13F filing · Jun 30, 2024

Principal Financial Group Inc portfolio · Jun 30, 2024

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Frequently asked questions

What did Principal Financial Group Inc hold in Jun 30, 2024?

Principal Financial Group Inc reported 2,361 long holdings for Jun 30, 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 Jun 30, 2024 to see adds, trims, new positions, and exits versus the prior report.

What is Principal Financial Group Inc's largest position?

In the Jun 30, 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 Q2↓ 0.47%

AUM (13F)$168BReported long U.S. value

# of holdings2,361Filed 7/29/2024

13F

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

Top Holdings

Stocks concentration

MSFTMICROSOFT CORP

AAPLApple Inc

NVDANVIDIA CORPORATION

AMZNAmazon.Com Inc

TDGTRANSDIGM GROUP INC

BNBrookfield Corp

KKRKkr & Co Inc

COPARTCopart Inc

HILTONHILTON WORLDWIDE HLDGS INC

GOOGALPHABET INC

GOOGALPHABET INC

OREILLOREILLY AUTOMOTIVE INC

PRINCIPRINCIPAL EXCHANGE TRADED FD

HEICOHeico Corp-Class A

AMERICAmerican Tower Corp

METAMETA PLATFORMS INC

ROPERRoper Technologies Inc

CSGPCostar Group Inc

EQUINIEQUINIX INC

PROLOGPrologis Inc

WELLTOWELLTOWER INC

PROGREProgressive Corp

MAMastercard Inc - A

BROWNBrown & Brown Inc

Ownership · 5QLatest activityEst. entryPrice · 3M

MSFTMICROSOFT CORP

6.58%15.15M$6.8B

↓ -1.2%−178K shares

—Estimate pending for this holding

—

AAPLApple Inc

4.16%20.31M$4.3B

↓ -0.3%−64.19K shares

—Estimate pending for this holding

—

NVDANVIDIA CORPORATION

4.12%34.34M$4.2B

↑ +858.4%+30.76M shares

—Estimate pending for this holding

—

AMZN.BAAmazon.Com Inc

3.60%19.18M$3.7B

↓ -1.2%−233K shares

—Estimate pending for this holding

—

TDGTRANSDIGM GROUP INC

2.48%2M$2.6B

↓ -9.4%−206K shares

—Estimate pending for this holding

—

BNBrookfield Corp

2.46%60.86M$2.5B

↓ -2.0%−1.22M shares

—Estimate pending for this holding

—

Kkr & Co IncCUSIP 48251W104

2.23%21.78M$2.3B

↓ -3.9%−873K shares

—Estimate pending for this holding

—

Copart IncCUSIP 217204106

2.00%37.93M$2.1B

↓ -3.3%−1.30M shares

—Estimate pending for this holding

—

HILTON WORLDWIDE HLDGS INCCUSIP 43300A203

1.98%9.33M$2B

↑ +2.1%+190K shares

—Estimate pending for this holding

—

GOOGALPHABET INC

1.94%10.95M$2B

↓ -4.3%−487K shares

—Estimate pending for this holding

—

GOOGALPHABET INC

1.92%10.76M$2B

↑ +1.8%+189K shares

—Estimate pending for this holding

—

OREILLY AUTOMOTIVE INCCUSIP 67103H107

1.90%1.85M$2B

↑ +3.2%+57.19K shares

—Estimate pending for this holding

—

PRINCIPAL EXCHANGE TRADED FDCUSIP 74255Y870

1.85%35.22M$1.9B

↑ +0.3%+121K shares

—Estimate pending for this holding

—

Heico Corp-Class ACUSIP 422806208

1.85%10.70M$1.9B

↓ -1.5%−160K shares

—Estimate pending for this holding

—

American Tower CorpCUSIP 03027X100

1.66%8.78M$1.7B

↓ -0.2%−19.16K shares

—Estimate pending for this holding

—

METAMETA PLATFORMS INC

1.55%3.16M$1.6B

↓ -1.3%−41.74K shares

—Estimate pending for this holding

—

Roper Technologies IncCUSIP 776696106

1.47%2.68M$1.5B

↑ +4.0%+102K shares

—Estimate pending for this holding

—

CSGPCostar Group Inc

1.40%19.37M$1.4B

↓ -1.1%−221K shares

—Estimate pending for this holding

—

EQUINIX INCCUSIP 29444U700

1.39%1.89M$1.4B

↑ +14.5%+239K shares

—Estimate pending for this holding

—

1.36%5.32M$1.4B

↑ +1.0%+53.73K shares

—Estimate pending for this holding

—

Prologis IncCUSIP 74340W103

1.34%12.27M$1.4B

↑ +1.4%+167K shares

—Estimate pending for this holding

—

WELLTOWER INCCUSIP 95040Q104

1.26%12.44M$1.3B

↓ -0.2%−19.45K shares

—Estimate pending for this holding

—

Progressive CorpCUSIP 743315103

1.24%6.15M$1.3B

↓ -12.4%−870K shares

—Estimate pending for this holding

—

MAMastercard Inc - A

1.24%2.89M$1.3B

↑ +3.8%+105K shares

—Estimate pending for this holding

—

Brown & Brown IncCUSIP 115236101

1.11%12.80M$1.1B

↑ +0.7%+86.82K shares

—Estimate pending for this holding

—

Jpmorgan Chase & CoCUSIP 46625H100

1.11%5.64M$1.1B

↓ -4.2%−247K shares

—Estimate pending for this holding

—

Costco Wholesale CorpCUSIP 22160K105

1.10%1.33M$1.1B

↓ -1.4%−19.15K shares

—Estimate pending for this holding

—

VULCAN MATLS COCUSIP 929160109

1.07%4.44M$1.1B

↓ -1.3%−58.47K shares

—Estimate pending for this holding

—

Adobe IncCUSIP 00724F101

1.07%1.98M$1.1B

↑ +0.6%+12.06K shares

—Estimate pending for this holding

—

Extra Space Storage IncCUSIP 30225T102

1.04%6.87M$1.1B

↓ -3.2%−226K shares

—Estimate pending for this holding

—

ELI LILLY & COCUSIP 532457108

1.01%1.15M$1B

↓ -5.7%−69.33K shares

—Estimate pending for this holding

—

AVGOBroadcom Inc

1.00%642K$1B

↓ -10.1%−72.41K shares

—Estimate pending for this holding

—

NFLXNETFLIX INC

0.98%1.49M$1B

↑ +1.6%+22.91K shares

—Estimate pending for this holding

—

VENTAS INCCUSIP 92276F100

0.96%19.27M$988M

↓ -2.0%−388K shares

—Estimate pending for this holding

—

Avalonbay Communities ICUSIP 053484101

0.95%4.74M$982M

↓ -0.3%−14.97K shares

—Estimate pending for this holding

—

Intuit IncCUSIP 461202103

0.90%1.41M$925M

↑ +4.2%+56.37K shares

—Estimate pending for this holding

—

MARKEL CORPCUSIP 570535104

0.85%556K$876M

↓ -1.0%−5.74K shares

—Estimate pending for this holding

—

Berkshire Hathaway Inc-CUSIP 084670702

0.85%2.14M$872M

↓ -2.7%−59.22K shares

—Estimate pending for this holding

—

Gartner IncCUSIP 366651107

0.83%1.90M$852M

↑ +22.0%+342K shares

—Estimate pending for this holding

—

DPZDomino'S Pizza Inc

0.82%1.64M$848M

↓ -1.8%−30.82K shares

—Estimate pending for this holding

—

Microchip Technology InCUSIP 595017104

0.82%9.25M$846M

↑ +0.4%+33.60K shares

—Estimate pending for this holding

—

Sba Communications CorpCUSIP 78410G104

0.80%4.20M$825M

↓ -2.2%−96.08K shares

—Estimate pending for this holding

—

UNHUNITEDHEALTH GROUP INC

0.79%1.60M$814M

↑ +0.1%+1.82K shares

—Estimate pending for this holding

—

DHRDANAHER CORPORATION

0.76%3.12M$779M

↓ -0.0%−445 shares

—Estimate pending for this holding

—

Invitation Homes IncCUSIP 46187W107

0.71%20.47M$735M

↓ -0.5%−93.40K shares

—Estimate pending for this holding

—

Merck & Co. Inc.CUSIP 58933Y105

0.70%5.84M$723M

↓ -3.2%−195K shares

—Estimate pending for this holding

—

ARCH CAP GROUP LTDCUSIP G0450A105

0.70%7.10M$716M

↑ +4.4%+301K shares

—Estimate pending for this holding

—

Exxon Mobil CorpCUSIP 30231G102

0.69%6.19M$712M

↑ +8.2%+468K shares

—Estimate pending for this holding

—

Msci IncCUSIP 55354G100

0.68%1.46M$702M

↑ +74.9%+624K shares

—Estimate pending for this holding

—

VICI PPTYS INCCUSIP 925652109

0.68%24.37M$698M

↓ -0.6%−135K 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.