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 | |
|---|---|---|---|---|---|
| 101 | Storebrand USA Storebrand Asset Management AS | 62,580 | 53.7M SEK | 0.11 % | as of Mar 31, 2026 · Original filing |
| 102 | VIP Index 500 Portfolio Variable Insurance Products Fund II | 62,438 | 5.6M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 103 | WisdomTree U.S. High Dividend Fund WisdomTree Trust | 61,621 | 5.6M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| 104 | iShares Russell 3000 ETF iShares Trust | 59,911 | 5.4M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 105 | Multi-Manager Value Strategies Fund Columbia Funds Series Trust II | 59,369 | 5.7M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| 106 | JNL/Mellon S&P 500 Index Fund JNL Series Trust | 59,102 | 5.3M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 107 | Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 57,985 | 5.9M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| 108 | Stock Index Fund Northern Funds | 57,924 | 5.2M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 109 | Skandia Global Exponering Skandia Fonder AB | 57,100 | 49M SEK | 0.15 % | as of Mar 31, 2026 · Original filing |
| 110 | O'Shaughnessy Market Leaders Value Fund Advisors Series Trust | 56,277 | 5.7M $ | 2.05 % | as of Apr 30, 2026 · Original filing |
| 111 | Victory Value Fund Victory Portfolios III | 55,815 | 5.6M $ | 0.39 % | as of Apr 30, 2026 · Original filing |
| 112 | Swedbank Robur Access Global Swedbank Robur Fonder AB | 55,502 | 47.6M SEK | 0.08 % | as of Mar 31, 2026 · Original filing |
| 113 | Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust | 54,917 | 5.5M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 114 | Victory 500 Index Fund Victory Portfolios III | 50,602 | 5.1M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 115 | Dimensional US Core Equity Market ETF Dimensional ETF Trust | 50,427 | 5.1M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 116 | Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust | 50,095 | 5.1M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 117 | Nomura Wealth Builder Fund Delaware Group Equity Funds V | 49,970 | 4.8M $ | 0.57 % | as of Feb 27, 2026 · Original filing |
| 118 | VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 48,676 | 4.6M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 119 | U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 48,487 | 4.9M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 120 | Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust | 47,970 | 4.6M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 121 | VANGUARD S&P 500 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 45,804 | 4.4M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| 122 | U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC | 44,533 | 4.5M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 123 | EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 44,394 | 4M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 124 | VictoryShares US Large Cap High Div Volatility Wtd ETF Victory Portfolios II | 43,857 | 4M $ | 1.05 % | as of Mar 31, 2026 · Original filing |
| 125 | JPMorgan Equity Index Fund JPMorgan Trust II | 43,713 | 3.9M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 126 | State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 43,661 | 3.9M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 127 | Nuveen ESG Mid-Cap Value ETF NuShares ETF Trust | 43,460 | 4.4M $ | 1.02 % | as of Apr 30, 2026 · Original filing |
| 128 | Nuveen S&P 500 Index Fund TIAA-CREF Funds | 43,138 | 4.4M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 129 | LVIP SSGA S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 42,233 | 3.8M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 130 | MFS Total Return Series MFS VARIABLE INSURANCE TRUST | 42,118 | 3.8M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 131 | Fidelity U.S. Sustainability Index Fund Fidelity Salem Street Trust | 41,747 | 4.2M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 132 | Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 41,657 | 4.2M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| 133 | LargeCap S&P 500 Index Fund Principal Funds, Inc | 41,656 | 4.2M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 134 | Länsförsäkringar Global Index Länsförsäkringar Fondförvaltning AB | 41,222 | 35.4M SEK | 0.03 % | as of Mar 31, 2026 · Original filing |
| 135 | 500 Index Trust John Hancock Variable Insurance Trust | 41,023 | 3.7M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 136 | EQ/Equity 500 Index Portfolio EQ Advisors Trust | 40,978 | 3.7M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 137 | JNL/Mellon Financial Sector Fund JNL Series Trust | 39,910 | 3.6M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| 138 | Invesco S&P 500 Equal Weight Financials ETF Invesco Exchange-Traded Fund Trust | 38,912 | 3.9M $ | 1.42 % | as of Apr 30, 2026 · Original filing |
| 139 | Empower Mid Cap Value Fund EMPOWER FUNDS, INC. | 38,347 | 3.5M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 140 | Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. | 38,340 | 3.5M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 141 | AQR Managed Futures Strategy Fund AQR Funds | 38,269 | 3.4M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 142 | iShares Russell Mid-Cap Index Fund BlackRock Funds | 38,070 | 3.8M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| 143 | Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II | 38,010 | 3.6M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 144 | Direxion Daily Financial Bull 3X Shares Direxion Shares ETF Trust | 37,849 | 3.8M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| 145 | Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust | 36,996 | 3.3M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| 146 | Timothy Plan High Dividend Stock ETF Timothy Plan | 36,789 | 3.3M $ | 0.97 % | as of Mar 31, 2026 · Original filing |
| 147 | First Trust Long/Short Equity ETF First Trust Exchange-Traded Fund III | 36,304 | 3.7M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| 148 | VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 36,302 | 3.5M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 149 | First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 35,370 | 3.6M $ | 0.33 % | as of Apr 30, 2026 · Original filing |
| 150 | Innovator Equity Managed Floor ETF Innovator ETFs Trust | 34,832 | 3.5M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| 151 | iShares MSCI USA Equal Weighted ETF iShares, Inc. | 34,027 | 3.2M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| 152 | iShares ESG MSCI KLD 400 ETF iShares Trust | 33,518 | 3.4M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 153 | Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 33,135 | 3.2M $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| 154 | PSF Stock Index Portfolio Prudential Series Fund | 33,100 | 3M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 155 | Avantis U.S. Large Cap Value Fund American Century ETF Trust | 33,071 | 3.2M $ | 0.44 % | as of Feb 28, 2026 · Original filing |
| 156 | Empower S&P 500 Index Fund EMPOWER FUNDS, INC. | 32,175 | 2.9M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 157 | iShares Morningstar Mid-Cap Value ETF iShares Trust | 31,418 | 3.2M $ | 0.31 % | as of Apr 30, 2026 · Original filing |
| 158 | Avantis U.S. Mid Cap Value ETF American Century ETF Trust | 31,114 | 3M $ | 0.58 % | as of Feb 28, 2026 · Original filing |
| 159 | EQ/Common Stock Index Portfolio EQ Advisors Trust | 30,800 | 2.8M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 160 | NEOS S&P 500(R) High Income ETF NEOS ETF Trust | 30,575 | 2.8M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 161 | MetLife Stock Index Portfolio Brighthouse Funds Trust II | 30,149 | 2.7M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 162 | Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST | 29,769 | 2.7M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 163 | Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 29,433 | 2.7M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 164 | JPMORGAN BETABUILDERS U.S. EQUITY ETF J.P. Morgan Exchange-Traded Fund Trust | 28,274 | 2.9M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 165 | iShares U.S. Equity Factor ETF iShares Trust | 27,951 | 2.8M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 166 | Fidelity Flex 500 Index Fund Fidelity Concord Street Trust | 27,284 | 2.6M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 167 | First Trust Large Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 27,267 | 2.8M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| 168 | Skandia Balanserad Skandia Fonder AB | 26,901 | 23.1M SEK | 0.10 % | as of Mar 31, 2026 · Original filing |
| 169 | SA U.S. Value Fund SA FUNDS INVESTMENT TRUST | 26,311 | 2.4M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| 170 | LVIP BlackRock Dividend Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 25,409 | 2.3M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 171 | State Street(R) SPDR(R) Russell 1000 Yield Focus ETF SPDR SERIES TRUST | 24,876 | 2.2M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| 172 | Index 500 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 24,669 | 2.2M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 173 | Global Equity Fund RUSSELL INVESTMENT CO | 24,493 | 2.5M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 174 | Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 24,431 | 2.3M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 175 | Swedbank Robur Access USA Swedbank Robur Fonder AB | 24,397 | 20.9M SEK | 0.07 % | as of Mar 31, 2026 · Original filing |
| 176 | First Trust Large Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 24,384 | 2.5M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| 177 | iShares Morningstar Mid-Cap ETF iShares Trust | 24,222 | 2.4M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| 178 | EQ/500 Managed Volatility Portfolio EQ Advisors Trust | 23,903 | 2.2M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 179 | Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 23,753 | 2.4M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 180 | AQR Managed Futures Strategy HV Fund AQR Funds | 23,737 | 2.1M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 181 | SA Franklin BW U.S. Large Cap Value Portfolio SUNAMERICA SERIES TRUST | 23,400 | 2.4M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| 182 | DEAN EQUITY INCOME FUND Unified Series Trust | 22,737 | 2M $ | 2.50 % | as of Mar 31, 2026 · Original filing |
| 183 | The U.S. Equity Portfolio HC Capital Trust | 22,534 | 2M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 184 | Stock Index Fund VALIC Co I | 22,334 | 2.1M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 185 | Impax US Sustainable Economy Fund IMPAX FUNDS SERIES TRUST I | 22,113 | 2M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 186 | Parametric Equity Premium Income ETF Morgan Stanley ETF Trust | 21,610 | 1.9M $ | 0.56 % | as of Mar 31, 2026 · Original filing |
| 187 | Equity Index Portfolio PACIFIC SELECT FUND | 21,356 | 1.9M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 188 | Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 21,325 | 2.2M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 189 | American Funds U.S. Small & Mid Cap Equity Fund American Funds U.S. Small & Mid Cap Equity Fund | 21,281 | 2M $ | 0.52 % | as of Feb 28, 2026 · Original filing |
| 190 | MFS Low Volatility Equity Fund MFS SERIES TRUST I | 21,244 | 2M $ | 0.59 % | as of Feb 28, 2026 · Original filing |
| 191 | U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 21,023 | 2.1M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 192 | MOA EQUITY INDEX FUND MoA Funds Corp | 20,421 | 1.8M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 193 | Invesco Bloomberg MVP Multi-Factor ETF Invesco Exchange-Traded Fund Trust | 19,924 | 2M $ | 1.97 % | as of Apr 30, 2026 · Original filing |
| 194 | EQUITY INDEX FUND GuideStone Funds | 19,881 | 1.8M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 195 | NYLIM VP S&P 500 Index Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 19,602 | 1.8M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 196 | BNY Mellon US Large Cap Core Equity ETF BNY Mellon ETF Trust | 19,186 | 1.9M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 197 | JPMorgan U.S. Value Factor ETF J.P. Morgan Exchange-Traded Fund Trust | 18,964 | 1.9M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| 198 | iShares Core Dividend ETF iShares Trust | 18,856 | 1.9M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| 199 | Virtus Terranova U.S. Quality Momentum ETF Virtus ETF Trust II | 18,752 | 1.9M $ | 0.80 % | as of Apr 30, 2026 · Original filing |
| 200 | Donoghue Forlines Momentum VIT Fund Northern Lights Variable Trust | 18,376 | 1.7M $ | 2.04 % | as of Mar 31, 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 |