PRINCIPAL FINANCIAL GROUP INC
Institutional investor · Portfolio as of Q1 2025
Top Holdings2,171 positions
Microsoft Corp | 15.4M | $5.8B | 3.2% | $160.01 | +131.88% | 23 qtrssince 2019-Q3 | Decreased 0 |
Apple Inc | 21.3M | $4.7B | 2.7% | $68.38 | +222.86% | 23 qtrssince 2019-Q3 | Decreased 0 |
NVidia Corp | 35M | $3.8B | 2.1% | $11.49 | +841.00% | 23 qtrssince 2019-Q3 | Decreased 0 |
Amazon.Com Inc | 19.7M | $3.7B | 2.1% | $101.71 | +87.07% | 23 qtrssince 2019-Q3 | Decreased 0 |
Transdigm Group Inc | 2.1M | $2.9B | 1.6% | $473.98 | +173.07% | 23 qtrssince 2019-Q3 | Decreased 0 |
BROOKFIELD CORP | 50.6M | $2.6B | 1.5% | $20.59 | +68.15% | 10 qtrssince 2022-Q4 | Decreased 0 |
O'reilly Automotive Inc | 1.8M | $2.5B | 1.4% | $31.67 | +201.61% | 23 qtrssince 2019-Q3 | Decreased 0 |
Hilton Worldwide Holdings Inc | 10.4M | $2.4B | 1.3% | $115.51 | +96.39% | 23 qtrssince 2019-Q3 | Decreased 0 |
Heico Corp Cl A | 10.6M | $2.2B | 1.3% | $117.68 | +79.10% | 23 qtrssince 2019-Q3 | Increased 51 |
Copart Inc | 39.4M | $2.2B | 1.3% | $26.28 | +115.31% | 23 qtrssince 2019-Q3 | Increased 52 |
KKR & Co Inc | 18.4M | $2.1B | 1.2% | $28.96 | +295.21% | 23 qtrssince 2019-Q3 | Decreased 0 |
Meta Platforms Inc | 3.3M | $1.9B | 1.1% | $212.18 | +170.33% | 23 qtrssince 2019-Q3 | Decreased 0 |
Visa Inc Cl A | 5.2M | $1.8B | 1.0% | $184.61 | +87.69% | 23 qtrssince 2019-Q3 | Decreased 0 |
Welltower Inc | 11.5M | $1.8B | 1.0% | $63.23 | +136.64% | 23 qtrssince 2019-Q3 | Decreased 0 |
Alphabet Inc Cap Stock Cl A | 11.3M | $1.7B | 1.0% | $74.58 | +106.37% | 23 qtrssince 2019-Q3 | Decreased 0 |
PRINCIPAL EXCHANGE TRADED FD | 30.1M | $1.7B | 1.0% | $42.88 | +30.53% | 23 qtrssince 2019-Q3 | Decreased 0 |
Brown & Brown Inc | 12.9M | $1.6B | 0.9% | $45.69 | +168.88% | 23 qtrssince 2019-Q3 | Increased 45 |
Alphabet Inc Cap Stock Cl C | 10.2M | $1.6B | 0.9% | $68.42 | +127.27% | 23 qtrssince 2019-Q3 | Decreased 0 |
Equinix Inc Common Stock REIT | 1.9M | $1.6B | 0.9% | $646.95 | +21.98% | 23 qtrssince 2019-Q3 | Decreased 0 |
Vulcan Materials Co | 6.5M | $1.5B | 0.9% | $174.39 | +32.33% | 23 qtrssince 2019-Q3 | 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 Score: 2.5/5.0.
Active quarter - 41 new positions, 78 exits, 1302 increased. Top move: CPRT (INCREASED, conviction 52). Portfolio: $178.2B across 2171 positions.
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Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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
Verify source filings on SEC EDGAR