Titelia

Fund shareholders of Principal Financial Group Inc

ISIN US74251V1026 · United States · LEI CUMYEZJOAF02RYZ1JJ85

Fund shareholders
629
Of which ETFs
220 409 other funds
Value held
6B $ 666.6M SEK · 17.8M €
Share of capital
29.9 % of 214.1M shares on Jul 22, 2026

629 funds hold this company. This table lists the 624 that declare it in a regulatory filing. The other 5 publish their holdings in their own reports. They are not in the table.

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 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 3.29 %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 row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

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 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

Declared shareholders of Principal Financial Group Inc

There are 3 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

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 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 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