PRINCIPAL FINANCIAL GROUP INC

data from 30/09/2025

Capitalization

$ 198.270 B 4.81 %

Average holding period

39 ans

Performance

$ -388.255 B -1 885 425.41 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in PRINCIPAL FINANCIAL GROUP INC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 MSFT MICROSOFT CORP 3.92% 7.782 B $ 15024173 2005/12/31 314.042 M $ 4.13 %
2025/09/30 NVDA NVIDIA CORPORATION 3.51% 6.959 B $ 37299876 2005/12/31 1.015 B $ 18.10 %
2025/09/30 AAPL APPLE INC 2.68% 5.313 B $ 20867240 2005/12/31 1.057 B $ 24.11 %
2025/09/30 AMZN AMAZON COM INC 2.30% 4.558 B $ 20760413 2005/12/31 3.645 M $ 0.08 %
2025/09/30 BN BROOKFIELD CORP 1.76% 3.487 B $ 50849914 2022/12/31 -807.314 M $ -26.08 %
2025/09/30 TDG TRANSDIGM GROUP INC 1.58% 3.137 B $ 2379816 2010/09/30 -407.684 M $ -13.32 %
2025/09/30 AVGO BROADCOM INC 1.43% 2.840 B $ 8608672 2018/06/30 479.342 M $ 19.68 %
2025/09/30 GOOGL ALPHABET INC 1.38% 2.737 B $ 11258069 2015/12/31 702.127 M $ 37.94 %
2025/09/30 HLT HILTON WORLDWIDE HLDGS INC 1.37% 2.721 B $ 10486308 2017/03/31 -73.061 M $ -2.59 %
2025/09/30 META META PLATFORMS INC 1.37% 2.712 B $ 3693204 2012/12/31 -13.935 M $ -0.50 %
2025/09/30 HEI-A HEICO CORP NEW 1.32% 2.618 B $ 10303955 2015/06/30 -47.499 M $ -1.80 %
2025/09/30 ORLY OREILLY AUTOMOTIVE INC 1.30% 2.583 B $ 23955892 2011/03/31 440.665 M $ 19.62 %
2025/09/30 USMC PRINCIPAL EXCHANGE TRADED FD 1.29% 2.553 B $ 37449019 2018/12/31 209.209 M $ 8.97 %
2025/09/30 KKR KKR & CO INC 1.25% 2.476 B $ 19049804 2018/09/30 -59.629 M $ -2.32 %
2025/09/30 VMC VULCAN MATLS CO 1.18% 2.346 B $ 7625271 2005/12/31 337.449 M $ 17.94 %
2025/09/30 WELL WELLTOWER INC 0.92% 1.814 B $ 10184059 2015/09/30 254.686 M $ 15.88 %
2025/09/30 CPRT COPART INC 0.91% 1.807 B $ 40175058 2005/12/31 -159.650 M $ -8.36 %
2025/09/30 TSLA TESLA INC 0.86% 1.706 B $ 3835227 2013/06/30 479.700 M $ 40.00 %
2025/09/30 V VISA INC 0.85% 1.688 B $ 4945850 2008/06/30 -67.785 M $ -3.85 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.84% 1.672 B $ 5301787 2005/12/31 135.896 M $ 8.80 %
2025/09/30 LYV LIVE NATION ENTERTAINMENT IN 0.80% 1.589 B $ 9725776 2006/03/31 96.503 M $ 8.01 %
2025/09/30 GOOG ALPHABET INC 0.79% 1.575 B $ 6465384 2015/12/31 439.687 M $ 37.30 %
2025/09/30 CSGP COSTAR GROUP INC 0.79% 1.571 B $ 18623370 2009/12/31 74.027 M $ 4.94 %
2025/09/30 EQIX EQUINIX INC 0.78% 1.543 B $ 1969498 2015/03/31 -23.395 M $ -1.54 %
2025/09/30 CBRE CBRE GROUP INC 0.75% 1.492 B $ 9468455 2011/12/31 151.007 M $ 12.45 %
2025/09/30 BRO BROWN & BROWN INC 0.73% 1.446 B $ 15416190 2005/12/31 -232.202 M $ -15.41 %
2025/09/30 MA MASTERCARD INCORPORATED 0.73% 1.441 B $ 2534117 2007/03/31 17.308 M $ 1.22 %
2025/09/30 MLM MARTIN MARIETTA MATLS INC 0.70% 1.389 B $ 2204425 2005/12/31 163.599 M $ 14.81 %
2025/09/30 NFLX NETFLIX INC 0.69% 1.369 B $ 1142140 2007/03/31 -163.793 M $ -10.47 %
2025/09/30 FWONK LIBERTY MEDIA CORP DEL 0.66% 1.313 B $ 12566018 2023/09/30 -658.472 K $ -0.05 %
2025/09/30 ROP ROPER TECHNOLOGIES INC 0.64% 1.273 B $ 2553409 2005/12/31 -170.320 M $ -12.02 %
2025/09/30 PLD PROLOGIS INC. 0.62% 1.238 B $ 10810848 2011/06/30 105.154 M $ 8.94 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.62% 1.221 B $ 2429304 2010/03/31 41.777 M $ 3.49 %
2025/09/30 AMT AMERICAN TOWER CORP NEW 0.58% 1.150 B $ 5980516 2012/03/31 -174.477 M $ -12.99 %
2025/09/30 VEEV VEEVA SYS INC 0.58% 1.146 B $ 3846877 2014/12/31 34.338 M $ 3.45 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.57% 1.121 B $ 1210837 2005/12/31 -77.338 M $ -6.50 %
2025/09/30 VTR VENTAS INC 0.54% 1.079 B $ 15421874 2005/12/31 108.080 M $ 10.83 %
2025/09/30 BIP BROOKFIELD INFRAST PARTNERS 0.53% 1.052 B $ 31975602 2010/09/30 -17.716 M $ -1.82 %
2025/09/30 MKL MARKEL GROUP INC 0.53% 1.046 B $ 547188 2005/12/31 -46.242 M $ -4.31 %
2025/09/30 MSCI MSCI INC 0.51% 1.009 B $ 1777749 2009/06/30 -15.567 M $ -1.62 %
2025/09/30 LLY ELI LILLY & CO 0.48% 956.572 M $ 1253691 2005/12/31 -20.526 M $ -2.12 %
2025/09/30 EXR EXTRA SPACE STORAGE INC 0.48% 946.540 M $ 6715901 2008/03/31 -41.013 M $ -4.41 %
2025/09/30 AJG GALLAGHER ARTHUR J & CO 0.45% 887.976 M $ 2866786 2005/12/31 -23.597 M $ -3.24 %
2025/09/30 YUMC YUM CHINA HLDGS INC 0.45% 883.687 M $ 20169661 2022/12/31 -31.442 M $ -4.00 %
2025/09/30 IDXX IDEXX LABS INC 0.42% 840.638 M $ 1315722 2005/12/31 115.651 M $ 19.12 %
2025/09/30 CDNS CADENCE DESIGN SYSTEM INC 0.41% 808.530 M $ 2301781 2005/12/31 94.453 M $ 13.99 %
2025/09/30 AVB AVALONBAY CMNTYS INC 0.40% 794.522 M $ 4113064 2005/12/31 -43.715 M $ -5.08 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.40% 792.585 M $ 5158379 2005/12/31 -28.605 M $ -3.56 %
2025/09/30 SU SUNCOR ENERGY INC NEW 0.40% 789.213 M $ 18854921 2022/03/31 81.742 M $ 11.66 %
2025/09/30 DPZ DOMINOS PIZZA INC 0.38% 760.939 M $ 1762568 2009/12/31 -32.716 M $ -4.19 %
2025/09/30 BAC BANK AMERICA CORP 0.38% 749.620 M $ 14530373 2005/12/31 62.751 M $ 9.02 %
2025/09/30 PRINCIPAL EXCHANGE TRADED FD 0.38% 746.791 M $ 23659997 2024/12/31 58.576 M $ 8.57 %
2025/09/30 TECK TECK RESOURCES LTD 0.37% 740.604 M $ 16879229 2022/03/31 43.540 M $ 8.70 %
2025/09/30 TYL TYLER TECHNOLOGIES INC 0.37% 738.010 M $ 1410640 2007/09/30 -88.217 M $ -11.75 %
2025/09/30 XOM EXXON MOBIL CORP 0.37% 726.089 M $ 6439812 2005/12/31 32.841 M $ 4.59 %
2025/09/30 VICI VICI PPTYS INC 0.36% 704.019 M $ 21589046 2018/03/31 224.334 K $ 0.03 %
2025/09/30 ORCL ORACLE CORP 0.35% 686.779 M $ 2441969 2005/12/31 142.084 M $ 28.64 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 0.34% 672.649 M $ 2408411 2005/12/31 138.136 M $ 23.31 %
2025/09/30 H HYATT HOTELS CORP 0.34% 669.221 M $ 4715085 2013/12/31 8.828 M $ 1.63 %
2025/09/30 ABBV ABBVIE INC 0.34% 664.309 M $ 2869088 2013/03/31 121.602 M $ 24.74 %
2025/09/30 REG REGENCY CTRS CORP 0.33% 661.299 M $ 9071300 2005/12/31 15.729 M $ 2.34 %
2025/09/30 LPLA LPL FINL HLDGS INC 0.33% 655.418 M $ 1970021 2012/09/30 -67.519 M $ -11.28 %
2025/09/30 DLR DIGITAL RLTY TR INC 0.32% 641.164 M $ 3708714 2005/12/31 -5.490 M $ -0.83 %
2025/09/30 DHR DANAHER CORPORATION 0.32% 633.410 M $ 3194827 2005/12/31 2.117 M $ 0.36 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.32% 627.055 M $ 3381807 2005/12/31 117.054 M $ 21.39 %
2025/09/30 WMT WALMART INC 0.32% 626.681 M $ 6080740 2005/12/31 32.687 M $ 5.40 %
2025/09/30 FAST FASTENAL CO 0.31% 616.434 M $ 12569991 2005/12/31 92.137 M $ 16.76 %
2025/09/30 FICO FAIR ISAAC CORP 0.31% 604.819 M $ 404105 2005/12/31 -123.906 M $ -18.13 %
2025/09/30 PLTR PALANTIR TECHNOLOGIES INC 0.30% 602.516 M $ 3302903 2021/06/30 110.014 M $ 33.82 %
2025/09/30 MS MORGAN STANLEY 0.29% 579.858 M $ 3647827 2005/12/31 72.781 M $ 12.85 %
2025/09/30 LIN LINDE PLC 0.29% 574.782 M $ 1210052 2023/03/31 7.293 M $ 1.24 %
2025/09/30 ICLR ICON PLC 0.29% 573.526 M $ 3277293 2015/03/31 11.540 M $ 20.32 %
2025/09/30 ARES ARES MANAGEMENT CORPORATION 0.29% 565.180 M $ 3534773 2019/09/30 -45.786 M $ -7.68 %
2025/09/30 ENTG ENTEGRIS INC 0.27% 543.325 M $ 5876271 2008/12/31 63.012 M $ 14.64 %
2025/09/30 HD HOME DEPOT INC 0.27% 533.535 M $ 1316753 2005/12/31 50.771 M $ 10.51 %
2025/09/30 SPG SIMON PPTY GROUP INC NEW 0.27% 532.474 M $ 2837284 2005/12/31 77.514 M $ 16.74 %
2025/09/30 IVV ISHARES TR 0.27% 532.070 M $ 794964 2005/12/31 40.242 M $ 7.80 %
2025/09/30 ABT ABBOTT LABS 0.27% 525.514 M $ 3923501 2005/12/31 -8.808 M $ -1.52 %
2025/09/30 DOC HEALTHPEAK PROPERTIES INC 0.26% 516.760 M $ 26984868 2019/12/31 45.704 M $ 9.37 %
2025/09/30 INVH INVITATION HOMES INC 0.26% 511.695 M $ 17446124 2017/03/31 -63.227 M $ -10.58 %
2025/09/30 KO COCA COLA CO 0.25% 500.611 M $ 7548407 2005/12/31 -36.955 M $ -6.26 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 0.25% 498.259 M $ 1442968 2005/12/31 68.213 M $ 10.68 %
2025/09/30 NVR NVR INC 0.24% 484.546 M $ 60307 2005/12/31 37.626 M $ 8.79 %
2025/09/30 AMH AMERICAN HOMES 4 RENT 0.24% 483.796 M $ 14550247 2015/12/31 -42.680 M $ -7.82 %
2025/09/30 APD AIR PRODS & CHEMS INC 0.24% 480.973 M $ 1763578 2005/12/31 -18.376 M $ -3.31 %
2025/09/30 FND FLOOR & DECOR HLDGS INC 0.24% 471.567 M $ 6398431 2020/03/31 -9.904 M $ -2.98 %
2025/09/30 ACGL ARCH CAP GROUP LTD 0.24% 467.117 M $ 5148391 2005/12/31 -1.867 M $ -0.35 %
2025/09/30 CVX CHEVRON CORP NEW 0.23% 452.687 M $ 2915108 2005/12/31 31.878 M $ 8.45 %
2025/09/30 TMUS T-MOBILE US INC 0.22% 443.348 M $ 1852078 2015/06/30 2.017 M $ 0.47 %
2025/09/30 LEN LENNAR CORP 0.22% 440.441 M $ 3494410 2005/12/31 51.916 M $ 13.95 %
2025/09/30 MRK MERCK & CO INC 0.22% 437.224 M $ 5209360 2009/12/31 26.853 M $ 6.03 %
2025/09/30 EQR EQUITY RESIDENTIAL 0.22% 436.232 M $ 6739250 2005/12/31 -19.179 M $ -4.09 %
2025/09/30 BLK BLACKROCK INC 0.21% 422.939 M $ 362766 2024/12/31 45.086 M $ 11.11 %
2025/09/30 SCHW SCHWAB CHARLES CORP 0.21% 422.774 M $ 4428331 2005/12/31 26.712 M $ 4.64 %
2025/09/30 BAM BROOKFIELD ASSET MANAGMT LTD 0.21% 417.363 M $ 7329818 2022/12/31 12.793 M $ 3.00 %
2025/09/30 PH PARKER-HANNIFIN CORP 0.21% 417.113 M $ 550170 2005/12/31 35.984 M $ 8.54 %
2025/09/30 ELS EQUITY LIFESTYLE PPTYS INC 0.21% 416.121 M $ 6855358 2007/12/31 -6.825 M $ -1.57 %
2025/09/30 TT TRANE TECHNOLOGIES PLC 0.21% 409.946 M $ 971527 2020/06/30 -15.811 M $ -3.53 %
2025/09/30 WRB BERKLEY W R CORP 0.20% 401.607 M $ 5241509 2005/12/31 15.747 M $ 4.29 %
2025/09/30 SPOT SPOTIFY TECHNOLOGY S A 0.20% 398.889 M $ 571474 2019/06/30 -1.090 M $ -9.04 %