PRINCIPAL FINANCIAL GROUP INC
Institutional investor · Portfolio as of Q1 2025
Top Holdings2,171 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 15.4M | $5.8B | 3.2% | $205.42 | +83.42% | 20 qtrssince 2020-Q2 | Decreased 0 |
APPLE INC | 21.3M | $4.7B | 2.7% | $115.42 | +91.27% | 20 qtrssince 2020-Q2 | Decreased 0 |
NVIDIA CORP | 35M | $3.8B | 2.1% | $112.81 | -2.81% | 20 qtrssince 2020-Q2 | Decreased 0 |
AMAZON.COM INC | 19.7M | $3.7B | 2.1% | $113.87 | +69.24% | 20 qtrssince 2020-Q2 | Decreased 0 |
TRANSDIGM GROUP INC | 2.1M | $2.9B | 1.6% | $454.78 | +183.35% | 20 qtrssince 2020-Q2 | Decreased 0 |
BROOKFIELD CORP /CAD/ | 50.6M | $2.6B | 1.5% | $20.61 | +67.01% | 10 qtrssince 2022-Q4 | Decreased 0 |
O'REILLY AUTOMOTIVE INC | 1.8M | $2.5B | 1.4% | $33.64 | +179.16% | 20 qtrssince 2020-Q2 | Decreased 0 |
HILTON WORLDWIDE HLDGS | 10.4M | $2.4B | 1.3% | $104.34 | +115.94% | 20 qtrssince 2020-Q2 | Decreased 0 |
HEICO CORP-CLASS A | 10.6M | $2.2B | 1.3% | $116.88 | +80.33% | 20 qtrssince 2020-Q2 | Increased 51 |
COPART INC | 39.4M | $2.2B | 1.3% | $36.67 | +50.38% | 20 qtrssince 2020-Q2 | Increased 52 |
KKR & CO INC | 18.4M | $2.1B | 1.2% | — | — | — | — |
META PLATFORMS INC-CLASS A | 3.3M | $1.9B | 1.1% | $243.54 | +136.28% | 20 qtrssince 2020-Q2 | Decreased 0 |
VISA INC-CLASS A SHARES | 5.2M | $1.8B | 1.0% | $196.79 | +76.07% | 20 qtrssince 2020-Q2 | Decreased 0 |
WELLTOWER INC | 11.5M | $1.8B | 1.0% | $58.89 | +154.06% | 20 qtrssince 2020-Q2 | Decreased 0 |
ALPHABET INC-CL A | 11.3M | $1.7B | 1.0% | $100.44 | +53.22% | 20 qtrssince 2020-Q2 | Decreased 0 |
PRINCIPAL U.S. MEGA-CAP ETF | 30.1M | $1.7B | 1.0% | $43.14 | +30.07% | 20 qtrssince 2020-Q2 | Decreased 0 |
BROWN & BROWN INC | 12.9M | $1.6B | 0.9% | $48.61 | +152.71% | 20 qtrssince 2020-Q2 | Increased 45 |
ALPHABET INC-CL C | 10.2M | $1.6B | 0.9% | $99.66 | +56.17% | 20 qtrssince 2020-Q2 | Decreased 0 |
EQUINIX INC | 1.9M | $1.6B | 0.9% | $695.26 | +13.49% | 20 qtrssince 2020-Q2 | Decreased 0 |
VULCAN MATERIALS CO | 6.5M | $1.5B | 0.9% | $157.77 | +46.27% | 20 qtrssince 2020-Q2 | Increased 48 |
PRINCIPAL FINANCIAL GROUP INC manages $178.2B across 2171 positions as of Q1 2025. Top holdings: MSFT (3.2%), AAPL (2.7%), NVDA (2.1%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 40 new positions, 77 exits, 1302 increased. Top move: CPRT (INCREASED, conviction 52). Portfolio: $178.2B across 2171 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