PRINCIPAL FINANCIAL GROUP INC
Institutional investor · Portfolio as of Q3 2020
Top Holdings2,320 positions
Microsoft Corp. | 15.6M | $3.3B | 2.8% | $193.32 | +3.47% | 2 qtrssince 2020-Q2 | Increased 57 |
Apple Inc. | 26.3M | $3B | 2.6% | $88.23 | +27.21% | 2 qtrssince 2020-Q2 | Increased 88 |
Amazon.com, Inc. | 938,596 | $3B | 2.5% | $137.94 | +14.13% | 2 qtrssince 2020-Q2 | Decreased 0 |
PROLOGIS INC. | 15.3M | $1.5B | 1.3% | $78.37 | +8.42% | 2 qtrssince 2020-Q2 | Decreased 0 |
TRANSDIGM GROUP INC | 3.1M | $1.5B | 1.3% | $367.41 | +7.48% | 2 qtrssince 2020-Q2 | Decreased 0 |
| 43.7M | $1.4B | 1.2% | — | — | 2 qtrssince 2020-Q2 | Increased 53 | |
Meta Platforms Inc | 5M | $1.3B | 1.1% | $224.92 | +15.34% | 2 qtrssince 2020-Q2 | Decreased 0 |
Equinix, Inc. | 1.5M | $1.1B | 1.0% | $621.33 | +11.20% | 2 qtrssince 2020-Q2 | Decreased 0 |
Alphabet Inc. | 772,697 | $1.1B | 1.0% | $70.02 | +3.96% | 2 qtrssince 2020-Q2 | Decreased 0 |
Visa Inc | 4.9M | $973.8M | 0.8% | $184.78 | +3.58% | 2 qtrssince 2020-Q2 | Increased 46 |
American Tower Corporation | 4M | $960.5M | 0.8% | $215.59 | -5.57% | 2 qtrssince 2020-Q2 | Increased 49 |
MasterCard Incorporated | 2.7M | $926.6M | 0.8% | $285.99 | +14.25% | 2 qtrssince 2020-Q2 | Increased 46 |
Adobe Inc | 1.8M | $893.5M | 0.8% | $435.31 | +12.66% | 2 qtrssince 2020-Q2 | Decreased 0 |
CARMAX INC | 9.7M | $889.5M | 0.7% | $89.55 | +2.64% | 2 qtrssince 2020-Q2 | Decreased 0 |
Autodesk Inc | 3.8M | $886.9M | 0.7% | $239.11 | -3.39% | 2 qtrssince 2020-Q2 | Increased 45 |
Alphabet Inc. | 578,436 | $847.8M | 0.7% | $70.23 | +3.35% | 2 qtrssince 2020-Q2 | Decreased 0 |
Hilton Worldwide Holdings Inc | 9.8M | $836.1M | 0.7% | $72.44 | +16.16% | 2 qtrssince 2020-Q2 | Decreased 0 |
O'Reilly Automotive Inc. | 1.8M | $814.9M | 0.7% | $28.11 | +9.35% | 2 qtrssince 2020-Q2 | Decreased 0 |
PAYPAL HLDGS INC | 4.1M | $811.9M | 0.7% | $172.31 | +13.09% | 2 qtrssince 2020-Q2 | Decreased 0 |
SBA COMMUNICATIONS CORP NEW | 2.5M | $810M | 0.7% | $268.75 | +8.71% | 2 qtrssince 2020-Q2 | Decreased 0 |
PRINCIPAL FINANCIAL GROUP INC manages $118.8B across 2320 positions as of Q3 2020. Top holdings: MSFT (2.8%), AAPL (2.6%), AMZN (2.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 93 new positions, 90 exits, 699 increased. Top move: AAPL (INCREASED, conviction 88). Portfolio: $118.8B across 2320 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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