q2 2026 this manager filed a 13F notice: its holdings were reported by another manager.

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
NATIONAL HEALTHCARE PPTYS IN 13G · filed 2026-06-01		11.3%≈ $73.0m	new	13G	2026-06-01
HEICO CORP NEW HEI.A · 13G · filed 2026-08-05	HEI.A	8.6%≈ $1.9bn	-2.0 pts	13G	2026-08-05
YESWAY INC YSWY · 13G · filed 2026-08-05	YSWY	8.5%≈ $53.9m	new	13G	2026-08-05
HYATT HOTELS CORP H · 13G · filed 2025-09-03	H	8.3%≈ $677.9m	+0.9 pts	13G	2025-09-03
PERIMETER SOLUTIONS INC PRM · 13G · filed 2026-08-05	PRM	8.2%≈ $476.8m		13G	2026-08-05
SUJA LIFE INC SUJA · 13G · filed 2026-08-05	SUJA	7.8%≈ $18.9m	new	13G	2026-08-05
BLACKSTONE DIGITAL INFRASTRU BXDC · 13G · filed 2026-08-05	BXDC	7.8%≈ $170.2m	new	13G	2026-08-05
NICE LTD NICE · 13G · filed 2026-05-12	NICE	7.6%	new	13G	2026-05-12
APPFOLIO INC APPF · 13G · filed 2026-08-05	APPF	6.4%≈ $248.5m	+1.3 pts	13G	2026-08-05
LIBERTY MEDIA CORP DEL FWONA · 13G · filed 2026-05-12	FWONA	5.7%≈ $119.4m	new	13G	2026-05-12
FLOOR & DECOR HLDGS INC FND · 13G · filed 2025-11-06	FND	5.7%≈ $363.4m	new	13G	2025-11-06
SMARTSTOP SELF STORAG REIT I SMA · 13G · filed 2026-08-05	SMA	5.6%≈ $100.6m	new	13G	2026-08-05
YUM CHINA HLDGS INC YUMC · 13G · filed 2025-11-06	YUMC	5.5%≈ $824.3m	new	13G	2025-11-06
BROOKFIELD INFRAST PARTNERS BIP · 13G · filed 2026-08-05	BIP	5.1%≈ $867.6m	-0.7 pts	13G	2026-08-05
COLLEGIUM PHARMACEUTICAL INC COLL · 13G · filed 2026-08-05	COLL	5.0%≈ $59.1m	+0.4 pts	13G	2026-08-05