PRINCIPAL FINANCIAL GROUP INC
Institutional investor · Portfolio as of Q3 2021
Top Holdings2,574 positions
Microsoft Corp. | 15.1M | $4.3B | 2.8% | $194.69 | +38.97% | 6 qtrssince 2020-Q2 | Increased 55 |
Apple Inc. | 23.4M | $3.3B | 2.2% | $88.23 | +56.43% | 6 qtrssince 2020-Q2 | Decreased 0 |
Amazon.com, Inc. | 943,872 | $3.1B | 2.0% | $140.08 | +17.25% | 6 qtrssince 2020-Q2 | Increased 56 |
| 39.8M | $2.1B | 1.4% | — | — | 6 qtrssince 2020-Q2 | Decreased 0 | |
TRANSDIGM GROUP INC | 2.9M | $1.8B | 1.2% | $367.41 | +41.29% | 6 qtrssince 2020-Q2 | Decreased 0 |
Meta Platforms Inc | 5M | $1.7B | 1.1% | $233.49 | +43.98% | 6 qtrssince 2020-Q2 | Increased 53 |
Alphabet Inc. | 613,719 | $1.6B | 1.1% | $70.09 | +88.36% | 6 qtrssince 2020-Q2 | Decreased 0 |
Alphabet Inc. | 520,233 | $1.4B | 0.9% | $70.42 | +88.04% | 6 qtrssince 2020-Q2 | Decreased 0 |
PROLOGIS INC. | 10.8M | $1.4B | 0.9% | $78.37 | +38.13% | 6 qtrssince 2020-Q2 | Decreased 0 |
KKR & CO INC | 22.2M | $1.4B | 0.9% | — | — | — | Decreased 0 |
COSTAR GROUP INC | 15.6M | $1.3B | 0.9% | $77.11 | +11.60% | 6 qtrssince 2020-Q2 | Increased 46 |
American Tower Corporation | 5M | $1.3B | 0.9% | $211.78 | +7.69% | 6 qtrssince 2020-Q2 | Decreased 0 |
CARMAX INC | 8.9M | $1.1B | 0.7% | $89.55 | +42.89% | 6 qtrssince 2020-Q2 | Decreased 0 |
NVIDIA Corp. | 5.5M | $1.1B | 0.7% | $11.03 | +87.04% | 6 qtrssince 2020-Q2 | Increased 73 |
Hilton Worldwide Holdings Inc | 8.6M | $1.1B | 0.7% | $73.55 | +77.16% | 6 qtrssince 2020-Q2 | Decreased 0 |
Autodesk Inc | 3.9M | $1.1B | 0.7% | $242.72 | +17.49% | 6 qtrssince 2020-Q2 | Decreased 0 |
Visa Inc | 4.9M | $1.1B | 0.7% | $185.69 | +15.50% | 6 qtrssince 2020-Q2 | Decreased 0 |
Adobe Inc | 1.9M | $1.1B | 0.7% | $438.04 | +31.43% | 6 qtrssince 2020-Q2 | Decreased 0 |
SALESFORCE COM INC | 4M | $1.1B | 0.7% | $195.72 | +36.22% | 6 qtrssince 2020-Q2 | Increased 47 |
Equinix, Inc. | 1.4M | $1.1B | 0.7% | $639.54 | +15.19% | 6 qtrssince 2020-Q2 | Decreased 0 |
PRINCIPAL FINANCIAL GROUP INC manages $153.3B across 2574 positions as of Q3 2021. Top holdings: MSFT (2.8%), AAPL (2.2%), AMZN (2.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 74 new positions, 96 exits, 1036 increased. Top move: NVDA (INCREASED, conviction 73). Portfolio: $153.3B across 2574 positions.
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Portfolio allocation by GICS sector
Behavioral investing profile
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
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