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Latest PRINCIPAL FINANCIAL GROUP INC Stock Portfolio

PRINCIPAL FINANCIAL GROUP INC Performance:
2024 Q3: 6.08%YTD: 14.46%2023: 18.83%
Performance for 2024 Q3 is 6.08%, and YTD is 14.46%, and 2023 is 18.83%.

About PRINCIPAL FINANCIAL GROUP INC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, PRINCIPAL FINANCIAL GROUP INC reported an equity portfolio of $183.2 Billions as of 30 Sep, 2024.

The top stock holdings of PRINCIPAL FINANCIAL GROUP INC are BNL, RTX, VRSN. The fund has invested 0.1% of it's portfolio in BROADSTONE NET LEASE INC and 0.1% of portfolio in RTX CORPORATION.

They significantly reduced their stock positions in VERISIGN INC (VRSN), PROGYNY INC (PGNY) and TARGET CORP (TGT). PRINCIPAL FINANCIAL GROUP INC opened new stock positions in ARGAN INC (AGX). The fund showed a lot of confidence in some stocks as they added substantially to PROTAGONIST THERAPEUTICS INC (PTGX), STRUCTURE THERAPEUTICS INC and INVESCO QQQ TR (QQQ).

PRINCIPAL FINANCIAL GROUP INC Annual Return Estimates Vs S&P 500

Our best estimate is that PRINCIPAL FINANCIAL GROUP INC made a return of 6.08% in the last quarter. In trailing 12 months, it's portfolio return was 26.11%.

New Buys

Ticker$ Bought
lineage inc173,115,000
invesco exchange traded fd t101,207,000
New stocks bought by PRINCIPAL FINANCIAL GROUP INC

Additions

Ticker% Inc.
sterling infrastructure inc1,088
ishares tr546
deckers outdoor corp512
vornado rlty tr428
umb finl corp403
waste connections inc307
cintas corp301
graco inc244
Additions to existing portfolio by PRINCIPAL FINANCIAL GROUP INC

Reductions

Ticker% Reduced
agilent technologies inc-83.04
aon plc-71.38
first indl rlty tr inc-50.2
verisign inc-47.82
vistra corp-42.31
icici bank limited-33.95
monolithic pwr sys inc-32.32
carlisle cos inc-31.73
PRINCIPAL FINANCIAL GROUP INC reduced stake in above stock

Sold off

None of the stocks were completely sold off by PRINCIPAL FINANCIAL GROUP INC

Sector Distribution

PRINCIPAL FINANCIAL GROUP INC has about 19.1% of it's holdings in Technology sector.

Sector%
Technology19.1
Real Estate13.7
Financial Services13
Consumer Cyclical11
Industrials10.8
Others9.2
Healthcare7.9
Communication Services5.1
Consumer Defensive3.2
Basic Materials3.1
Energy2.3
Utilities1.6

Market Cap. Distribution

PRINCIPAL FINANCIAL GROUP INC has about 78.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
LARGE-CAP52.6
MEGA-CAP25.8
MID-CAP10.9
UNALLOCATED9.2
SMALL-CAP1.5

Stocks belong to which Index?

About 78.5% of the stocks held by PRINCIPAL FINANCIAL GROUP INC either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50070.4
Others21.5
RUSSELL 20008.1
Top 5 Winners (%)%
LUMN
lumen technologies inc
539.6 %
COMM
commscope hldg co inc
344.2 %
ASTS
ast spacemobile inc
123.9 %
AUR
aurora innovation inc
100.1 %
UNIT
uniti group inc
93.1 %
Top 5 Winners ($)$
KKR
kkr & co inc
539.2 M
AAPL
apple inc
465.4 M
AMT
american tower corp new
312.5 M
WELL
welltower inc
293.0 M
TDG
transdigm group inc
291.1 M
Top 5 Losers (%)%
DECK
deckers outdoor corp
-82.5 %
TTEK
tetra tech inc new
-77.4 %
CTAS
cintas corp
-72.3 %
LLAP
terran orbital corporation
-69.4 %
STEM
stem inc
-62.5 %
Top 5 Losers ($)$
DECK
deckers outdoor corp
-297.6 M
CTAS
cintas corp
-270.2 M
MSFT
microsoft corp
-249.8 M
GOOG
alphabet inc
-178.4 M
GOOG
alphabet inc
-174.6 M

PRINCIPAL FINANCIAL GROUP INC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of PRINCIPAL FINANCIAL GROUP INC

PRINCIPAL FINANCIAL GROUP INC has 2220 stocks in it's portfolio. About 19.3% of the portfolio is in top 10 stocks. DECK proved to be the most loss making stock for the portfolio. KKR was the most profitable stock for PRINCIPAL FINANCIAL GROUP INC last quarter.

Last Reported on: 31 Oct, 2024
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions