PRINCIPAL FINANCIAL GROUP INC
Institutional investor · Portfolio as of Q3 2024
Top Holdings2,222 positions
Microsoft Corp. | 15.7M | $6.7B | 3.7% | $207.97 | +103.68% | 18 qtrssince 2020-Q2 | Increased 61 |
Apple Inc. | 21.9M | $5.1B | 2.8% | $99.64 | +131.90% | 18 qtrssince 2020-Q2 | Increased 59 |
NVIDIA Corp. | 35.6M | $4.3B | 2.4% | $15.16 | +698.97% | 18 qtrssince 2020-Q2 | Increased 57 |
Amazon.com, Inc. | 20.2M | $3.8B | 2.1% | $139.55 | +33.52% | 18 qtrssince 2020-Q2 | Increased 58 |
BROOKFIELD CORP CL A LTD VT SH | 59.1M | $3.1B | 1.7% | $20.59 | +69.98% | 8 qtrssince 2022-Q4 | Decreased 0 |
TRANSDIGM GROUP INC | 1.9M | $2.8B | 1.5% | $382.18 | +230.93% | 18 qtrssince 2020-Q2 | Decreased 0 |
KKR & CO INC | 20.7M | $2.7B | 1.5% | — | — | — | Decreased 0 |
Hilton Worldwide Holdings Inc | 10.8M | $2.5B | 1.4% | $103.29 | +122.20% | 18 qtrssince 2020-Q2 | Increased 58 |
HEICO CORP NEW | 10.6M | $2.2B | 1.2% | $115.58 | +76.02% | 18 qtrssince 2020-Q2 | Decreased 0 |
O'Reilly Automotive Inc. | 1.8M | $2.1B | 1.1% | $33.54 | +128.93% | 18 qtrssince 2020-Q2 | Decreased 0 |
COPART INC | 38.9M | $2B | 1.1% | $25.85 | +102.72% | 18 qtrssince 2020-Q2 | Increased 51 |
Meta Platforms Inc | 3.4M | $1.9B | 1.1% | $248.02 | +129.30% | 18 qtrssince 2020-Q2 | Increased 54 |
PRINCIPAL U.S. MEGA-CAP ETF | 33.7M | $1.9B | 1.0% | $42.88 | +30.38% | 18 qtrssince 2020-Q2 | Decreased 0 |
Alphabet Inc. | 11.3M | $1.9B | 1.0% | $79.81 | +106.37% | 18 qtrssince 2020-Q2 | Increased 52 |
Alphabet Inc. | 11M | $1.8B | 1.0% | $76.76 | +116.30% | 18 qtrssince 2020-Q2 | Increased 51 |
Equinix, Inc. | 1.9M | $1.7B | 0.9% | $690.10 | +24.45% | 18 qtrssince 2020-Q2 | Increased 45 |
Visa Inc | 5.7M | $1.6B | 0.9% | $196.79 | +37.64% | 18 qtrssince 2020-Q2 | Increased 49 |
Welltower Inc. | 12.2M | $1.6B | 0.9% | $58.89 | +110.32% | 18 qtrssince 2020-Q2 | Decreased 0 |
PROLOGIS INC. | 12M | $1.5B | 0.8% | $83.19 | +41.99% | 18 qtrssince 2020-Q2 | Decreased 0 |
MasterCard Incorporated | 3M | $1.5B | 0.8% | $311.43 | +56.67% | 18 qtrssince 2020-Q2 | Increased 47 |
PRINCIPAL FINANCIAL GROUP INC manages $183.2B across 2222 positions as of Q3 2024. Top holdings: MSFT (3.7%), AAPL (2.8%), NVDA (2.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 95 new positions, 234 exits, 827 increased. Top move: MSFT (INCREASED, conviction 61). Portfolio: $183.2B across 2222 positions.
Top holdings by portfolio weight
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
Verify source filings on SEC EDGAR