PRINCIPAL FINANCIAL GROUP INC
Institutional investor · Portfolio as of Q3 2021
Top Holdings2,574 positions
MICROSOFT CORP | 15.1M | $4.3B | 2.8% | $138.97 | +94.69% | 9 qtrssince 2019-Q3 | Increased 55 |
APPLE INC | 23.4M | $3.3B | 2.2% | $53.76 | +156.72% | 9 qtrssince 2019-Q3 | Decreased 0 |
AMAZON COM INC | 943,872 | $3.1B | 2.0% | $95.70 | +71.64% | 9 qtrssince 2019-Q3 | Increased 56 |
| 39.8M | $2.1B | 1.4% | — | — | 9 qtrssince 2019-Q3 | Decreased 0 | |
TRANSDIGM GROUP INC | 2.9M | $1.8B | 1.2% | $394.50 | +31.58% | 9 qtrssince 2019-Q3 | Decreased 0 |
META PLATFORMS INC | 5M | $1.7B | 1.1% | $190.54 | +76.43% | 9 qtrssince 2019-Q3 | Increased 53 |
ALPHABET INC | 613,719 | $1.6B | 1.1% | $60.86 | +116.90% | 9 qtrssince 2019-Q3 | Decreased 0 |
ALPHABET INC | 520,233 | $1.4B | 0.9% | $61.55 | +115.15% | 9 qtrssince 2019-Q3 | Decreased 0 |
PROLOGIS INC. | 10.8M | $1.4B | 0.9% | $70.70 | +53.11% | 9 qtrssince 2019-Q3 | Decreased 0 |
KKR & CO INC | 22.2M | $1.4B | 0.9% | $25.49 | +129.02% | 9 qtrssince 2019-Q3 | Decreased 0 |
COSTAR GROUP INC | 15.6M | $1.3B | 0.9% | $72.84 | +18.14% | 9 qtrssince 2019-Q3 | Increased 46 |
AMERICAN TOWER CORP | 5M | $1.3B | 0.9% | $186.57 | +20.94% | 9 qtrssince 2019-Q3 | Decreased 0 |
CARMAX INC | 8.9M | $1.1B | 0.7% | $85.95 | +48.88% | 9 qtrssince 2019-Q3 | Decreased 0 |
NVIDIA CORPORATION | 5.5M | $1.1B | 0.7% | $7.16 | +187.98% | 9 qtrssince 2019-Q3 | Increased 73 |
HILTON WORLDWIDE HLDGS INC | 8.6M | $1.1B | 0.7% | $90.39 | +44.14% | 9 qtrssince 2019-Q3 | Decreased 0 |
AUTODESK INC | 3.9M | $1.1B | 0.7% | $176.73 | +61.36% | 9 qtrssince 2019-Q3 | Decreased 0 |
VISA INC | 4.9M | $1.1B | 0.7% | $167.39 | +28.13% | 9 qtrssince 2019-Q3 | Decreased 0 |
ADOBE INC | 1.9M | $1.1B | 0.7% | $308.22 | +86.79% | 9 qtrssince 2019-Q3 | Decreased 0 |
SALESFORCE INC | 4M | $1.1B | 0.7% | $171.69 | +55.01% | 9 qtrssince 2019-Q3 | Increased 47 |
EQUINIX INC | 1.4M | $1.1B | 0.7% | $544.06 | +31.46% | 9 qtrssince 2019-Q3 | 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.
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