PRINCIPAL FINANCIAL GROUP INC
Institutional investor · Portfolio as of Q4 2021
Top Holdings2,523 positions
Microsoft Corp | 14.8M | $5B | 3.0% | $194.69 | +66.09% | 7 qtrssince 2020-Q2 | Decreased 0 |
Apple Inc | 22.7M | $4B | 2.4% | $88.23 | +96.60% | 7 qtrssince 2020-Q2 | Decreased 0 |
Amazon.com Inc | 931,028 | $3.1B | 1.9% | $140.08 | +19.01% | 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% | $368.86 | +43.37% | 7 qtrssince 2020-Q2 | Increased 51 |
Prologis Inc | 10.8M | $1.8B | 1.1% | $78.37 | +86.14% | 7 qtrssince 2020-Q2 | Decreased 0 |
Alphabet Inc | 598,716 | $1.7B | 1.0% | $70.09 | +104.49% | 7 qtrssince 2020-Q2 | Decreased 0 |
Facebook Inc | 4.8M | $1.6B | 1.0% | $233.49 | +42.69% | 7 qtrssince 2020-Q2 | Decreased 0 |
PRINCIPAL EXCHANGE TRADED FD | 36M | $1.6B | 1.0% | $41.81 | +0.47% | 7 qtrssince 2020-Q2 | Increased 73 |
KKR & Co Inc | 21.4M | $1.6B | 0.9% | $29.51 | +142.54% | 7 qtrssince 2020-Q2 | Decreased 0 |
NVIDIA Corp | 5.4M | $1.6B | 0.9% | $11.03 | +165.58% | 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 | 508,946 | $1.5B | 0.9% | $70.42 | +103.77% | 7 qtrssince 2020-Q2 | Decreased 0 |
CoStar Group Inc | 16.7M | $1.3B | 0.8% | $77.24 | +2.32% | 7 qtrssince 2020-Q2 | Increased 48 |
Hilton Worldwide Holdings Inc | 8.3M | $1.3B | 0.8% | $73.55 | +109.18% | 7 qtrssince 2020-Q2 | Decreased 0 |
Invitation Homes Inc | 27.6M | $1.2B | 0.7% | $22.75 | +68.44% | 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 EXCHANGE TRADED FD | 25.1M | $1.2B | 0.7% | $45.18 | +0.35% | 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 Score: 2.5/5.0.
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
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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
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