PRINCIPAL FINANCIAL GROUP INC
Q4 2021 13F-HR Holdings
Net value change ($000)
+14,184,493
(9.3%)
New positions
162
Sold out positions
211
Turnover %
1.5%
Sector allocation + QoQ delta (equities-only)
Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown
Snapshot: Change Analysis
Compared to Q3 2021
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)
| USMC | 1,560,090 | 4456.1% |
| PSC | 1,161,769 | 5218.6% |
| AAPL | 709,174 | 21.4% |
| MSFT | 706,275 | 16.5% |
| IG | 459,267 | NEW |
| PLD | 448,374 | 33.1% |
| NVDA | 436,485 | 38.4% |
| EXR | 289,387 | 38.0% |
| TSLA | 282,085 | 34.1% |
| KKR | 233,880 | 17.3% |
Top Reduces (Value $000, Stocks/ETFs)
| CoreSite Realty Corp | -275,872 | -100.0% |
| PYPL | -252,379 | -26.1% |
| IHS Markit Ltd. | -172,108 | -70.2% |
| CyrusOne Holdco LLC | -155,971 | -66.3% |
| CACC | -131,151 | -33.6% |
| V | -117,858 | -10.8% |
| WIX | -110,623 | -19.1% |
| QSR | -107,279 | -94.3% |
| CIMAREX ENERGY CO | -103,867 | -100.0% |
| SPGI | -93,435 | -23.3% |
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.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
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