PRINCIPAL FINANCIAL GROUP INC
Institutional investor · Portfolio as of Q1 2024
Top Holdings2,427 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 15.3M | $6.4B | 3.8% | $198.18 | +109.56% | 16 qtrssince 2020-Q2 | Decreased 0 |
AMAZON.COM INC | 19.4M | $3.5B | 2.1% | $110.07 | +63.88% | 16 qtrssince 2020-Q2 | Decreased 0 |
APPLE INC | 20.4M | $3.5B | 2.1% | $106.44 | +59.36% | 16 qtrssince 2020-Q2 | Decreased 0 |
NVIDIA CORP | 3.6M | $3.2B | 1.9% | $18.11 | +398.75% | 16 qtrssince 2020-Q2 | Decreased 0 |
TRANSDIGM GROUP INC | 2.2M | $2.7B | 1.6% | $383.81 | +184.37% | 16 qtrssince 2020-Q2 | Decreased 0 |
BROOKFIELD CORP /CAD/ | 62.1M | $2.6B | 1.5% | $20.61 | +33.97% | 6 qtrssince 2022-Q4 | Decreased 0 |
KKR & CO INC | 22.6M | $2.3B | 1.3% | — | — | — | — |
COPART INC | 39.2M | $2.3B | 1.3% | $35.67 | +62.37% | 16 qtrssince 2020-Q2 | Increased 52 |
O'REILLY AUTOMOTIVE INC | 1.8M | $2B | 1.2% | $32.46 | +131.82% | 16 qtrssince 2020-Q2 | Increased 53 |
HILTON WORLDWIDE HLDGS | 9.1M | $1.9B | 1.1% | $81.75 | +159.82% | 16 qtrssince 2020-Q2 | Decreased 0 |
COSTAR GROUP INC | 19.6M | $1.9B | 1.1% | $79.15 | +22.05% | 16 qtrssince 2020-Q2 | Decreased 0 |
PRINCIPAL U.S. MEGA-CAP ETF | 35.1M | $1.8B | 1.1% | $43.10 | +16.90% | 16 qtrssince 2020-Q2 | Decreased 0 |
AMERICAN TOWER CORP | 8.8M | $1.7B | 1.0% | $202.77 | -10.69% | 16 qtrssince 2020-Q2 | Increased 65 |
ALPHABET INC-CL A | 11.4M | $1.7B | 1.0% | $96.84 | +54.68% | 16 qtrssince 2020-Q2 | Increased 51 |
HEICO CORP-CLASS A | 10.9M | $1.7B | 1.0% | $115.58 | +32.90% | 16 qtrssince 2020-Q2 | Increased 48 |
ALPHABET INC-CL C | 10.6M | $1.6B | 0.9% | $96.55 | +56.53% | 16 qtrssince 2020-Q2 | Decreased 0 |
PROLOGIS INC | 12.1M | $1.6B | 0.9% | $83.19 | +47.46% | 16 qtrssince 2020-Q2 | Decreased 0 |
META PLATFORMS INC-CLASS A | 3.2M | $1.6B | 0.9% | $222.77 | +116.69% | 16 qtrssince 2020-Q2 | Decreased 0 |
VISA INC-CLASS A SHARES | 5.3M | $1.5B | 0.9% | $190.38 | +43.86% | 16 qtrssince 2020-Q2 | Decreased 0 |
PROGRESSIVE CORP | 7M | $1.5B | 0.9% | $84.59 | +124.99% | 16 qtrssince 2020-Q2 | 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 Rating: 3/5.0.
Active quarter - 127 new positions, 118 exits, 1248 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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer