PRINCIPAL FINANCIAL GROUP INC
Institutional investor · Portfolio as of Q2 2023
Top Holdings2,417 positions
Microsoft Corp | 15.8M | $5.4B | 3.7% | $200.83 | +65.34% | 13 qtrssince 2020-Q2 | Decreased 0 |
Apple Inc | 21.2M | $4.1B | 2.8% | $89.44 | +113.70% | 13 qtrssince 2020-Q2 | Decreased 0 |
Amazon.com Inc | 19.9M | $2.6B | 1.8% | $137.15 | -4.95% | 13 qtrssince 2020-Q2 | Decreased 0 |
TransDigm Group Inc | 2.6M | $2.3B | 1.6% | $382.18 | +99.99% | 13 qtrssince 2020-Q2 | Decreased 0 |
Brookfield Asset Management In | 58.5M | $2B | 1.3% | $20.60 | +6.52% | 3 qtrssince 2022-Q4 | Increased 56 |
Copart Inc | 20.2M | $1.8B | 1.3% | $24.33 | +87.48% | 13 qtrssince 2020-Q2 | Decreased 0 |
CoStar Group Inc | 19M | $1.7B | 1.2% | $74.85 | +18.90% | 13 qtrssince 2020-Q2 | Decreased 0 |
O'Reilly Automotive Inc | 1.8M | $1.7B | 1.2% | $30.45 | +109.17% | 13 qtrssince 2020-Q2 | Decreased 0 |
NVIDIA Corp | 3.7M | $1.6B | 1.1% | $11.19 | +276.83% | 13 qtrssince 2020-Q2 | Decreased 0 |
Prologis Inc | 11.9M | $1.5B | 1.0% | $82.06 | +34.73% | 13 qtrssince 2020-Q2 | Increased 54 |
Hilton Worldwide Holdings Inc | 9.6M | $1.4B | 1.0% | $81.00 | +78.19% | 13 qtrssince 2020-Q2 | Decreased 0 |
Alphabet Inc | 11.6M | $1.4B | 0.9% | $75.63 | +56.77% | 13 qtrssince 2020-Q2 | Increased 45 |
Alphabet Inc | 11.3M | $1.4B | 0.9% | $71.85 | +66.78% | 13 qtrssince 2020-Q2 | Decreased 0 |
KKR & Co Inc | 24.2M | $1.4B | 0.9% | $32.33 | +69.31% | 13 qtrssince 2020-Q2 | Decreased 0 |
Visa Inc | 5.6M | $1.3B | 0.9% | $190.38 | +21.70% | 13 qtrssince 2020-Q2 | Decreased 0 |
American Tower Corp | 6.7M | $1.3B | 0.9% | $210.61 | -17.11% | 13 qtrssince 2020-Q2 | Decreased 0 |
HEICO Corp | 8.8M | $1.2B | 0.8% | $109.52 | +28.02% | 13 qtrssince 2020-Q2 | Increased 51 |
PRINCIPAL EXCHANGE TRADED FD | 27.7M | $1.2B | 0.8% | $41.87 | +1.01% | 13 qtrssince 2020-Q2 | Increased 52 |
Roper Technologies Inc | 2.5M | $1.2B | 0.8% | $389.30 | +20.56% | 13 qtrssince 2020-Q2 | Decreased 0 |
Mastercard Inc | 2.9M | $1.1B | 0.8% | $297.54 | +29.66% | 13 qtrssince 2020-Q2 | Decreased 0 |
PRINCIPAL FINANCIAL GROUP INC manages $146.3B across 2417 positions as of Q2 2023. Top holdings: MSFT (3.7%), AAPL (2.8%), AMZN (1.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 104 new positions, 150 exits, 622 increased. Top move: BN (INCREASED, conviction 56). Portfolio: $146.3B across 2417 positions.
Top holdings by portfolio weight
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
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