PRINCIPAL FINANCIAL GROUP INC
Institutional investor · Portfolio as of Q1 2021
Top Holdings2,479 positions
MICROSOFT CORP | 14.9M | $3.5B | 2.5% | $136.64 | +64.91% | 7 qtrssince 2019-Q3 | Decreased 0 |
APPLE INC | 23.6M | $2.9B | 2.0% | $53.76 | +120.91% | 7 qtrssince 2019-Q3 | Decreased 0 |
AMAZON COM INC | 878,164 | $2.7B | 1.9% | $90.24 | +71.45% | 7 qtrssince 2019-Q3 | Decreased 0 |
| 41M | $1.8B | 1.3% | — | — | 7 qtrssince 2019-Q3 | Decreased 0 | |
TRANSDIGM GROUP INC | 3M | $1.8B | 1.2% | $394.50 | +23.86% | 7 qtrssince 2019-Q3 | Decreased 0 |
PROLOGIS INC. | 14.7M | $1.6B | 1.1% | $70.70 | +28.14% | 7 qtrssince 2019-Q3 | Decreased 0 |
META PLATFORMS INC | 4.6M | $1.4B | 1.0% | $178.47 | +63.47% | 7 qtrssince 2019-Q3 | Decreased 0 |
ALPHABET INC | 621,893 | $1.3B | 0.9% | $60.78 | +68.57% | 7 qtrssince 2019-Q3 | Decreased 0 |
CARMAX INC | 9.3M | $1.2B | 0.9% | $85.95 | +54.35% | 7 qtrssince 2019-Q3 | Decreased 0 |
KKR & CO INC | 24M | $1.2B | 0.8% | $25.49 | +82.88% | 7 qtrssince 2019-Q3 | Increased 45 |
AMERICAN TOWER CORP | 4.9M | $1.2B | 0.8% | $185.29 | +8.09% | 7 qtrssince 2019-Q3 | Increased 46 |
ALPHABET INC | 520,862 | $1.1B | 0.8% | $61.33 | +66.56% | 7 qtrssince 2019-Q3 | Decreased 0 |
HILTON WORLDWIDE HLDGS INC | 8.8M | $1.1B | 0.7% | $89.69 | +32.96% | 7 qtrssince 2019-Q3 | Decreased 0 |
VISA INC | 4.9M | $1B | 0.7% | $167.39 | +21.45% | 7 qtrssince 2019-Q3 | Decreased 0 |
AUTODESK INC | 3.7M | $1B | 0.7% | $168.27 | +64.70% | 7 qtrssince 2019-Q3 | Decreased 0 |
JPMORGAN CHASE & CO | 6.7M | $1B | 0.7% | $97.14 | +36.01% | 7 qtrssince 2019-Q3 | Decreased 0 |
WELLTOWER INC | 14.1M | $1B | 0.7% | $58.56 | +6.86% | 7 qtrssince 2019-Q3 | Increased 45 |
MASTERCARD INCORPORATED | 2.7M | $957.6M | 0.7% | $265.06 | +29.91% | 7 qtrssince 2019-Q3 | Decreased 0 |
AVALONBAY CMNTYS INC | 5M | $916.1M | 0.6% | $156.71 | -1.66% | 7 qtrssince 2019-Q3 | Increased 45 |
PAYPAL HLDGS INC | 3.7M | $899.6M | 0.6% | $102.23 | +134.91% | 7 qtrssince 2019-Q3 | Decreased 0 |
PRINCIPAL FINANCIAL GROUP INC manages $142.1B across 2479 positions as of Q1 2021. Top holdings: MSFT (2.5%), AAPL (2.0%), AMZN (1.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 132 new positions, 67 exits, 1359 increased. Top move: AMT (INCREASED, conviction 46). Portfolio: $142.1B across 2479 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR