PRINCIPAL FINANCIAL GROUP INC
Institutional investor · Portfolio as of Q1 2023
Top Holdings2,463 positions
Microsoft Corp | 16.6M | $4.8B | 3.4% | $151.28 | +85.41% | 15 qtrssince 2019-Q3 | Increased 59 |
Apple Inc | 21.6M | $3.6B | 2.6% | $55.75 | +191.06% | 15 qtrssince 2019-Q3 | Increased 55 |
Amazon.Com Inc | 20.6M | $2.1B | 1.5% | $97.36 | +6.09% | 15 qtrssince 2019-Q3 | Increased 51 |
Transdigm Group Inc | 2.8M | $2.1B | 1.5% | $405.98 | +55.18% | 15 qtrssince 2019-Q3 | Decreased 0 |
BROOKFIELD CORP | 53M | $1.7B | 1.2% | $20.46 | +3.64% | 2 qtrssince 2022-Q4 | Increased 53 |
Copart Inc | 21.7M | $1.6B | 1.2% | $23.74 | +58.42% | 15 qtrssince 2019-Q3 | Decreased 0 |
O'reilly Automotive Inc | 1.8M | $1.6B | 1.1% | $28.43 | +99.06% | 15 qtrssince 2019-Q3 | Decreased 0 |
American Tower Corporation | 6.8M | $1.4B | 1.0% | $191.89 | -6.64% | 15 qtrssince 2019-Q3 | Increased 45 |
Prologis Inc | 11.1M | $1.4B | 1.0% | $72.63 | +53.78% | 15 qtrssince 2019-Q3 | Increased 45 |
Hilton Worldwide Holdings Inc | 9.6M | $1.4B | 1.0% | $95.42 | +46.26% | 15 qtrssince 2019-Q3 | Increased 46 |
Costar Group Inc | 19.3M | $1.3B | 0.9% | $71.62 | -3.86% | 15 qtrssince 2019-Q3 | Decreased 0 |
KKR & Co Inc | 24.9M | $1.3B | 0.9% | $28.89 | +77.08% | 15 qtrssince 2019-Q3 | Increased 47 |
Visa Inc Cl A | 5.8M | $1.3B | 0.9% | $177.12 | +23.94% | 15 qtrssince 2019-Q3 | Decreased 0 |
Alphabet Inc Cap Stock Cl C | 12M | $1.2B | 0.9% | $63.06 | +63.38% | 15 qtrssince 2019-Q3 | Decreased 0 |
Alphabet Inc Cap Stock Cl A | 11.6M | $1.2B | 0.9% | $67.94 | +51.23% | 15 qtrssince 2019-Q3 | Increased 46 |
Roper Technologies Inc | 2.6M | $1.1B | 0.8% | $366.98 | +17.04% | 15 qtrssince 2019-Q3 | Decreased 0 |
Progressive Corp Ohio | 7.7M | $1.1B | 0.8% | $83.26 | +56.76% | 15 qtrssince 2019-Q3 | Decreased 0 |
NVidia Corp | 3.9M | $1.1B | 0.8% | $7.38 | +275.01% | 15 qtrssince 2019-Q3 | Increased 45 |
Mastercard Inc Cl A | 3M | $1.1B | 0.8% | $279.07 | +27.34% | 15 qtrssince 2019-Q3 | Decreased 0 |
Heico Corp Cl A | 7.8M | $1.1B | 0.8% | $106.58 | +27.05% | 15 qtrssince 2019-Q3 | 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 Score: 2.5/5.0.
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.
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