PRINCIPAL FINANCIAL GROUP INC
Institutional investor · Portfolio as of Q3 2019
Top Holdings2,244 positions
MICROSOFT CORP | 15.2M | $2.1B | 1.9% | $130.73 | 0.00% | 1 qtr | First report 0 |
APPLE INC | 7.9M | $1.8B | 1.6% | $53.73 | 0.00% | 1 qtr | First report 0 |
AMAZON COM INC | 884,533 | $1.5B | 1.4% | $86.80 | 0.00% | 1 qtr | First report 0 |
| 22.4M | $1.2B | 1.0% | — | — | 1 qtr | First report 0 | |
TRANSDIGM GROUP INC | 2.2M | $1.2B | 1.0% | $409.22 | 0.00% | 1 qtr | First report 0 |
PROLOGIS INC. | 12.1M | $1B | 0.9% | $70.10 | 0.00% | 1 qtr | First report 0 |
EQUINIX INC | 1.6M | $946.2M | 0.8% | $506.00 | 0.00% | 1 qtr | First report 0 |
HILTON WORLDWIDE HLDGS INC | 9.8M | $913.4M | 0.8% | $91.55 | 0.00% | 1 qtr | First report 0 |
JPMORGAN CHASE & CO | 7.7M | $908.6M | 0.8% | $97.08 | 0.00% | 1 qtr | First report 0 |
ALPHABET INC | 733,829 | $894.6M | 0.8% | $60.38 | 0.00% | 1 qtr | First report 0 |
BERKSHIRE HATHAWAY INC DEL | 4.2M | $881.8M | 0.8% | $208.02 | 0.00% | 1 qtr | First report 0 |
AVALONBAY CMNTYS INC | 4.1M | $879.2M | 0.8% | — | — | — | First report 0 |
META PLATFORMS INC | 4.9M | $876.5M | 0.8% | $176.39 | 0.00% | 1 qtr | First report 0 |
FIDELITY NATL FINL INC | 18.7M | $829.9M | 0.7% | $31.27 | 0.00% | 1 qtr | First report 0 |
WELLTOWER INC | 8.8M | $798.5M | 0.7% | $74.10 | 0.00% | 1 qtr | First report 0 |
MARKEL GROUP INC | 675,554 | $798.4M | 0.7% | $1,181.90 | 0.00% | 1 qtr | First report 0 |
ALEXANDRIA REAL ESTATE EQ IN | 5.2M | $794.4M | 0.7% | $116.08 | 0.00% | 1 qtr | First report 0 |
SBA COMMUNICATIONS CORP | 3.1M | $755.9M | 0.7% | $218.70 | 0.00% | 1 qtr | First report 0 |
VISA INC | 4.2M | $720.7M | 0.6% | $163.61 | 0.00% | 1 qtr | First report 0 |
CARMAX INC | 7.8M | $689.6M | 0.6% | $88.00 | 0.00% | 1 qtr | First report 0 |
PRINCIPAL FINANCIAL GROUP INC manages $113.4B across 2244 positions as of Q3 2019. Top holdings: MSFT (1.9%), AAPL (1.6%), AMZN (1.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
First quarter we have for this fund: 2244 positions, nothing earlier to compare. No standout high-conviction moves this quarter. Portfolio: $113.4B across 2244 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
Verify source filings on SEC EDGAR