Number of Shares
322,928.00
Current Holdings Value*
$172.20 Mil
% of Portfolio
2.06%
Total Estimate Gain
$85.62 Mil
% of Total Estimate Gain
72.59%

LargeCap S&P 500 Index Fund's Berkshire Hathaway Inc Holding Summary

As of 2025-04-30, PRINCIPAL FUNDS INC held 322,928.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $172.20 Mil. This investment constitutes 2.06% of their stock portfolio, and PRINCIPAL FUNDS INC now holds 0.01% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2019Q4. And since then LargeCap S&P 500 Index Fund has made 9 purchases of BRK.B, at an average price of $221.85, for a total of 531,677.00 shares. In addition, there have been 12 sales at an average price of $239.05 for 208,749.00 shares. Based on historical transaction data and BRK.B's current price of $475.86, LargeCap S&P 500 Index Fund's estimated gain on his BRK.B holdings is $85.62 Mil, reflecting a 72.59% gain to date.

LargeCap S&P 500 Index Fund BRK.B ($475.86) Holding Chart

LargeCap S&P 500 Index Fund BRK.B ($475.86) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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