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CIK: 0001126328
Total reported value
$203.6B
$203.6B
2427 檔
9.5%
As reported in its official Q1 2024 Form 13F filing, Principal Financial Group Inc's tracked investment portfolio stood at $203.6B with 2427 total positions.
During Q1 2024, Principal Financial Group Inc performed routine portfolio adjustments (1 new buys, 23 additions, 26 trims, and 0 full exits), keeping overall allocation balanced.
Showing top 200 holdings (of 2427 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 3.79% | -0.45% | -1.18% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.06% | -0.13% | -1.00% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.05% | +0.16% | -1.28% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 1.90% | +0.08% | -0.66% | |
| 5 | TDG | Transdigm Group Inc | Stock-Industrials | 1.60% | -0.13% | -7.09% | |
| 6 | BN | Brookfield CORP | Stock-Financials | 1.53% | -0.23% | -1.94% | |
| 7 | KKR | Kkr & Co Inc | Stock-Financials | 1.34% | -0.07% | -5.60% | |
| 8 | CPRT | Copart Inc | Stock-Industrials | 1.34% | -0.54% | +2.64% | |
| 9 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.19% | -0.25% | +4.46% | |
| 10 | HLT | Hilton Worldwide Holdings In | Stock-Consumer Disc | 1.15% | -0.12% | -2.20% | |
| 11 | CSGP | Costar Group Inc | Stock-Real Estate | 1.11% | -0.33% | -1.08% | |
| 12 | USMC | Principal US Mega-cap ETF | ETF-Other | 1.06% | +0.14% | -6.56% | |
| 13 | AMT | American Tower CORP | Stock-Real Estate | 1.02% | -0.09% | +36.18% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.01% | +0.11% | +2.11% | |
| 15 | HEI-A | Heico Corp-class A | Stock-Other | 0.98% | -0.02% | +6.43% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.95% | +0.14% | -5.96% | |
| 17 | PLD | Prologis Inc | Stock-Real Estate | 0.93% | -0.06% | -1.84% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.91% | -0.15% | -1.93% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 0.86% | +0.01% | -2.28% | |
| 20 | PGR | Progressive CORP | Stock-Financials | 0.85% | -0.01% | -3.82% | |
| 21 | ROP | Roper Technologies Inc | Stock-Tech | 0.85% | -0.03% | +2.45% | |
| 22 | EQIX | Equinix Inc | Stock-Real Estate | 0.80% | -0.07% | +14.89% | |
| 23 | MA | Mastercard Inc - A | Stock-Financials | 0.79% | -0.06% | -1.80% | |
| 24 | VMC | Vulcan Materials Co | Stock-Materials | 0.72% | -0.18% | +1.90% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.69% | — | -3.45% | |
| 26 | WELL | Welltower Inc | Stock-Real Estate | 0.68% | +0.08% | -4.26% | |
| 27 | BRO | Brown & Brown Inc | Stock-Financials | 0.65% | -0.04% | +3.18% | |
| 28 | EXR | Extra Space Storage Inc | Stock-Real Estate | 0.61% | -0.02% | +0.13% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.58% | -0.11% | -1.79% | |
| 30 | ADBE | Adobe Inc | Stock-Tech | 0.58% | -0.02% | -3.05% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.56% | +0.14% | -0.54% | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 0.56% | +0.18% | +0.74% | |
| 33 | SBAC | Sba Communications CORP | Stock-Real Estate | 0.55% | +0.09% | +54.91% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.54% | -0.02% | +0.58% | |
| 35 | NFLX | Netflix Inc | Stock-Comm Services | 0.53% | -0.19% | +0.62% | |
| 36 | AVB | Avalonbay Communities Inc | Stock-Real Estate | 0.52% | -0.06% | +2.36% | |
| 37 | INTU | Intuit Inc | Stock-Tech | 0.52% | -0.04% | -1.87% | |
| 38 | VTR | Ventas Inc | Stock-Real Estate | 0.50% | -0.06% | -0.77% | |
| 39 | MKL | Markel Group Inc | Stock-Financials | 0.50% | -0.11% | -0.55% | |
| 40 | KMX | Carmax Inc | Stock-Consumer Disc | 0.49% | — | -1.08% | |
| 41 | DPZ | Domino's Pizza Inc | Stock-Consumer Disc | 0.49% | -0.01% | -1.90% | |
| 42 | MCHP | Microchip Technology Inc | Stock-Tech | 0.49% | +0.01% | -0.72% | |
| 43 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.47% | — | +2.04% | |
| 44 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.46% | +0.09% | -1.68% | |
| 45 | DHR | Danaher CORP | Stock-Healthcare | 0.46% | -0.04% | -0.51% | |
| 46 | LYV | Live Nation Entertainment In | Stock-Comm Services | 0.44% | — | +0.06% | |
| 47 | IT | Gartner Inc | Stock-Tech | 0.44% | -0.01% | +0.69% | |
| 48 | INVH | Invitation Homes Inc | Stock-Real Estate | 0.43% | -0.15% | -1.72% | |
| 49 | VICI | Vici Properties Inc | Stock-Real Estate | 0.43% | -0.01% | -5.35% | |
| 50 | ARE | Alexandria Real Estate Equit | Stock-Real Estate | 0.41% | — | -13.54% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.8% | -0.66% | Trim |
| 2 | META | Meta Platforms Inc-class A | +0.2% | -1.93% | Trim |
| 3 | AMZN | Amazon.com Inc | +0.2% | -1.00% | Trim |
| 4 | CPRT | Copart Inc | +0.2% | +2.64% | Add |
| 5 | ORLY | O'reilly Automotive Inc | +0.2% | +4.46% | Add |
| 6 | AMT | American Tower CORP | +0.1% | +36.18% | Add |
| 7 | CCC | Ccc Intelligent Solutions Ho | +0.1% | +144359.88% | Add |
| 8 | PGR | Progressive CORP | +0.1% | -3.82% | Trim |
| 9 | LLY | Eli Lilly & Co | +0.1% | -0.54% | Trim |
| 10 | SBAC | Sba Communications CORP | +0.1% | +54.91% | Add |
| 11 | BRO | Brown & Brown Inc | +0.1% | +3.18% | Add |
| 12 | VMC | Vulcan Materials Co | +0.1% | +1.90% | Add |
| 13 | NFLX | Netflix Inc | +0.1% | +0.62% | Add |
| 14 | ACGL | Arch Capital Group Ltd. | +0.1% | +11.36% | Add |
| 15 | TECK | Teck Resources Ltd-cls B | +0.1% | +115.43% | Add |
| 16 | MSFT | Microsoft CORP | +0.1% | -1.18% | Trim |
| 17 | TDG | Transdigm Group Inc | +0.1% | -7.09% | Trim |
| 18 | KKR | Kkr & Co Inc | +0.1% | -5.60% | Trim |
| 19 | HLT | Hilton Worldwide Holdings In | +0.1% | -2.20% | Trim |
| 20 | NNN | Nnn Reit Inc | +0.1% | +92.26% | Add |
| 21 | EQIX | Equinix Inc | +0.1% | +14.89% | Add |
| 22 | AVGO | Broadcom Inc | +0.1% | +0.74% | Add |
| 23 | MRK | Merck & Co. Inc. | +0.1% | +2.04% | Add |
| 24 | FICO | Fair Isaac CORP | +0.1% | +30.19% | Add |
| 25 | LEN | Lennar Corp-a | +0.1% | +16.96% | Add |
| 26 | SMCIUSD | Super Micro Computer Inc | +0.1% | -37.35% | Trim |
| 27 | PAVE | Global X US Infrastructure | +0.1% | NEW | New buy |
| 28 | HEI-A | Heico Corp-class A | +0.1% | +6.43% | Add |
| 29 | TMO | Thermo Fisher Scientific Inc | +0.1% | +27.36% | Add |
| 30 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +17.51% | Add |
| 31 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.1% | +137.66% | Add |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +0.58% | Add |
| 33 | DPZ | Domino's Pizza Inc | 0% | -1.90% | Trim |
| 34 | XOM | Exxon Mobil CORP | 0% | +4.51% | Add |
| 35 | MPC | Marathon Petroleum CORP | 0% | -4.17% | Trim |
| 36 | JPM | Jpmorgan Chase & Co | 0% | -3.45% | Trim |
| 37 | MLM | Martin Marietta Materials | 0% | -1.06% | Trim |
| 38 | MA | Mastercard Inc - A | 0% | -1.80% | Trim |
| 39 | CSGP | Costar Group Inc | 0% | -1.08% | Trim |
| 40 | GOOGL | Alphabet Inc-cl A | 0% | +2.11% | Add |
| 41 | SPGI | S&p Global Inc | -0.1% | -26.93% | Trim |
| 42 | O | Realty Income CORP | -0.1% | -55.59% | Trim |
| 43 | SUI | Sun Communities Inc | -0.1% | -19.78% | Trim |
| 44 | PSA | Public Storage | -0.1% | -63.65% | Trim |
| 45 | DLR | Digital Realty Trust Inc | -0.1% | -25.43% | Trim |
| 46 | VTR | Ventas Inc | -0.1% | -0.77% | Trim |
| 47 | FR | First Industrial Realty Tr | -0.1% | -56.97% | Trim |
| 48 | ADBE | Adobe Inc | -0.2% | -3.05% | Trim |
| 49 | TSLA | Tesla Inc | -0.2% | -2.61% | Trim |
| 50 | AAPL | Apple Inc | -0.5% | -1.28% | Trim |
According to official SEC Form 13F filings, Principal Financial Group Inc reported a total U.S. public equity portfolio value of $203.6B across 2427 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AMZN, AAPL) accounted for 9.5% of total reported equity market value during Q1 2024.
Top New Position Initiated
PAVE
市值: $103.1M
Top Position Liquidated / Trimmed
MSFT
前期市值: $5.8B
During Q1 2024, Principal Financial Group Inc's top holdings by market value included MSFT (3.8%)、AMZN (2.1%)、AAPL (2.0%). The largest single position, MSFT, represented 3.8% of total portfolio value.
In Q1 2024, Principal Financial Group Inc made 50 total portfolio adjustments, initiating 1 new buys, adding to 23 positions, trimming 26 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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