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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
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
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
USMCPrincipal Exchange Traded Fd
Recent Activity
Decreased -4.34%
1.05%
$1.921B
33.692M shares@ $57.01 avg price
WELLWelltower Inc
Recent Activity
Decreased -2.12%
0.86%
$1.559B
12.175M shares@ $128.03 avg price
PLDPrologis Inc.
Recent Activity
Decreased -1.77%
0.84%
$1.521B
12.048M shares@ $126.28 avg price
AMTAmerican Tower Corp New
Recent Activity
Decreased -30%
0.78%
$1.428B
6.142M shares@ $232.56 avg price
PGRProgressive Corp
Recent Activity
Decreased -12.76%
0.75%
$1.363B
5.369M shares@ $253.77 avg price