Fund HoldingsPRINCIPAL FINANCIAL GROUP INC

Total Portfolio Value
$183.44B
Total Bought
$182.07B
Total Sold
$214.69M
Net Transaction
+$181.86B
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
MICROSOFT CORP(MSFT)015,599,352+15,599,35206,575,1273.58%+6,575,127
APPLE INC(AAPL)021,727,015+21,727,01505,440,8792.97%+5,440,879
NVIDIA CORPORATION(NVDA)035,261,512+35,261,51204,735,2682.58%+4,735,268
AMAZON COM INC(AMZN)019,861,019+19,861,01904,357,3092.38%+4,357,309
BROOKFIELD CORP(BN)052,285,987+52,285,98703,003,8161.64%+3,003,816
KKR & CO INC(KKR)018,928,806+18,928,80602,799,7601.53%+2,799,760
TRANSDIGM GROUP INC(TDG)02,126,274+2,126,27402,694,5851.47%+2,694,585
HILTON WORLDWIDE HLDGS INC(HLT)010,391,135+10,391,13502,568,2731.40%+2,568,273
COPART INC(CPRT)038,159,690+38,159,69002,189,9851.19%+2,189,985
ALPHABET INC(GOOG)011,486,549+11,486,54902,174,4041.19%+2,174,404
OREILLY AUTOMOTIVE INC(ORLY)01,792,969+1,792,96902,126,1041.16%+2,126,104
ALPHABET INC(GOOG)010,410,931+10,410,93101,982,6581.08%+1,982,658
META PLATFORMS INC(META)03,345,656+3,345,65601,958,9151.07%+1,958,915
HEICO CORP NEW010,502,755+10,502,75501,954,3531.07%+1,954,353
BROADCOM INC(AVGO)08,061,598+8,061,59801,869,0011.02%+1,869,001
PRINCIPAL EXCHANGE TRADED FD
US MEGA CP ETF
031,076,346+31,076,34601,859,3971.01%+1,859,397
EQUINIX INC(EQIX)01,938,572+1,938,57201,827,8471.00%+1,827,847
VISA INC(V)05,474,710+5,474,71001,730,2280.94%+1,730,228
VULCAN MATLS CO(VMC)06,062,201+6,062,20101,559,3800.85%+1,559,380
TESLA INC(TSLA)03,784,601+3,784,60101,528,3730.83%+1,528,373
WELLTOWER INC(WELL)011,908,639+11,908,63901,500,8710.82%+1,500,871
MASTERCARD INCORPORATED(MA)02,801,602+2,801,60201,475,2400.80%+1,475,240
NETFLIX INC(NFLX)01,590,298+1,590,29801,417,4650.77%+1,417,465
COSTAR GROUP INC(CSGP)019,186,275+19,186,27501,373,5460.75%+1,373,546
ROPER TECHNOLOGIES INC(ROP)02,592,118+2,592,11801,347,5130.73%+1,347,513
JPMORGAN CHASE & CO.(JPM)05,578,586+5,578,58601,337,2430.73%+1,337,243
BROWN & BROWN INC(BRO)012,901,968+12,901,96801,316,2590.72%+1,316,259
ISHARES TR02,177,162+2,177,16201,281,6520.70%+1,281,652
PROLOGIS INC.(PLD)011,873,109+11,873,10901,255,0160.68%+1,255,016
PROGRESSIVE CORP(PGR)05,064,928+5,064,92801,213,6080.66%+1,213,608
COSTCO WHSL CORP NEW(COST)01,261,508+1,261,50801,155,8820.63%+1,155,882
BERKSHIRE HATHAWAY INC DEL02,483,876+2,483,87601,125,8910.61%+1,125,891
VENTAS INC(VTR)018,641,375+18,641,37501,097,8010.60%+1,097,801
AMERICAN TOWER CORP NEW(AMT)05,916,416+5,916,41601,085,1440.59%+1,085,144
AVALONBAY CMNTYS INC04,590,539+4,590,53901,009,7810.55%+1,009,781
EXTRA SPACE STORAGE INC(EXR)06,699,856+6,699,85601,002,3060.55%+1,002,306
CBRE GROUP INC(CBRE)07,601,790+7,601,7900998,0390.54%+998,039
ELI LILLY & CO(LLY)01,291,458+1,291,4580997,0060.54%+997,006
UNITEDHEALTH GROUP INC(UNH)01,952,015+1,952,0150987,4460.54%+987,446
GARTNER INC(IT)02,012,799+2,012,7990975,1410.53%+975,141
MSCI INC(MSCI)01,613,005+1,613,0050967,8200.53%+967,820
MARKEL GROUP INC(MKL)0548,219+548,2190946,3530.52%+946,353
LIVE NATION ENTERTAINMENT IN(LYV)07,302,199+7,302,1990945,6350.52%+945,635
MARTIN MARIETTA MATLS INC(MLM)01,819,744+1,819,7440939,8980.51%+939,898
LIBERTY MEDIA CORP DEL(FWONA)09,487,061+9,487,0610879,0710.48%+879,071
BROOKFIELD INFRAST PARTNERS
LP INT UNIT
026,675,618+26,675,6180848,0180.46%+848,018
INTUIT(INTU)01,324,953+1,324,9530832,7340.45%+832,734
PROCTER AND GAMBLE CO(PG)04,747,160+4,747,1600795,8610.43%+795,861
ARCH CAP GROUP LTD
ORD
08,222,244+8,222,2440759,3240.41%+759,324
TYLER TECHNOLOGIES INC(TYL)01,277,441+1,277,4410736,6240.40%+736,624
FAIR ISAAC CORP(FICO)0365,012+365,0120726,7150.40%+726,715
EXXON MOBIL CORP06,652,866+6,652,8660715,6490.39%+715,649
DOMINOS PIZZA INC(DPZ)01,687,863+1,687,8630708,4980.39%+708,498
VICI PPTYS INC(VICI)024,202,538+24,202,5380706,9620.39%+706,962
CARMAX INC(KMX)08,591,297+8,591,2970702,4250.38%+702,425
DIGITAL RLTY TR INC(DLR)03,950,237+3,950,2370700,4860.38%+700,486
DANAHER CORPORATION(DHR)02,977,046+2,977,0460683,3810.37%+683,381
REGENCY CTRS CORP(REG)09,182,664+9,182,6640678,8730.37%+678,873
CADENCE DESIGN SYSTEM INC(CDNS)02,237,569+2,237,5690672,3000.37%+672,300
BANK AMERICA CORP014,807,802+14,807,8020650,8030.35%+650,803
MERCK & CO INC(MRK)06,502,635+6,502,6350646,8820.35%+646,882
THERMO FISHER SCIENTIFIC INC(TMO)01,216,915+1,216,9150633,0760.35%+633,076
VEEVA SYS INC(VEEV)02,964,025+2,964,0250623,1860.34%+623,186
INVITATION HOMES INC(INVH)019,460,248+19,460,2480622,1410.34%+622,141
AMERICAN HOMES 4 RENT(AMH)015,987,142+15,987,1420598,2320.33%+598,232
GALLAGHER ARTHUR J & CO(AJG)02,003,237+2,003,2370568,6190.31%+568,619
HOME DEPOT INC(HD)01,459,361+1,459,3610567,6770.31%+567,677
ARES MANAGEMENT CORPORATION(ARES)03,201,863+3,201,8630566,8260.31%+566,826
EQUITY RESIDENTIAL(EQR)07,897,863+7,897,8630566,7490.31%+566,749
SALESFORCE INC(CRM)01,687,444+1,687,4440564,1630.31%+564,163
WALMART INC(WMT)06,104,945+6,104,9450551,5820.30%+551,582
MORGAN STANLEY(MS)04,237,185+4,237,1850532,6990.29%+532,699
LINDE PLC(LIN)01,255,549+1,255,5490525,6610.29%+525,661
AUTODESK INC01,763,761+1,763,7610521,3150.28%+521,315
YUM CHINA HLDGS INC(YUMC)010,397,321+10,397,3210500,8410.27%+500,841
JOHNSON & JOHNSON(JNJ)03,431,982+3,431,9820496,3330.27%+496,333
ABBOTT LABS04,294,472+4,294,4720485,7480.26%+485,748
BROOKFIELD ASSET MANAGMT LTD(BAM)08,930,366+8,930,3660483,9630.26%+483,963
PRINCIPAL EXCHANGE TRADED FD
PRIN U S SMALL
09,428,714+9,428,7140482,9060.26%+482,906
SCHWAB CHARLES CORP(SCHW)06,370,445+6,370,4450471,4770.26%+471,477
COCA COLA CO(KO)07,517,298+7,517,2980468,0270.26%+468,027
FASTENAL CO(FAST)06,423,020+6,423,0200461,8790.25%+461,879
BLACKROCK INC(BLK)0439,072+439,0720450,0980.25%+450,098
PARKER-HANNIFIN CORP(PH)0699,730+699,7300445,0500.24%+445,050
ABBVIE INC(ABBV)02,465,803+2,465,8030438,1730.24%+438,173
MICROCHIP TECHNOLOGY INC.(MCHP)07,638,536+7,638,5360438,0700.24%+438,070
NVR INC(NVR)053,538+53,5380437,8820.24%+437,882
TRANE TECHNOLOGIES PLC(TT)01,177,456+1,177,4560434,8940.24%+434,894
ESSEX PPTY TR INC(ESS)01,494,298+1,494,2980426,5320.23%+426,532
LENNAR CORP(LEN)03,123,325+3,123,3250425,9280.23%+425,928
HYATT HOTELS CORP(H)02,694,357+2,694,3570422,9600.23%+422,960
PNC FINL SVCS GROUP INC(PNC)02,173,924+2,173,9240419,2410.23%+419,241
T-MOBILE US INC(TMUS)01,891,472+1,891,4720417,5050.23%+417,505
CHEVRON CORP NEW(CVX)02,875,164+2,875,1640416,4390.23%+416,439
COUSINS PPTYS INC(CUZ)013,491,300+13,491,3000413,3750.23%+413,375
NEXTERA ENERGY INC(NEE)05,656,964+5,656,9640405,5480.22%+405,548
EQUITY LIFESTYLE PPTYS INC(ELS)06,070,817+6,070,8170404,3190.22%+404,319
SBA COMMUNICATIONS CORP NEW(SBAC)01,965,522+1,965,5220400,5760.22%+400,576
REXFORD INDL RLTY INC(REXR)010,287,184+10,287,1840397,7070.22%+397,707
DEERE & CO(DE)0929,815+929,8150393,9630.21%+393,963
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