PRINCIPAL FINANCIAL GROUP INC
Institutional investor · Portfolio as of Q3 2024
Top Holdings2,222 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 15.7M | $6.7B | 3.7% | $205.42 | +106.42% | 18 qtrssince 2020-Q2 | Increased 61 |
APPLE INC | 21.9M | $5.1B | 2.8% | $115.42 | +100.19% | 18 qtrssince 2020-Q2 | Increased 59 |
NVIDIA CORP | 35.6M | $4.3B | 2.4% | $112.81 | +7.57% | 18 qtrssince 2020-Q2 | Increased 57 |
AMAZON.COM INC | 20.2M | $3.8B | 2.1% | $113.87 | +65.07% | 18 qtrssince 2020-Q2 | Increased 58 |
BROOKFIELD CORP /CAD/ | 59.1M | $3.1B | 1.7% | $20.61 | +71.43% | 8 qtrssince 2022-Q4 | Decreased 0 |
TRANSDIGM GROUP INC | 1.9M | $2.8B | 1.5% | $383.81 | +223.92% | 18 qtrssince 2020-Q2 | Decreased 0 |
KKR & CO INC | 20.7M | $2.7B | 1.5% | — | — | — | — |
HILTON WORLDWIDE HLDGS | 10.8M | $2.5B | 1.4% | $104.34 | +123.97% | 18 qtrssince 2020-Q2 | Increased 58 |
HEICO CORP-CLASS A | 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% | $33.64 | +127.13% | 18 qtrssince 2020-Q2 | Decreased 0 |
COPART INC | 38.9M | $2B | 1.1% | $36.07 | +44.34% | 18 qtrssince 2020-Q2 | Increased 51 |
META PLATFORMS INC-CLASS A | 3.4M | $1.9B | 1.1% | $243.54 | +132.04% | 18 qtrssince 2020-Q2 | Increased 54 |
PRINCIPAL U.S. MEGA-CAP ETF | 33.7M | $1.9B | 1.0% | $43.14 | +29.70% | 18 qtrssince 2020-Q2 | Decreased 0 |
ALPHABET INC-CL A | 11.3M | $1.9B | 1.0% | $98.82 | +65.06% | 18 qtrssince 2020-Q2 | Increased 52 |
ALPHABET INC-CL C | 11M | $1.8B | 1.0% | $99.66 | +65.03% | 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-CLASS A SHARES | 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% | $83.51 | +43.95% | 18 qtrssince 2020-Q2 | Decreased 0 |
MASTERCARD INC - A | 3M | $1.5B | 0.8% | $311.41 | +57.16% | 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 Rating: 3/5.0.
Active quarter - 94 new positions, 233 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
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