PRINCIPAL FINANCIAL GROUP INC
Institutional investor · Portfolio as of Q2 2024
Top Holdings2,361 positions
Microsoft Corp. | 15.1M | $6.8B | 4.0% | $151.28 | +190.33% | 20 qtrssince 2019-Q3 | Decreased 0 |
Apple Inc | 20.3M | $4.3B | 2.5% | $55.75 | +274.25% | 20 qtrssince 2019-Q3 | Decreased 0 |
Nvidia Corp | 34.3M | $4.2B | 2.5% | $7.38 | +1568.55% | 20 qtrssince 2019-Q3 | Increased 88 |
Amazon.com Inc | 19.2M | $3.7B | 2.2% | $97.36 | +98.49% | 20 qtrssince 2019-Q3 | Decreased 0 |
TransDigm Group Inc | 2M | $2.6B | 1.5% | $405.98 | +178.89% | 20 qtrssince 2019-Q3 | Decreased 0 |
BROOKFIELD CORP | 60.9M | $2.5B | 1.5% | $20.59 | +32.63% | 7 qtrssince 2022-Q4 | Decreased 0 |
KKR & CO INC | 21.8M | $2.3B | 1.4% | $28.96 | +258.30% | 20 qtrssince 2019-Q3 | Decreased 0 |
Copart Inc | 37.9M | $2.1B | 1.2% | $24.62 | +120.01% | 20 qtrssince 2019-Q3 | Decreased 0 |
Hilton Worldwide Holdings Inc | 9.3M | $2B | 1.2% | $98.03 | +121.48% | 20 qtrssince 2019-Q3 | Increased 51 |
Alphabet Inc | 10.9M | $2B | 1.2% | $69.70 | +159.17% | 20 qtrssince 2019-Q3 | Decreased 0 |
Alphabet Inc CL C | 10.8M | $2B | 1.2% | $66.02 | +175.54% | 20 qtrssince 2019-Q3 | Increased 51 |
OREILLY AUTOMOTIVE INC | 1.9M | $2B | 1.2% | $31.67 | +122.34% | 20 qtrssince 2019-Q3 | Increased 52 |
PRINCIPAL EXCHANGE TRADED FD | 35.2M | $1.9B | 1.1% | $42.88 | +23.75% | 20 qtrssince 2019-Q3 | Increased 50 |
HEICO CORP NEW | 10.7M | $1.9B | 1.1% | $116.39 | +52.19% | 20 qtrssince 2019-Q3 | Decreased 0 |
AMERICAN TOWER CORP | 8.8M | $1.7B | 1.0% | $188.51 | -4.89% | 20 qtrssince 2019-Q3 | Decreased 0 |
Meta Platforms Inc | 3.2M | $1.6B | 0.9% | $189.14 | +164.59% | 20 qtrssince 2019-Q3 | Decreased 0 |
ROPER TECHNOLOGIES INC | 2.7M | $1.5B | 0.9% | $379.98 | +45.62% | 20 qtrssince 2019-Q3 | Increased 47 |
CoStar Group Inc | 19.4M | $1.4B | 0.9% | $71.82 | +3.23% | 20 qtrssince 2019-Q3 | Decreased 0 |
Equinix Inc | 1.9M | $1.4B | 0.8% | $640.16 | +12.68% | 20 qtrssince 2019-Q3 | Increased 51 |
Visa Inc | 5.3M | $1.4B | 0.8% | $177.94 | +45.02% | 20 qtrssince 2019-Q3 | Increased 45 |
PRINCIPAL FINANCIAL GROUP INC manages $168.4B across 2361 positions as of Q2 2024. Top holdings: MSFT (4.0%), AAPL (2.5%), NVDA (2.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 90 new positions, 156 exits, 588 increased. Top move: NVDA (INCREASED, conviction 88). Portfolio: $168.4B across 2361 positions.
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Portfolio allocation by GICS sector
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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