PRINCIPAL FINANCIAL GROUP INC
Institutional investor · Portfolio as of Q4 2024
Top Holdings2,208 positions
Microsoft Corp | 15.6M | $6.6B | 3.6% | $207.97 | +99.92% | 19 qtrssince 2020-Q2 | Decreased 0 |
Apple Inc | 21.7M | $5.4B | 3.0% | $99.64 | +149.51% | 19 qtrssince 2020-Q2 | Decreased 0 |
NVIDIA Corp | 35.3M | $4.7B | 2.6% | $15.16 | +783.57% | 19 qtrssince 2020-Q2 | Decreased 0 |
Amazon.com Inc | 19.9M | $4.4B | 2.4% | $139.55 | +57.21% | 19 qtrssince 2020-Q2 | Decreased 0 |
Brookfield Asset Management In | 52.3M | $3B | 1.6% | $20.59 | +83.98% | 9 qtrssince 2022-Q4 | Decreased 0 |
KKR & Co Inc | 18.9M | $2.8B | 1.5% | $32.39 | +351.53% | 19 qtrssince 2020-Q2 | Decreased 0 |
TransDigm Group Inc | 2.1M | $2.7B | 1.5% | $452.25 | +162.19% | 19 qtrssince 2020-Q2 | Increased 55 |
Hilton Worldwide Holdings Inc | 10.4M | $2.6B | 1.4% | $103.29 | +138.40% | 19 qtrssince 2020-Q2 | Decreased 0 |
Copart Inc | 38.2M | $2.2B | 1.2% | $25.85 | +122.02% | 19 qtrssince 2020-Q2 | Decreased 0 |
Alphabet Inc | 11.5M | $2.2B | 1.2% | $81.72 | +130.29% | 19 qtrssince 2020-Q2 | Increased 51 |
O'Reilly Automotive Inc | 1.8M | $2.1B | 1.2% | $33.54 | +135.73% | 19 qtrssince 2020-Q2 | Decreased 0 |
Alphabet Inc | 10.4M | $2B | 1.1% | $76.76 | +146.66% | 19 qtrssince 2020-Q2 | Decreased 0 |
Facebook Inc | 3.3M | $2B | 1.1% | $248.02 | +134.73% | 19 qtrssince 2020-Q2 | Decreased 0 |
HEICO Corp | 10.5M | $2B | 1.1% | $115.58 | +60.75% | 19 qtrssince 2020-Q2 | Decreased 0 |
Broadcom Inc | 8.1M | $1.9B | 1.0% | $71.21 | +220.91% | 19 qtrssince 2020-Q2 | Increased 56 |
PRINCIPAL EXCHANGE TRADED FD | 31.1M | $1.9B | 1.0% | $42.88 | +37.99% | 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 | 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% | $235.01 | +71.84% | 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 Score: 2.5/5.0.
Active quarter - 60 new positions, 74 exits, 1116 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
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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