PRINCIPAL FINANCIAL GROUP INC
Institutional investor · Portfolio as of Q4 2020
Top Holdings2,414 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 15.7M | $3.5B | 2.6% | $189.86 | +12.04% | 3 qtrssince 2020-Q2 | Increased 55 |
APPLE INC | 25.6M | $3.4B | 2.5% | $105.62 | +21.96% | 3 qtrssince 2020-Q2 | Decreased 0 |
AMAZON.COM INC | 912,745 | $3B | 2.2% | $134.02 | +22.59% | 3 qtrssince 2020-Q2 | Decreased 0 |
TRANSDIGM GROUP INC | 3M | $1.9B | 1.4% | $368.83 | +38.84% | 3 qtrssince 2020-Q2 | Decreased 0 |
| 42.1M | $1.7B | 1.3% | — | — | 3 qtrssince 2020-Q2 | Decreased 0 | |
PROLOGIS INC | 14.7M | $1.5B | 1.1% | $78.35 | +9.64% | 3 qtrssince 2020-Q2 | Decreased 0 |
META PLATFORMS INC-CLASS A | 4.8M | $1.3B | 1.0% | $219.11 | +23.22% | 3 qtrssince 2020-Q2 | Decreased 0 |
ALPHABET INC-CL C | 714,174 | $1.3B | 0.9% | $69.23 | +24.70% | 3 qtrssince 2020-Q2 | Decreased 0 |
AUTODESK INC | 3.8M | $1.1B | 0.9% | $239.11 | +27.70% | 3 qtrssince 2020-Q2 | Decreased 0 |
VISA INC-CLASS A SHARES | 5.1M | $1.1B | 0.8% | $185.69 | +12.92% | 3 qtrssince 2020-Q2 | Increased 47 |
AMERICAN TOWER CORP | 4.7M | $1.1B | 0.8% | $211.43 | -10.10% | 3 qtrssince 2020-Q2 | Increased 53 |
EQUINIX INC | 1.4M | $1B | 0.8% | $621.33 | +2.38% | 3 qtrssince 2020-Q2 | Decreased 0 |
MASTERCARD INC - A | 2.8M | $1B | 0.8% | $286.64 | +20.40% | 3 qtrssince 2020-Q2 | Increased 47 |
HILTON WORLDWIDE HLDGS | 8.9M | $989.9M | 0.7% | $73.00 | +49.07% | 3 qtrssince 2020-Q2 | Decreased 0 |
ALPHABET INC-CL A | 556,708 | $975.7M | 0.7% | $69.33 | +24.28% | 3 qtrssince 2020-Q2 | Decreased 0 |
PAYPAL HOLDINGS INC | 4.1M | $970.4M | 0.7% | $168.31 | +37.24% | 3 qtrssince 2020-Q2 | Increased 45 |
KKR & CO INC | 23.9M | $968.8M | 0.7% | — | — | — | — |
JPMORGAN CHASE & CO | 7.3M | $925.1M | 0.7% | $80.41 | +36.31% | 3 qtrssince 2020-Q2 | Increased 46 |
COPART INC | 7.2M | $921.2M | 0.7% | $20.82 | +52.82% | 3 qtrssince 2020-Q2 | Decreased 0 |
ADOBE INC | 1.8M | $914.4M | 0.7% | $435.54 | +14.83% | 3 qtrssince 2020-Q2 | Increased 45 |
PRINCIPAL FINANCIAL GROUP INC manages $135B across 2414 positions as of Q4 2020. Top holdings: MSFT (2.6%), AAPL (2.5%), AMZN (2.2%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 196 new positions, 102 exits, 814 increased. Top move: MSFT (INCREASED, conviction 55). Portfolio: $135.0B across 2414 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