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CIK: 0001126328
Total reported value
$203.6B
$203.6B
2361 檔
10.6%
During the Q2 2024 filing period, Principal Financial Group Inc (CIK: 0001126328) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $203.6B across 2361 reported positions.
In Q2 2024, Principal Financial Group Inc adopted a defensive or profit-taking posture, trimming 29 positions and completely liquidating 1 holdings to manage risk exposure.
Showing top 200 holdings (of 2361 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.02% | -0.45% | -1.16% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.54% | +0.16% | -0.32% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.52% | +0.08% | +858.44% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.20% | -0.13% | -1.20% | |
| 5 | TDG | Transdigm Group Inc | Stock-Industrials | 1.52% | -0.13% | -9.35% | |
| 6 | BN | Brookfield CORP | Stock-Financials | 1.50% | -0.23% | -1.97% | |
| 7 | KKR | Kkr & Co Inc | Stock-Financials | 1.36% | -0.07% | -3.85% | |
| 8 | CPRT | Copart Inc | Stock-Industrials | 1.22% | -0.54% | -3.31% | |
| 9 | HLT | Hilton Worldwide Holdings In | Stock-Consumer Disc | 1.21% | -0.12% | +2.08% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.18% | +0.11% | -4.26% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.17% | +0.14% | +1.79% | |
| 12 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.16% | -0.25% | +3.19% | |
| 13 | USMC | Principal US Mega-cap ETF | ETF-Other | 1.13% | +0.14% | +0.34% | |
| 14 | HEI-A | Heico Corp-class A | Stock-Other | 1.13% | -0.02% | -1.47% | |
| 15 | AMT | American Tower CORP | Stock-Real Estate | 1.01% | -0.09% | -0.22% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.95% | -0.15% | -1.30% | |
| 17 | ROP | Roper Technologies Inc | Stock-Tech | 0.90% | -0.03% | +3.96% | |
| 18 | CSGP | Costar Group Inc | Stock-Real Estate | 0.85% | -0.33% | -1.13% | |
| 19 | EQIX | Equinix Inc | Stock-Real Estate | 0.85% | -0.07% | +14.48% | |
| 20 | V | Visa Inc-class A Shares | Stock-Financials | 0.83% | +0.01% | +1.02% | |
| 21 | PLD | Prologis Inc | Stock-Real Estate | 0.82% | -0.06% | +1.38% | |
| 22 | WELL | Welltower Inc | Stock-Real Estate | 0.77% | +0.08% | -0.16% | |
| 23 | PGR | Progressive CORP | Stock-Financials | 0.76% | -0.01% | -12.38% | |
| 24 | MA | Mastercard Inc - A | Stock-Financials | 0.76% | -0.06% | +3.75% | |
| 25 | BRO | Brown & Brown Inc | Stock-Financials | 0.68% | -0.04% | +0.68% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.68% | — | -4.20% | |
| 27 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.67% | -0.11% | -1.41% | |
| 28 | VMC | Vulcan Materials Co | Stock-Materials | 0.66% | -0.18% | -1.30% | |
| 29 | ADBE | Adobe Inc | Stock-Tech | 0.65% | -0.02% | +0.61% | |
| 30 | EXR | Extra Space Storage Inc | Stock-Real Estate | 0.63% | -0.02% | -3.19% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.62% | +0.14% | -5.69% | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 0.61% | +0.18% | -10.14% | |
| 33 | NFLX | Netflix Inc | Stock-Comm Services | 0.60% | -0.19% | +1.56% | |
| 34 | VTR | Ventas Inc | Stock-Real Estate | 0.59% | -0.06% | -1.97% | |
| 35 | AVB | Avalonbay Communities Inc | Stock-Real Estate | 0.58% | -0.06% | -0.31% | |
| 36 | INTU | Intuit Inc | Stock-Tech | 0.55% | -0.04% | +4.17% | |
| 37 | MKL | Markel Group Inc | Stock-Financials | 0.52% | -0.11% | -1.02% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.52% | -0.02% | -2.69% | |
| 39 | IT | Gartner Inc | Stock-Tech | 0.51% | -0.01% | +21.98% | |
| 40 | DPZ | Domino's Pizza Inc | Stock-Consumer Disc | 0.50% | -0.01% | -1.84% | |
| 41 | MCHP | Microchip Technology Inc | Stock-Tech | 0.50% | +0.01% | +0.36% | |
| 42 | SBAC | Sba Communications CORP | Stock-Real Estate | 0.49% | +0.09% | -2.23% | |
| 43 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.48% | +0.09% | +0.11% | |
| 44 | DHR | Danaher CORP | Stock-Healthcare | 0.46% | -0.04% | -0.01% | |
| 45 | INVH | Invitation Homes Inc | Stock-Real Estate | 0.44% | -0.15% | -0.45% | |
| 46 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.43% | — | -3.23% | |
| 47 | ACGL | Arch Capital Group Ltd. | Stock-Financials | 0.43% | -0.03% | +4.42% | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.42% | -0.15% | +8.18% | |
| 49 | MSCI | Msci Inc | Stock-Financials | 0.42% | -0.08% | +74.92% | |
| 50 | VICI | Vici Properties Inc | Stock-Real Estate | 0.41% | -0.01% | -0.55% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.6% | +858.44% | Add |
| 2 | AAPL | Apple Inc | +0.5% | -0.32% | Trim |
| 3 | EQR | Equity Residential | +0.2% | +482.28% | Add |
| 4 | MSFT | Microsoft CORP | +0.2% | -1.16% | Trim |
| 5 | GOOG | Alphabet Inc-cl C | +0.2% | +1.79% | Add |
| 6 | CDNS | Cadence Design Sys Inc | +0.2% | +280.07% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | +0.2% | -4.26% | Trim |
| 8 | MSCI | Msci Inc | +0.2% | +74.92% | Add |
| 9 | HEI-A | Heico Corp-class A | +0.2% | -1.47% | Trim |
| 10 | AMZN | Amazon.com Inc | +0.1% | -1.20% | Trim |
| 11 | VEEV | Veeva Systems Inc-class A | +0.1% | +1122.33% | Add |
| 12 | COST | Costco Wholesale CORP | +0.1% | -1.41% | Trim |
| 13 | WELL | Welltower Inc | +0.1% | -0.16% | Trim |
| 14 | VTR | Ventas Inc | +0.1% | -1.97% | Trim |
| 15 | FWONK | Liberty Media Corp-formula-c | +0.1% | +21.67% | Add |
| 16 | RHP | Ryman Hospitality Properties | +0.1% | +193.98% | Add |
| 17 | TMO | Thermo Fisher Scientific Inc | +0.1% | +31.88% | Add |
| 18 | NFLX | Netflix Inc | +0.1% | +1.56% | Add |
| 19 | AME | Ametek Inc | +0.1% | +256.32% | Add |
| 20 | IT | Gartner Inc | +0.1% | +21.98% | Add |
| 21 | ADBE | Adobe Inc | +0.1% | +0.61% | Add |
| 22 | FICO | Fair Isaac CORP | +0.1% | +3.92% | Add |
| 23 | USMC | Principal US Mega-cap ETF | +0.1% | +0.34% | Add |
| 24 | TYL | Tyler Technologies Inc | +0.1% | +0.08% | Add |
| 25 | COLD | Americold Realty Trust Inc | +0.1% | +30.79% | Add |
| 26 | AVB | Avalonbay Communities Inc | +0.1% | -0.31% | Trim |
| 27 | GEV | GE Vernova Inc | +0.1% | NEW | New buy |
| 28 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +429.24% | Add |
| 29 | VMC | Vulcan Materials Co | -0.1% | -1.30% | Trim |
| 30 | MPC | Marathon Petroleum CORP | -0.1% | -11.64% | Trim |
| 31 | SBAC | Sba Communications CORP | -0.1% | -2.23% | Trim |
| 32 | APLE | Apple Hospitality Reit Inc | -0.1% | -82.51% | Trim |
| 33 | SMCIUSD | Super Micro Computer Inc | -0.1% | -35.37% | Trim |
| 34 | MTN | Vail Resorts Inc | -0.1% | -6.32% | Trim |
| 35 | REXR | Rexford Industrial Realty In | -0.1% | -8.60% | Trim |
| 36 | BAM | Brookfield Asset Mgmt-a | -0.1% | -19.76% | Trim |
| 37 | A | Agilent Technologies Inc | -0.1% | -19.60% | Trim |
| 38 | TDG | Transdigm Group Inc | -0.1% | -9.35% | Trim |
| 39 | ESS | Essex Property Trust Inc | -0.1% | -30.31% | Trim |
| 40 | MGA | Magna International Inc | -0.1% | -64.90% | Trim |
| 41 | PGR | Progressive CORP | -0.1% | -12.38% | Trim |
| 42 | SPGI | S&p Global Inc | -0.1% | -52.41% | Trim |
| 43 | FAST | Fastenal Co | -0.1% | -9.58% | Trim |
| 44 | CNI | Canadian Natl Railway Co | -0.1% | -94.17% | Trim |
| 45 | PLD | Prologis Inc | -0.1% | +1.38% | Add |
| 46 | KMX | Carmax Inc | -0.1% | -12.87% | Trim |
| 47 | CPRT | Copart Inc | -0.1% | -3.31% | Trim |
| 48 | AIRCUSD | Apartment Income Reit Co | -0.1% | EXIT | Sold out |
| 49 | CSGP | Costar Group Inc | -0.3% | -1.13% | Trim |
| 50 | UNP | Union Pacific CORP | -0.3% | -66.69% | 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 2361 disclosed positions in Q2 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, AAPL, NVDA) accounted for 10.6% of total reported equity market value during Q2 2024.
Top New Position Initiated
GEV
市值: $96.9M
Top Position Liquidated / Trimmed
AIRCUSD
前期市值: $238.0M
During Q2 2024, Principal Financial Group Inc's top holdings by market value included MSFT (4.0%)、AAPL (2.5%)、NVDA (2.5%). The largest single position, MSFT, represented 4.0% of total portfolio value.
In Q2 2024, Principal Financial Group Inc made 50 total portfolio adjustments, initiating 1 new buys, adding to 19 positions, trimming 29 holdings, and fully liquidating 1 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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