PRINCIPAL FINANCIAL GROUP INC
Institutional investor · Portfolio as of Q3 2020
Top Holdings2,320 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 15.6M | $3.3B | 2.8% | $189.77 | +4.52% | 2 qtrssince 2020-Q2 | Increased 57 |
APPLE INC | 26.3M | $3B | 2.6% | $105.62 | +6.26% | 2 qtrssince 2020-Q2 | Increased 88 |
AMAZON.COM INC | 938,596 | $3B | 2.5% | $134.02 | +17.33% | 2 qtrssince 2020-Q2 | Decreased 0 |
PROLOGIS INC | 15.3M | $1.5B | 1.3% | $78.35 | +9.88% | 2 qtrssince 2020-Q2 | Decreased 0 |
TRANSDIGM GROUP INC | 3.1M | $1.5B | 1.3% | $368.83 | +10.21% | 2 qtrssince 2020-Q2 | Decreased 0 |
| 43.7M | $1.4B | 1.2% | — | — | 2 qtrssince 2020-Q2 | Increased 53 | |
META PLATFORMS INC-CLASS A | 5M | $1.3B | 1.1% | $219.11 | +18.65% | 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-CL C | 772,697 | $1.1B | 1.0% | $69.23 | +5.33% | 2 qtrssince 2020-Q2 | Decreased 0 |
VISA INC-CLASS A SHARES | 4.9M | $973.8M | 0.8% | $184.78 | +3.58% | 2 qtrssince 2020-Q2 | Increased 46 |
AMERICAN TOWER CORP | 4M | $960.5M | 0.8% | $215.59 | -5.57% | 2 qtrssince 2020-Q2 | Increased 49 |
MASTERCARD INC - A | 2.7M | $926.6M | 0.8% | $284.30 | +14.66% | 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% | $88.98 | +4.61% | 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-CL A | 578,436 | $847.8M | 0.7% | $69.33 | +4.93% | 2 qtrssince 2020-Q2 | Decreased 0 |
HILTON WORLDWIDE HLDGS | 9.8M | $836.1M | 0.7% | $73.00 | +17.16% | 2 qtrssince 2020-Q2 | Decreased 0 |
O'REILLY AUTOMOTIVE INC | 1.8M | $814.9M | 0.7% | $28.16 | +7.32% | 2 qtrssince 2020-Q2 | Decreased 0 |
PAYPAL HOLDINGS INC | 4.1M | $811.9M | 0.7% | $167.96 | +15.53% | 2 qtrssince 2020-Q2 | Decreased 0 |
SBA COMMUNICATIONS CORP | 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 Rating: 3/5.0.
Active quarter - 92 new positions, 89 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
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