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Compare Managers

Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.

Principal Financial Group Inc ⇄ New York State Common Retirement Fund

60Shared positions
57.7%Name overlap (Jaccard)
15+Only Principal…
15+Only New York…

Shared holdings · Q2 2026

SecurityPrincipal Financial… weightNew York State… weight
NVDA NVIDIA Corporation 3.8% 6.3%
AAPL Apple Inc. 3.0% 6.0%
MSFT Microsoft Corporation 2.5% 4.0%
AMZN Amazon.com, Inc. 2.0% 3.4%
GOOGL Alphabet Inc. 1.8% 3.0%
AVGO Broadcom Inc. 1.6% 2.4%
GOOG Alphabet Inc. 1.2% 2.4%
META Meta Platforms, Inc. 1.1% 1.7%
MU Micron Technology, Inc. 0.9% 1.7%
TSLA Tesla, Inc. 0.8% 1.6%
LLY Eli Lilly and Company 0.7% 1.3%
JPM JPMorgan Chase & Co. 0.8% 1.2%
AMD Advanced Micro Devices… 0.6% 1.3%
BRK-B Berkshire Hathaway Inc. 0.6% 1.2%
V Visa Inc. 0.8% 0.8%
JNJ Johnson & Johnson 0.4% 0.9%
WELL Welltower Inc. 1.1% 0.2%
TDG TransDigm Group… 1.1% 0.1%
INTC Intel Corp. 0.4% 0.8%
MA Mastercard Incorporated 0.6% 0.6%
LRCX Lam Research Corporation 0.4% 0.7%
AMAT Applied Materials, Inc. 0.4% 0.8%
EQIX Equinix, Inc. 1.0% 0.1%
XONA.DE Exxon Mobil Corporation 0.4% 0.7%
COST Costco Wholesale… 0.5% 0.6%
WMT Walmart Inc. 0.3% 0.7%
CAT Caterpillar Inc. 0.3% 0.7%
HLT Hilton Worldwide Holdings… 0.9% 0.1%
HEI-A HEICO Corporation 1.0% 0.0%
CSCO Cisco Systems, Inc. 0.3% 0.7%
KKR KKR & Co. Inc. 0.9% 0.1%
ABBV AbbVie Inc. 0.3% 0.6%
GE GE Aerospace 0.4% 0.6%
BAC Bank of America… 0.4% 0.5%
LYV Live Nation… 0.9% 0.0%
TSM Taiwan Semiconductor… 0.5% 0.4%
PLD Prologis, Inc. 0.7% 0.2%
KLAC KLA Corporation 0.3% 0.6%
KO The Coca-Cola Company 0.3% 0.5%
VMC Vulcan Materials Company 0.8% 0.0%
PG The Procter & Gamble… 0.3% 0.5%
UNH UnitedHealth Group… 0.3% 0.5%
NFLX Netflix, Inc. 0.4% 0.4%
MRK Merck & Co., Inc. 0.3% 0.5%
CBRE CBRE Group, Inc. 0.7% 0.1%
ORLY O'Reilly Automotive, Inc. 0.6% 0.1%
HD The Home Depot, Inc. 0.2% 0.5%
MS Morgan Stanley 0.3% 0.4%
GEV GE Vernova Inc. 0.2% 0.4%
SNDK Sandisk Corporation 0.2% 0.4%
VTR Ventas, Inc. 0.6% 0.0%
ENTG Entegris, Inc. 0.5% 0.1%
MLM Martin Marietta… 0.6% 0.0%
CVX Chevron Corporation 0.3% 0.4%
GS The Goldman Sachs Group… 0.2% 0.4%
PANW Palo Alto Networks, Inc. 0.2% 0.4%
AMT American Tower Corporation 0.5% 0.1%
APH Amphenol Corporation 0.3% 0.3%
C Citigroup Inc. 0.2% 0.3%
IBM International Business… 0.1% 0.4%

Distinctively Principal Financial…

USMC Principal U.S.… 1.2%
BN Brookfield Corporation 1.2%
IVV iShares Core S&P 500… 0.9%
LCAP Principal Capital… 0.8%
TECK Teck Resources Limited 0.7%
PSC Principal U.S.… 0.4%
PIEQ Principal… 0.4%
BIP Brookfield… 0.4%
SU Suncor Energy Inc. 0.4%
VALE Vale S.A. 0.2%
BEP Brookfield Renewable… 0.2%
PREF Principal Spectrum… 0.1%
USHY iShares Broad USD… 0.1%
BXDC 0.1%
PAVE Global X - U.S.… 0.1%

Distinctively New York State Common…

MDGL Madrigal… 0.1%
BPOP Popular, Inc. 0.1%
BP BP p.l.c. 0.1%
SNOW Snowflake Inc. 0.1%
IONS Ionis… 0.1%
ALAB Astera Labs, Inc.… 0.0%
ITUB Itaú Unibanco Holding… 0.0%
ERIC Telefonaktiebolaget… 0.0%
FMX Fomento Económico… 0.0%
RKLB Rocket Lab USA, Inc. 0.0%
XP XP Inc. 0.0%
MGRC McGrath RentCorp 0.0%
ATKR Atkore Inc. 0.0%
RBRK Rubrik, Inc. 0.0%
WTTR Select Water… 0.0%
Provenance: Overlap computed live from both managers' parsed common-stock positions for Q2 2026. Reported longs only — hedges and non-13F assets are invisible. Methodology