PRINCIPAL FINANCIAL GROUP INC
Institutional investor · Portfolio as of Q1 2024
Top Holdings2,427 positions
MICROSOFT CORP | 15.3M | $6.4B | 3.8% | $151.28 | +172.80% | 19 qtrssince 2019-Q3 | Decreased 0 |
AMAZON COM INC | 19.4M | $3.5B | 2.1% | $97.36 | +85.27% | 19 qtrssince 2019-Q3 | Decreased 0 |
APPLE INC | 20.4M | $3.5B | 2.1% | $55.75 | +204.29% | 19 qtrssince 2019-Q3 | Decreased 0 |
NVIDIA CORPORATION | 3.6M | $3.2B | 1.9% | $7.38 | +1120.26% | 19 qtrssince 2019-Q3 | Decreased 0 |
TRANSDIGM GROUP INC | 2.2M | $2.7B | 1.6% | $405.98 | +168.84% | 19 qtrssince 2019-Q3 | Decreased 0 |
BROOKFIELD CORP | 62.1M | $2.6B | 1.5% | $20.59 | +33.42% | 6 qtrssince 2022-Q4 | Decreased 0 |
KKR & CO INC | 22.6M | $2.3B | 1.3% | $28.96 | +241.85% | 19 qtrssince 2019-Q3 | Decreased 0 |
COPART INC | 39.2M | $2.3B | 1.3% | $24.62 | +135.28% | 19 qtrssince 2019-Q3 | Increased 52 |
OREILLY AUTOMOTIVE INC | 1.8M | $2B | 1.2% | $30.43 | +147.31% | 19 qtrssince 2019-Q3 | Increased 53 |
HILTON WORLDWIDE HLDGS INC | 9.1M | $1.9B | 1.1% | $95.55 | +121.98% | 19 qtrssince 2019-Q3 | Decreased 0 |
COSTAR GROUP INC | 19.6M | $1.9B | 1.1% | $71.82 | +34.51% | 19 qtrssince 2019-Q3 | Decreased 0 |
PRINCIPAL EXCHANGE TRADED FD | 35.1M | $1.8B | 1.1% | $42.85 | +16.90% | 19 qtrssince 2019-Q3 | Decreased 0 |
AMERICAN TOWER CORP | 8.8M | $1.7B | 1.0% | $188.51 | -4.96% | 19 qtrssince 2019-Q3 | Increased 65 |
ALPHABET INC | 11.4M | $1.7B | 1.0% | $69.70 | +114.50% | 19 qtrssince 2019-Q3 | Increased 51 |
HEICO CORP NEW | 10.9M | $1.7B | 1.0% | $116.39 | +31.97% | 19 qtrssince 2019-Q3 | Increased 48 |
ALPHABET INC | 10.6M | $1.6B | 0.9% | $63.94 | +135.89% | 19 qtrssince 2019-Q3 | Decreased 0 |
PROLOGIS INC. | 12.1M | $1.6B | 0.9% | $76.23 | +57.24% | 19 qtrssince 2019-Q3 | Decreased 0 |
META PLATFORMS INC | 3.2M | $1.6B | 0.9% | $189.14 | +154.56% | 19 qtrssince 2019-Q3 | Decreased 0 |
VISA INC | 5.3M | $1.5B | 0.9% | $177.12 | +54.62% | 19 qtrssince 2019-Q3 | Decreased 0 |
PROGRESSIVE CORP | 7M | $1.5B | 0.9% | $83.26 | +128.27% | 19 qtrssince 2019-Q3 | Decreased 0 |
PRINCIPAL FINANCIAL GROUP INC manages $170.1B across 2427 positions as of Q1 2024. Top holdings: MSFT (3.8%), AMZN (2.1%), AAPL (2.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 128 new positions, 119 exits, 1249 increased. Top move: AMT (INCREASED, conviction 65). Portfolio: $170.1B across 2427 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