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CIK: 0001126328
Total reported value
$203.6B
$203.6B
2208 檔
11.8%
In Q4 2024, Principal Financial Group Inc's U.S. equity holdings reached a combined market value of $203.6B, distributed across 2208 disclosed stock positions.
Principal Financial Group Inc executed strategic sector rebalancing during Q4 2024, establishing 5 new positions while fully exiting 4 holdings and trimming 24 positions.
Showing top 200 holdings (of 2208 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 3.58% | -0.45% | -0.33% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.97% | +0.16% | -0.73% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.58% | +0.08% | -1.03% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.38% | -0.13% | -1.51% | |
| 5 | BN | Brookfield CORP | Stock-Financials | 1.64% | -0.23% | -11.52% | |
| 6 | KKR | Kkr & Co Inc | Stock-Financials | 1.53% | -0.07% | -8.50% | |
| 7 | TDG | Transdigm Group Inc | Stock-Industrials | 1.47% | -0.13% | +9.55% | |
| 8 | HLT | Hilton Worldwide Holdings In | Stock-Consumer Disc | 1.40% | -0.12% | -3.40% | |
| 9 | CPRT | Copart Inc | Stock-Industrials | 1.19% | -0.54% | -1.84% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.19% | +0.11% | +1.80% | |
| 11 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.16% | -0.25% | -1.75% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.08% | +0.14% | -5.56% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.07% | -0.15% | -0.67% | |
| 14 | HEI-A | Heico Corp-class A | Stock-Other | 1.07% | -0.02% | -0.97% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 1.02% | +0.18% | +12.24% | |
| 16 | USMC | Principal US Mega-cap ETF | ETF-Other | 1.01% | +0.14% | -7.76% | |
| 17 | EQIX | Equinix Inc | Stock-Real Estate | 1.00% | -0.07% | +2.35% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 0.94% | +0.01% | -4.51% | |
| 19 | VMC | Vulcan Materials Co | Stock-Materials | 0.85% | -0.18% | +13.94% | |
| 20 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.83% | +0.02% | +3.68% | |
| 21 | WELL | Welltower Inc | Stock-Real Estate | 0.82% | +0.08% | -2.19% | |
| 22 | MA | Mastercard Inc - A | Stock-Financials | 0.80% | -0.06% | -7.60% | |
| 23 | NFLX | Netflix Inc | Stock-Comm Services | 0.77% | -0.19% | -6.04% | |
| 24 | CSGP | Costar Group Inc | Stock-Real Estate | 0.75% | -0.33% | -1.04% | |
| 25 | ROP | Roper Technologies Inc | Stock-Tech | 0.73% | -0.03% | -3.59% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.73% | — | -4.22% | |
| 27 | BRO | Brown & Brown Inc | Stock-Financials | 0.72% | -0.04% | +0.73% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.70% | +0.03% | +137.66% | |
| 29 | PLD | Prologis Inc | Stock-Real Estate | 0.68% | -0.06% | -1.45% | |
| 30 | PGR | Progressive CORP | Stock-Financials | 0.66% | -0.01% | -5.67% | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.63% | -0.11% | -3.40% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.61% | -0.02% | -0.48% | |
| 33 | VTR | Ventas Inc | Stock-Real Estate | 0.60% | -0.06% | -1.24% | |
| 34 | AMT | American Tower CORP | Stock-Real Estate | 0.59% | -0.09% | -3.68% | |
| 35 | AVB | Avalonbay Communities Inc | Stock-Real Estate | 0.55% | -0.06% | +0.61% | |
| 36 | EXR | Extra Space Storage Inc | Stock-Real Estate | 0.55% | -0.02% | -0.24% | |
| 37 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 0.54% | -0.03% | +2.39% | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.54% | +0.14% | +6.86% | |
| 39 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.54% | +0.09% | +9.75% | |
| 40 | IT | Gartner Inc | Stock-Tech | 0.53% | -0.01% | +0.58% | |
| 41 | MSCI | Msci Inc | Stock-Financials | 0.53% | -0.08% | +8.00% | |
| 42 | MKL | Markel Group Inc | Stock-Financials | 0.52% | -0.11% | +0.01% | |
| 43 | LYV | Live Nation Entertainment In | Stock-Comm Services | 0.52% | — | +1.47% | |
| 44 | MLM | Martin Marietta Materials | Stock-Materials | 0.51% | -0.06% | +11.73% | |
| 45 | FWONK | Liberty Media Corp-formula-c | Stock-Comm Services | 0.48% | -0.04% | +9.96% | |
| 46 | BIP | Brookfield Infrastructure Partners L.P. | Stock-Utilities | 0.46% | -0.09% | +12.04% | |
| 47 | INTU | Intuit Inc | Stock-Tech | 0.45% | -0.04% | -5.64% | |
| 48 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.43% | -0.04% | +0.27% | |
| 49 | ACGL | Arch Capital Group Ltd. | Stock-Financials | 0.41% | -0.03% | +10.53% | |
| 50 | TYL | Tyler Technologies Inc | Stock-Tech | 0.40% | -0.03% | -1.11% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +0.4% | +137.66% | Add |
| 2 | AVGO | Broadcom Inc | +0.3% | +12.24% | Add |
| 3 | AMZN | Amazon.com Inc | +0.3% | -1.51% | Trim |
| 4 | TSLA | Tesla Inc | +0.3% | +3.68% | Add |
| 5 | BLK | Blackrock Inc | +0.3% | NEW | New buy |
| 6 | NVDA | Nvidia CORP | +0.2% | -1.03% | Trim |
| 7 | DOC | Healthpeak Properties Inc | +0.2% | +2113.49% | Add |
| 8 | AJG | Arthur J Gallagher & Co | +0.2% | +126.15% | Add |
| 9 | AAPL | Apple Inc | +0.2% | -0.73% | Trim |
| 10 | GOOGL | Alphabet Inc-cl A | +0.2% | +1.80% | Add |
| 11 | ELS | Equity Lifestyle Properties | +0.1% | +171.99% | Add |
| 12 | VMC | Vulcan Materials Co | +0.1% | +13.94% | Add |
| 13 | BNL | Broadstone Net Lease Inc | +0.1% | +4412.40% | Add |
| 14 | NFLX | Netflix Inc | +0.1% | -6.04% | Trim |
| 15 | FWONK | Liberty Media Corp-formula-c | +0.1% | +9.96% | Add |
| 16 | RTX | Rtx CORP | +0.1% | NEW | New buy |
| 17 | PCOR | Procore Technologies Inc | +0.1% | +29376.07% | Add |
| 18 | LRCX | Lam Research CORP | +0.1% | NEW | New buy |
| 19 | VEEV | Veeva Systems Inc-class A | +0.1% | +36.01% | Add |
| 20 | VNO | Vornado Realty Trust | +0.1% | +126.75% | Add |
| 21 | LYV | Live Nation Entertainment In | +0.1% | +1.47% | Add |
| 22 | ABNB | Airbnb Inc-class A | +0.1% | +174.26% | Add |
| 23 | ANET | Arista Networks Inc | +0.1% | NEW | New buy |
| 24 | V | Visa Inc-class A Shares | +0.1% | -4.51% | Trim |
| 25 | CPRT | Copart Inc | +0.1% | -1.84% | Trim |
| 26 | EQIX | Equinix Inc | +0.1% | +2.35% | Add |
| 27 | YUMC | Yum China Holdings Inc | +0.1% | +32.18% | Add |
| 28 | PRM | Perimeter Solutions Inc | +0.1% | NEW | New buy |
| 29 | GOOG | Alphabet Inc-cl C | +0.1% | -5.56% | Trim |
| 30 | PRM | Perimeter Solutions, Inc. | -0.1% | EXIT | Sold out |
| 31 | REXR | Rexford Industrial Realty In | -0.1% | -3.96% | Trim |
| 32 | TMO | Thermo Fisher Scientific Inc | -0.1% | -2.48% | Trim |
| 33 | BEPC | Brookfield Renewable Corporation | -0.1% | EXIT | Sold out |
| 34 | PGR | Progressive CORP | -0.1% | -5.67% | Trim |
| 35 | ROP | Roper Technologies Inc | -0.1% | -3.59% | Trim |
| 36 | BN | Brookfield CORP | -0.1% | -11.52% | Trim |
| 37 | DHR | Danaher CORP | -0.1% | -2.61% | Trim |
| 38 | LRCXEUR | Lam Research CORP | -0.1% | EXIT | Sold out |
| 39 | BDX | Becton Dickinson And Co | -0.1% | -72.14% | Trim |
| 40 | EXR | Extra Space Storage Inc | -0.1% | -0.24% | Trim |
| 41 | HEI-A | Heico Corp-class A | -0.1% | -0.97% | Trim |
| 42 | MCHP | Microchip Technology Inc | -0.1% | -8.55% | Trim |
| 43 | MSFT | Microsoft CORP | -0.1% | -0.33% | Trim |
| 44 | PLD | Prologis Inc | -0.2% | -1.45% | Trim |
| 45 | SUI | Sun Communities Inc | -0.2% | -93.92% | Trim |
| 46 | AMT | American Tower CORP | -0.2% | -3.68% | Trim |
| 47 | ARE | Alexandria Real Estate Equit | -0.2% | -63.89% | Trim |
| 48 | BLKCHF | Blackrock Inc | -0.2% | EXIT | Sold out |
| 49 | SBAC | Sba Communications CORP | -0.3% | -52.61% | Trim |
| 50 | ADBE | Adobe Inc | -0.4% | -62.37% | 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 2208 disclosed positions in Q4 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 11.8% of total reported equity market value during Q4 2024.
Top New Position Initiated
BLK
市值: $450.1M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $422.7M
During Q4 2024, Principal Financial Group Inc's top holdings by market value included MSFT (3.6%)、AAPL (3.0%)、NVDA (2.6%). The largest single position, MSFT, represented 3.6% of total portfolio value.
In Q4 2024, Principal Financial Group Inc made 50 total portfolio adjustments, initiating 5 new buys, adding to 17 positions, trimming 24 holdings, and fully liquidating 4 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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