13F filing · Mar 31, 2024

Principal Financial Group Inc portfolio · Mar 31, 2024

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Frequently asked questions

What did Principal Financial Group Inc hold in Mar 31, 2024?

Principal Financial Group Inc reported 2,427 long holdings for Mar 31, 2024 in its 13F filing on Insider Deck.

What did Principal Financial Group Inc buy last quarter?

Open the trades lens on the Principal Financial Group Inc filing for Mar 31, 2024 to see adds, trims, new positions, and exits versus the prior report.

What is Principal Financial Group Inc's largest position?

In the Mar 31, 2024 filing, one of the largest reported positions is MSFT.

Institutional portfolio research

Principal Financial Group Inc

Hedge fundPrincipal Financial Group Inc

Portfolio managerPrincipal Financial Group Inc

Performance · 2024 Q1↑ 7.87%

AUM (13F)$170BReported long U.S. value

# of holdings2,427Filed 4/29/2024

13F

Jun 2026LatestMar 2026Dec 2025Sep 2025Mar 2025Sep 2024Jun 2024Mar 2024

Top Holdings

Stocks concentration

MSFTMICROSOFT CORP

AMZNAmazon.Com Inc

AAPLApple Inc

NVDANVIDIA CORPORATION

TDGTRANSDIGM GROUP INC

BNBrookfield Corp

KKRKkr & Co Inc

COPARTCopart Inc

OREILLOREILLY AUTOMOTIVE INC

HILTONHILTON WORLDWIDE HLDGS INC

CSGPCostar Group Inc

PRINCIPRINCIPAL EXCHANGE TRADED FD

AMERICAmerican Tower Corp

GOOGALPHABET INC

HEICOHeico Corp-Class A

GOOGALPHABET INC

PROLOGPrologis Inc

METAMETA PLATFORMS INC

PROGREProgressive Corp

ROPERRoper Technologies Inc

EQUINIEQUINIX INC

MAMastercard Inc - A

VULCANVULCAN MATLS CO

JPMORGJpmorgan Chase & Co

Ownership · 5QLatest activityEst. entryPrice · 3M

MSFTMICROSOFT CORP

6.38%15.33M$6.4B

↓ -1.2%−183K shares

—Estimate pending for this holding

—

AMZN.BAAmazon.Com Inc

3.46%19.41M$3.5B

↓ -1.0%−196K shares

—Estimate pending for this holding

—

AAPLApple Inc

3.45%20.37M$3.5B

↓ -1.3%−265K shares

—Estimate pending for this holding

—

NVDANVIDIA CORPORATION

3.20%3.58M$3.2B

↓ -0.7%−23.96K shares

—Estimate pending for this holding

—

TDGTRANSDIGM GROUP INC

2.69%2.21M$2.7B

↓ -7.1%−168K shares

—Estimate pending for this holding

—

BNBrookfield Corp

2.57%62.08M$2.6B

↓ -1.9%−1.23M shares

—Estimate pending for this holding

—

Kkr & Co IncCUSIP 48251W104

2.25%22.65M$2.3B

↓ -5.6%−1.34M shares

—Estimate pending for this holding

—

Copart IncCUSIP 217204106

2.25%39.23M$2.3B

↑ +2.6%+1.01M shares

—Estimate pending for this holding

—

OREILLY AUTOMOTIVE INCCUSIP 67103H107

2.00%1.79M$2B

↑ +4.5%+76.52K shares

—Estimate pending for this holding

—

HILTON WORLDWIDE HLDGS INCCUSIP 43300A203

1.93%9.14M$1.9B

↓ -2.2%−205K shares

—Estimate pending for this holding

—

CSGPCostar Group Inc

1.87%19.59M$1.9B

↓ -1.1%−214K shares

—Estimate pending for this holding

—

PRINCIPAL EXCHANGE TRADED FDCUSIP 74255Y870

1.78%35.10M$1.8B

↓ -6.6%−2.46M shares

—Estimate pending for this holding

—

American Tower CorpCUSIP 03027X100

1.72%8.79M$1.7B

↑ +36.2%+2.34M shares

—Estimate pending for this holding

—

GOOGALPHABET INC

1.71%11.43M$1.7B

↑ +2.1%+237K shares

—Estimate pending for this holding

—

Heico Corp-Class ACUSIP 422806208

1.65%10.86M$1.7B

↑ +6.4%+656K shares

—Estimate pending for this holding

—

GOOGALPHABET INC

1.59%10.57M$1.6B

↓ -6.0%−670K shares

—Estimate pending for this holding

—

Prologis IncCUSIP 74340W103

1.56%12.10M$1.6B

↓ -1.8%−227K shares

—Estimate pending for this holding

—

METAMETA PLATFORMS INC

1.54%3.21M$1.6B

↓ -1.9%−63.12K shares

—Estimate pending for this holding

—

1.45%5.27M$1.5B

↓ -2.3%−123K shares

—Estimate pending for this holding

—

Progressive CorpCUSIP 743315103

1.44%7.02M$1.5B

↓ -3.8%−279K shares

—Estimate pending for this holding

—

Roper Technologies IncCUSIP 776696106

1.43%2.58M$1.4B

↑ +2.5%+61.76K shares

—Estimate pending for this holding

—

EQUINIX INCCUSIP 29444U700

1.35%1.65M$1.4B

↑ +14.9%+214K shares

—Estimate pending for this holding

—

MAMastercard Inc - A

1.33%2.79M$1.3B

↓ -1.8%−51.21K shares

—Estimate pending for this holding

—

VULCAN MATLS COCUSIP 929160109

1.21%4.49M$1.2B

↑ +1.9%+83.60K shares

—Estimate pending for this holding

—

Jpmorgan Chase & CoCUSIP 46625H100

1.17%5.89M$1.2B

↓ -3.4%−210K shares

—Estimate pending for this holding

—

WELLTOWER INCCUSIP 95040Q104

1.15%12.46M$1.2B

↓ -4.3%−554K shares

—Estimate pending for this holding

—

Brown & Brown IncCUSIP 115236101

1.10%12.72M$1.1B

↑ +3.2%+392K shares

—Estimate pending for this holding

—

Extra Space Storage IncCUSIP 30225T102

1.03%7.09M$1B

↑ +0.1%+9.16K shares

—Estimate pending for this holding

—

Costco Wholesale CorpCUSIP 22160K105

0.98%1.35M$992M

↓ -1.8%−24.70K shares

—Estimate pending for this holding

—

Adobe IncCUSIP 00724F101

0.98%1.96M$991M

↓ -3.1%−61.87K shares

—Estimate pending for this holding

—

ELI LILLY & COCUSIP 532457108

0.94%1.22M$947M

↓ -0.5%−6.57K shares

—Estimate pending for this holding

—

AVGOBroadcom Inc

0.94%714K$946M

↑ +0.7%+5.23K shares

—Estimate pending for this holding

—

Sba Communications CorpCUSIP 78410G104

0.92%4.30M$932M

↑ +54.9%+1.52M shares

—Estimate pending for this holding

—

Berkshire Hathaway Inc-CUSIP 084670702

0.92%2.20M$926M

↑ +0.6%+12.71K shares

—Estimate pending for this holding

—

NFLXNETFLIX INC

0.88%1.47M$894M

↑ +0.6%+9.13K shares

—Estimate pending for this holding

—

Avalonbay Communities ICUSIP 053484101

0.87%4.76M$883M

↑ +2.4%+110K shares

—Estimate pending for this holding

—

Intuit IncCUSIP 461202103

0.87%1.35M$878M

↓ -1.9%−25.82K shares

—Estimate pending for this holding

—

VENTAS INCCUSIP 92276F100

0.85%19.66M$856M

↓ -0.8%−153K shares

—Estimate pending for this holding

—

MARKEL CORPCUSIP 570535104

0.84%561K$854M

↓ -0.6%−3.11K shares

—Estimate pending for this holding

—

Carmax IncCUSIP 143130102

0.83%9.62M$838M

↓ -1.1%−105K shares

—Estimate pending for this holding

—

DPZDomino'S Pizza Inc

0.82%1.67M$831M

↓ -1.9%−32.35K shares

—Estimate pending for this holding

—

Microchip Technology InCUSIP 595017104

0.82%9.21M$826M

↓ -0.7%−66.37K shares

—Estimate pending for this holding

—

Merck & Co. Inc.CUSIP 58933Y105

0.79%6.03M$796M

↑ +2.0%+121K shares

—Estimate pending for this holding

—

UNHUNITEDHEALTH GROUP INC

0.78%1.60M$790M

↓ -1.7%−27.24K shares

—Estimate pending for this holding

—

DHRDANAHER CORPORATION

0.77%3.12M$778M

↓ -0.5%−15.83K shares

—Estimate pending for this holding

—

LYVLIVE NATION ENTERTAINMENT IN

0.75%7.13M$754M

↑ +0.1%+4.15K shares

—Estimate pending for this holding

—

Gartner IncCUSIP 366651107

0.73%1.56M$741M

↑ +0.7%+10.72K shares

—Estimate pending for this holding

—

Invitation Homes IncCUSIP 46187W107

0.72%20.56M$732M

↓ -1.7%−359K shares

—Estimate pending for this holding

—

VICI PPTYS INCCUSIP 925652109

0.72%24.50M$730M

↓ -5.4%−1.38M shares

—Estimate pending for this holding

—

Alexandria Real EstateCUSIP 015271109

0.70%5.46M$704M

↓ -13.5%−855K shares

—Estimate pending for this holding

—

Methodology13F filings report quarter-end positions, not trade fills. Estimated entry prices reconstruct rolling cost basis from share changes and Yahoo quarter-average closes. Performance is a derived prior-book return, not licensed fund NAV. Options and unresolved CUSIPs are excluded from estimates.