Titelia

Fund shareholders of Principal Financial Group Inc

ISIN US74251V1026 · United States · LEI CUMYEZJOAF02RYZ1JJ85

Fund shareholders
627
Of which ETFs
220 407 other funds
Value held
6B $ 666.6M SEK · 17.8M €
Share of capital
29.9 % of 214.1M shares on Jul 22, 2026

627 funds hold this company: 624 declare it in a regulatory filing, and this table serves those page by page; 3 more are read from the reports their funds publish, and are not in it.

FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 6,877,399619.7M $0.03 %3.21 %as of Mar 31, 2026 ↗
Income Fund of America Income Fund of America 6,000,000605.5M $0.41 %2.80 %as of Apr 30, 2026 ↗
VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS 5,026,875453M $0.03 %2.35 %as of Mar 31, 2026 ↗
VANGUARD MID-CAP INDEX FUND VANGUARD INDEX FUNDS 4,682,831422M $0.21 %2.19 %as of Mar 31, 2026 ↗
iShares Select Dividend ETF iShares Trust 2,816,137284.2M $1.24 %1.32 %as of Apr 30, 2026 ↗
Fidelity 500 Index Fund Fidelity Concord Street Trust 2,544,272242.8M $0.03 %1.19 %as of Feb 28, 2026 ↗
iShares Core S&P 500 ETF iShares Trust 2,543,931229.2M $0.03 %1.19 %as of Mar 31, 2026 ↗
VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS 2,005,907180.8M $0.08 %0.94 %as of Mar 31, 2026 ↗
Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust 1,913,315193.1M $0.22 %0.89 %as of Apr 30, 2026 ↗
VANGUARD MID-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 1,409,554127M $0.37 %0.66 %as of Mar 31, 2026 ↗
State Street(R) Financial Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST 1,340,137120.8M $0.25 %0.63 %as of Mar 31, 2026 ↗
THE U.S. LARGE CAP VALUE SERIES DFA INVESTMENT TRUST CO 1,310,318132.2M $0.45 %0.61 %as of Apr 30, 2026 ↗
VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 1,114,795100.5M $0.03 %0.52 %as of Mar 31, 2026 ↗
VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS 1,110,786112.1M $0.09 %0.52 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF SPDR SERIES TRUST 949,98185.6M $1.21 %0.44 %as of Mar 31, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 858,01086.6M $0.09 %0.40 %as of Apr 30, 2026 ↗
iShares Russell Mid-Cap ETF iShares Trust 833,74175.1M $0.16 %0.39 %as of Mar 31, 2026 ↗
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 806,11281.3M $0.16 %0.38 %as of Apr 30, 2026 ↗
iShares Core Dividend Growth ETF iShares Trust 686,69969.3M $0.17 %0.32 %as of Apr 30, 2026 ↗
Invesco S&P 500 High Dividend Low Volatility ETF Invesco Exchange-Traded Fund Trust II 524,17850M $1.45 %0.24 %as of Feb 28, 2026 ↗
iShares Russell 1000 Value ETF iShares Trust 498,33244.9M $0.06 %0.23 %as of Mar 31, 2026 ↗
Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST 433,69043.8M $0.03 %0.20 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST 416,27837.5M $0.03 %0.19 %as of Mar 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 373,61935.7M $0.03 %0.17 %as of Feb 28, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 372,24135.5M $0.26 %0.17 %as of Feb 28, 2026 ↗
First Trust Morningstar Dividend Leaders Index Fund First Trust Exchange-Traded Fund 364,46732.8M $0.45 %0.17 %as of Mar 31, 2026 ↗
AP7 Aktiefond Sjunde AP-fonden 352,857302.9M SEK0.02 %0.16 %as of Mar 31, 2026 ↗
iShares S&P 500 Value ETF iShares Trust 342,34030.8M $0.07 %0.16 %as of Mar 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 330,25833.3M $0.07 %0.15 %as of Apr 30, 2026 ↗
iShares Russell Mid-Cap Value ETF iShares Trust 312,96728.2M $0.20 %0.15 %as of Mar 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 296,34728.3M $0.03 %0.14 %as of Feb 28, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 285,99628.9M $0.08 %0.13 %as of Apr 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 262,66623.7M $0.03 %0.12 %as of Mar 31, 2026 ↗
VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS 254,56722.9M $0.04 %0.12 %as of Mar 31, 2026 ↗
AQR Long-Short Equity Fund AQR Funds 249,41822.5M $0.28 %0.12 %as of Mar 31, 2026 ↗
Avantis U.S. Large Cap Value ETF American Century ETF Trust 248,03523.7M $0.22 %0.12 %as of Feb 28, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 241,42524.4M $0.06 %0.11 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST 234,10321.1M $0.07 %0.11 %as of Mar 31, 2026 ↗
Victory Income Stock Fund Victory Portfolios III 218,84322.1M $0.82 %0.10 %as of Apr 30, 2026 ↗
Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST 207,43819.8M $0.03 %0.10 %as of Feb 28, 2026 ↗
Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST 199,64019M $0.08 %0.09 %as of Feb 28, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 199,00119M $0.02 %0.09 %as of Feb 28, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 188,25919M $0.03 %0.09 %as of Apr 30, 2026 ↗
iShares ESG Aware MSCI USA ETF iShares Trust 183,66417.5M $0.11 %0.09 %as of Feb 28, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 183,62318.5M $0.02 %0.09 %as of Apr 30, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 181,15018.3M $0.13 %0.08 %as of Apr 30, 2026 ↗
Touchstone Funds Group Trust-Touchstone Dividend Equity Fund Touchstone Funds Group Trust 180,80816.3M $0.71 %0.08 %as of Mar 31, 2026 ↗
S&P 500 Index Master Portfolio Master Investment Portfolio 178,64916.1M $0.03 %0.08 %as of Mar 31, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 168,52416.1M $0.11 %0.08 %as of Feb 28, 2026 ↗
MFS Core Equity Fund MFS SERIES TRUST I 168,51416.1M $0.25 %0.08 %as of Feb 28, 2026 ↗
iShares Core S&P U.S. Value ETF iShares Trust 166,54015M $0.06 %0.08 %as of Mar 31, 2026 ↗
iShares MSCI USA Value Factor ETF iShares Trust 155,70515.7M $0.13 %0.07 %as of Apr 30, 2026 ↗
MFS Total Return Fund MFS Series Trust V 155,03814M $0.19 %0.07 %as of Mar 31, 2026 ↗
iShares Russell 1000 ETF iShares Trust 154,87414M $0.03 %0.07 %as of Mar 31, 2026 ↗
Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 147,74614.1M $0.20 %0.07 %as of Feb 28, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 135,07912.9M $0.01 %0.06 %as of Feb 28, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 129,59112.4M $0.05 %0.06 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 126,71212.1M $0.06 %0.06 %as of Feb 28, 2026 ↗
T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. 125,17211.3M $0.03 %0.06 %as of Mar 31, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 124,95511.3M $0.03 %0.06 %as of Mar 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 121,96611M $0.02 %0.06 %as of Mar 31, 2026 ↗
iShares U.S. Financials ETF iShares Trust 119,97112.1M $0.36 %0.06 %as of Apr 30, 2026 ↗
Invesco S&P 500 Pure Value ETF Invesco Exchange-Traded Fund Trust 119,17112M $0.66 %0.06 %as of Apr 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 117,38311.8M $0.03 %0.05 %as of Apr 30, 2026 ↗
AQR Equity Market Neutral Fund AQR Funds 116,88410.5M $0.32 %0.05 %as of Mar 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 115,88111.1M $0.03 %0.05 %as of Feb 28, 2026 ↗
VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND 113,88110.9M $0.04 %0.05 %as of Feb 28, 2026 ↗
Dimensional US Large Cap Value ETF Dimensional ETF Trust 108,25210.9M $0.19 %0.05 %as of Apr 30, 2026 ↗
VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS 107,0829.6M $0.04 %0.05 %as of Mar 31, 2026 ↗
Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST 105,62610.1M $0.06 %0.05 %as of Feb 28, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 104,0129.4M $0.03 %0.05 %as of Mar 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 102,92910.4M $0.03 %0.05 %as of Apr 30, 2026 ↗
John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust 102,3529.2M $0.19 %0.05 %as of Mar 31, 2026 ↗
Cambria Shareholder Yield ETF Cambria ETF Trust 101,21510.2M $1.06 %0.05 %as of Apr 30, 2026 ↗
Federated Hermes U.S. Strategic Dividend ETF Federated Hermes ETF Trust 98,69910M $1.33 %0.05 %as of Apr 30, 2026 ↗
Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST 98,5169.9M $0.08 %0.05 %as of Apr 30, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 96,7889.2M $0.08 %0.05 %as of Feb 28, 2026 ↗
Franklin U.S. Mid Cap Multifactor Index ETF Franklin Templeton ETF Trust 95,4568.6M $0.52 %0.04 %as of Mar 31, 2026 ↗
Victory Growth & Income Fund Victory Portfolios III 95,4449.6M $0.44 %0.04 %as of Apr 30, 2026 ↗
College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund 93,1858.4M $0.03 %0.04 %as of Mar 31, 2026 ↗
Victory Market Neutral Income Fund Victory Portfolios II 92,9918.4M $0.29 %0.04 %as of Mar 31, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 91,3738.2M $0.01 %0.04 %as of Mar 31, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 88,8389M $0.11 %0.04 %as of Apr 30, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 88,5118.9M $0.07 %0.04 %as of Apr 30, 2026 ↗
iShares U.S. Insurance ETF iShares Trust 88,0587.9M $2.13 %0.04 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Insurance ETF SPDR SERIES TRUST 87,9077.9M $1.90 %0.04 %as of Mar 31, 2026 ↗
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 86,4858.7M $0.07 %0.04 %as of Apr 30, 2026 ↗
Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST 85,2407.7M $0.02 %0.04 %as of Mar 31, 2026 ↗
VictoryShares US EQ Income Enhanced Volatility Wtd ETF Victory Portfolios II 84,1167.6M $1.05 %0.04 %as of Mar 31, 2026 ↗
FlexShares Quality Dividend Index Fund FlexShares Trust 81,1808.2M $0.39 %0.04 %as of Apr 30, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 79,9838.1M $0.08 %0.04 %as of Apr 30, 2026 ↗
State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST 76,6656.9M $0.03 %0.04 %as of Mar 31, 2026 ↗
Columbia Research Enhanced Core ETF Columbia ETF Trust I 75,4607.6M $0.14 %0.04 %as of Apr 30, 2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 75,0157.6M $0.07 %0.04 %as of Apr 30, 2026 ↗
MID-CAP INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 74,9626.8M $0.21 %0.04 %as of Mar 31, 2026 ↗
Invesco S&P 500 Revenue ETF Invesco Exchange-Traded Fund Trust II 74,4407.1M $0.09 %0.03 %as of Feb 28, 2026 ↗
WisdomTree U.S. LargeCap Dividend Fund WisdomTree Trust 71,7276.5M $0.11 %0.03 %as of Mar 31, 2026 ↗
iShares MSCI ACWI ETF iShares Trust 70,2387.1M $0.02 %0.03 %as of Apr 30, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 64,9916.6M $0.03 %0.03 %as of Apr 30, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 62,9636.4M $0.03 %0.03 %as of Apr 30, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table counts shares; this one measures what the company weighs inside each fund.

FundWeight in fund
Sound Equity Dividend Income ETF Tidal Trust I 3.29 %as of Feb 28, 2026 ↗
DEAN EQUITY INCOME FUND Unified Series Trust 2.50 %as of Mar 31, 2026 ↗
iShares U.S. Insurance ETF iShares Trust 2.13 %as of Mar 31, 2026 ↗
Cambria LargeCap Shareholder Yield ETF Cambria ETF Trust 2.09 %as of Apr 30, 2026 ↗
O'Shaughnessy Market Leaders Value Fund Advisors Series Trust 2.05 %as of Apr 30, 2026 ↗
DF Tactical Momentum Fund Northern Lights Fund Trust 2.04 %as of Mar 31, 2026 ↗
Donoghue Forlines Momentum VIT Fund Northern Lights Variable Trust 2.04 %as of Mar 31, 2026 ↗
AAM S&P 500 High Dividend Value ETF ETF Series Solutions 2.01 %as of Apr 30, 2026 ↗
DF Tactical Dividend Fund Northern Lights Fund Trust 2.01 %as of Mar 31, 2026 ↗
Donoghue Forlines Dividend VIT Fund Northern Lights Variable Trust 2.00 %as of Mar 31, 2026 ↗

Quarter after quarter

Each SEC quarterly data set, newest first. The change is read against the quarter before it.

QuarterShareholdersChangeSharesChange
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 25 largest follow.

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

Declared shareholders of Principal Financial Group Inc

3 beneficial ownership filings. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.

ShareholderDeclared stakeShares
BlackRock, Inc. 9.00 %19,558,812as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Capital Management 7.18 %15,573,456as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Portfolio Management 5.20 %11,295,571as of Mar 31, 2026 · SCHEDULE 13G

Funds holding the debt of Principal Financial Group Inc

170 funds declare 363 bond lines of this company; the 25 largest holdings follow. The amount is the one filed, never a share of the debt: no regulator publishes the amount outstanding in open access.

FundBond linesValue
VANGUARD TOTAL BOND MARKET INDEX FUND737.6M $as of Mar 31, 2026
VANGUARD TOTAL BOND MARKET II INDEX FUND732.8M $as of Mar 31, 2026
iShares Core U.S. Aggregate Bond ETF818.7M $as of Feb 28, 2026
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND115.9M $as of Feb 28, 2026
VANGUARD SHORT-TERM INVESTMENT-GRADE FUND214.1M $as of Apr 30, 2026
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND213.1M $as of Feb 28, 2026
Federated Hermes Total Return Bond Fund112.1M $as of Feb 28, 2026
Dimensional Short-Duration Fixed Income ETF310.3M $as of Apr 30, 2026
College Retirement Equities Fund - Responsible Balanced Account19M $as of Mar 31, 2026
iShares 1-5 Year Investment Grade Corporate Bond ETF38.9M $as of Feb 28, 2026
Baird Core Plus Bond Fund18.9M $as of Mar 31, 2026
VANGUARD LONG-TERM CORPORATE BOND INDEX FUND57.9M $as of Feb 28, 2026
AB Ultra Short Income ETF17.3M $as of Feb 28, 2026
iShares Broad USD Investment Grade Corporate Bond ETF96.8M $as of Feb 28, 2026
Fidelity U.S. Bond Index Fund26.6M $as of Feb 28, 2026
Avantis Core Fixed Income ETF16.1M $as of Feb 28, 2026
Baird Intermediate Bond Fund15M $as of Mar 31, 2026
iShares iBonds Dec 2029 Term Corporate ETF14.9M $as of Apr 30, 2026
College Retirement Equities Fund - Core Bond Account14.7M $as of Mar 31, 2026
Dimensional Core Fixed Income ETF54.7M $as of Apr 30, 2026
Baird Short-Term Bond Fund14.7M $as of Mar 31, 2026
VANGUARD LONG-TERM BOND INDEX FUND54.2M $as of Mar 31, 2026
iShares Core Universal USD Bond ETF94.1M $as of Apr 30, 2026
State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF34.1M $as of Mar 31, 2026
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND14M $as of Mar 31, 2026
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Titelia. "Fund shareholders of Principal Financial Group Inc". https://titelia.com/en/stocks/principal-financial-group-inc-US74251V1026