PRINCIPAL FINANCIAL GROUP INC
Institutional investor · Portfolio as of Q3 2022
Top Holdings2,492 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 16.1M | $3.8B | 3.0% | $196.40 | +17.77% | 10 qtrssince 2020-Q2 | Decreased 0 |
APPLE INC | 22.3M | $3.1B | 2.4% | $106.08 | +27.78% | 10 qtrssince 2020-Q2 | Decreased 0 |
AMAZON.COM INC | 20.3M | $2.3B | 1.8% | $110.21 | +4.17% | 10 qtrssince 2020-Q2 | Decreased 0 |
| 46.7M | $1.9B | 1.5% | — | — | 10 qtrssince 2020-Q2 | Increased 51 | |
TRANSDIGM GROUP INC | 3.3M | $1.7B | 1.4% | $383.81 | +18.13% | 10 qtrssince 2020-Q2 | Increased 51 |
COSTAR GROUP INC | 20.6M | $1.4B | 1.1% | $78.81 | -11.62% | 10 qtrssince 2020-Q2 | Increased 51 |
O'REILLY AUTOMOTIVE INC | 1.9M | $1.3B | 1.1% | $30.56 | +55.28% | 10 qtrssince 2020-Q2 | Increased 52 |
AMERICAN TOWER CORP | 5.9M | $1.3B | 1.0% | $214.10 | -12.42% | 10 qtrssince 2020-Q2 | Decreased 0 |
ALPHABET INC-CL C | 12.3M | $1.2B | 0.9% | $96.04 | +1.37% | 10 qtrssince 2020-Q2 | Increased 73 |
COPART INC | 10.8M | $1.2B | 0.9% | $24.26 | +9.63% | 10 qtrssince 2020-Q2 | Increased 48 |
HILTON WORLDWIDE HLDGS | 9.5M | $1.1B | 0.9% | $80.50 | +49.84% | 10 qtrssince 2020-Q2 | Increased 47 |
PROLOGIS INC | 11M | $1.1B | 0.9% | $79.84 | +14.50% | 10 qtrssince 2020-Q2 | Increased 45 |
ALPHABET INC-CL A | 11.5M | $1.1B | 0.9% | $95.58 | +1.16% | 10 qtrssince 2020-Q2 | Increased 73 |
VISA INC-CLASS A SHARES | 6.2M | $1.1B | 0.9% | $190.38 | -9.52% | 10 qtrssince 2020-Q2 | Increased 46 |
KKR & CO INC | 24.2M | $1B | 0.8% | — | — | — | — |
ROPER INDUSTRIES INC | 2.7M | $954.1M | 0.8% | $390.90 | -8.16% | 10 qtrssince 2020-Q2 | Increased 47 |
MASTERCARD INC - A | 3.3M | $935.2M | 0.7% | $297.38 | -5.54% | 10 qtrssince 2020-Q2 | Decreased 0 |
AVALONBAY COMMUNITIES INC | 5M | $924.5M | 0.7% | $129.17 | +24.44% | 10 qtrssince 2020-Q2 | Decreased 0 |
TESLA INC | 3.4M | $907.8M | 0.7% | $255.14 | +5.12% | 10 qtrssince 2020-Q2 | Increased 72 |
EXTRA SPACE STORAGE INC | 5.2M | $892.3M | 0.7% | $98.09 | +49.65% | 10 qtrssince 2020-Q2 | Increased 45 |
PRINCIPAL FINANCIAL GROUP INC manages $125.8B across 2492 positions as of Q3 2022. Top holdings: MSFT (3.0%), AAPL (2.4%), AMZN (1.8%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 127 new positions, 142 exits, 730 increased. Top move: GOOG (INCREASED, conviction 73). Portfolio: $125.8B across 2492 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