Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionPrincipal Securities, Inc.
Latest Disclosed Ownership314,960 shares
Latest Disclosed Value $ 79,933,718
Principal Securities, Inc. reports 8.69% increase in ownership of AAPL / Apple Inc.

On May 13, 2026 - Principal Securities, Inc. filed a 13F-HR form disclosing ownership of 314,960 shares of Apple Inc. (CH:AAPL) valued at $79,933,718 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 289,790 shares of Apple Inc.. This represents a change in shares of 8.69% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F APPLE COM 037833100 314,960 25,170 8.69 79,934 1.46 1.1724
2026-02-12 2025-12-31 13F APPLE COM 037833100 289,790 27,417 10.45 78,782 17.92 1.2155
2025-11-12 2025-09-30 13F APPLE COM 037833100 262,373 16,609 6.76 66,808 32.50 1.1004
2025-08-11 2025-06-30 13F APPLE COM 037833100 245,764 24,503 11.07 50,423 -9.00 0.9475
2025-04-30 2025-03-31 13F APPLE COM 037833100 221,261 1,500 0.68 55,408 0.68 1.2398
2025-01-30 2024-12-31 13F APPLE COM 037833100 219,761 16,880 8.32 55,033 16.42 1.2393
2024-10-28 2024-09-30 13F APPLE COM 037833100 202,881 21,439 11.82 47,271 23.70 1.1432
2024-07-31 2024-06-30 13F APPLE COM 037833100 181,442 20,658 12.85 38,215 38.61 1.0532
2024-05-10 2024-03-31 13F APPLE COM 037833100 160,784 12,750 8.61 27,571 -3.26 0.8588
2024-05-10 2023-12-31 13F/A-1 APPLE COM 037833100 148,034 148,034 28,501 1.0616
2024-02-07 2023-12-31 13F APPLE COM 037833100 148,034 148,034 28,501 1.0616
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.