PRINCIPAL FINANCIAL GROUP INC
Institutional investor · Portfolio as of Q3 2022
Top Holdings2,492 positions
MICROSOFT CORP | 16.1M | $3.8B | 3.0% | $199.12 | +13.20% | 10 qtrssince 2020-Q2 | Decreased 0 |
APPLE INC | 22.3M | $3.1B | 2.4% | $88.96 | +52.37% | 10 qtrssince 2020-Q2 | Decreased 0 |
AMAZON COM INC | 20.3M | $2.3B | 1.8% | $137.73 | -17.96% | 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% | $382.18 | +17.38% | 10 qtrssince 2020-Q2 | Increased 51 |
COSTAR GROUP INC | 20.6M | $1.4B | 1.1% | $74.85 | -6.95% | 10 qtrssince 2020-Q2 | Increased 51 |
O REILLY AUTOMOTIVE INC NEW | 1.9M | $1.3B | 1.1% | $30.45 | +54.00% | 10 qtrssince 2020-Q2 | Increased 52 |
AMERICAN TOWER CORP NEW | 5.9M | $1.3B | 1.0% | $214.10 | -12.42% | 10 qtrssince 2020-Q2 | Decreased 0 |
ALPHABET INC | 12.3M | $1.2B | 0.9% | $71.85 | +32.56% | 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 INC | 9.5M | $1.1B | 0.9% | $79.85 | +49.32% | 10 qtrssince 2020-Q2 | Increased 47 |
PROLOGIS INC | 11M | $1.1B | 0.9% | $79.74 | +12.48% | 10 qtrssince 2020-Q2 | Increased 45 |
ALPHABET INC | 11.5M | $1.1B | 0.9% | $74.92 | +26.46% | 10 qtrssince 2020-Q2 | Increased 73 |
VISA INC | 6.2M | $1.1B | 0.9% | $190.38 | -9.52% | 10 qtrssince 2020-Q2 | Increased 46 |
KKR & CO INC | 24.2M | $1B | 0.8% | — | — | — | Increased 46 |
ROPER TECHNOLOGIES INC | 2.7M | $954.1M | 0.8% | $389.30 | -10.25% | 10 qtrssince 2020-Q2 | Increased 47 |
MASTERCARD INC | 3.3M | $935.2M | 0.7% | $297.54 | -6.71% | 10 qtrssince 2020-Q2 | Decreased 0 |
AVALONBAY CMNTYS INC | 5M | $924.5M | 0.7% | $129.17 | +24.44% | 10 qtrssince 2020-Q2 | Decreased 0 |
TESLA INC | 3.4M | $907.8M | 0.7% | $228.66 | +16.00% | 10 qtrssince 2020-Q2 | Increased 72 |
EXTRA SPACE STORAGE INC | 5.2M | $892.3M | 0.7% | $94.89 | +52.96% | 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 Score: 2.5/5.0.
Active quarter - 129 new positions, 144 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
Verify source filings on SEC EDGAR