test

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
NFLXNetflix Inc
Recent Activity
Increased 13.26%
0.66%
$1.2B
1.693M shares@ $709.28 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -2.12%
0.64%
$1.158B
1.306M shares@ $886.53 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 16.48%
0.63%
$1.149B
2.496M shares@ $460.27 avg price
LLYEli Lilly & Co
Recent Activity
Increased 5.26%
0.59%
$1.071B
1.209M shares@ $885.94 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 11.3%
0.57%
$1.04B
1.779M shares@ $584.69 avg price
AVBAvalonbay Cmntys Inc
Recent Activity
Decreased -3.81%
0.57%
$1.028B
4.563M shares@ $225.25 avg price
ITGartner Inc
Recent Activity
Increased 5.48%
0.56%
$1.014B
2.001M shares@ $506.77 avg price
SBACSba Communications Corp New
Recent Activity
Decreased -1.35%
0.55%
$998.22M
4.147M shares@ $240.7 avg price
TSLATesla Inc
Recent Activity
Increased 5.64%
0.53%
$955.052M
3.65M shares@ $261.64 avg price
ADBEAdobe Inc
Recent Activity
Decreased -7.2%
0.52%
$949.186M
1.833M shares@ $517.79 avg price