PRINCIPAL FINANCIAL GROUP INC
Institutional investor · Portfolio as of Q4 2023
Top Holdings2,418 positions
MICROSOFT CORP | 15.5M | $5.8B | 3.7% | $200.83 | +83.33% | 15 qtrssince 2020-Q2 | Decreased 0 |
APPLE INC | 20.6M | $4B | 2.5% | $89.44 | +112.68% | 15 qtrssince 2020-Q2 | Decreased 0 |
AMAZON COM INC | 19.6M | $3B | 1.9% | $137.15 | +10.78% | 15 qtrssince 2020-Q2 | Decreased 0 |
BROOKFIELD CORP | 63.3M | $2.5B | 1.6% | $20.59 | +27.60% | 5 qtrssince 2022-Q4 | Decreased 0 |
TRANSDIGM GROUP INC | 2.4M | $2.4B | 1.5% | $382.18 | +134.58% | 15 qtrssince 2020-Q2 | Decreased 0 |
KKR & CO INC | 24M | $2B | 1.3% | $32.39 | +151.35% | 15 qtrssince 2020-Q2 | Decreased 0 |
COPART INC | 38.2M | $1.9B | 1.2% | $24.33 | +101.43% | 15 qtrssince 2020-Q2 | Decreased 0 |
NVIDIA CORPORATION | 3.6M | $1.8B | 1.1% | $11.19 | +341.22% | 15 qtrssince 2020-Q2 | Decreased 0 |
PRINCIPAL EXCHANGE TRADED FD | 37.6M | $1.8B | 1.1% | $42.85 | +6.43% | 15 qtrssince 2020-Q2 | Increased 65 |
COSTAR GROUP INC | 19.8M | $1.7B | 1.1% | $74.93 | +16.63% | 15 qtrssince 2020-Q2 | Decreased 0 |
HILTON WORLDWIDE HLDGS INC | 9.3M | $1.7B | 1.1% | $81.17 | +122.89% | 15 qtrssince 2020-Q2 | Decreased 0 |
PROLOGIS INC. | 12.3M | $1.6B | 1.0% | $82.90 | +46.94% | 15 qtrssince 2020-Q2 | Increased 51 |
OREILLY AUTOMOTIVE INC | 1.7M | $1.6B | 1.0% | $30.45 | +108.02% | 15 qtrssince 2020-Q2 | Decreased 0 |
ALPHABET INC | 11.2M | $1.6B | 1.0% | $72.64 | +92.20% | 15 qtrssince 2020-Q2 | Increased 51 |
ALPHABET INC | 11.2M | $1.6B | 1.0% | $75.66 | +82.88% | 15 qtrssince 2020-Q2 | Decreased 0 |
HEICO CORP NEW | 10.2M | $1.5B | 0.9% | $113.14 | +25.54% | 15 qtrssince 2020-Q2 | Increased 49 |
VISA INC | 5.4M | $1.4B | 0.9% | $190.38 | +33.95% | 15 qtrssince 2020-Q2 | Decreased 0 |
AMERICAN TOWER CORP NEW | 6.5M | $1.4B | 0.9% | $210.61 | -6.06% | 15 qtrssince 2020-Q2 | Decreased 0 |
ROPER TECHNOLOGIES INC | 2.5M | $1.4B | 0.9% | $390.73 | +36.59% | 15 qtrssince 2020-Q2 | Decreased 0 |
MASTERCARD INCORPORATED | 2.8M | $1.2B | 0.8% | $298.00 | +40.80% | 15 qtrssince 2020-Q2 | Increased 45 |
PRINCIPAL FINANCIAL GROUP INC manages $156.8B across 2418 positions as of Q4 2023. Top holdings: MSFT (3.7%), AAPL (2.5%), AMZN (1.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 57 new positions, 75 exits, 727 increased. Top move: USMC (INCREASED, conviction 65). Portfolio: $156.8B across 2418 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