Fund HoldingsPRINCIPAL FINANCIAL GROUP INC

Total Portfolio Value
$146.33B
Total Bought
$12.05B
Total Sold
$12.53B
Net Transaction
-$478.06M
Filing Period:
Securities
SharesValue ($K)
Q1 2023
Q2 2023
Change
Q1 2023
Q2 2023
Weight (%)
Change
MICROSOFT CORP(MSFT)16,619,80115,781,632-838,1694,791,4895,374,2773.67%+582,788
APPLE INC(AAPL)21,648,75621,203,028-445,7283,569,8804,112,7512.81%+542,871
NVIDIA CORPORATION(NVDA)3,937,3963,694,121-243,2751,093,6911,562,6871.07%+468,997
AMAZON COM INC(AMZN)20,629,18619,866,847-762,3392,130,7892,589,8421.77%+459,054
COSTAR GROUP INC(CSGP)19,276,71019,046,923-229,7871,327,2021,695,1761.16%+367,975
PRINCIPAL EXCHANGE TRADED FD
US MEGA CP ETF
23,890,75027,691,139+3,800,389950,7751,210,0230.83%+259,248
BROOKFIELD CORP(BN)53,020,93358,542,608+5,521,6751,727,6211,970,3131.35%+242,692
TRANSDIGM GROUP INC(TDG)2,828,0102,600,437-227,5732,084,3852,325,2341.59%+240,849
VULCAN MATLS CO(VMC)4,473,3764,407,545-65,831767,452993,6370.68%+226,185
COPART INC(CPRT)21,670,90620,226,338-1,444,5681,629,8691,844,8441.26%+214,975
META PLATFORMS INC(META)3,425,1013,277,991-147,110725,916940,7180.64%+214,802
CANADIAN PACIFIC KANSAS CITY(CP)02,576,782+2,576,7820208,3620.14%+208,362
TESLA INC(TSLA)3,567,6343,553,741-13,893740,141930,2630.64%+190,121
ALPHABET INC(GOOG)11,584,05911,592,260+8,2011,201,6151,387,5940.95%+185,979
HEICO CORP NEW7,777,8918,809,304+1,031,4131,057,0151,238,5880.85%+181,573
VENTAS INC(VTR)16,967,81619,360,962+2,393,146735,551915,2020.63%+179,651
CARMAX INC(KMX)10,278,00910,024,596-253,413660,670839,0590.57%+178,388
ADOBE SYSTEMS INCORPORATED(ADBE)2,147,0202,051,927-95,093827,3971,003,3720.69%+175,975
BROWN & BROWN INC(BRO)11,750,73612,025,025+274,289674,727827,8030.57%+153,075
LILLY ELI & CO(LLY)1,252,0441,239,817-12,227429,977581,4490.40%+151,472
BROADCOM INC(AVGO)693,957677,896-16,061445,201588,0270.40%+142,826
LIVE NATION ENTERTAINMENT IN(LYV)7,195,6517,075,418-120,233503,696644,6410.44%+140,946
OREILLY AUTOMOTIVE INC(ORLY)1,827,3301,765,999-61,3311,551,3681,687,0591.15%+135,692
ALPHABET INC(GOOG)11,998,19111,337,180-661,0111,247,8121,371,4590.94%+123,647
NETFLIX INC(NFLX)1,578,9521,503,328-75,624545,497662,2010.45%+116,705
CEMEX SAB DE CV(CX)019,250,907+19,250,9070136,2960.09%+136,296
MARTIN MARIETTA MATLS INC(MLM)0978,735+978,7350451,8730.31%+451,873
WELLTOWER INC(WELL)10,361,16910,328,676-32,493742,792835,4880.57%+92,695
PROCTER AND GAMBLE CO(PG)2,961,4383,504,460+543,022440,336531,7670.36%+91,430
OMNICOM GROUP INC(OMC)01,835,810+1,835,8100174,6770.12%+174,677
PALO ALTO NETWORKS INC(PANW)0347,094+347,094088,6860.06%+88,686
CARRIER GLOBAL CORPORATION(CARR)02,752,240+2,752,2400136,8140.09%+136,814
ISHARES TR0763,531+763,531082,5680.06%+82,568
AVALONBAY CMNTYS INC4,861,9514,741,296-120,655817,098897,3860.61%+80,288
JPMORGAN CHASE & CO(JPM)6,295,5786,187,900-107,678820,377899,9680.62%+79,591
ISHARES TR0931,148+931,1480415,0220.28%+415,022
GARTNER INC(IT)01,200,918+1,200,9180420,6940.29%+420,694
PROLOGIS INC.(PLD)11,130,84111,932,990+802,1491,388,7921,463,3471.00%+74,555
WATERS CORP(WAT)0365,591+365,591097,4450.07%+97,445
TYLER TECHNOLOGIES INC(TYL)1,289,6041,263,941-25,663457,345526,3940.36%+69,048
COSTCO WHSL CORP NEW(COST)1,384,3191,403,032+18,713687,827755,3650.52%+67,538
AMERICAN HOMES 4 RENT(AMH)16,955,20016,886,439-68,761533,241598,6260.41%+65,385
MASTERCARD INCORPORATED(MA)2,951,6152,891,679-59,9361,072,6471,137,2970.78%+64,651
SABRA HEALTH CARE REIT INC(SBRA)020,689,676+20,689,6760243,5180.17%+243,518
CBRE GROUP INC(CBRE)5,699,4365,926,297+226,861414,976478,3110.33%+63,335
TE CONNECTIVITY LTD(TEL)0872,002+872,0020122,2200.08%+122,220
INVITATION HOMES INC(INVH)20,789,22620,638,221-151,005649,247709,9560.49%+60,709
EQUINIX INC(EQIX)971,883966,983-4,900700,764758,0590.52%+57,295
ROPER TECHNOLOGIES INC(ROP)2,586,0712,486,020-100,0511,139,6561,195,2790.82%+55,623
MERCADOLIBRE INC(MELI)046,653+46,653055,2650.04%+55,265
FAIR ISAAC CORP(FICO)0157,430+157,4300127,3940.09%+127,394
VERISK ANALYTICS INC(VRSK)01,445,177+1,445,1770326,6530.22%+326,653
ESSEX PPTY TR INC(ESS)2,898,5212,798,702-99,819606,196655,7370.45%+49,541
SUMMIT MATLS INC05,145,265+5,145,2650194,7480.13%+194,748
ICICI BANK LIMITED(IBN)011,915,364+11,915,3640275,0070.19%+275,007
LENNAR CORP(LEN)02,280,276+2,280,2760285,7410.20%+285,741
KKR & CO INC(KKR)24,930,94724,221,521-709,4261,309,3731,356,4050.93%+47,032
INTUITIVE SURGICAL INC0576,872+576,8720197,2560.13%+197,256
PROGYNY INC01,160,120+1,160,120045,6390.03%+45,639
CUMMINS INC(CMI)0835,756+835,7560204,8940.14%+204,894
NORTHERN OIL & GAS INC(NOG)01,284,079+1,284,079044,0700.03%+44,070
BERKSHIRE HATHAWAY INC DEL2,124,3422,049,959-74,383655,933699,0360.48%+43,103
MARKEL GROUP INC(MKL)585,445571,814-13,631747,854790,9230.54%+43,069
HDFC BANK LTD(HDB)01,572,486+1,572,4860109,6020.07%+109,602
WESCO INTL INC(WCC)0699,851+699,8510125,3150.09%+125,315
S&P GLOBAL INC(SPGI)1,259,8241,186,545-73,279434,350475,6740.33%+41,324
ORACLE CORP(ORCL)01,780,694+1,780,6940212,0630.14%+212,063
BROOKFIELD INFRAST PARTNERS
LP INT UNIT
14,635,18814,622,892-12,296494,230533,7360.36%+39,505
CROWN HLDGS INC(CCK)0449,920+449,920039,0850.03%+39,085
CRANE COMPANY(CR)0418,475+418,475037,2940.03%+37,294
OVINTIV INC(OVV)0967,064+967,064036,8160.03%+36,816
HILTON WORLDWIDE HLDGS INC(HLT)9,610,3219,552,904-57,4171,353,8061,390,4250.95%+36,619
NVR INC(NVR)053,123+53,1230337,3640.23%+337,364
CELSIUS HLDGS INC(CELH)0357,866+357,866053,3900.04%+53,390
DISCOVER FINL SVCS02,009,513+2,009,5130234,8120.16%+234,812
HURON CONSULTING GROUP INC(HURN)0397,939+397,939033,7890.02%+33,789
LIVENT CORP03,080,067+3,080,067084,4860.06%+84,486
ARCH CAP GROUP LTD
ORD
6,370,5836,215,668-154,915432,372465,2430.32%+32,871
RADNET INC(RDNT)0993,997+993,997032,4240.02%+32,424
ENTEGRIS INC(ENTG)0641,793+641,793071,1230.05%+71,123
STERIS PLC(STE)01,109,855+1,109,8550249,6930.17%+249,693
EXACT SCIENCES CORP(EXK)01,066,102+1,066,1020100,1070.07%+100,107
TREX CO INC(TREX)0991,246+991,246064,9860.04%+64,986
NATIONAL HEALTH INVS INC(NHI)01,644,999+1,644,999086,2310.06%+86,231
ROCKWELL AUTOMATION INC(ROK)0251,244+251,244082,7720.06%+82,772
SHERWIN WILLIAMS CO(SHW)0718,979+718,9790190,9030.13%+190,903
HOWMET AEROSPACE INC(HWM)0969,497+969,497048,0480.03%+48,048
FASTENAL CO(FAST)8,060,4167,859,881-200,535434,779463,6540.32%+28,876
BERRY GLOBAL GROUP INC0447,750+447,750028,8080.02%+28,808
XPO INC(XPO)0485,000+485,000028,6150.02%+28,615
VAIL RESORTS INC(MTN)1,670,8271,664,284-6,543390,439419,0000.29%+28,561
CHORD ENERGY CORPORATION(CHRD)0393,984+393,984060,5950.04%+60,595
SERVICENOW INC(NOW)0291,226+291,2260163,6600.11%+163,660
DOUBLEVERIFY HLDGS INC(DV)02,290,853+2,290,853089,1600.06%+89,160
JOHNSON & JOHNSON(JNJ)3,392,3683,345,586-46,782525,817553,7610.38%+27,944
DROPBOX INC(DBX)01,030,914+1,030,914027,4940.02%+27,494
CREDO TECHNOLOGY GROUP HOLDI
ORDINARY SHARES
01,583,333+1,583,333027,4550.02%+27,455
BENTLEY SYS INC(BSY)0502,862+502,862027,2700.02%+27,270
MODINE MFG CO(MOD)02,637,589+2,637,589087,0930.06%+87,093
SUPER MICRO COMPUTER INC(SMCI)0186,113+186,113046,3890.03%+46,389
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