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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
ROPRoper Technologies Inc
Recent Activity
Increased 0.18%
0.82%
$1.496B
2.689M shares@ $556.45 avg price
CSGPCostar Group Inc
Recent Activity
Increased 0.09%
0.8%
$1.463B
19.388M shares@ $75.45 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
VMCVulcan Matls Co
Recent Activity
Increased 19.95%
0.73%
$1.332B
5.321M shares@ $250.44 avg price
BROBrown & Brown Inc
Recent Activity
Increased 0.03%
0.73%
$1.327B
12.808M shares@ $103.61 avg price
AVGOBroadcom Inc
Recent Activity
Increased 1019.44%
0.68%
$1.239B
7.182M shares@ $172.51 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 3.24%
0.68%
$1.228B
5.824M shares@ $210.87 avg price
VTRVentas Inc
Recent Activity
Decreased -2.05%
0.67%
$1.21B
18.875M shares@ $64.13 avg price
EXRExtra Space Storage Inc
Recent Activity
Decreased -2.19%
0.67%
$1.21B
6.716M shares@ $180.19 avg price