PRINCIPAL FINANCIAL GROUP INC
Institutional investor · Portfolio as of Q4 2024
Top Holdings2,208 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 15.6M | $6.6B | 3.6% | $205.42 | +105.29% | 19 qtrssince 2020-Q2 | Decreased 0 |
APPLE INC | 21.7M | $5.4B | 3.0% | $115.42 | +115.39% | 19 qtrssince 2020-Q2 | Decreased 0 |
NVIDIA CORP | 35.3M | $4.7B | 2.6% | $112.81 | +21.84% | 19 qtrssince 2020-Q2 | Decreased 0 |
AMAZON.COM INC | 19.9M | $4.4B | 2.4% | $113.87 | +94.34% | 19 qtrssince 2020-Q2 | Decreased 0 |
BROOKFIELD CORP /CAD/ | 52.3M | $3B | 1.6% | $20.61 | +84.38% | 9 qtrssince 2022-Q4 | Decreased 0 |
KKR & CO INC | 18.9M | $2.8B | 1.5% | — | — | — | — |
TRANSDIGM GROUP INC | 2.1M | $2.7B | 1.5% | $454.78 | +163.33% | 19 qtrssince 2020-Q2 | Increased 55 |
HILTON WORLDWIDE HLDGS | 10.4M | $2.6B | 1.4% | $104.34 | +137.33% | 19 qtrssince 2020-Q2 | Decreased 0 |
COPART INC | 38.2M | $2.2B | 1.2% | $36.10 | +58.97% | 19 qtrssince 2020-Q2 | Decreased 0 |
ALPHABET INC-CL A | 11.5M | $2.2B | 1.2% | $100.44 | +89.65% | 19 qtrssince 2020-Q2 | Increased 51 |
O'REILLY AUTOMOTIVE INC | 1.8M | $2.1B | 1.2% | $33.64 | +133.85% | 19 qtrssince 2020-Q2 | Decreased 0 |
ALPHABET INC-CL C | 10.4M | $2B | 1.1% | $99.66 | +92.60% | 19 qtrssince 2020-Q2 | Decreased 0 |
META PLATFORMS INC-CLASS A | 3.3M | $2B | 1.1% | $243.54 | +142.00% | 19 qtrssince 2020-Q2 | Decreased 0 |
HEICO CORP-CLASS A | 10.5M | $2B | 1.1% | $115.58 | +60.75% | 19 qtrssince 2020-Q2 | Decreased 0 |
BROADCOM INC | 8.1M | $1.9B | 1.0% | $165.81 | +38.06% | 19 qtrssince 2020-Q2 | Increased 56 |
PRINCIPAL U.S. MEGA-CAP ETF | 31.1M | $1.9B | 1.0% | $43.14 | +38.25% | 19 qtrssince 2020-Q2 | Decreased 0 |
EQUINIX INC | 1.9M | $1.8B | 1.0% | $695.26 | +31.60% | 19 qtrssince 2020-Q2 | Increased 46 |
VISA INC-CLASS A SHARES | 5.5M | $1.7B | 0.9% | $196.79 | +58.52% | 19 qtrssince 2020-Q2 | Decreased 0 |
VULCAN MATERIALS CO | 6.1M | $1.6B | 0.9% | $152.41 | +66.58% | 19 qtrssince 2020-Q2 | Increased 51 |
TESLA INC | 3.8M | $1.5B | 0.8% | $257.96 | +61.81% | 19 qtrssince 2020-Q2 | Increased 47 |
PRINCIPAL FINANCIAL GROUP INC manages $183.4B across 2208 positions as of Q4 2024. Top holdings: MSFT (3.6%), AAPL (3.0%), NVDA (2.6%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 57 new positions, 71 exits, 1119 increased. Top move: AVGO (INCREASED, conviction 56). Portfolio: $183.4B across 2208 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
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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