PRINCIPAL FINANCIAL GROUP INC
Institutional investor · Portfolio as of Q1 2023
Top Holdings2,463 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 16.6M | $4.8B | 3.4% | $198.18 | +40.33% | 12 qtrssince 2020-Q2 | Increased 59 |
APPLE INC | 21.6M | $3.6B | 2.6% | $106.44 | +52.43% | 12 qtrssince 2020-Q2 | Increased 55 |
AMAZON.COM INC | 20.6M | $2.1B | 1.5% | $110.07 | -7.33% | 12 qtrssince 2020-Q2 | Increased 51 |
TRANSDIGM GROUP INC | 2.8M | $2.1B | 1.5% | $383.81 | +63.66% | 12 qtrssince 2020-Q2 | Decreased 0 |
BROOKFIELD CORP /CAD/ | 53M | $1.7B | 1.2% | $20.54 | +0.75% | 2 qtrssince 2022-Q4 | Increased 53 |
COPART INC | 21.7M | $1.6B | 1.2% | $27.39 | +37.32% | 12 qtrssince 2020-Q2 | Decreased 0 |
O'REILLY AUTOMOTIVE INC | 1.8M | $1.6B | 1.1% | $30.56 | +83.59% | 12 qtrssince 2020-Q2 | Decreased 0 |
AMERICAN TOWER CORP | 6.8M | $1.4B | 1.0% | $210.61 | -14.01% | 12 qtrssince 2020-Q2 | Increased 45 |
PROLOGIS INC | 11.1M | $1.4B | 1.0% | $80.14 | +39.38% | 12 qtrssince 2020-Q2 | Increased 45 |
HILTON WORLDWIDE HLDGS | 9.6M | $1.4B | 1.0% | $81.58 | +67.15% | 12 qtrssince 2020-Q2 | Increased 46 |
COSTAR GROUP INC | 19.3M | $1.3B | 0.9% | $78.81 | -12.63% | 12 qtrssince 2020-Q2 | Decreased 0 |
KKR & CO INC | 24.9M | $1.3B | 0.9% | — | — | — | — |
VISA INC-CLASS A SHARES | 5.8M | $1.3B | 0.9% | $190.38 | +15.31% | 12 qtrssince 2020-Q2 | Decreased 0 |
ALPHABET INC-CL C | 12M | $1.2B | 0.9% | $96.04 | +4.71% | 12 qtrssince 2020-Q2 | Decreased 0 |
ALPHABET INC-CL A | 11.6M | $1.2B | 0.9% | $95.69 | +4.64% | 12 qtrssince 2020-Q2 | Increased 46 |
ROPER INDUSTRIES INC | 2.6M | $1.1B | 0.8% | $390.90 | +9.78% | 12 qtrssince 2020-Q2 | Decreased 0 |
PROGRESSIVE CORP | 7.7M | $1.1B | 0.8% | $84.59 | +55.30% | 12 qtrssince 2020-Q2 | Decreased 0 |
NVIDIA CORP | 3.9M | $1.1B | 0.8% | $18.11 | +51.10% | 12 qtrssince 2020-Q2 | Increased 45 |
MASTERCARD INC - A | 3M | $1.1B | 0.8% | $297.38 | +18.72% | 12 qtrssince 2020-Q2 | Decreased 0 |
HEICO CORP-CLASS A | 7.8M | $1.1B | 0.8% | $105.45 | +28.42% | 12 qtrssince 2020-Q2 | Increased 46 |
PRINCIPAL FINANCIAL GROUP INC manages $139.9B across 2463 positions as of Q1 2023. Top holdings: MSFT (3.4%), AAPL (2.6%), AMZN (1.5%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 109 new positions, 83 exits, 1093 increased. Top move: MSFT (INCREASED, conviction 59). Portfolio: $139.9B across 2463 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