PRINCIPAL FINANCIAL GROUP INC
Institutional investor · Portfolio as of Q2 2021
Top Holdings2,596 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 15M | $4.1B | 2.6% | $190.51 | +37.32% | 5 qtrssince 2020-Q2 | Increased 55 |
APPLE INC | 23.6M | $3.2B | 2.1% | $105.62 | +26.28% | 5 qtrssince 2020-Q2 | Decreased 0 |
AMAZON.COM INC | 915,747 | $3.2B | 2.0% | $135.60 | +27.15% | 5 qtrssince 2020-Q2 | Increased 57 |
| 40.2M | $2B | 1.3% | — | — | 5 qtrssince 2020-Q2 | Decreased 0 | |
TRANSDIGM GROUP INC | 3M | $1.9B | 1.2% | $368.83 | +45.18% | 5 qtrssince 2020-Q2 | Decreased 0 |
META PLATFORMS INC-CLASS A | 4.7M | $1.6B | 1.1% | $222.05 | +57.37% | 5 qtrssince 2020-Q2 | Increased 51 |
ALPHABET INC-CL C | 622,702 | $1.6B | 1.0% | $69.30 | +80.48% | 5 qtrssince 2020-Q2 | Increased 50 |
PROLOGIS INC | 12.1M | $1.4B | 0.9% | $78.35 | +36.27% | 5 qtrssince 2020-Q2 | Decreased 0 |
KKR & CO INC | 23.3M | $1.4B | 0.9% | — | — | — | — |
AMERICAN TOWER CORP | 5M | $1.4B | 0.9% | $211.78 | +9.10% | 5 qtrssince 2020-Q2 | Increased 46 |
ALPHABET INC-CL A | 522,753 | $1.3B | 0.8% | $69.52 | +74.57% | 5 qtrssince 2020-Q2 | Increased 45 |
COSTAR GROUP INC | 15.2M | $1.3B | 0.8% | $82.55 | +0.90% | 5 qtrssince 2020-Q2 | Increased 73 |
CARMAX INC | 9.3M | $1.2B | 0.8% | $88.98 | +46.83% | 5 qtrssince 2020-Q2 | Decreased 0 |
WELLTOWER INC | 14.3M | $1.2B | 0.8% | $46.27 | +58.20% | 5 qtrssince 2020-Q2 | Increased 45 |
EQUINIX INC | 1.5M | $1.2B | 0.8% | $639.54 | +14.89% | 5 qtrssince 2020-Q2 | Increased 53 |
AUTODESK INC | 4M | $1.2B | 0.7% | $236.66 | +25.81% | 5 qtrssince 2020-Q2 | Increased 48 |
VISA INC-CLASS A SHARES | 4.9M | $1.1B | 0.7% | $185.69 | +21.07% | 5 qtrssince 2020-Q2 | Decreased 0 |
ADOBE INC | 1.9M | $1.1B | 0.7% | $438.04 | +33.70% | 5 qtrssince 2020-Q2 | Increased 45 |
PAYPAL HOLDINGS INC | 3.7M | $1.1B | 0.7% | $168.75 | +73.09% | 5 qtrssince 2020-Q2 | Increased 45 |
HILTON WORLDWIDE HLDGS | 9M | $1.1B | 0.7% | $74.06 | +58.63% | 5 qtrssince 2020-Q2 | Increased 46 |
PRINCIPAL FINANCIAL GROUP INC manages $154.8B across 2596 positions as of Q2 2021. Top holdings: MSFT (2.6%), AAPL (2.1%), AMZN (2.0%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 242 new positions, 125 exits, 1586 increased. Top move: CSGP (INCREASED, conviction 73). Portfolio: $154.8B across 2596 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