Principal Financial Group
AVGO icon

Principal Financial Group’s Broadcom AVGO Stock Holding History

Principal Financial Group’s Portfolio AVGO Stock Details AVGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.7B Buy
8,720,488
+298,662
+4% +$98.3M 1.44% 6
2025
Q4 		$2.91B Sell
8,421,826
-186,846
-2% -$66.8M 1.49% 7
2025
Q3 		$2.84B Sell
8,608,672
-225,492
-3% -$69.2M 1.43% 7
2025
Q2 		$2.44B Sell
8,834,164
-189,977
-2% -$41.3M 1.29% 11
2025
Q1 		$1.51B Buy
9,024,141
+962,543
+12% +$204M 0.85% 21
2024
Q4 		$1.87B Buy
8,061,598
+879,189
+12% +$163M 1.02% 15
2024
Q3 		$1.24B Buy
7,182,409
+766,319
+12% +$123M 0.68% 27
2024
Q2 		$1.03B Sell
6,416,090
-724,080
-10% -$101M 0.61% 32
2024
Q1 		$946M Buy
7,140,170
+52,300
+0.7% +$6.48M 0.56% 32
2023
Q4 		$791M Buy
7,087,870
+416,550
+6% +$39.4M 0.5% 40
2023
Q3 		$554M Sell
6,671,320
-107,640
-2% -$9.33M 0.4% 58
2023
Q2 		$588M Sell
6,778,960
-160,610
-2% -$11.5M 0.4% 53
2023
Q1 		$445M Buy
6,939,570
+53,770
+0.8% +$3.23M 0.32% 73
2022
Q4 		$385M Buy
6,885,800
+222,380
+3% +$11.2M 0.29% 93
2022
Q3 		$296M Sell
6,663,420
-368,990
-5% -$18.9M 0.24% 111
2022
Q2 		$342M Sell
7,032,410
-107,840
-2% -$6.05M 0.25% 101
2022
Q1 		$450M Buy
7,140,250
+297,620
+4% +$17.7M 0.28% 85
2021
Q4 		$455M Buy
6,842,630
+299,840
+5% +$16.9M 0.27% 93
2021
Q3 		$317M Buy
6,542,790
+113,250
+2% +$5.51M 0.21% 122
2021
Q2 		$307M Buy
6,429,540
+534,350
+9% +$24.8M 0.2% 127
2021
Q1 		$273M Sell
5,895,190
-312,020
-5% -$14.4M 0.19% 132
2020
Q4 		$272M Sell
6,207,210
-199,290
-3% -$7.77M 0.2% 135
2020
Q3 		$233M Sell
6,406,500
-299,690
-4% -$10M 0.2% 132
2020
Q2 		$212M Buy
6,706,190
+432,520
+7% +$12.1M 0.19% 139
2020
Q1 		$149M Sell
6,273,670
-25,160
-0.4% -$709K 0.16% 159
2019
Q4 		$199M Sell
6,298,830
-641,900
-9% -$19.5M 0.17% 163
2019
Q3 		$192M Sell
6,940,730
-61,510
-0.9% -$1.75M 0.17% 156
2019
Q2 		$202M Buy
7,002,240
+542,050
+8% +$15.8M 0.18% 137
2019
Q1 		$194M Sell
6,460,190
-274,290
-4% -$7.44M 0.18% 137
2018
Q4 		$171M Sell
6,734,480
-79,460
-1% -$1.88M 0.18% 135
2018
Q3 		$168M Buy
6,813,940
+417,680
+7% +$9.37M 0.15% 162
2018
Q2 		$155M Sell
6,396,260
-164,410
-3% -$4.03M 0.14% 170
2018
Q1 		$155M Sell
6,560,670
-184,550
-3% -$4.65M 0.15% 166
2017
Q4 		$173M Buy
6,745,220
+185,200
+3% +$4.81M 0.16% 161
2017
Q3 		$159M Sell
6,560,020
-110,550
-2% -$2.73M 0.15% 164
2017
Q2 		$155M Buy
6,670,570
+839,290
+14% +$19.5M 0.16% 165
2017
Q1 		$128M Buy
5,831,280
+144,420
+3% +$2.97M 0.15% 150
2016
Q4 		$101M Sell
5,686,860
-4,520
-0.1% -$78.3K 0.13% 175
2016
Q3 		$98.2M Buy
5,691,380
+359,850
+7% +$6.02M 0.13% 169
2016
Q2 		$82.9M Buy
5,331,530
+173,290
+3% +$2.64M 0.12% 191
2016
Q1 		$79.7M Buy
5,158,240
+1,523,990
+42% +$20.6M 0.12% 200
2015
Q4 		$52.8M Buy
3,634,250
+90,210
+3% +$1.17M 0.08% 260
2015
Q3 		$44.3M Buy
3,544,040
+98,840
+3% +$1.25M 0.07% 285
2015
Q2 		$45.8M Sell
3,445,200
-165,770
-5% -$2.17M 0.07% 289
2015
Q1 		$45.9M Buy
3,610,970
+96,450
+3% +$1.11M 0.07% 293
2014
Q4 		$35.4M Buy
3,514,520
+138,800
+4% +$1.24M 0.05% 339
2014
Q3 		$29.4M Buy
3,375,720
+12,810
+0.4% +$100K 0.05% 368
2014
Q2 		$24.2M Buy
3,362,910
+2,712,070
+417% +$18.2M 0.04% 437
2014
Q1 		$4.19M Sell
650,840
-199,210
-23% -$1.17M 0.01% 1453
2013
Q4 		$4.5M Sell
850,050
-34,020
-4% -$157K 0.01% 1409
2013
Q3 		$3.81M Sell
884,070
-48,980
-5% -$188K 0.01% 1438
2013
Q2 		$3.49M Buy
+933,050
New +$3.25M 0.01% 1404

Other funds holding AVGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Principal Financial Group's AVGO Position: Q1 2026 in Review

Principal Financial Group increased its Broadcom (AVGO) stake by 3.5% in Q1 2026, buying an estimated $98.3M and bringing the position to 8,720,488 shares worth $2.7B. The position accounts for 1.44% of the portfolio, ranked #6.

Principal Financial Group first reported a position in AVGO in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.91B in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Principal Financial Group held 8,720,488 shares of Broadcom worth $2.7B as of Q1 2026.
  • Principal Financial Group bought 298,662 Broadcom shares in Q1 2026, an estimated $98.3M.
  • Broadcom made up 1.44% of Principal Financial Group's portfolio in Q1 2026, its #6 holding.
  • Principal Financial Group first reported a position in Broadcom in Q2 2013 and has held it in 52 quarters since.
  • Principal Financial Group's Broadcom position peaked at $2.91B in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Principal Financial Group's 13F filing for Q1 2026, filed 4 May 2026.