PRINCIPAL FINANCIAL GROUP INC
Institutional investor · Portfolio as of Q1 2020
Top Holdings2,199 positions
MICROSOFT CORP | 14.3M | $2.3B | 2.5% | $130.73 | +14.13% | 3 qtrssince 2019-Q3 | Decreased 0 |
APPLE INC | 7.2M | $1.8B | 2.0% | $53.73 | +14.15% | 3 qtrssince 2019-Q3 | Decreased 0 |
AMAZON COM INC | 908,059 | $1.8B | 2.0% | $86.99 | +12.06% | 3 qtrssince 2019-Q3 | Increased 51 |
PROLOGIS INC. | 14.2M | $1.1B | 1.3% | $69.84 | -3.97% | 3 qtrssince 2019-Q3 | Increased 57 |
EQUINIX INC | 1.7M | $1.1B | 1.2% | $509.66 | +8.43% | 3 qtrssince 2019-Q3 | Increased 55 |
| 24M | $1.1B | 1.2% | — | — | 3 qtrssince 2019-Q3 | Increased 55 | |
ALPHABET INC | 744,964 | $866.3M | 1.0% | $60.28 | -4.46% | 3 qtrssince 2019-Q3 | Increased 46 |
BERKSHIRE HATHAWAY INC DEL | 4.7M | $852.7M | 0.9% | $205.96 | -11.23% | 3 qtrssince 2019-Q3 | Increased 49 |
META PLATFORMS INC | 4.9M | $825.6M | 0.9% | $176.25 | -6.26% | 3 qtrssince 2019-Q3 | Increased 45 |
SBA COMMUNICATIONS CORP | 2.8M | $761.8M | 0.8% | $218.70 | +12.31% | 3 qtrssince 2019-Q3 | Decreased 0 |
AMERICAN TOWER CORP | 3.5M | $753.7M | 0.8% | $181.05 | -1.11% | 3 qtrssince 2019-Q3 | Increased 58 |
ALEXANDRIA REAL ESTATE EQ IN | 5.4M | $740.9M | 0.8% | $116.16 | -9.86% | 3 qtrssince 2019-Q3 | Increased 45 |
TRANSDIGM GROUP INC | 2.3M | $721.1M | 0.8% | $405.54 | -34.38% | 3 qtrssince 2019-Q3 | Increased 46 |
AVALONBAY CMNTYS INC | 4.8M | $711M | 0.8% | — | — | — | Increased 53 |
VISA INC | 4.3M | $698.9M | 0.8% | $163.29 | -5.85% | 3 qtrssince 2019-Q3 | Increased 46 |
JPMORGAN CHASE & CO | 7.3M | $660.1M | 0.7% | $97.08 | -22.39% | 3 qtrssince 2019-Q3 | Decreased 0 |
ALPHABET INC | 550,877 | $640.1M | 0.7% | $60.42 | -4.74% | 3 qtrssince 2019-Q3 | Increased 45 |
MARKEL GROUP INC | 677,622 | $628.8M | 0.7% | $1,181.25 | -21.45% | 3 qtrssince 2019-Q3 | Increased 44 |
HILTON WORLDWIDE HLDGS INC | 9.1M | $620.3M | 0.7% | $91.06 | -26.09% | 3 qtrssince 2019-Q3 | Increased 45 |
MASTERCARD INCORPORATED | 2.4M | $587.2M | 0.6% | $258.19 | -10.00% | 3 qtrssince 2019-Q3 | Increased 49 |
PRINCIPAL FINANCIAL GROUP INC manages $90.3B across 2199 positions as of Q1 2020. Top holdings: MSFT (2.5%), AAPL (2.0%), AMZN (2.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 64 new positions, 95 exits, 737 increased. Top move: AMT (INCREASED, conviction 58). Portfolio: $90.3B across 2199 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR