PRINCIPAL FINANCIAL GROUP INC
Institutional investor · Portfolio as of Q1 2022
Top Holdings2,539 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 14.8M | $4.6B | 2.9% | $191.28 | +59.09% | 8 qtrssince 2020-Q2 | Decreased 0 |
APPLE INC | 22.3M | $3.9B | 2.5% | $105.62 | +61.68% | 8 qtrssince 2020-Q2 | Decreased 0 |
AMAZON.COM INC | 942,482 | $3.1B | 1.9% | $136.84 | +21.53% | 8 qtrssince 2020-Q2 | Increased 51 |
| 43.4M | $2.5B | 1.5% | — | — | 8 qtrssince 2020-Q2 | Increased 57 | |
TRANSDIGM GROUP INC | 3.1M | $2B | 1.3% | $379.82 | +47.12% | 8 qtrssince 2020-Q2 | Increased 53 |
PROLOGIS INC | 11M | $1.8B | 1.1% | $79.78 | +83.38% | 8 qtrssince 2020-Q2 | Increased 51 |
ALPHABET INC-CL C | 590,980 | $1.7B | 1.0% | $69.30 | +104.29% | 8 qtrssince 2020-Q2 | Decreased 0 |
ALPHABET INC-CL A | 514,730 | $1.4B | 0.9% | $70.32 | +100.33% | 8 qtrssince 2020-Q2 | Increased 45 |
AMERICAN TOWER CORP | 5.6M | $1.4B | 0.9% | $213.38 | +1.67% | 8 qtrssince 2020-Q2 | Increased 49 |
KKR & CO INC | 22.5M | $1.3B | 0.8% | — | — | — | — |
HILTON WORLDWIDE HLDGS | 8.6M | $1.3B | 0.8% | $76.86 | +96.79% | 8 qtrssince 2020-Q2 | Increased 47 |
PRINCIPAL U.S. MEGA-CAP ETF | 30.2M | $1.3B | 0.8% | $42.14 | -2.34% | 8 qtrssince 2020-Q2 | Decreased 0 |
COSTAR GROUP INC | 18.7M | $1.2B | 0.8% | $80.88 | -15.94% | 8 qtrssince 2020-Q2 | Increased 50 |
VISA INC-CLASS A SHARES | 5.5M | $1.2B | 0.8% | $190.88 | +12.24% | 8 qtrssince 2020-Q2 | Increased 54 |
AVALONBAY COMMUNITIES INC | 4.8M | $1.2B | 0.8% | $127.32 | +67.42% | 8 qtrssince 2020-Q2 | Increased 46 |
NVIDIA CORP | 4.4M | $1.2B | 0.8% | $18.05 | +53.13% | 8 qtrssince 2020-Q2 | Decreased 0 |
COPART INC | 9.5M | $1.2B | 0.8% | $23.72 | +34.30% | 8 qtrssince 2020-Q2 | Increased 53 |
TESLA INC | 1.1M | $1.2B | 0.7% | $228.31 | +59.72% | 8 qtrssince 2020-Q2 | Increased 46 |
EQUINIX INC | 1.6M | $1.2B | 0.7% | $651.57 | +7.17% | 8 qtrssince 2020-Q2 | Increased 48 |
O'REILLY AUTOMOTIVE INC | 1.7M | $1.1B | 0.7% | $28.52 | +62.84% | 8 qtrssince 2020-Q2 | Increased 46 |
PRINCIPAL FINANCIAL GROUP INC manages $158.6B across 2539 positions as of Q1 2022. Top holdings: MSFT (2.9%), AAPL (2.5%), AMZN (1.9%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 118 new positions, 102 exits, 871 increased. Top move: BAM/A (INCREASED, conviction 57). Portfolio: $158.6B across 2539 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