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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 ⇄ Universal- Beteiligungs- und Servicegesellschaft mbH

60Shared positions
69.6%Name overlap (Jaccard)
15+Only Principal…
15+Only Universal-…

Shared holdings · Q2 2026

SecurityPrincipal Financial… weightUniversal-… weight
NVDA NVIDIA Corporation 3.8% 6.5%
AAPL Apple Inc. 3.0% 4.9%
MSFT Microsoft Corporation 2.5% 3.8%
GOOGL Alphabet Inc. 1.8% 3.6%
AMZN Amazon.com, Inc. 2.0% 3.4%
AVGO Broadcom Inc. 1.6% 2.2%
GOOG Alphabet Inc. 1.2% 2.0%
META Meta Platforms, Inc. 1.1% 1.7%
MU Micron Technology, Inc. 0.9% 1.8%
AMD Advanced Micro Devices… 0.6% 1.6%
TSLA Tesla, Inc. 0.8% 1.2%
V Visa Inc. 0.8% 1.1%
LLY Eli Lilly and Company 0.7% 1.1%
JPM JPMorgan Chase & Co. 0.8% 0.9%
WELL Welltower Inc. 1.1% 0.4%
MA Mastercard Incorporated 0.6% 0.8%
AMAT Applied Materials, Inc. 0.4% 1.0%
LRCX Lam Research Corporation 0.4% 0.9%
EQIX Equinix, Inc. 1.0% 0.3%
JNJ Johnson & Johnson 0.4% 0.9%
BRK-B Berkshire Hathaway Inc. 0.6% 0.7%
TDG TransDigm Group… 1.1% 0.1%
CSCO Cisco Systems, Inc. 0.3% 0.8%
HLT Hilton Worldwide Holdings… 0.9% 0.1%
PLD Prologis, Inc. 0.7% 0.3%
INTC Intel Corp. 0.4% 0.6%
COST Costco Wholesale… 0.5% 0.5%
HEI-A HEICO Corporation 1.0% 0.0%
WMT Walmart Inc. 0.3% 0.6%
LYV Live Nation… 0.9% 0.0%
KKR KKR & Co. Inc. 0.9% 0.0%
NFLX Netflix, Inc. 0.4% 0.5%
ABBV AbbVie Inc. 0.3% 0.6%
KLAC KLA Corporation 0.3% 0.6%
LIN Linde plc 0.2% 0.7%
VMC Vulcan Materials Company 0.8% 0.1%
BAC Bank of America… 0.4% 0.4%
PG The Procter & Gamble… 0.3% 0.5%
CAT Caterpillar Inc. 0.3% 0.5%
XONA.DE Exxon Mobil Corporation 0.4% 0.4%
KO The Coca-Cola Company 0.3% 0.4%
ORLY O'Reilly Automotive, Inc. 0.6% 0.1%
VTR Ventas, Inc. 0.6% 0.1%
PANW Palo Alto Networks, Inc. 0.2% 0.5%
CBRE CBRE Group, Inc. 0.7% 0.0%
GE GE Aerospace 0.4% 0.3%
UNH UnitedHealth Group… 0.3% 0.4%
MRK Merck & Co., Inc. 0.3% 0.4%
MS Morgan Stanley 0.3% 0.4%
APH Amphenol Corporation 0.3% 0.4%
MLM Martin Marietta… 0.6% 0.0%
DLR Digital Realty Trust, Inc. 0.3% 0.3%
WDC Western Digital… 0.2% 0.4%
AMT American Tower Corporation 0.5% 0.1%
HD The Home Depot, Inc. 0.2% 0.4%
SPOT Spotify Technology S.A. 0.4% 0.2%
MRVL Marvell Technology, Inc. 0.2% 0.4%
IBM International Business… 0.1% 0.4%
GEV GE Vernova Inc. 0.2% 0.3%
ENTG Entegris, Inc. 0.5% 0.0%

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%
TSM Taiwan Semiconductor… 0.5%
PSC Principal U.S.… 0.4%
PIEQ Principal… 0.4%
BIP Brookfield… 0.4%
SU Suncor Energy Inc. 0.4%
BAM Brookfield Asset… 0.3%
ICLR ICON Public Limited… 0.3%
VALE Vale S.A. 0.2%
NICE NICE Ltd. 0.2%
BEP Brookfield Renewable… 0.2%

Distinctively Universal-…

BRK-A Berkshire Hathaway… 0.2%
SNOW Snowflake Inc. 0.1%
AMRZ Amrize Ltd 0.1%
STLA Stellantis N.V. 0.0%
ALAB Astera Labs, Inc.… 0.0%
AFRM Affirm Holdings, Inc. 0.0%
RKLB Rocket Lab USA, Inc. 0.0%
IONS Ionis… 0.0%
WULF TeraWulf Inc. 0.0%
RIVN Rivian Automotive… 0.0%
ALSN Allison Transmission… 0.0%
PDM Piedmont Office… 0.0%
BPOP Popular, Inc. 0.0%
HEI HEICO Corporation 0.0%
RBLX Roblox Corporation 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