PRINCIPAL FINANCIAL GROUP INC
Institutional investor · Portfolio as of Q2 2020
Top Holdings2,317 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 15.1M | $3.1B | 2.7% | $189.46 | 0.00% | 1 qtr | New 83 |
AMAZON.COM INC | 969,771 | $2.7B | 2.4% | $134.02 | 0.00% | 1 qtr | New 83 |
APPLE INC | 7.2M | $2.6B | 2.3% | $88.23 | 0.00% | 1 qtr | New 83 |
PROLOGIS INC | 15.7M | $1.5B | 1.3% | $78.35 | 0.00% | 1 qtr | New 73 |
TRANSDIGM GROUP INC | 3.2M | $1.4B | 1.2% | $368.83 | 0.00% | 1 qtr | New 73 |
| 41.2M | $1.4B | 1.2% | — | — | 1 qtr | New 73 | |
META PLATFORMS INC-CLASS A | 5.2M | $1.2B | 1.0% | $219.11 | 0.00% | 1 qtr | New 73 |
EQUINIX INC | 1.7M | $1.2B | 1.0% | $621.33 | 0.00% | 1 qtr | New 73 |
ALPHABET INC-CL C | 785,123 | $1.1B | 1.0% | $69.23 | 0.00% | 1 qtr | New 62 |
AMERICAN TOWER CORP | 3.6M | $942M | 0.8% | $216.68 | 0.00% | 1 qtr | New 62 |
VISA INC-CLASS A SHARES | 4.8M | $918M | 0.8% | $184.62 | 0.00% | 1 qtr | New 62 |
AUTODESK INC | 3.8M | $909.5M | 0.8% | $239.19 | 0.00% | 1 qtr | New 62 |
CARMAX INC | 10.1M | $905.1M | 0.8% | $88.98 | 0.00% | 1 qtr | New 62 |
BERKSHIRE HATHAWAY INC-CL B | 4.9M | $873.6M | 0.8% | $177.19 | 0.00% | 1 qtr | New 62 |
ALPHABET INC-CL A | 607,468 | $861.4M | 0.8% | $69.33 | 0.00% | 1 qtr | New 62 |
AVALONBAY COMMUNITIES INC | 5.6M | $859.3M | 0.8% | $125.43 | 0.00% | 1 qtr | New 62 |
ADOBE INC | 1.8M | $804.1M | 0.7% | $435.31 | 0.00% | 1 qtr | New 62 |
MASTERCARD INC - A | 2.7M | $797.2M | 0.7% | $283.62 | 0.00% | 1 qtr | New 62 |
SBA COMMUNICATIONS CORP | 2.6M | $779.3M | 0.7% | $268.75 | 0.00% | 1 qtr | New 62 |
O'REILLY AUTOMOTIVE INC | 1.8M | $776.1M | 0.7% | $28.16 | 0.00% | 1 qtr | New 62 |
PRINCIPAL FINANCIAL GROUP INC manages $113.5B across 2317 positions as of Q2 2020. Top holdings: MSFT (2.7%), AMZN (2.4%), AAPL (2.3%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 2316 new positions, 0 exits, 0 increased. Top move: MSFT (NEW, conviction 83). Portfolio: $113.5B across 2317 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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