PRINCIPAL FINANCIAL GROUP INC
CIK 1126328 · Holdings on Dec 31, 2023 · First reported Feb 7, 2024
Top ten holdings
Q4 2023- MSFT3.72%
- AAPL2.53%
- AMZN1.90%
- BN1.62%
- TDG1.53%
- KKR1.27%
- CPRT1.19%
- NVDA1.14%
- USMC1.12%
- CSGP1.10%
Share classes counted separately17.12%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- USMCWeight increased · +0.27 pp0.85% → 1.12%Shares +9.88M (+35.69%)
- KKRWeight increased · +0.20 pp1.07% → 1.27%Shares -279.65K (-1.15%)
- BNWeight increased · +0.19 pp1.43% → 1.62%Shares -425.96K (-0.67%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | MSFTMICROSOFT CORP View history and evidence | $5.83B | 3.72% | 15.51M shares | 3.55% → 3.72%+0.17 pp -136.51K (-0.87%) | Reduced | ↗▾ |
| 02 | AAPLAPPLE INC View history and evidence | $3.97B | 2.53% | 20.64M shares | 2.55% → 2.53%-0.02 pp -128.82K (-0.62%) | Reduced | ↗▾ |
| 03 | AMZNAMAZON.COM INC View history and evidence | $2.98B | 1.90% | 19.61M shares | 1.80% → 1.90%+0.10 pp -115.42K (-0.59%) | Reduced | ↗▾ |
| 04 | BNBROOKFIELD CORPCL A LTD VT SH View history and evidence | $2.54B | 1.62% | 63.31M shares | 1.43% → 1.62%+0.19 pp -425.96K (-0.67%) | Reduced | ↗▾ |
| 05 | TDGTRANSDIGM GROUP INC View history and evidence | $2.40B | 1.53% | 2.37M shares | 1.50% → 1.53%+0.03 pp -109.35K (-4.40%) | Reduced | ↗▾ |
| 06 | KKRKKR & CO INC View history and evidence | $1.99B | 1.27% | 23.99M shares | 1.07% → 1.27%+0.20 pp -279.65K (-1.15%) | Reduced | ↗▾ |
| 07 | CPRTCOPART INC View history and evidence | $1.87B | 1.19% | 38.22M shares | 1.23% → 1.19%-0.04 pp -1.58M (-3.97%) | Reduced | ↗▾ |
| 08 | NVDANVIDIA CORP View history and evidence | $1.79B | 1.14% | 3.61M shares | 1.13% → 1.14%+0.01 pp -23.31K (-0.64%) | Reduced | ↗▾ |
| 09 | USMCPRINCIPAL US MEGA-CAP ETFUS MEGA CP ETF View history and evidence | $1.76B | 1.12% | 37.57M shares | 0.85% → 1.12%+0.27 pp +9.88M (+35.69%) | Added | ↗▾ |
| 10 | CSGPCOSTAR GROUP INC View history and evidence | $1.73B | 1.10% | 19.81M shares | 1.09% → 1.10%+0.01 pp -2.57K (-0.01%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 73
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| ATVI ACTIVISION BLIZZARD INC | Non-derivative | -824,366 | -$77.19M | SEC filing ↗ | SEC filing ↗ |
| SGEN SEAGEN INC | Non-derivative | -164,451 | -$34.89M | SEC filing ↗ | SEC filing ↗ |
| 636518102 NATIONAL INSTRS CORP | Non-derivative | -489,662 | -$29.19M | SEC filing ↗ | SEC filing ↗ |
3 / 73 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1126328 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-07
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 156839325252
}Research all 2,418 reported holdings.
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