PRINCIPAL FINANCIAL GROUP INC
Institutional investor · Portfolio as of Q2 2022
Top Holdings2,507 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 16.1M | $4.1B | 3.1% | $196.40 | +28.78% | 9 qtrssince 2020-Q2 | Increased 64 |
APPLE INC | 22.7M | $3.1B | 2.3% | $106.08 | +26.24% | 9 qtrssince 2020-Q2 | Increased 56 |
AMAZON.COM INC | 20.4M | $2.2B | 1.6% | $110.21 | -1.17% | 9 qtrssince 2020-Q2 | Increased 81 |
| 45.9M | $2B | 1.5% | — | — | 9 qtrssince 2020-Q2 | Increased 53 | |
TRANSDIGM GROUP INC | 3.3M | $1.7B | 1.3% | $382.85 | +14.10% | 9 qtrssince 2020-Q2 | Increased 53 |
AMERICAN TOWER CORP | 6M | $1.5B | 1.1% | $214.10 | +4.26% | 9 qtrssince 2020-Q2 | Increased 54 |
ALPHABET INC-CL C | 619,588 | $1.4B | 1.0% | $71.25 | +56.39% | 9 qtrssince 2020-Q2 | Increased 53 |
PROLOGIS INC | 10.9M | $1.3B | 1.0% | $79.78 | +33.13% | 9 qtrssince 2020-Q2 | Decreased 0 |
ALPHABET INC-CL A | 570,413 | $1.2B | 0.9% | $74.28 | +49.25% | 9 qtrssince 2020-Q2 | Increased 50 |
COSTAR GROUP INC | 20.2M | $1.2B | 0.9% | $79.42 | -24.19% | 9 qtrssince 2020-Q2 | Increased 48 |
VISA INC-CLASS A SHARES | 6M | $1.2B | 0.9% | $190.85 | -0.15% | 9 qtrssince 2020-Q2 | Increased 50 |
O'REILLY AUTOMOTIVE INC | 1.8M | $1.2B | 0.9% | $29.88 | +42.18% | 9 qtrssince 2020-Q2 | Increased 50 |
COPART INC | 10.2M | $1.1B | 0.8% | $23.97 | +13.75% | 9 qtrssince 2020-Q2 | Increased 48 |
PRINCIPAL U.S. MEGA-CAP ETF | 30.2M | $1.1B | 0.8% | $42.14 | -16.01% | 9 qtrssince 2020-Q2 | Unchanged 0 |
KKR & CO INC | 23.6M | $1.1B | 0.8% | — | — | — | — |
MASTERCARD INC - A | 3.3M | $1B | 0.8% | $297.38 | +6.09% | 9 qtrssince 2020-Q2 | Increased 49 |
HILTON WORLDWIDE HLDGS | 9.1M | $1B | 0.8% | $78.90 | +41.68% | 9 qtrssince 2020-Q2 | Increased 48 |
ROPER INDUSTRIES INC | 2.5M | $1B | 0.7% | $392.36 | -1.97% | 9 qtrssince 2020-Q2 | Increased 49 |
AVALONBAY COMMUNITIES INC | 5M | $979.7M | 0.7% | $129.17 | +30.12% | 9 qtrssince 2020-Q2 | Increased 47 |
EQUINIX INC | 1.5M | $970.1M | 0.7% | $651.57 | -7.22% | 9 qtrssince 2020-Q2 | Decreased 0 |
PRINCIPAL FINANCIAL GROUP INC manages $135.2B across 2507 positions as of Q2 2022. Top holdings: MSFT (3.1%), AAPL (2.3%), AMZN (1.6%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 202 new positions, 234 exits, 1132 increased. Top move: AMZN (INCREASED, conviction 81). Portfolio: $135.2B across 2507 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