PRINCIPAL FINANCIAL GROUP INC
Institutional investor · Portfolio as of Q3 2025
Top Holdings2,246 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 15M | $7.8B | 3.9% | $205.42 | +150.04% | 22 qtrssince 2020-Q2 | Decreased 0 |
NVIDIA CORP | 37.3M | $7B | 3.5% | $116.70 | +55.82% | 22 qtrssince 2020-Q2 | Increased 62 |
APPLE INC | 20.9M | $5.3B | 2.7% | $115.55 | +119.55% | 22 qtrssince 2020-Q2 | Decreased 0 |
AMAZON.COM INC | 20.8M | $4.6B | 2.3% | $119.57 | +85.81% | 22 qtrssince 2020-Q2 | Increased 56 |
BROOKFIELD CORP /CAD/ | 50.8M | $3.5B | 1.8% | $21.01 | +119.10% | 12 qtrssince 2022-Q4 | Increased 51 |
TRANSDIGM GROUP INC | 2.4M | $3.1B | 1.6% | $583.74 | +120.87% | 22 qtrssince 2020-Q2 | Increased 59 |
BROADCOM INC | 8.6M | $2.8B | 1.4% | $165.82 | +97.85% | 22 qtrssince 2020-Q2 | Decreased 0 |
ALPHABET INC-CL A | 11.3M | $2.7B | 1.4% | $110.10 | +121.51% | 22 qtrssince 2020-Q2 | Increased 54 |
HILTON WORLDWIDE HLDGS | 10.5M | $2.7B | 1.4% | $107.64 | +143.52% | 22 qtrssince 2020-Q2 | Decreased 0 |
META PLATFORMS INC-CLASS A | 3.7M | $2.7B | 1.4% | $306.46 | +142.37% | 22 qtrssince 2020-Q2 | Decreased 0 |
HEICO CORP-CLASS A | 10.3M | $2.6B | 1.3% | $118.36 | +114.58% | 22 qtrssince 2020-Q2 | Increased 51 |
O'REILLY AUTOMOTIVE INC | 24M | $2.6B | 1.3% | $85.21 | +26.21% | 22 qtrssince 2020-Q2 | Decreased 0 |
PRINCIPAL U.S. MEGA-CAP ETF | 37.4M | $2.6B | 1.3% | $46.83 | +44.14% | 22 qtrssince 2020-Q2 | Increased 50 |
KKR & CO INC | 19M | $2.5B | 1.2% | — | — | — | — |
VULCAN MATERIALS CO | 7.6M | $2.3B | 1.2% | $175.08 | +74.40% | 22 qtrssince 2020-Q2 | Increased 53 |
WELLTOWER INC | 10.2M | $1.8B | 0.9% | $58.89 | +198.08% | 22 qtrssince 2020-Q2 | Decreased 0 |
COPART INC | 40.2M | $1.8B | 0.9% | $36.92 | +20.81% | 22 qtrssince 2020-Q2 | Increased 46 |
TESLA INC | 3.8M | $1.7B | 0.9% | $263.52 | +68.19% | 22 qtrssince 2020-Q2 | Increased 46 |
VISA INC-CLASS A SHARES | 4.9M | $1.7B | 0.9% | $196.79 | +72.10% | 22 qtrssince 2020-Q2 | Decreased 0 |
JPMORGAN CHASE & CO | 5.3M | $1.7B | 0.8% | $89.74 | +248.51% | 22 qtrssince 2020-Q2 | Decreased 0 |
PRINCIPAL FINANCIAL GROUP INC manages $198.3B across 2246 positions as of Q3 2025. Top holdings: MSFT (3.9%), NVDA (3.5%), AAPL (2.7%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 137 new positions, 115 exits, 726 increased. Top move: NVDA (INCREASED, conviction 62). Portfolio: $198.3B across 2246 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer