PRINCIPAL FINANCIAL GROUP INC
Institutional investor · Portfolio as of Q4 2019
Top Holdings2,230 positions
MICROSOFT CORP | 14.8M | $2.3B | 1.9% | $130.73 | +13.81% | 2 qtrssince 2019-Q3 | Decreased 0 |
APPLE INC | 7.5M | $2.2B | 1.8% | $53.73 | +31.50% | 2 qtrssince 2019-Q3 | Decreased 0 |
AMAZON COM INC | 898,709 | $1.7B | 1.4% | $86.88 | +6.34% | 2 qtrssince 2019-Q3 | Increased 51 |
| 22M | $1.3B | 1.1% | — | — | 2 qtrssince 2019-Q3 | Decreased 0 | |
TRANSDIGM GROUP INC | 2.2M | $1.2B | 1.0% | $409.22 | +13.74% | 2 qtrssince 2019-Q3 | Decreased 0 |
PROLOGIS INC. | 12.5M | $1.1B | 0.9% | $70.21 | +5.08% | 2 qtrssince 2019-Q3 | Increased 46 |
JPMORGAN CHASE & CO | 7.4M | $1B | 0.9% | $97.08 | +19.40% | 2 qtrssince 2019-Q3 | Decreased 0 |
META PLATFORMS INC | 4.9M | $1B | 0.8% | $176.39 | +15.26% | 2 qtrssince 2019-Q3 | Decreased 0 |
HILTON WORLDWIDE HLDGS INC | 8.9M | $987.8M | 0.8% | $91.55 | +19.30% | 2 qtrssince 2019-Q3 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 4.3M | $965.9M | 0.8% | $208.13 | +8.83% | 2 qtrssince 2019-Q3 | Increased 45 |
ALPHABET INC | 719,982 | $962.6M | 0.8% | $60.38 | +9.68% | 2 qtrssince 2019-Q3 | Decreased 0 |
EQUINIX INC | 1.6M | $921.7M | 0.8% | $506.00 | +1.64% | 2 qtrssince 2019-Q3 | Decreased 0 |
ALEXANDRIA REAL ESTATE EQ IN | 5.3M | $862.5M | 0.7% | $116.30 | +5.37% | 2 qtrssince 2019-Q3 | Increased 46 |
AVALONBAY CMNTYS INC | 4M | $848.3M | 0.7% | — | — | — | Decreased 0 |
FIDELITY NATL FINL INC | 18.1M | $820.4M | 0.7% | $31.27 | +2.84% | 2 qtrssince 2019-Q3 | Decreased 0 |
VISA INC | 4.2M | $787.7M | 0.7% | $163.62 | +9.42% | 2 qtrssince 2019-Q3 | Increased 45 |
MARKEL GROUP INC | 675,955 | $772.7M | 0.6% | $1,181.88 | -3.28% | 2 qtrssince 2019-Q3 | Increased 45 |
INVITATION HOMES INC | 24.8M | $743.3M | 0.6% | $23.97 | +1.55% | 2 qtrssince 2019-Q3 | Increased 48 |
WELLTOWER INC | 9.1M | $743.2M | 0.6% | $73.90 | -8.58% | 2 qtrssince 2019-Q3 | Increased 46 |
ALPHABET INC | 538,646 | $721.5M | 0.6% | $60.48 | +9.68% | 2 qtrssince 2019-Q3 | Decreased 0 |
PRINCIPAL FINANCIAL GROUP INC manages $120B across 2230 positions as of Q4 2019. Top holdings: MSFT (1.9%), AAPL (1.8%), AMZN (1.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 115 new positions, 129 exits, 863 increased. Top move: AMZN (INCREASED, conviction 51). Portfolio: $120.0B across 2230 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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