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Jill Hittner

@Principal Financial Group Inc

Latest period2024 - Q3ReportedManaged Assets$183.191BTotal holdings2222
Assets growth rate8.79%Assets growth rate (2-Q avg)3.89%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Principal Financial Group Inc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 2222 positions.

Assets under management

The assets under management (AUM) of Principal Financial Group Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 183.191B in assets, with a quarterly growth rate of 8.79% and a 2-quarter average growth rate of 3.89%. The portfolio is managed by Jill Hittner, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MSFTMicrosoft Corp
Recent Activity
Increased 3.32%
3.68%
$6.735B
15.651M shares@ $430.31 avg price
AAPLApple Inc
Recent Activity
Increased 7.77%
2.79%
$5.1B
21.887M shares@ $233.01 avg price
NVDANvidia Corporation
Recent Activity
Increased 3.75%
2.37%
$4.327B
35.627M shares@ $121.45 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 5.14%
2.06%
$3.758B
20.166M shares@ $186.34 avg price
BNBrookfield Corp
Recent Activity
Decreased -2.9%
1.72%
$3.141B
59.092M shares@ $53.16 avg price
TDGTransdigm Group Inc
Recent Activity
Decreased -2.94%
1.52%
$2.77B
1.941M shares@ $1427.13 avg price
KKRKkr & Co Inc
Recent Activity
Decreased -4.99%
1.48%
$2.701B
20.687M shares@ $130.59 avg price
HLTHilton Worldwide Hldgs Inc
Recent Activity
Increased 15.33%
1.36%
$2.479B
10.756M shares@ $230.51 avg price
HEI.AHeico Corp New
Recent Activity
Decreased -0.87%
1.18%
$2.161B
10.606M shares@ $203.77 avg price
ORLYOreilly Automotive Inc
Recent Activity
Decreased -1.39%
1.15%
$2.102B
1.825M shares@ $1151.61 avg price