PRINCIPAL FINANCIAL GROUP INC
Institutional investor · Portfolio as of Q4 2022
Top Holdings2,437 positions
Microsoft Corp | 16.4M | $3.9B | 3.0% | $199.65 | +16.58% | 11 qtrssince 2020-Q2 | Increased 55 |
Apple Inc | 21.5M | $2.8B | 2.1% | $88.96 | +43.49% | 11 qtrssince 2020-Q2 | Decreased 0 |
TransDigm Group Inc | 3.1M | $2B | 1.5% | $382.18 | +40.83% | 11 qtrssince 2020-Q2 | Decreased 0 |
Amazon.com Inc | 20.3M | $1.7B | 1.3% | $137.73 | -39.01% | 11 qtrssince 2020-Q2 | Increased 50 |
Brookfield Asset Management In | 50.8M | $1.6B | 1.2% | $20.43 | 0.00% | 1 qtr | New 73 |
O'Reilly Automotive Inc | 1.9M | $1.6B | 1.2% | $30.45 | +84.80% | 11 qtrssince 2020-Q2 | Decreased 0 |
CoStar Group Inc | 19.7M | $1.5B | 1.1% | $74.85 | +3.24% | 11 qtrssince 2020-Q2 | Decreased 0 |
American Tower Corp | 6.8M | $1.4B | 1.1% | $210.93 | -10.98% | 11 qtrssince 2020-Q2 | Increased 57 |
Copart Inc | 21.9M | $1.3B | 1.0% | $24.33 | +25.16% | 11 qtrssince 2020-Q2 | Increased 81 |
Prologis Inc | 11.1M | $1.3B | 0.9% | $79.93 | +25.34% | 11 qtrssince 2020-Q2 | Increased 45 |
Visa Inc | 5.8M | $1.2B | 0.9% | $190.38 | +6.05% | 11 qtrssince 2020-Q2 | Decreased 0 |
Hilton Worldwide Holdings Inc | 9.4M | $1.2B | 0.9% | $79.85 | +56.60% | 11 qtrssince 2020-Q2 | Decreased 0 |
Roper Technologies Inc | 2.6M | $1.1B | 0.9% | $389.30 | +8.01% | 11 qtrssince 2020-Q2 | Decreased 0 |
KKR & Co Inc | 24.1M | $1.1B | 0.8% | — | — | — | Decreased 0 |
Alphabet Inc | 12.1M | $1.1B | 0.8% | $71.85 | +22.33% | 11 qtrssince 2020-Q2 | Decreased 0 |
Mastercard Inc | 3M | $1B | 0.8% | $297.54 | +14.27% | 11 qtrssince 2020-Q2 | Decreased 0 |
Progressive Corp/The | 7.7M | $1B | 0.8% | $85.64 | +38.07% | 11 qtrssince 2020-Q2 | Increased 48 |
Alphabet Inc | 11.3M | $997.1M | 0.8% | $74.92 | +16.65% | 11 qtrssince 2020-Q2 | Decreased 0 |
HEICO Corp | 7.6M | $914.9M | 0.7% | $104.88 | +13.77% | 11 qtrssince 2020-Q2 | Increased 45 |
UnitedHealth Group Inc | 1.6M | $874.6M | 0.7% | $287.65 | +71.10% | 11 qtrssince 2020-Q2 | Decreased 0 |
PRINCIPAL FINANCIAL GROUP INC manages $132.8B across 2437 positions as of Q4 2022. Top holdings: MSFT (3.0%), AAPL (2.1%), TDG (1.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 126 new positions, 181 exits, 878 increased. Top move: CPRT (INCREASED, conviction 81). Portfolio: $132.8B across 2437 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