PRINCIPAL FINANCIAL GROUP INC
Institutional investor · Portfolio as of Q4 2021
Top Holdings2,523 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 14.8M | $5B | 3.0% | $191.28 | +71.65% | 7 qtrssince 2020-Q2 | Decreased 0 |
APPLE INC | 22.7M | $4B | 2.4% | $105.62 | +64.21% | 7 qtrssince 2020-Q2 | Decreased 0 |
AMAZON.COM INC | 931,028 | $3.1B | 1.9% | $136.47 | +23.57% | 7 qtrssince 2020-Q2 | Decreased 0 |
| 38.5M | $2.3B | 1.4% | — | — | 7 qtrssince 2020-Q2 | Decreased 0 | |
TRANSDIGM GROUP INC | 2.9M | $1.9B | 1.1% | $370.25 | +42.41% | 7 qtrssince 2020-Q2 | Increased 51 |
PROLOGIS INC | 10.8M | $1.8B | 1.1% | $78.35 | +90.11% | 7 qtrssince 2020-Q2 | Decreased 0 |
ALPHABET INC-CL C | 598,716 | $1.7B | 1.0% | $69.30 | +109.11% | 7 qtrssince 2020-Q2 | Decreased 0 |
META PLATFORMS INC-CLASS A | 4.8M | $1.6B | 1.0% | $228.29 | +49.80% | 7 qtrssince 2020-Q2 | Decreased 0 |
PRINCIPAL U.S. MEGA-CAP ETF | 36M | $1.6B | 1.0% | $42.14 | +0.48% | 7 qtrssince 2020-Q2 | Increased 73 |
KKR & CO INC | 21.4M | $1.6B | 0.9% | — | — | — | — |
NVIDIA CORP | 5.4M | $1.6B | 0.9% | $18.05 | +63.60% | 7 qtrssince 2020-Q2 | Decreased 0 |
AMERICAN TOWER CORP | 5.1M | $1.5B | 0.9% | $213.07 | +18.55% | 7 qtrssince 2020-Q2 | Increased 46 |
ALPHABET INC-CL A | 508,946 | $1.5B | 0.9% | $69.52 | +108.72% | 7 qtrssince 2020-Q2 | Decreased 0 |
COSTAR GROUP INC | 16.7M | $1.3B | 0.8% | $82.12 | -3.76% | 7 qtrssince 2020-Q2 | Increased 48 |
HILTON WORLDWIDE HLDGS | 8.3M | $1.3B | 0.8% | $74.06 | +106.67% | 7 qtrssince 2020-Q2 | Decreased 0 |
INVITATION HOMES INC | 27.6M | $1.2B | 0.7% | $23.16 | +70.36% | 7 qtrssince 2020-Q2 | Increased 45 |
EQUINIX INC | 1.5M | $1.2B | 0.7% | $648.71 | +20.21% | 7 qtrssince 2020-Q2 | Increased 48 |
COPART INC | 8M | $1.2B | 0.7% | $22.44 | +68.94% | 7 qtrssince 2020-Q2 | Increased 49 |
AVALONBAY COMMUNITIES INC | 4.7M | $1.2B | 0.7% | $126.02 | +70.96% | 7 qtrssince 2020-Q2 | Increased 45 |
PRINCIPAL U.S. SMALL-CAP ETF | 25.1M | $1.2B | 0.7% | $45.36 | +0.33% | 7 qtrssince 2020-Q2 | Increased 73 |
PRINCIPAL FINANCIAL GROUP INC manages $167.5B across 2523 positions as of Q4 2021. Top holdings: MSFT (3.0%), AAPL (2.4%), AMZN (1.9%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 163 new positions, 214 exits, 585 increased. Top move: USMC (INCREASED, conviction 73). Portfolio: $167.5B across 2523 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