PRINCIPAL FINANCIAL GROUP INC
Institutional investor · Portfolio as of Q2 2025
Top Holdings2,224 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 15.3M | $7.6B | 4.0% | $205.42 | +140.58% | 21 qtrssince 2020-Q2 | Decreased 0 |
NVIDIA CORP | 35.5M | $5.6B | 3.0% | $113.37 | +39.12% | 21 qtrssince 2020-Q2 | Increased 55 |
AMAZON.COM INC | 20.3M | $4.4B | 2.3% | $116.99 | +90.87% | 21 qtrssince 2020-Q2 | Increased 56 |
APPLE INC | 21.4M | $4.4B | 2.3% | $115.55 | +76.70% | 21 qtrssince 2020-Q2 | Increased 55 |
BROOKFIELD CORP /CAD/ | 50.1M | $3.1B | 1.6% | $20.61 | +98.75% | 11 qtrssince 2022-Q4 | Decreased 0 |
TRANSDIGM GROUP INC | 2M | $3.1B | 1.6% | $454.78 | +208.44% | 21 qtrssince 2020-Q2 | Decreased 0 |
HILTON WORLDWIDE HLDGS | 10.6M | $2.8B | 1.5% | $107.64 | +146.38% | 21 qtrssince 2020-Q2 | Increased 51 |
META PLATFORMS INC-CLASS A | 3.8M | $2.8B | 1.5% | $306.46 | +139.03% | 21 qtrssince 2020-Q2 | Increased 58 |
HEICO CORP-CLASS A | 10.2M | $2.6B | 1.4% | $116.88 | +121.17% | 21 qtrssince 2020-Q2 | Decreased 0 |
KKR & CO INC | 19.4M | $2.6B | 1.4% | — | — | — | — |
BROADCOM INC | 8.8M | $2.4B | 1.3% | $165.82 | +65.03% | 21 qtrssince 2020-Q2 | Decreased 0 |
PRINCIPAL U.S. MEGA-CAP ETF | 37.3M | $2.3B | 1.2% | $46.74 | +32.17% | 21 qtrssince 2020-Q2 | Increased 61 |
O'REILLY AUTOMOTIVE INC | 24.9M | $2.2B | 1.2% | $85.21 | +4.63% | 21 qtrssince 2020-Q2 | Increased 81 |
COPART INC | 38.9M | $1.9B | 1.0% | $36.67 | +31.38% | 21 qtrssince 2020-Q2 | Decreased 0 |
VULCAN MATERIALS CO | 7.2M | $1.9B | 1.0% | $167.58 | +54.23% | 21 qtrssince 2020-Q2 | Increased 50 |
ALPHABET INC-CL A | 10.5M | $1.9B | 1.0% | $100.44 | +77.46% | 21 qtrssince 2020-Q2 | Decreased 0 |
VISA INC-CLASS A SHARES | 5M | $1.8B | 0.9% | $196.79 | +78.68% | 21 qtrssince 2020-Q2 | Decreased 0 |
WELLTOWER INC | 10.4M | $1.6B | 0.8% | $58.89 | +156.10% | 21 qtrssince 2020-Q2 | Decreased 0 |
NETFLIX INC | 1.2M | $1.6B | 0.8% | $47.65 | +177.68% | 21 qtrssince 2020-Q2 | Decreased 0 |
JPMORGAN CHASE & CO | 5.3M | $1.5B | 0.8% | $89.74 | +215.44% | 21 qtrssince 2020-Q2 | Decreased 0 |
PRINCIPAL FINANCIAL GROUP INC manages $189.2B across 2224 positions as of Q2 2025. Top holdings: MSFT (4.0%), NVDA (3.0%), AMZN (2.3%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 172 new positions, 119 exits, 694 increased. Top move: ORLY (INCREASED, conviction 81). Portfolio: $189.2B across 2224 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