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
WisdomTree U.S. High Dividend Fund WisdomTree Trust 63,4736.8M $0.46 %0.03 %as of Jun 30, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 62,9447.2M $0.03 %0.03 %as of Jul 31, 2026 ↗
Storebrand USA Storebrand Asset Management AS 62,58053.7M SEK0.11 %0.03 %as of Mar 31, 2026 ↗
VIP Index 500 Portfolio Variable Insurance Products Fund II 62,0456.7M $0.03 %0.03 %as of Jun 30, 2026 ↗
Stock Index Fund Northern Funds 57,9246.2M $0.03 %0.03 %as of Jun 30, 2026 ↗
Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust 57,4756.5M $0.03 %0.03 %as of Jul 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 57,4136.2M $0.03 %0.03 %as of Jun 30, 2026 ↗
Skandia Global Exponering Skandia Fonder AB 57,10049M SEK0.15 %0.03 %as of Mar 31, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 56,9796.5M $0.27 %0.03 %as of Jul 31, 2026 ↗
O'Shaughnessy Market Leaders Value Fund Advisors Series Trust 56,2776.4M $2.23 %0.03 %as of Jul 31, 2026 ↗
Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust 56,1676.4M $0.03 %0.03 %as of Jul 31, 2026 ↗
Victory Value Fund Victory Portfolios III 55,8156.3M $0.42 %0.03 %as of Jul 31, 2026 ↗
Swedbank Robur Access Global Swedbank Robur Fonder AB 55,50247.6M SEK0.08 %0.03 %as of Mar 31, 2026 ↗
JNL/Mellon S&P 500 Index Fund JNL Series Trust 54,0705.8M $0.03 %0.03 %as of Jun 30, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 52,8706M $0.05 %0.02 %as of Jul 31, 2026 ↗
Victory 500 Index Fund Victory Portfolios III 50,2545.7M $0.04 %0.02 %as of Jul 31, 2026 ↗
Nomura Wealth Builder Fund Delaware Group Equity Funds V 49,9705.2M $0.62 %0.02 %as of May 29, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 49,2065.1M $0.04 %0.02 %as of May 31, 2026 ↗
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 48,8585.1M $0.05 %0.02 %as of May 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 48,4875.5M $0.10 %0.02 %as of Jul 31, 2026 ↗
PIMCO RAE US Small Fund PIMCO Equity Series 47,7085.1M $0.14 %0.02 %as of Jun 30, 2026 ↗
VANGUARD S&P 500 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 45,5234.7M $0.07 %0.02 %as of May 31, 2026 ↗
EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 43,9904.7M $0.03 %0.02 %as of Jun 30, 2026 ↗
VictoryShares US Large Cap High Div Volatility Wtd ETF Victory Portfolios II 43,8574.7M $1.21 %0.02 %as of Jun 30, 2026 ↗
U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC 43,6335M $0.03 %0.02 %as of Jul 31, 2026 ↗
Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST 43,2684.9M $0.18 %0.02 %as of Jul 31, 2026 ↗
Nuveen S&P 500 Index Fund TIAA-CREF Funds 43,1384.9M $0.04 %0.02 %as of Jul 31, 2026 ↗
Innovator Equity Managed Floor ETF Innovator ETFs Trust 43,0614.9M $0.23 %0.02 %as of Jul 31, 2026 ↗
LVIP State Street S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 42,2334.6M $0.03 %0.02 %as of Jun 30, 2026 ↗
MFS Total Return Series MFS VARIABLE INSURANCE TRUST 41,8064.5M $0.22 %0.02 %as of Jun 30, 2026 ↗
JPMorgan Equity Index Fund JPMorgan Trust II 41,7684.5M $0.03 %0.02 %as of Jun 30, 2026 ↗
Länsförsäkringar Global Index Länsförsäkringar Fondförvaltning AB 41,22235.4M SEK0.03 %0.02 %as of Mar 31, 2026 ↗
Timothy Plan High Dividend Stock ETF Timothy Plan 40,8144.4M $1.26 %0.02 %as of Jun 30, 2026 ↗
LargeCap S&P 500 Index Fund Principal Funds, Inc 40,5134.6M $0.03 %0.02 %as of Jul 31, 2026 ↗
EQ/Equity 500 Index Portfolio EQ Advisors Trust 40,2224.3M $0.03 %0.02 %as of Jun 30, 2026 ↗
500 Index Trust John Hancock Variable Insurance Trust 40,1274.3M $0.03 %0.02 %as of Jun 30, 2026 ↗
Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust 40,0064.3M $0.23 %0.02 %as of Jun 30, 2026 ↗
iShares Russell Mid-Cap Index Fund BlackRock Funds 39,7024.5M $0.18 %0.02 %as of Jul 31, 2026 ↗
Direxion Daily Financial Bull 3X Shares Direxion Shares ETF Trust 38,7364.4M $0.19 %0.02 %as of Jul 31, 2026 ↗
Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. 38,3404.1M $0.19 %0.02 %as of Jun 30, 2026 ↗
Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II 38,0863.9M $0.03 %0.02 %as of May 31, 2026 ↗
Fidelity U.S. Sustainability Index Fund Fidelity Salem Street Trust 36,9514.2M $0.07 %0.02 %as of Jul 31, 2026 ↗
AQR Managed Futures Strategy Fund AQR Funds 36,6173.9M $0.12 %0.02 %as of Jun 30, 2026 ↗
Avantis U.S. Mid Cap Value ETF American Century ETF Trust 36,3563.8M $0.61 %0.02 %as of May 31, 2026 ↗
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 35,9673.7M $0.03 %0.02 %as of May 31, 2026 ↗
JNL/Mellon Financial Sector Fund JNL Series Trust 35,6703.8M $0.28 %0.02 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 35,0813.8M $0.03 %0.02 %as of Jun 30, 2026 ↗
American Funds U.S. Small & Mid Cap Equity Fund American Funds U.S. Small & Mid Cap Equity Fund 34,7713.6M $0.53 %0.02 %as of May 31, 2026 ↗
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 34,2893.6M $0.20 %0.02 %as of May 31, 2026 ↗
iShares Morningstar Mid-Cap Value ETF iShares Trust 34,2603.9M $0.34 %0.02 %as of Jul 31, 2026 ↗
Invesco S&P 500 Equal Weight Financials ETF Invesco Exchange-Traded Fund Trust 33,5183.8M $1.25 %0.02 %as of Jul 31, 2026 ↗
iShares ESG MSCI KLD 400 ETF iShares Trust 33,4303.8M $0.07 %0.02 %as of Jul 31, 2026 ↗
iShares MSCI USA Equal Weighted ETF iShares, Inc. 33,3973.5M $0.20 %0.02 %as of May 31, 2026 ↗
PSF Stock Index Portfolio Prudential Series Fund 33,1003.6M $0.03 %0.02 %as of Jun 30, 2026 ↗
Avantis U.S. Large Cap Value Fund American Century ETF Trust 33,0713.4M $0.44 %0.02 %as of May 31, 2026 ↗
JPMorgan U.S. Momentum Factor ETF J.P. Morgan Exchange-Traded Fund Trust 32,6773.7M $0.15 %0.02 %as of Jul 31, 2026 ↗
NEOS S&P 500(R) High Income ETF NEOS ETF Trust 32,0013.4M $0.03 %0.01 %as of Jun 30, 2026 ↗
Empower S&P 500 Index Fund EMPOWER FUNDS, INC. 31,2253.4M $0.03 %0.01 %as of Jun 30, 2026 ↗
JPMORGAN BETABUILDERS U.S. EQUITY ETF J.P. Morgan Exchange-Traded Fund Trust 29,6253.4M $0.04 %0.01 %as of Jul 31, 2026 ↗
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 29,4333.2M $0.05 %0.01 %as of Jun 30, 2026 ↗
MetLife Stock Index Portfolio Brighthouse Funds Trust II 29,1803.1M $0.03 %0.01 %as of Jun 30, 2026 ↗
Chase Growth Fund Advisors Series Trust 27,5413M $2.20 %0.01 %as of Jun 30, 2026 ↗
Fidelity Flex 500 Index Fund Fidelity Concord Street Trust 27,5032.8M $0.03 %0.01 %as of May 31, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 27,2882.9M $0.03 %0.01 %as of Jun 30, 2026 ↗
First Trust/Dow Jones Dividend & Income Allocation Portfolio First Trust Variable Insurance Trust 27,0622.9M $0.40 %0.01 %as of Jun 30, 2026 ↗
Skandia Balanserad Skandia Fonder AB 26,90123.1M SEK0.10 %0.01 %as of Mar 31, 2026 ↗
SA U.S. Value Fund SA FUNDS INVESTMENT TRUST 26,3112.8M $0.45 %0.01 %as of Jun 30, 2026 ↗
First Trust Large Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 26,1473M $0.19 %0.01 %as of Jul 31, 2026 ↗
AAM S&P 500 High Dividend Value ETF ETF Series Solutions 25,8472.9M $2.23 %0.01 %as of Jul 31, 2026 ↗
iShares U.S. Equity Factor ETF iShares Trust 25,7992.9M $0.08 %0.01 %as of Jul 31, 2026 ↗
VictoryShares US Value Momentum ETF Victory Portfolios II 25,6992.8M $1.06 %0.01 %as of Jun 30, 2026 ↗
LVIP BlackRock Dividend Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 24,8842.7M $0.13 %0.01 %as of Jun 30, 2026 ↗
iShares Morningstar Mid-Cap ETF iShares Trust 24,6782.8M $0.17 %0.01 %as of Jul 31, 2026 ↗
Index 500 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 24,6692.7M $0.03 %0.01 %as of Jun 30, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 24,5002.6M $0.03 %0.01 %as of Jun 30, 2026 ↗
Swedbank Robur Access USA Swedbank Robur Fonder AB 24,39720.9M SEK0.07 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 24,0012.7M $0.08 %0.01 %as of Jul 31, 2026 ↗
Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST 23,4512.5M $0.01 %0.01 %as of Jun 30, 2026 ↗
Impax US Sustainable Economy Fund IMPAX FUNDS SERIES TRUST I 23,1192.5M $0.23 %0.01 %as of Jun 30, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 22,6582.6M $0.11 %0.01 %as of Jul 31, 2026 ↗
The U.S. Equity Portfolio HC Capital Trust 22,5342.4M $0.12 %0.01 %as of Jun 30, 2026 ↗
SA Franklin BW U.S. Large Cap Value Portfolio SUNAMERICA SERIES TRUST 22,5002.6M $0.20 %0.01 %as of Jul 31, 2026 ↗
Stock Index Fund VALIC Co I 22,3342.3M $0.03 %0.01 %as of May 31, 2026 ↗
Parametric Equity Premium Income ETF Morgan Stanley ETF Trust 22,2562.4M $0.60 %0.01 %as of Jun 30, 2026 ↗
EQ/500 Managed Volatility Portfolio EQ Advisors Trust 21,9002.4M $0.03 %0.01 %as of Jun 30, 2026 ↗
AQR Managed Futures Strategy HV Fund AQR Funds 21,7032.3M $0.14 %0.01 %as of Jun 30, 2026 ↗
Equity Index Portfolio PACIFIC SELECT FUND 21,3562.3M $0.03 %0.01 %as of Jun 30, 2026 ↗
iShares Core Dividend ETF iShares Trust 21,1052.4M $0.14 %0.01 %as of Jul 31, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 21,0232.4M $0.10 %0.01 %as of Jul 31, 2026 ↗
DEAN EQUITY INCOME FUND Unified Series Trust 20,2282.2M $2.89 %0.01 %as of Jun 30, 2026 ↗
Franklin U.S. Large Cap Multifactor Index ETF Franklin Templeton ETF Trust 20,0262.2M $0.10 %0.01 %as of Jun 30, 2026 ↗
EQUITY INDEX FUND GuideStone Funds 19,8812.1M $0.03 %0.01 %as of Jun 30, 2026 ↗
iShares MSCI World ETF iShares, Inc. 19,7542M $0.03 %0.01 %as of May 31, 2026 ↗
NYLIM VP S&P 500 Index Portfolio NYLIM VP FUNDS TRUST 19,5032.1M $0.03 %0.01 %as of Jun 30, 2026 ↗
BNY Mellon US Large Cap Core Equity ETF BNY Mellon ETF Trust 19,2062.2M $0.04 %0.01 %as of Jul 31, 2026 ↗
JPMorgan U.S. Value Factor ETF J.P. Morgan Exchange-Traded Fund Trust 19,1312.2M $0.26 %0.01 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 18,3531.9M $0.03 %0.01 %as of May 31, 2026 ↗
U.S. Large Cap Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 18,1062.1M $0.08 %0.01 %as of Jul 31, 2026 ↗
NVIT S&P 500 Index Fund Nationwide Variable Insurance Trust 18,0841.9M $0.03 %0.01 %as of Jun 30, 2026 ↗
MOA EQUITY INDEX FUND MoA Funds Corp 17,8251.9M $0.03 %0.01 %as of Jun 30, 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