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CIK: 0001126328
Total reported value
$203.6B
$203.6B
2192 檔
11.3%
According to the latest 13F quarterly dataset, Principal Financial Group Inc managed an equity portfolio of $203.6B at the end of Q3 2024, spanning 2192 distinct U.S. exchange-listed positions.
In Q3 2024, Principal Financial Group Inc displayed an active expansion posture, initiating 1 new positions and adding to 29 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 2192 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 3.71% | -0.45% | +3.31% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.81% | +0.16% | +7.77% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.38% | +0.08% | +3.74% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.07% | -0.13% | +5.13% | |
| 5 | BN | Brookfield CORP | Stock-Financials | 1.73% | -0.23% | -2.90% | |
| 6 | TDG | Transdigm Group Inc | Stock-Industrials | 1.53% | -0.13% | -2.95% | |
| 7 | KKR | Kkr & Co Inc | Stock-Financials | 1.49% | -0.07% | -5.00% | |
| 8 | HLT | Hilton Worldwide Holdings In | Stock-Consumer Disc | 1.37% | -0.12% | +15.33% | |
| 9 | HEI-A | Heico Corp-class A | Stock-Other | 1.19% | -0.02% | -0.88% | |
| 10 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.16% | -0.25% | -1.39% | |
| 11 | CPRT | Copart Inc | Stock-Industrials | 1.12% | -0.54% | +2.48% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.06% | -0.15% | +6.46% | |
| 13 | USMC | Principal US Mega-cap ETF | ETF-Other | 1.06% | +0.14% | -4.34% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.03% | +0.11% | +3.08% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.02% | +0.14% | +2.46% | |
| 16 | EQIX | Equinix Inc | Stock-Real Estate | 0.93% | -0.07% | +0.31% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 0.87% | +0.01% | +7.73% | |
| 18 | WELL | Welltower Inc | Stock-Real Estate | 0.86% | +0.08% | -2.13% | |
| 19 | PLD | Prologis Inc | Stock-Real Estate | 0.84% | -0.06% | -1.77% | |
| 20 | MA | Mastercard Inc - A | Stock-Financials | 0.82% | -0.06% | +4.80% | |
| 21 | ROP | Roper Technologies Inc | Stock-Tech | 0.82% | -0.03% | +0.18% | |
| 22 | CSGP | Costar Group Inc | Stock-Real Estate | 0.81% | -0.33% | +0.09% | |
| 23 | AMT | American Tower CORP | Stock-Real Estate | 0.79% | -0.09% | -30.01% | |
| 24 | PGR | Progressive CORP | Stock-Financials | 0.75% | -0.01% | -12.76% | |
| 25 | VMC | Vulcan Materials Co | Stock-Materials | 0.73% | -0.18% | +19.94% | |
| 26 | BRO | Brown & Brown Inc | Stock-Financials | 0.73% | -0.04% | +0.02% | |
| 27 | AVGO | Broadcom Inc | Stock-Tech | 0.68% | +0.18% | +1019.44% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.68% | — | +3.24% | |
| 29 | VTR | Ventas Inc | Stock-Real Estate | 0.67% | -0.06% | -2.06% | |
| 30 | EXR | Extra Space Storage Inc | Stock-Real Estate | 0.67% | -0.02% | -2.19% | |
| 31 | NFLX | Netflix Inc | Stock-Comm Services | 0.66% | -0.19% | +13.26% | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.64% | -0.11% | -2.13% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.63% | -0.02% | +16.48% | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.59% | +0.14% | +5.25% | |
| 35 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.57% | +0.09% | +11.29% | |
| 36 | AVB | Avalonbay Communities Inc | Stock-Real Estate | 0.57% | -0.06% | -3.82% | |
| 37 | IT | Gartner Inc | Stock-Tech | 0.56% | -0.01% | +5.47% | |
| 38 | SBAC | Sba Communications CORP | Stock-Real Estate | 0.55% | +0.09% | -1.35% | |
| 39 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.53% | +0.02% | +5.64% | |
| 40 | ADBE | Adobe Inc | Stock-Tech | 0.52% | -0.02% | -7.20% | |
| 41 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 0.51% | -0.03% | +3.89% | |
| 42 | MLM | Martin Marietta Materials | Stock-Materials | 0.48% | -0.06% | +76.22% | |
| 43 | INTU | Intuit Inc | Stock-Tech | 0.48% | -0.04% | -0.27% | |
| 44 | MSCI | Msci Inc | Stock-Financials | 0.48% | -0.08% | +2.56% | |
| 45 | MKL | Markel Group Inc | Stock-Financials | 0.47% | -0.11% | -1.37% | |
| 46 | DHR | Danaher CORP | Stock-Healthcare | 0.47% | -0.04% | -1.89% | |
| 47 | BIP | Brookfield Infrastructure Partners L.P. | Stock-Utilities | 0.46% | -0.09% | +2.66% | |
| 48 | ACGL | Arch Capital Group Ltd. | Stock-Financials | 0.46% | -0.03% | +4.76% | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.45% | -0.04% | +14.74% | |
| 50 | VICI | Vici Properties Inc | Stock-Real Estate | 0.44% | -0.01% | -1.21% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.3% | +7.77% | Add |
| 2 | BN | Brookfield CORP | +0.2% | -2.90% | Trim |
| 3 | MLM | Martin Marietta Materials | +0.2% | +76.22% | Add |
| 4 | HLT | Hilton Worldwide Holdings In | +0.2% | +15.33% | Add |
| 5 | VEEV | Veeva Systems Inc-class A | +0.2% | +138.90% | Add |
| 6 | WCN | Waste Connections Inc | +0.1% | +307.07% | Add |
| 7 | KKR | Kkr & Co Inc | +0.1% | -5.00% | Trim |
| 8 | CBRE | Cbre Group Inc - A | +0.1% | +3.89% | Add |
| 9 | TSLA | Tesla Inc | +0.1% | +5.64% | Add |
| 10 | META | Meta Platforms Inc-class A | +0.1% | +6.46% | Add |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +16.48% | Add |
| 12 | YUMC | Yum China Holdings Inc | +0.1% | +49.65% | Add |
| 13 | AJG | Arthur J Gallagher & Co | +0.1% | +231.22% | Add |
| 14 | LINE | Lineage Inc | +0.1% | NEW | New buy |
| 15 | WELL | Welltower Inc | +0.1% | -2.13% | Trim |
| 16 | UNH | Unitedhealth Group Inc | +0.1% | +11.29% | Add |
| 17 | TMO | Thermo Fisher Scientific Inc | +0.1% | +22.07% | Add |
| 18 | AHR | American Healthcare Reit Inc | +0.1% | +54.09% | Add |
| 19 | EQIX | Equinix Inc | +0.1% | +0.31% | Add |
| 20 | VTR | Ventas Inc | +0.1% | -2.06% | Trim |
| 21 | BIP | Brookfield Infrastructure Partners L.P. | +0.1% | +2.66% | Add |
| 22 | VMC | Vulcan Materials Co | +0.1% | +19.94% | Add |
| 23 | AVGO | Broadcom Inc | +0.1% | +1019.44% | Add |
| 24 | FICO | Fair Isaac CORP | +0.1% | +0.53% | Add |
| 25 | ARES | Ares Management CORP - A | +0.1% | +31.25% | Add |
| 26 | HEI-A | Heico Corp-class A | +0.1% | -0.88% | Trim |
| 27 | MA | Mastercard Inc - A | +0.1% | +4.80% | Add |
| 28 | NFLX | Netflix Inc | +0.1% | +13.26% | Add |
| 29 | SBAC | Sba Communications CORP | +0.1% | -1.35% | Trim |
| 30 | MSCI | Msci Inc | +0.1% | +2.56% | Add |
| 31 | HD | Home Depot Inc | +0.1% | +10.68% | Add |
| 32 | WMT | Walmart Inc | +0.1% | +14.92% | Add |
| 33 | BRO | Brown & Brown Inc | +0.1% | +0.02% | Add |
| 34 | IT | Gartner Inc | +0.1% | +5.47% | Add |
| 35 | PG | Procter & Gamble Co/the | +0.1% | +14.74% | Add |
| 36 | V | Visa Inc-class A Shares | 0% | +7.73% | Add |
| 37 | EXR | Extra Space Storage Inc | 0% | -2.19% | Trim |
| 38 | PLD | Prologis Inc | 0% | -1.77% | Trim |
| 39 | TDG | Transdigm Group Inc | 0% | -2.95% | Trim |
| 40 | ORLY | O'reilly Automotive Inc | — | -1.39% | Trim |
| 41 | TGT | Target CORP | -0.1% | -99.70% | Trim |
| 42 | HR | Healthcare Realty Trust Inc | -0.1% | -92.49% | Trim |
| 43 | RTX | Rtx CORP | -0.1% | EXIT | Sold out |
| 44 | AON | Aon plc | -0.1% | -71.38% | Trim |
| 45 | MCHP | Microchip Technology Inc | -0.1% | -9.67% | Trim |
| 46 | ADBE | Adobe Inc | -0.1% | -7.20% | Trim |
| 47 | A | Agilent Technologies Inc | -0.1% | -83.04% | Trim |
| 48 | BNL | Broadstone Net Lease Inc | -0.1% | -97.85% | Trim |
| 49 | VRSN | Verisign Inc | -0.2% | -98.24% | Trim |
| 50 | AMT | American Tower CORP | -0.2% | -30.01% | 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 2192 disclosed positions in Q3 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 11.3% of total reported equity market value during Q3 2024.
Top New Position Initiated
LINE
市值: $173.1M
Top Position Liquidated / Trimmed
RTX
前期市值: $179.4M
During Q3 2024, Principal Financial Group Inc's top holdings by market value included MSFT (3.7%)、AAPL (2.8%)、NVDA (2.4%). The largest single position, MSFT, represented 3.7% of total portfolio value.
In Q3 2024, Principal Financial Group Inc made 50 total portfolio adjustments, initiating 1 new buys, adding to 29 positions, trimming 19 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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Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
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