Long-term investor
Principal Financial Group Inc. @principalfinancialgroupi
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001126328).
Record
- Tracked since 2025-06-30 (448 days), 30 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +7.4% · all +7.4%
- Max drawdown n/a · win rate 36% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 3.8% · long · since 2025-06-30
- AAPL · 3.0% · long · since 2025-06-30
- MSFT · 2.5% · long · since 2025-06-30
- AMZN · 2.0% · long · since 2025-06-30
- GOOGL · 1.8% · long · since 2025-06-30
- AVGO · 1.6% · long · since 2025-06-30
- 02079K107 · 1.2% · long · since 2025-06-30
- 74255Y870 · 1.2% · long · since 2025-06-30
- 11271J107 · 1.2% · long · since 2025-06-30
- META · 1.1% · long · since 2025-06-30
- TDG · 1.1% · long · since 2025-06-30
- WELL · 1.1% · long · since 2025-06-30