Funds holding Principal Financial Group Inc
624 funds declare a position · 220 ETFs and 404 other funds · 6B $· 666.6M SEK· 17.8M € · US74251V1026
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 6,877,399 | 619.7M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 2 | Income Fund of America Income Fund of America | 6,000,000 | 605.5M $ | 0.41 % | as of Apr 30, 2026 · Original filing |
| 3 | VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | 5,026,875 | 453M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 4 | VANGUARD MID-CAP INDEX FUND VANGUARD INDEX FUNDS | 4,682,831 | 422M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| 5 | iShares Select Dividend ETF iShares Trust | 2,816,137 | 284.2M $ | 1.24 % | as of Apr 30, 2026 · Original filing |
| 6 | Fidelity 500 Index Fund Fidelity Concord Street Trust | 2,544,272 | 242.8M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 7 | iShares Core S&P 500 ETF iShares Trust | 2,543,931 | 229.2M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 8 | VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS | 2,005,907 | 180.8M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 9 | Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust | 1,913,315 | 193.1M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| 10 | VANGUARD MID-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 1,409,554 | 127M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| 11 | State Street(R) Financial Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST | 1,340,137 | 120.8M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 12 | THE U.S. LARGE CAP VALUE SERIES DFA INVESTMENT TRUST CO | 1,310,318 | 132.2M $ | 0.45 % | as of Apr 30, 2026 · Original filing |
| 13 | VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 1,114,795 | 100.5M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 14 | VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS | 1,110,786 | 112.1M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 15 | State Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF SPDR SERIES TRUST | 949,981 | 85.6M $ | 1.21 % | as of Mar 31, 2026 · Original filing |
| 16 | VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 858,010 | 86.6M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 17 | iShares Russell Mid-Cap ETF iShares Trust | 833,741 | 75.1M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 18 | Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 806,112 | 81.3M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| 19 | iShares Core Dividend Growth ETF iShares Trust | 686,699 | 69.3M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| 20 | Invesco S&P 500 High Dividend Low Volatility ETF Invesco Exchange-Traded Fund Trust II | 524,178 | 50M $ | 1.45 % | as of Feb 28, 2026 · Original filing |
| 21 | iShares Russell 1000 Value ETF iShares Trust | 498,332 | 44.9M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 22 | Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST | 433,690 | 43.8M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 23 | State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST | 416,278 | 37.5M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 24 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 373,619 | 35.7M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 25 | VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 372,241 | 35.5M $ | 0.26 % | as of Feb 28, 2026 · Original filing |
| 26 | First Trust Morningstar Dividend Leaders Index Fund First Trust Exchange-Traded Fund | 364,467 | 32.8M $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| 27 | AP7 Aktiefond Sjunde AP-fonden | 352,857 | 302.9M SEK | 0.02 % | as of Mar 31, 2026 · Original filing |
| 28 | iShares S&P 500 Value ETF iShares Trust | 342,340 | 30.8M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 29 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 330,258 | 33.3M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 30 | iShares Russell Mid-Cap Value ETF iShares Trust | 312,967 | 28.2M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| 31 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 296,347 | 28.3M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 32 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 285,996 | 28.9M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 33 | iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 262,666 | 23.7M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 34 | VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS | 254,567 | 22.9M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 35 | AQR Long-Short Equity Fund AQR Funds | 249,418 | 22.5M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| 36 | Avantis U.S. Large Cap Value ETF American Century ETF Trust | 248,035 | 23.7M $ | 0.22 % | as of Feb 28, 2026 · Original filing |
| 37 | U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 241,425 | 24.4M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 38 | State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST | 234,103 | 21.1M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 39 | Victory Income Stock Fund Victory Portfolios III | 218,843 | 22.1M $ | 0.82 % | as of Apr 30, 2026 · Original filing |
| 40 | Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 207,438 | 19.8M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 41 | Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 199,640 | 19M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 42 | Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 199,001 | 19M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 43 | Nuveen Equity Index Fund TIAA-CREF Funds | 188,259 | 19M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 44 | iShares ESG Aware MSCI USA ETF iShares Trust | 183,664 | 17.5M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| 45 | VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 183,623 | 18.5M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 46 | Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 181,150 | 18.3M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| 47 | Touchstone Funds Group Trust-Touchstone Dividend Equity Fund Touchstone Funds Group Trust | 180,808 | 16.3M $ | 0.71 % | as of Mar 31, 2026 · Original filing |
| 48 | S&P 500 Index Master Portfolio Master Investment Portfolio | 178,649 | 16.1M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 49 | Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 168,524 | 16.1M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| 50 | MFS Core Equity Fund MFS SERIES TRUST I | 168,514 | 16.1M $ | 0.25 % | as of Feb 28, 2026 · Original filing |
| 51 | iShares Core S&P U.S. Value ETF iShares Trust | 166,540 | 15M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 52 | iShares MSCI USA Value Factor ETF iShares Trust | 155,705 | 15.7M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| 53 | MFS Total Return Fund MFS Series Trust V | 155,038 | 14M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 54 | iShares Russell 1000 ETF iShares Trust | 154,874 | 14M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 55 | Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 147,746 | 14.1M $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| 56 | Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 135,079 | 12.9M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 57 | Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 129,591 | 12.4M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 58 | VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 126,712 | 12.1M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 59 | T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. | 125,172 | 11.3M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 60 | Large Cap Index Master Portfolio Master Investment Portfolio | 124,955 | 11.3M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 61 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 121,966 | 11M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 62 | iShares U.S. Financials ETF iShares Trust | 119,971 | 12.1M $ | 0.36 % | as of Apr 30, 2026 · Original filing |
| 63 | Invesco S&P 500 Pure Value ETF Invesco Exchange-Traded Fund Trust | 119,171 | 12M $ | 0.66 % | as of Apr 30, 2026 · Original filing |
| 64 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 117,383 | 11.8M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 65 | AQR Equity Market Neutral Fund AQR Funds | 116,884 | 10.5M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| 66 | Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 115,881 | 11.1M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 67 | VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND | 113,881 | 10.9M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 68 | Dimensional US Large Cap Value ETF Dimensional ETF Trust | 108,252 | 10.9M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| 69 | VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 107,082 | 9.6M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 70 | Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 105,626 | 10.1M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 71 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 104,012 | 9.4M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 72 | Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 102,929 | 10.4M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 73 | John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 102,352 | 9.2M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 74 | Cambria Shareholder Yield ETF Cambria ETF Trust | 101,215 | 10.2M $ | 1.06 % | as of Apr 30, 2026 · Original filing |
| 75 | Federated Hermes U.S. Strategic Dividend ETF Federated Hermes ETF Trust | 98,699 | 10M $ | 1.33 % | as of Apr 30, 2026 · Original filing |
| 76 | Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 98,516 | 9.9M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 77 | Avantis U.S. Equity ETF American Century ETF Trust | 96,788 | 9.2M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 78 | Franklin U.S. Mid Cap Multifactor Index ETF Franklin Templeton ETF Trust | 95,456 | 8.6M $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| 79 | Victory Growth & Income Fund Victory Portfolios III | 95,444 | 9.6M $ | 0.44 % | as of Apr 30, 2026 · Original filing |
| 80 | College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund | 93,185 | 8.4M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 81 | Victory Market Neutral Income Fund Victory Portfolios II | 92,991 | 8.4M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| 82 | College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 91,373 | 8.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 83 | U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 88,838 | 9M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| 84 | Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 88,511 | 8.9M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 85 | iShares U.S. Insurance ETF iShares Trust | 88,058 | 7.9M $ | 2.13 % | as of Mar 31, 2026 · Original filing |
| 86 | State Street(R) SPDR(R) S&P(R) Insurance ETF SPDR SERIES TRUST | 87,907 | 7.9M $ | 1.90 % | as of Mar 31, 2026 · Original filing |
| 87 | Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 86,485 | 8.7M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 88 | Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST | 85,240 | 7.7M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 89 | VictoryShares US EQ Income Enhanced Volatility Wtd ETF Victory Portfolios II | 84,116 | 7.6M $ | 1.05 % | as of Mar 31, 2026 · Original filing |
| 90 | FlexShares Quality Dividend Index Fund FlexShares Trust | 81,180 | 8.2M $ | 0.39 % | as of Apr 30, 2026 · Original filing |
| 91 | Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 79,983 | 8.1M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 92 | State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST | 76,665 | 6.9M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 93 | Columbia Research Enhanced Core ETF Columbia ETF Trust I | 75,460 | 7.6M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| 94 | Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 75,015 | 7.6M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 95 | MID-CAP INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 74,962 | 6.8M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| 96 | Invesco S&P 500 Revenue ETF Invesco Exchange-Traded Fund Trust II | 74,440 | 7.1M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| 97 | WisdomTree U.S. LargeCap Dividend Fund WisdomTree Trust | 71,727 | 6.5M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 98 | iShares MSCI ACWI ETF iShares Trust | 70,238 | 7.1M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 99 | Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 64,991 | 6.6M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 100 | Schwab 1000 Index Fund SCHWAB INVESTMENTS | 62,963 | 6.4M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
Institutional managers
895 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 20,322,358 | 1.8B $ | as of Mar 31, 2026 |
| STATE STREET CORP | 10,179,842 | 917.3M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 8,819,452 | 794.7M $ | as of Mar 31, 2026 |
| Capital World Investors | 6,026,881 | 543.1M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 5,923,936 | 533.8M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 5,660,667 | 508.2M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 3,886,509 | 350.2M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 3,541,982 | 319.2M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 3,333,706 | 300.4M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 3,006,287 | 270.9M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 2,754,277 | 248.2M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 2,456,733 | 220.6M $ | as of Mar 31, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1,971,575 | 177.7M $ | as of Mar 31, 2026 |
| Legal & General Group Plc | 1,694,596 | 152.7M $ | as of Mar 31, 2026 |
| DEUTSCHE BANK AG\ | 1,383,643 | 124.7M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 1,190,553 | 107.3M $ | as of Mar 31, 2026 |
| UBS Group AG | 1,166,730 | 105.1M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 1,189,593 | 105M $ | as of Mar 31, 2026 |
| Amundi | 1,151,817 | 103.8M $ | as of Mar 31, 2026 |
| AustralianSuper Pty Ltd | 937,473 | 84.5M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 877,645 | 79.1M $ | as of Mar 31, 2026 |
| HSBC HOLDINGS PLC | 780,743 | 70.4M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 728,464 | 65.6M $ | as of Mar 31, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | 727,924 | 65.6M $ | as of Mar 31, 2026 |
| BARCLAYS PLC | 726,136 | 65.4M $ | as of Mar 31, 2026 |