PRINCIPAL FINANCIAL GROUP INC
Institutional investor · Portfolio as of Q4 2020
Top Holdings2,414 positions
Microsoft Corp | 15.7M | $3.5B | 2.6% | $193.39 | +9.66% | 3 qtrssince 2020-Q2 | Increased 55 |
Apple Inc | 25.6M | $3.4B | 2.5% | $88.23 | +46.01% | 3 qtrssince 2020-Q2 | Decreased 0 |
Amazon.com Inc | 912,745 | $3B | 2.2% | $137.94 | +18.06% | 3 qtrssince 2020-Q2 | Decreased 0 |
TransDigm Group Inc | 3M | $1.9B | 1.4% | $367.41 | +40.00% | 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% | $78.37 | +8.02% | 3 qtrssince 2020-Q2 | Decreased 0 |
Facebook Inc | 4.8M | $1.3B | 1.0% | $224.92 | +20.30% | 3 qtrssince 2020-Q2 | Decreased 0 |
Alphabet Inc | 714,174 | $1.3B | 0.9% | $70.02 | +23.93% | 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 | 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 | 2.8M | $1B | 0.8% | $288.28 | +19.77% | 3 qtrssince 2020-Q2 | Increased 47 |
Hilton Worldwide Holdings Inc | 8.9M | $989.9M | 0.7% | $72.44 | +51.48% | 3 qtrssince 2020-Q2 | Decreased 0 |
Alphabet Inc | 556,708 | $975.7M | 0.7% | $70.23 | +23.60% | 3 qtrssince 2020-Q2 | Decreased 0 |
PayPal Holdings Inc | 4.1M | $970.4M | 0.7% | $172.63 | +34.17% | 3 qtrssince 2020-Q2 | Increased 45 |
KKR & Co Inc | 23.9M | $968.8M | 0.7% | — | — | — | Increased 47 |
JPMorgan Chase & Co | 7.3M | $925.1M | 0.7% | $80.55 | +36.60% | 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 Systems 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 Score: 2.5/5.0.
Active quarter - 198 new positions, 104 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
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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