Applied Materials, Inc.
GB ˙ BATS-CHIXE ˙ US0382221051
SecurityGB:AP2D / Applied Materials, Inc.
InstitutionPrincipal Financial Group Inc
Latest Disclosed Ownership979,609 shares
Latest Disclosed Value $ 334,820,562
Principal Financial Group Inc reports 0.60% increase in ownership of AP2D / Applied Materials, Inc.

On May 4, 2026 - Principal Financial Group Inc filed a 13F-HR form disclosing ownership of 979,609 shares of Applied Materials, Inc. (GB:AP2D) valued at $334,820,562 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 973,768 shares of Applied Materials, Inc.. This represents a change in shares of 0.60% 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)
2026-05-04 2026-03-31 13F APPLIED MATLS COM 038222105 979,609 5,841 0.60 334,821 33.80 0.0913
2026-02-02 2025-12-31 13F APPLIED MATLS COM 038222105 973,768 -49,026 -4.79 250,249 19.50 0.1278
2025-11-04 2025-09-30 13F APPLIED MATLS COM 038222105 1,022,794 2,156 0.21 209,407 12.07 0.1056
2025-08-08 2025-06-30 13F APPLIED MATLS COM 038222105 1,020,638 -57,239 -5.31 186,848 19.45 0.0988
2025-04-28 2025-03-31 13F APPLIED MATLS COM 038222105 1,077,877 -31,206 -2.81 156,422 -13.28 0.0878
2025-01-31 2024-12-31 13F APPLIED MATLS COM 038222105 1,109,083 -9,069 -0.81 180,370 -20.16 0.0983
2024-10-31 2024-09-30 13F APPLIED MATLS COM 038222105 1,118,152 96,009 9.39 225,923 -6.34 0.1245
2024-07-29 2024-06-30 13F APPLIED MATLS COM 038222105 1,022,143 -59,059 -5.46 241,216 8.18 0.1432
2024-04-29 2024-03-31 13F APPLIED MATLS COM 038222105 1,081,202 -13,220 -1.21 222,976 25.71 0.1311
2024-02-07 2023-12-31 13F APPLIED MATLS COM 038222105 1,094,422 30,517 2.87 177,373 20.42 0.1131
2023-11-02 2023-09-30 13F APPLIED MATLS COM 038222105 1,063,905 -77,472 -6.79 147,298 -10.72 0.1058
2023-08-07 2023-06-30 13F APPLIED MATLS COM 038222105 1,141,377 -13,441 -1.16 164,975 16.31 0.1127
2023-05-09 2023-03-31 13F APPLIED MATLS COM 038222105 1,154,818 -14,883 -1.27 141,846 24.53 0.1014
2023-02-09 2022-12-31 13F APPLIED MATLS COM 038222105 1,169,701 -41,583 -3.43 113,905 14.78 0.0858
2022-11-09 2022-09-30 13F APPLIED MATLS COM 038222105 1,211,284 46,604 4.00 99,241 -6.34 0.0789
2022-08-10 2022-06-30 13F APPLIED MATLS COM 038222105 1,164,680 30,424 2.68 105,963 -29.12 0.0784
2022-05-09 2022-03-31 13F APPLIED MATLS COM 038222105 1,134,256 -29,016 -2.49 149,495 -18.33 0.0593
2022-05-09 2022-03-31 13F APPLIED MATLS COM 038222105 1,073,693 141,513
2022-02-09 2021-12-31 13F APPLIED MATLS COM 038222105 1,163,272 -40,787 -3.39 183,053 18.10 0.1093
2021-11-09 2021-09-30 13F APPLIED MATLS COM 038222105 1,204,059 19,166 1.62 154,999 -8.14 0.1011
2021-08-10 2021-06-30 13F APPLIED MATLS COM 038222105 1,184,893 16,012 1.37 168,728 8.05 0.1090
2021-05-10 2021-03-31 13F APPLIED MATLS COM 038222105 1,168,881 -99,653 -7.86 156,163 42.65 0.1102
2021-02-23 2020-12-31 13F/A-1 APPLIED MATLS COM 038222105 1,268,534 -58,748 -4.43 109,474 38.74 0.0811
2021-02-08 2020-12-31 13F APPLIED MATLS COM 038222105 1,780,484 453,202 153,655 60,450.2450
2020-11-06 2020-09-30 13F APPLIED MATLS COM 038222105 1,327,282 -89,502 -6.32 78,907 -7.87 0.0664
2020-08-05 2020-06-30 13F APPLIED MATLS COM 038222105 1,416,784 -8,061 -0.57 85,645 31.18 0.0759
2020-05-12 2020-03-31 13F APPLIED MATLS COM 038222105 1,424,845 50,441 3.67 65,286 -22.18 0.0723
2020-02-05 2019-12-31 13F APPLIED MATLS COM 038222105 1,374,404 -26,095 -1.86 83,893 20.04 0.0699
2019-11-13 2019-09-30 13F APPLIED MATLS COM 038222105 1,400,499 -2,216,846 -61.28 69,885 -56.98 0.0616
2019-08-12 2019-06-30 13F APPLIED MATLS COM 038222105 3,617,345 -6,728 -0.19 162,455 13.03 0.1461
2019-05-10 2019-03-31 13F APPLIED MATLS COM 038222105 3,624,073 -27,171 -0.74 143,731 20.23 0.1339
2019-02-14 2018-12-31 13F APPLIED MATLS COM 038222105 3,651,244 209,940 6.10 119,542 -10.12 0.1274
2018-11-14 2018-09-30 13F APPLIED MATLS COM 038222105 3,441,304 794,044 29.99 133,007 8.78 0.1172
2018-08-13 2018-06-30 13F APPLIED MATLS COM 038222105 2,647,260 -106,307 -3.86 122,276 -20.15 0.1124
2018-05-14 2018-03-31 13F APPLIED MATLS COM 038222105 2,753,567 -50,585 -1.80 153,127 6.82 0.1472
2018-02-12 2017-12-31 13F APPLIED MATLS COM 038222105 2,804,152 -1,828 -0.07 143,349 -1.93 0.1320
2017-11-02 2017-09-30 13F APPLIED MATLS COM 038222105 2,805,980 -151,300 -5.12 146,164 19.64 0.1417
2017-08-08 2017-06-30 13F APPLIED MATLS COM 038222105 2,957,280 1,220,407 70.26 122,166 80.82 0.1224
2017-05-11 2017-03-31 13F APPLIED MATLS COM 038222105 1,736,873 116,793 7.21 67,564 29.23 0.0813
2017-02-13 2016-12-31 13F APPLIED MATLS COM 038222105 1,620,080 -14,072 -0.86 52,280 6.11 0.0663
2016-11-10 2016-09-30 13F APPLIED MATLS COM 038222105 1,634,152 66,963 4.27 49,270 31.16 0.0651
2016-08-09 2016-06-30 13F APPLIED MATLS COM 038222105 1,567,189 -98,718 -5.93 37,565 6.46 0.0524
2016-05-10 2016-03-31 13F APPLIED MATLS COM 038222105 1,665,907 25,806 1.57 35,284 15.23 0.0512
2016-02-09 2015-12-31 13F APPLIED MATLS COM 038222105 1,640,101 -57,717 -3.40 30,620 22.77 0.0455
2015-11-12 2015-09-30 13F/A-1 APPLIED MATLS COM 038222105 1,697,818 -76,745 -4.32 24,941 -26.87 0.0392
2015-11-09 2015-09-30 13F APPLIED MATLS COM 038222105 1,697,818 24,941
2015-08-10 2015-06-30 13F APPLIED MATLS COM 038222105 1,774,563 31,672 1.82 34,107 -13.26 0.0509
2015-05-14 2015-03-31 13F/A-1 APPLIED MATLS COM 038222105 1,742,891 38,242 2.24 39,319 -7.44 0.0586
2015-05-12 2015-03-31 13F APPLIED MATLS COM 038222105 1,742,891 39,319
2015-02-12 2014-12-31 13F APPLIED MATLS COM 038222105 1,704,649 101,968 6.36 42,480 22.66 0.0660
2014-11-13 2014-09-30 13F APPLIED MATLS COM 038222105 1,602,681 46,546 2.99 34,633 -1.30 0.0588
2014-08-12 2014-06-30 13F APPLIED MATLS COM 038222105 1,556,135 22,003 1.43 35,090 12.01 0.0590
2014-05-13 2014-03-31 13F APPLIED MATLS COM 038222105 1,534,132 21,734 1.44 31,327 17.09 0.0559
2014-02-12 2013-12-31 13F APPLIED MATLS COM 038222105 1,512,398 7,822 0.52 26,754 1.38 0.0499
2013-11-05 2013-09-30 13F APPLIED MATLS COM 038222105 1,504,576 -312,241 -17.19 26,390 -2.58 0.0545
2013-08-12 2013-06-30 13F APPLIED MATLS COM 038222105 1,816,817 1,816,817 27,088 0.0600
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.