PRINCIPAL FINANCIAL GROUP INC
Institutional investor · Portfolio as of Q3 2023
Top Holdings2,436 positions
MICROSOFT CORP | 15.6M | $4.9B | 3.6% | $200.83 | +53.63% | 14 qtrssince 2020-Q2 | Decreased 0 |
APPLE INC | 20.8M | $3.6B | 2.6% | $89.44 | +88.88% | 14 qtrssince 2020-Q2 | Decreased 0 |
AMAZON COM INC | 19.7M | $2.5B | 1.8% | $137.15 | -7.31% | 14 qtrssince 2020-Q2 | Decreased 0 |
TRANSDIGM GROUP INC | 2.5M | $2.1B | 1.5% | $382.18 | +88.58% | 14 qtrssince 2020-Q2 | Decreased 0 |
BROOKFIELD CORP | 63.7M | $2B | 1.4% | $20.59 | -0.74% | 4 qtrssince 2022-Q4 | Increased 55 |
COPART INC | 39.8M | $1.7B | 1.2% | $24.33 | +77.14% | 14 qtrssince 2020-Q2 | Increased 80 |
OREILLY AUTOMOTIVE INC | 1.7M | $1.6B | 1.1% | $30.45 | +99.00% | 14 qtrssince 2020-Q2 | Decreased 0 |
NVIDIA CORPORATION | 3.6M | $1.6B | 1.1% | $11.19 | +287.52% | 14 qtrssince 2020-Q2 | Decreased 0 |
COSTAR GROUP INC | 19.8M | $1.5B | 1.1% | $74.93 | +2.62% | 14 qtrssince 2020-Q2 | Increased 52 |
ALPHABET INC | 11.6M | $1.5B | 1.1% | $75.66 | +71.32% | 14 qtrssince 2020-Q2 | Increased 50 |
KKR & CO INC | 24.3M | $1.5B | 1.1% | $32.39 | +86.42% | 14 qtrssince 2020-Q2 | Increased 50 |
ALPHABET INC | 11.1M | $1.5B | 1.1% | $71.85 | +81.78% | 14 qtrssince 2020-Q2 | Decreased 0 |
HILTON WORLDWIDE HLDGS INC | 9.6M | $1.4B | 1.0% | $81.17 | +83.66% | 14 qtrssince 2020-Q2 | Increased 50 |
PROLOGIS INC. | 12.2M | $1.4B | 1.0% | $82.50 | +23.49% | 14 qtrssince 2020-Q2 | Increased 46 |
VISA INC | 5.5M | $1.3B | 0.9% | $190.38 | +18.09% | 14 qtrssince 2020-Q2 | Decreased 0 |
ROPER TECHNOLOGIES INC | 2.5M | $1.2B | 0.9% | $390.73 | +21.16% | 14 qtrssince 2020-Q2 | Increased 46 |
HEICO CORP NEW | 9.4M | $1.2B | 0.9% | $110.82 | +16.27% | 14 qtrssince 2020-Q2 | Increased 48 |
PRINCIPAL EXCHANGE-TRADED FD | 27.7M | $1.2B | 0.9% | $41.87 | -0.54% | 14 qtrssince 2020-Q2 | Decreased 0 |
MASTERCARD INCORPORATED | 2.8M | $1.1B | 0.8% | $297.54 | +30.71% | 14 qtrssince 2020-Q2 | Decreased 0 |
AMERICAN TOWER CORP NEW | 6.6M | $1.1B | 0.8% | $210.61 | -29.71% | 14 qtrssince 2020-Q2 | Decreased 0 |
PRINCIPAL FINANCIAL GROUP INC manages $139.2B across 2436 positions as of Q3 2023. Top holdings: MSFT (3.6%), AAPL (2.6%), AMZN (1.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 92 new positions, 73 exits, 938 increased. Top move: CPRT (INCREASED, conviction 80). Portfolio: $139.2B across 2436 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