PRINCIPAL FINANCIAL GROUP INC

Q4 2024 13F-HR Holdings

Location
Des Moines, IA
Holdings as of
12/31/2024
Date filed
1/31/2025
Form type
13F-HR
Num holdings
2,208
Total value ($000)
$183,435,116
Net value change ($000)
+1,899,961 (1.0%)
New positions
90
Sold out positions
73
Turnover %
2.2%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 10/31/2024 Next filing: 4/28/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IVV 753,245 142.6%
AVGO 630,035 50.9%
AMZN 599,720 16.0%
TSLA 573,321 60.0%
BLK 450,098 NEW
NVDA 408,692 9.4%
DOC 348,839 1861.9%
AAPL 341,285 6.7%
AJG 319,382 128.1%
GOOGL 303,020 16.2%
Top Reduces (Value $000, Stocks/ETFs)
ADBE -642,469 -67.7%
SBAC -597,644 -59.9%
BLK -422,734 -100.0%
ARE -390,357 -70.3%
AMT -343,311 -24.0%
SUI -317,814 -94.5%
PLD -266,425 -17.5%
MCHP -232,569 -34.7%
BDX -209,854 -73.8%
EXR -207,867 -17.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type