Titelia

Fund shareholders of Principal Financial Group Inc

ISIN US74251V1026 · United States · LEI CUMYEZJOAF02RYZ1JJ85

Fund shareholders
628
Of which ETFs
223 405 other funds
Value held
≈ 7.5B $ 7.4B $ · 666.6M SEK · 17.8M €
Share of capital
32.1 % of 214.1M shares on Jul 22, 2026

628 funds hold this company. This table lists the 623 that declare it in a regulatory filing. The other 5 publish their holdings in their own reports. The “Fund reports” tab lists them, with their weight.

FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 6,857,300739.1M $0.03 %3.20 %as of Jun 30, 2026 ↗
Income Fund of America Income Fund of America 6,000,000682.2M $0.46 %2.80 %as of Jul 31, 2026 ↗
VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS 5,092,121548.8M $0.03 %2.38 %as of Jun 30, 2026 ↗
Schwab U.S. Dividend Equity ETF SCHWAB STRATEGIC TRUST 4,725,709489.7M $0.52 %2.21 %as of May 31, 2026 ↗
VANGUARD MID-CAP INDEX FUND VANGUARD INDEX FUNDS 4,680,236504.4M $0.23 %2.19 %as of Jun 30, 2026 ↗
iShares Select Dividend ETF iShares Trust 2,792,796317.5M $1.35 %1.30 %as of Jul 31, 2026 ↗
iShares Core S&P 500 ETF iShares Trust 2,703,550291.4M $0.03 %1.26 %as of Jun 30, 2026 ↗
Fidelity 500 Index Fund Fidelity Concord Street Trust 2,531,693262.3M $0.03 %1.18 %as of May 31, 2026 ↗
VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS 2,054,169221.4M $0.09 %0.96 %as of Jun 30, 2026 ↗
Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust 1,706,272194M $0.20 %0.80 %as of Jul 31, 2026 ↗
VANGUARD MID-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 1,387,412149.5M $0.40 %0.65 %as of Jun 30, 2026 ↗
State Street(R) Financial Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST 1,329,380143.3M $0.28 %0.62 %as of Jun 30, 2026 ↗
THE U.S. LARGE CAP VALUE SERIES DFA INVESTMENT TRUST CO 1,310,318149M $0.48 %0.61 %as of Jul 31, 2026 ↗
VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS 1,112,190126.5M $0.10 %0.52 %as of Jul 31, 2026 ↗
VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 1,066,776115M $0.03 %0.50 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF SPDR SERIES TRUST 966,852104.2M $1.41 %0.45 %as of Jun 30, 2026 ↗
iShares Russell Mid-Cap ETF iShares Trust 881,20495M $0.17 %0.41 %as of Jun 30, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 862,11298M $0.10 %0.40 %as of Jul 31, 2026 ↗
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 810,91692.2M $0.18 %0.38 %as of Jul 31, 2026 ↗
iShares Core Dividend Growth ETF iShares Trust 603,20468.6M $0.16 %0.28 %as of Jul 31, 2026 ↗
Invesco S&P 500 Low Volatility ETF Invesco Exchange-Traded Fund Trust II 587,65160.9M $0.88 %0.27 %as of May 31, 2026 ↗
Invesco S&P 500 High Dividend Low Volatility ETF Invesco Exchange-Traded Fund Trust II 527,28154.6M $1.69 %0.25 %as of May 31, 2026 ↗
iShares Russell 1000 Value ETF iShares Trust 478,95351.6M $0.06 %0.22 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST 468,86650.5M $0.03 %0.22 %as of Jun 30, 2026 ↗
Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST 440,39650.1M $0.03 %0.21 %as of Jul 31, 2026 ↗
Avantis U.S. Large Cap Value ETF American Century ETF Trust 401,56041.6M $0.32 %0.19 %as of May 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 373,95538.7M $0.03 %0.17 %as of May 31, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 355,36136.8M $0.27 %0.17 %as of May 31, 2026 ↗
AP7 Aktiefond Sjunde AP-fonden 352,857302.9M SEK0.02 %0.16 %as of Mar 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 343,33039M $0.08 %0.16 %as of Jul 31, 2026 ↗
iShares Russell Mid-Cap Value ETF iShares Trust 329,14835.5M $0.23 %0.15 %as of Jun 30, 2026 ↗
iShares S&P 500 Value ETF iShares Trust 323,15934.8M $0.07 %0.15 %as of Jun 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 301,84631.3M $0.03 %0.14 %as of May 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 285,99632.5M $0.08 %0.13 %as of Jul 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 259,42928M $0.03 %0.12 %as of Jun 30, 2026 ↗
VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS 252,28827.2M $0.04 %0.12 %as of Jun 30, 2026 ↗
AQR Long-Short Equity Fund AQR Funds 249,39126.9M $0.34 %0.12 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 241,42527.5M $0.07 %0.11 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST 239,14625.8M $0.07 %0.11 %as of Jun 30, 2026 ↗
Victory Income Stock Fund Victory Portfolios III 218,84324.9M $0.87 %0.10 %as of Jul 31, 2026 ↗
Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST 209,44221.7M $0.03 %0.10 %as of May 31, 2026 ↗
Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST 200,02920.7M $0.08 %0.09 %as of May 31, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 189,83719.7M $0.13 %0.09 %as of May 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 189,76021.6M $0.02 %0.09 %as of Jul 31, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 181,44420.6M $0.13 %0.08 %as of Jul 31, 2026 ↗
S&P 500 Index Master Portfolio Master Investment Portfolio 178,64919.3M $0.03 %0.08 %as of Jun 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 176,86320.1M $0.03 %0.08 %as of Jul 31, 2026 ↗
iShares ESG Aware MSCI USA ETF iShares Trust 171,15117.7M $0.10 %0.08 %as of May 31, 2026 ↗
iShares Core S&P U.S. Value ETF iShares Trust 169,76018.3M $0.07 %0.08 %as of Jun 30, 2026 ↗
MFS Core Equity Fund MFS SERIES TRUST I 160,26216.6M $0.26 %0.07 %as of May 31, 2026 ↗
MFS Total Return Fund MFS Series Trust V 152,82916.5M $0.22 %0.07 %as of Jun 30, 2026 ↗
Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 149,37115.5M $0.22 %0.07 %as of May 31, 2026 ↗
iShares Russell 1000 ETF iShares Trust 148,85816M $0.03 %0.07 %as of Jun 30, 2026 ↗
iShares U.S. Financials ETF iShares Trust 145,06316.5M $0.37 %0.07 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 138,60314.4M $0.07 %0.06 %as of May 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 135,82914.1M $0.01 %0.06 %as of May 31, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 131,17013.6M $0.05 %0.06 %as of May 31, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 124,95513.5M $0.03 %0.06 %as of Jun 30, 2026 ↗
T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. 122,80713.2M $0.03 %0.06 %as of Jun 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 119,52313.6M $0.03 %0.06 %as of Jul 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 117,36812.6M $0.02 %0.05 %as of Jun 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 117,31812.2M $0.03 %0.05 %as of May 31, 2026 ↗
Touchstone Funds Group Trust-Touchstone Dividend Equity Fund Touchstone Funds Group Trust 114,52112.3M $0.50 %0.05 %as of Jun 30, 2026 ↗
Dimensional US Large Cap Value ETF Dimensional ETF Trust 113,09912.9M $0.19 %0.05 %as of Jul 31, 2026 ↗
VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND 112,85611.7M $0.04 %0.05 %as of May 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 111,51411.6M $0.09 %0.05 %as of May 31, 2026 ↗
iShares MSCI USA Value Factor ETF iShares Trust 110,67012.6M $0.14 %0.05 %as of Jul 31, 2026 ↗
John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust 108,83611.7M $0.20 %0.05 %as of Jun 30, 2026 ↗
VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS 107,08211.5M $0.04 %0.05 %as of Jun 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 106,98612.2M $0.03 %0.05 %as of Jul 31, 2026 ↗
Invesco S&P 500 Pure Value ETF Invesco Exchange-Traded Fund Trust 104,20411.8M $0.71 %0.05 %as of Jul 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 103,33111.1M $0.03 %0.05 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST 102,37711.6M $0.09 %0.05 %as of Jul 31, 2026 ↗
Franklin U.S. Mid Cap Multifactor Index ETF Franklin Templeton ETF Trust 100,17010.8M $0.70 %0.05 %as of Jun 30, 2026 ↗
Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST 99,99410.4M $0.07 %0.05 %as of May 31, 2026 ↗
Victory Market Neutral Income Fund Victory Portfolios II 99,19310.7M $0.33 %0.05 %as of Jun 30, 2026 ↗
Nationwide Large Cap Equity Portfolio Nationwide Mutual Funds 97,78011.1M $0.44 %0.05 %as of Jul 31, 2026 ↗
Victory Growth & Income Fund Victory Portfolios III 95,40510.8M $0.47 %0.04 %as of Jul 31, 2026 ↗
iShares U.S. Insurance ETF iShares Trust 92,70710M $2.37 %0.04 %as of Jun 30, 2026 ↗
Federated Hermes U.S. Strategic Dividend ETF Federated Hermes ETF Trust 92,38110.5M $1.19 %0.04 %as of Jul 31, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 88,83810.1M $0.12 %0.04 %as of Jul 31, 2026 ↗
Cambria Shareholder Yield ETF Cambria ETF Trust 88,03210M $1.01 %0.04 %as of Jul 31, 2026 ↗
AQR Equity Market Neutral Fund AQR Funds 87,1649.4M $0.33 %0.04 %as of Jun 30, 2026 ↗
Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST 86,0599.3M $0.03 %0.04 %as of Jun 30, 2026 ↗
College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund 85,0479.2M $0.03 %0.04 %as of Jun 30, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 84,5589.6M $0.07 %0.04 %as of Jul 31, 2026 ↗
VictoryShares US EQ Income Enhanced Volatility Wtd ETF Victory Portfolios II 80,4418.7M $1.21 %0.04 %as of Jun 30, 2026 ↗
FlexShares Quality Dividend Index Fund FlexShares Trust 80,1149.1M $0.41 %0.04 %as of Jul 31, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 79,5959M $0.09 %0.04 %as of Jul 31, 2026 ↗
Invesco S&P 500 Revenue ETF Invesco Exchange-Traded Fund Trust II 78,7148.2M $0.09 %0.04 %as of May 31, 2026 ↗
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 78,3348.9M $0.07 %0.04 %as of Jul 31, 2026 ↗
State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST 76,6658.3M $0.03 %0.04 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Insurance ETF SPDR SERIES TRUST 74,9968.1M $1.77 %0.04 %as of Jun 30, 2026 ↗
MID-CAP INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 73,7738M $0.23 %0.03 %as of Jun 30, 2026 ↗
Multi-Manager Value Strategies Fund Columbia Funds Series Trust II 72,8847.6M $0.13 %0.03 %as of May 31, 2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 72,2468.2M $0.07 %0.03 %as of Jul 31, 2026 ↗
iShares MSCI ACWI ETF iShares Trust 70,0788M $0.02 %0.03 %as of Jul 31, 2026 ↗
WisdomTree U.S. LargeCap Dividend Fund WisdomTree Trust 69,7697.5M $0.12 %0.03 %as of Jun 30, 2026 ↗
Nuveen ESG Mid-Cap Value ETF NuShares ETF Trust 67,9547.7M $1.74 %0.03 %as of Jul 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 67,1747.6M $0.04 %0.03 %as of Jul 31, 2026 ↗

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Funds that publish their own holdings

FundWeight in fund
BNP Paribas Funds Responsible US Multi-Factor Equity BNP Paribas Asset Management Luxembourg 1.06 %as of Dec 31, 2025 ↗
BNP Paribas Funds Sustainable Global Multi-Factor Equity BNP Paribas Asset Management Luxembourg 0.45 %as of Dec 31, 2025 ↗
Pictet - Quest AI-Driven Global Equities Pictet Asset Management (Europe) S.A. 0.11 %as of Sep 30, 2025 ↗
Amundi Dynamique Climat Amundi Asset Management 0.03 %as of Sep 30, 2025 ↗
Pictet - USA Index Pictet Asset Management (Europe) S.A. 0.03 %as of Sep 30, 2025 ↗

The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Sound Equity Dividend Income ETF Tidal Trust I 3.61 %as of May 31, 2026 ↗
Invesco Dorsey Wright Financial Momentum ETF Invesco Exchange-Traded Fund Trust 3.27 %as of Jul 31, 2026 ↗
Harbor AlphaEdge Large Cap Value ETF Harbor ETF Trust 3.05 %as of Jul 31, 2026 ↗
DEAN EQUITY INCOME FUND Unified Series Trust 2.89 %as of Jun 30, 2026 ↗
iShares U.S. Insurance ETF iShares Trust 2.37 %as of Jun 30, 2026 ↗
AAM S&P 500 High Dividend Value ETF ETF Series Solutions 2.23 %as of Jul 31, 2026 ↗
O'Shaughnessy Market Leaders Value Fund Advisors Series Trust 2.23 %as of Jul 31, 2026 ↗
Chase Growth Fund Advisors Series Trust 2.20 %as of Jun 30, 2026 ↗
Global X S&P 500 Quality Dividend ETF GLOBAL X FUNDS 2.06 %as of May 31, 2026 ↗
Cambria LargeCap Shareholder Yield ETF Cambria ETF Trust 2.00 %as of Jul 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3575-167,905,745+7.3 %
2026Q2576+2363,285,053+7.7 %
2026Q1553-2358,782,776-2.4 %
2025Q4576-460,210,169-1.6 %
2025Q3580+661,168,542-1.2 %
2025Q2574+3361,905,047+0.8 %
2025Q1541-3461,426,581-7.5 %
2024Q4575-666,411,039-2.1 %
2024Q3581+2367,831,790+1.8 %
2024Q2558+3066,634,547+1.2 %
2024Q1528-2865,851,256-10.3 %
2023Q455673,442,547

Institutional managers

895 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.20,322,3581.8B $as of Mar 31, 2026
NIPPON LIFE INSURANCE CO18,137,0001.6M $as of Mar 31, 2026
STATE STREET CORP10,179,842917.3M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/8,819,452794.7M $as of Mar 31, 2026
Capital World Investors6,026,881543.1M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC5,923,936533.8M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC5,660,667508.2M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP3,886,509350.2M $as of Mar 31, 2026
Invesco Ltd.3,541,982319.2M $as of Mar 31, 2026
NORTHERN TRUST CORP3,333,706300.4M $as of Mar 31, 2026
MORGAN STANLEY3,006,287270.9M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC2,754,277248.2M $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC2,456,733220.6M $as of Mar 31, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,971,575177.7M $as of Mar 31, 2026
Legal & General Group Plc1,694,596152.7M $as of Mar 31, 2026
DEUTSCHE BANK AG\1,383,643124.7M $as of Mar 31, 2026
Bank of New York Mellon Corp1,190,553107.3M $as of Mar 31, 2026
JPMORGAN CHASE & CO1,189,593105M $as of Mar 31, 2026
UBS Group AG1,166,730105.1M $as of Mar 31, 2026
Amundi1,151,817103.8M $as of Mar 31, 2026
AustralianSuper Pty Ltd937,47384.5M $as of Mar 31, 2026
ROYAL BANK OF CANADA877,64579.1M $as of Mar 31, 2026
HSBC HOLDINGS PLC780,74370.4M $as of Mar 31, 2026
LPL Financial LLC728,46465.6M $as of Mar 31, 2026
VICTORY CAPITAL MANAGEMENT INC727,92465.6M $as of Mar 31, 2026

Funds holding the debt of Principal Financial Group Inc

196 funds declare 429 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
VANGUARD TOTAL BOND MARKET II INDEX FUND849.8M $as of Jun 30, 2026
VANGUARD TOTAL BOND MARKET INDEX FUND842M $as of Jun 30, 2026
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND121.4M $as of May 31, 2026
iShares Core U.S. Aggregate Bond ETF919.4M $as of May 31, 2026
Dimensional Ultrashort Fixed Income ETF216.2M $as of Jul 31, 2026
VANGUARD ULTRA-SHORT-TERM BOND FUND115.8M $as of Jul 31, 2026
VANGUARD SHORT-TERM INVESTMENT-GRADE FUND214M $as of Jul 31, 2026
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND113.2M $as of May 31, 2026
Federated Hermes Total Return Bond Fund112M $as of May 31, 2026
Dimensional Short-Duration Fixed Income ETF310.3M $as of Jul 31, 2026
VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND19.7M $as of Jul 31, 2026
iShares 1-5 Year Investment Grade Corporate Bond ETF39.2M $as of May 31, 2026
College Retirement Equities Fund - Responsible Balanced Account19.1M $as of Jun 30, 2026
Dimensional Core Fixed Income ETF69M $as of Jul 31, 2026
Baird Core Plus Bond Fund18.9M $as of Jun 30, 2026
VANGUARD LONG-TERM CORPORATE BOND INDEX FUND68.4M $as of May 31, 2026
AB Ultra Short Income ETF17.3M $as of May 31, 2026
iShares Broad USD Investment Grade Corporate Bond ETF107.3M $as of May 31, 2026
Fidelity U.S. Bond Index Fund26.5M $as of May 31, 2026
Avantis Core Fixed Income ETF16.3M $as of May 31, 2026
iShares Core Universal USD Bond ETF105.9M $as of Jul 31, 2026
iShares iBonds Dec 2029 Term Corporate ETF15.2M $as of Jul 31, 2026
iShares 5-10 Year Investment Grade Corporate Bond ETF25M $as of May 31, 2026
Baird Intermediate Bond Fund15M $as of Jun 30, 2026
iShares iBonds Dec 2026 Term Corporate ETF14.8M $as of Jul 31, 2026
Cite this page

Titelia. "Fund shareholders of Principal Financial Group Inc". https://titelia.com/en/stocks/principal-financial-group-inc-US74251V1026