PRINCIPAL FINANCIAL GROUP INC
Institutional investor · Portfolio as of Q1 2021
Top Holdings2,479 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 14.9M | $3.5B | 2.5% | $189.86 | +17.45% | 4 qtrssince 2020-Q2 | Decreased 0 |
APPLE INC | 23.6M | $2.9B | 2.0% | $105.62 | +12.44% | 4 qtrssince 2020-Q2 | Decreased 0 |
AMAZON.COM INC | 878,164 | $2.7B | 1.9% | $134.02 | +13.98% | 4 qtrssince 2020-Q2 | Decreased 0 |
| 41M | $1.8B | 1.3% | — | — | 4 qtrssince 2020-Q2 | Decreased 0 | |
TRANSDIGM GROUP INC | 3M | $1.8B | 1.2% | $368.83 | +31.74% | 4 qtrssince 2020-Q2 | Decreased 0 |
PROLOGIS INC | 14.7M | $1.6B | 1.1% | $78.35 | +19.18% | 4 qtrssince 2020-Q2 | Decreased 0 |
META PLATFORMS INC-CLASS A | 4.6M | $1.4B | 1.0% | $219.11 | +30.53% | 4 qtrssince 2020-Q2 | Decreased 0 |
ALPHABET INC-CL C | 621,893 | $1.3B | 0.9% | $69.23 | +47.35% | 4 qtrssince 2020-Q2 | Decreased 0 |
CARMAX INC | 9.3M | $1.2B | 0.9% | $88.98 | +52.65% | 4 qtrssince 2020-Q2 | Decreased 0 |
KKR & CO INC | 24M | $1.2B | 0.8% | — | — | — | — |
AMERICAN TOWER CORP | 4.9M | $1.2B | 0.8% | $211.19 | -4.14% | 4 qtrssince 2020-Q2 | Increased 46 |
ALPHABET INC-CL A | 520,862 | $1.1B | 0.8% | $69.33 | +46.49% | 4 qtrssince 2020-Q2 | Decreased 0 |
HILTON WORLDWIDE HLDGS | 8.8M | $1.1B | 0.7% | $73.00 | +65.14% | 4 qtrssince 2020-Q2 | Decreased 0 |
VISA INC-CLASS A SHARES | 4.9M | $1B | 0.7% | $185.69 | +9.47% | 4 qtrssince 2020-Q2 | Decreased 0 |
AUTODESK INC | 3.7M | $1B | 0.7% | $239.11 | +15.91% | 4 qtrssince 2020-Q2 | Decreased 0 |
JPMORGAN CHASE & CO | 6.7M | $1B | 0.7% | $80.41 | +69.18% | 4 qtrssince 2020-Q2 | Decreased 0 |
WELLTOWER INC | 14.1M | $1B | 0.7% | $45.91 | +36.30% | 4 qtrssince 2020-Q2 | Increased 45 |
MASTERCARD INC - A | 2.7M | $957.6M | 0.7% | $286.64 | +21.45% | 4 qtrssince 2020-Q2 | Decreased 0 |
AVALONBAY COMMUNITIES INC | 5M | $916.1M | 0.6% | $125.80 | +22.49% | 4 qtrssince 2020-Q2 | Increased 45 |
PAYPAL HOLDINGS INC | 3.7M | $899.6M | 0.6% | $168.31 | +40.21% | 4 qtrssince 2020-Q2 | 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 Rating: 3/5.0.
Active quarter - 132 new positions, 67 exits, 1358 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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer