Manager × security

PRINCIPAL FINANCIAL GROUP INC META holdings history

Who else holds this security?

META PLATFORMS INC-CLASS A · CUSIP 30303M102 · CIK 1126328

This is the oldest quarter open without an account, so changes against the quarter before it are withheld. Sign in to see them.
Citable facts

As of 2026-06-30, PRINCIPAL FINANCIAL GROUP INC reported 4.07M META (shares), valued at $2.29B, or 1.12% of its reported non-derivative portfolio. Filed 2026-08-04.

Verify history & sources
Portfolio weight and quantity history
Reported portfolio weight
1.12%
Shares
4.07M
4,066,508
Reported value
$2.29B
USD

Shares decreased 2.05%; reported value decreased 3.56%, and weight changed -0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.

Left: % · Right: Shares · Independently scaled axes

Exact data and methodology

Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.

QuarterWeightQuantitySource
Q2 20261.12%4,066,508SEC filingFiled Aug 4, 2026Combination report
Q1 20261.27%4,151,465SEC filingFiled May 4, 2026Combination report
Q4 20251.28%3,808,675SEC filingFiled Feb 2, 2026Combination report
Q3 20251.37%3,693,204SEC filingFiled Nov 4, 2025Combination report
Q2 20251.47%3,756,181SEC filingFiled Aug 8, 2025Combination report
Q1 20251.06%3,272,854SEC filingFiled Apr 28, 2025Combination report
Q4 20241.07%3,345,656SEC filingFiled Jan 31, 2025Combination report
Q3 20241.05%3,368,361SEC filingFiled Oct 31, 2024AmendedCombination report
Q2 20240.95%3,163,949SEC filingFiled Jul 29, 2024Combination report
Q1 20240.91%3,205,687SEC filingFiled Apr 29, 2024Combination report
Q4 20230.74%3,268,807SEC filingFiled Feb 7, 2024Combination report
Q3 20230.70%3,267,156SEC filingFiled Nov 2, 2023

History & evidence by quarter

QuarterWeightQuantityValueChange explainedSource
Q3 20230.70%3,267,156$980.83MThe prior quarter is outside the free window. Sign in for the comparison.SEC filing
Filed Nov 2, 2023
Q4 20230.74%3,268,807$1.16BShares increased 0.05%; reported value increased 17.96%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed Feb 7, 2024
Q1 20240.91%3,205,687$1.56BShares decreased 1.93%; reported value increased 34.54%, and weight changed +0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed Apr 29, 2024
Q2 20240.95%3,163,949$1.60BShares decreased 1.30%; reported value increased 2.49%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed Jul 29, 2024
Q3 20241.05%3,368,361$1.93BShares increased 6.46%; reported value increased 20.86%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed Oct 31, 2024
Q4 20241.07%3,345,656$1.96BShares decreased 0.67%; reported value increased 1.59%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed Jan 31, 2025
Q1 20251.06%3,272,854$1.89BShares decreased 2.18%; reported value decreased 3.70%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed Apr 28, 2025
Q2 20251.47%3,756,181$2.77BShares increased 14.77%; reported value increased 46.97%, and weight changed +0.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed Aug 8, 2025
Q3 20251.37%3,693,204$2.71BShares decreased 1.68%; reported value decreased 2.17%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed Nov 4, 2025
Q4 20251.28%3,808,675$2.51BShares increased 3.13%; reported value decreased 7.31%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed Feb 2, 2026
Q1 20261.27%4,151,465$2.38BShares increased 9.00%; reported value decreased 5.52%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed May 4, 2026
Q2 20261.12%4,066,508$2.29BShares decreased 2.05%; reported value decreased 3.56%, and weight changed -0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed Aug 4, 2026
PRINCIPAL FINANCIAL GROUP INC · META PLATFORMS INC-CLASS A

Take these holdings further.

This page includes 12 of 12 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

  • Download CSV
  • Earlier quarters
  • Advanced screening & filtering
  • API & AI access
Already have an account?

New accounts get free API credits to explore data beyond ownership filings.

For AI agents & developers

The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account.

Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.

MCP  https://api.akkrudata.ai/mcp

get_institutional_portfolio
{"cik":"1126328","quarter":"2026Q2","cusip":"30303M102"}

get_institutional_manager_history
{"cik":"1126328","page_size":100}

Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.

MCP endpoint
https://api.akkrudata.ai/mcp
API / MCP documentation
/documents
llms.txt
/llms.txt
Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.

13F reports quarter-end long positions in securities traded on US exchanges, filed by managers holding at least $100 million of such securities; it is not the manager's full portfolio, not assets under management, and value changes are not returns. Weights use the reported total value as denominator. Option rows show notional value, not premium or net exposure. Amendments are merged into the quarter when Akkru could match them.