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
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 62,4385.6M $0.03 %0.03 %as of Mar 31, 2026 ↗
WisdomTree U.S. High Dividend Fund WisdomTree Trust 61,6215.6M $0.39 %0.03 %as of Mar 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 59,9115.4M $0.03 %0.03 %as of Mar 31, 2026 ↗
Multi-Manager Value Strategies Fund Columbia Funds Series Trust II 59,3695.7M $0.10 %0.03 %as of Feb 28, 2026 ↗
JNL/Mellon S&P 500 Index Fund JNL Series Trust 59,1025.3M $0.03 %0.03 %as of Mar 31, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 57,9855.9M $0.26 %0.03 %as of Apr 30, 2026 ↗
Stock Index Fund Northern Funds 57,9245.2M $0.03 %0.03 %as of Mar 31, 2026 ↗
Skandia Global Exponering Skandia Fonder AB 57,10049M SEK0.15 %0.03 %as of Mar 31, 2026 ↗
O'Shaughnessy Market Leaders Value Fund Advisors Series Trust 56,2775.7M $2.05 %0.03 %as of Apr 30, 2026 ↗
Victory Value Fund Victory Portfolios III 55,8155.6M $0.39 %0.03 %as of Apr 30, 2026 ↗
Swedbank Robur Access Global Swedbank Robur Fonder AB 55,50247.6M SEK0.08 %0.03 %as of Mar 31, 2026 ↗
Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust 54,9175.5M $0.03 %0.03 %as of Apr 30, 2026 ↗
Victory 500 Index Fund Victory Portfolios III 50,6025.1M $0.03 %0.02 %as of Apr 30, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 50,4275.1M $0.04 %0.02 %as of Apr 30, 2026 ↗
Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust 50,0955.1M $0.03 %0.02 %as of Apr 30, 2026 ↗
Nomura Wealth Builder Fund Delaware Group Equity Funds V 49,9704.8M $0.57 %0.02 %as of Feb 27, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 48,6764.6M $0.04 %0.02 %as of Feb 28, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 48,4874.9M $0.09 %0.02 %as of Apr 30, 2026 ↗
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 47,9704.6M $0.05 %0.02 %as of Feb 28, 2026 ↗
VANGUARD S&P 500 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 45,8044.4M $0.07 %0.02 %as of Feb 28, 2026 ↗
U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC 44,5334.5M $0.03 %0.02 %as of Apr 30, 2026 ↗
EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 44,3944M $0.03 %0.02 %as of Mar 31, 2026 ↗
VictoryShares US Large Cap High Div Volatility Wtd ETF Victory Portfolios II 43,8574M $1.05 %0.02 %as of Mar 31, 2026 ↗
JPMorgan Equity Index Fund JPMorgan Trust II 43,7133.9M $0.03 %0.02 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 43,6613.9M $0.03 %0.02 %as of Mar 31, 2026 ↗
Nuveen ESG Mid-Cap Value ETF NuShares ETF Trust 43,4604.4M $1.02 %0.02 %as of Apr 30, 2026 ↗
Nuveen S&P 500 Index Fund TIAA-CREF Funds 43,1384.4M $0.03 %0.02 %as of Apr 30, 2026 ↗
LVIP SSGA S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 42,2333.8M $0.03 %0.02 %as of Mar 31, 2026 ↗
MFS Total Return Series MFS VARIABLE INSURANCE TRUST 42,1183.8M $0.19 %0.02 %as of Mar 31, 2026 ↗
Fidelity U.S. Sustainability Index Fund Fidelity Salem Street Trust 41,7474.2M $0.08 %0.02 %as of Apr 30, 2026 ↗
Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST 41,6574.2M $0.16 %0.02 %as of Apr 30, 2026 ↗
LargeCap S&P 500 Index Fund Principal Funds, Inc 41,6564.2M $0.03 %0.02 %as of Apr 30, 2026 ↗
Länsförsäkringar Global Index Länsförsäkringar Fondförvaltning AB 41,22235.4M SEK0.03 %0.02 %as of Mar 31, 2026 ↗
500 Index Trust John Hancock Variable Insurance Trust 41,0233.7M $0.03 %0.02 %as of Mar 31, 2026 ↗
EQ/Equity 500 Index Portfolio EQ Advisors Trust 40,9783.7M $0.03 %0.02 %as of Mar 31, 2026 ↗
JNL/Mellon Financial Sector Fund JNL Series Trust 39,9103.6M $0.27 %0.02 %as of Mar 31, 2026 ↗
Invesco S&P 500 Equal Weight Financials ETF Invesco Exchange-Traded Fund Trust 38,9123.9M $1.42 %0.02 %as of Apr 30, 2026 ↗
Empower Mid Cap Value Fund EMPOWER FUNDS, INC. 38,3473.5M $0.35 %0.02 %as of Mar 31, 2026 ↗
Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. 38,3403.5M $0.19 %0.02 %as of Mar 31, 2026 ↗
AQR Managed Futures Strategy Fund AQR Funds 38,2693.4M $0.12 %0.02 %as of Mar 31, 2026 ↗
iShares Russell Mid-Cap Index Fund BlackRock Funds 38,0703.8M $0.16 %0.02 %as of Apr 30, 2026 ↗
Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II 38,0103.6M $0.04 %0.02 %as of Feb 28, 2026 ↗
Direxion Daily Financial Bull 3X Shares Direxion Shares ETF Trust 37,8493.8M $0.19 %0.02 %as of Apr 30, 2026 ↗
Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust 36,9963.3M $0.20 %0.02 %as of Mar 31, 2026 ↗
Timothy Plan High Dividend Stock ETF Timothy Plan 36,7893.3M $0.97 %0.02 %as of Mar 31, 2026 ↗
First Trust Long/Short Equity ETF First Trust Exchange-Traded Fund III 36,3043.7M $0.16 %0.02 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 36,3023.5M $0.03 %0.02 %as of Feb 28, 2026 ↗
First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 35,3703.6M $0.33 %0.02 %as of Apr 30, 2026 ↗
Innovator Equity Managed Floor ETF Innovator ETFs Trust 34,8323.5M $0.21 %0.02 %as of Apr 30, 2026 ↗
iShares MSCI USA Equal Weighted ETF iShares, Inc. 34,0273.2M $0.21 %0.02 %as of Feb 28, 2026 ↗
iShares ESG MSCI KLD 400 ETF iShares Trust 33,5183.4M $0.07 %0.02 %as of Apr 30, 2026 ↗
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 33,1353.2M $0.19 %0.02 %as of Feb 28, 2026 ↗
PSF Stock Index Portfolio Prudential Series Fund 33,1003M $0.03 %0.02 %as of Mar 31, 2026 ↗
Avantis U.S. Large Cap Value Fund American Century ETF Trust 33,0713.2M $0.44 %0.02 %as of Feb 28, 2026 ↗
Empower S&P 500 Index Fund EMPOWER FUNDS, INC. 32,1752.9M $0.03 %0.02 %as of Mar 31, 2026 ↗
iShares Morningstar Mid-Cap Value ETF iShares Trust 31,4183.2M $0.31 %0.01 %as of Apr 30, 2026 ↗
Avantis U.S. Mid Cap Value ETF American Century ETF Trust 31,1143M $0.58 %0.01 %as of Feb 28, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 30,8002.8M $0.04 %0.01 %as of Mar 31, 2026 ↗
NEOS S&P 500(R) High Income ETF NEOS ETF Trust 30,5752.8M $0.03 %0.01 %as of Mar 31, 2026 ↗
MetLife Stock Index Portfolio Brighthouse Funds Trust II 30,1492.7M $0.03 %0.01 %as of Mar 31, 2026 ↗
Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST 29,7692.7M $0.01 %0.01 %as of Mar 31, 2026 ↗
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 29,4332.7M $0.05 %0.01 %as of Mar 31, 2026 ↗
JPMORGAN BETABUILDERS U.S. EQUITY ETF J.P. Morgan Exchange-Traded Fund Trust 28,2742.9M $0.04 %0.01 %as of Apr 30, 2026 ↗
iShares U.S. Equity Factor ETF iShares Trust 27,9512.8M $0.09 %0.01 %as of Apr 30, 2026 ↗
Fidelity Flex 500 Index Fund Fidelity Concord Street Trust 27,2842.6M $0.03 %0.01 %as of Feb 28, 2026 ↗
First Trust Large Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 27,2672.8M $0.18 %0.01 %as of Apr 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 26,3112.4M $0.41 %0.01 %as of Mar 31, 2026 ↗
LVIP BlackRock Dividend Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 25,4092.3M $0.12 %0.01 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Yield Focus ETF SPDR SERIES TRUST 24,8762.2M $0.26 %0.01 %as of Mar 31, 2026 ↗
Index 500 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 24,6692.2M $0.03 %0.01 %as of Mar 31, 2026 ↗
Global Equity Fund RUSSELL INVESTMENT CO 24,4932.5M $0.06 %0.01 %as of Apr 30, 2026 ↗
Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 24,4312.3M $0.05 %0.01 %as of Feb 28, 2026 ↗
Swedbank Robur Access USA Swedbank Robur Fonder AB 24,39720.9M SEK0.07 %0.01 %as of Mar 31, 2026 ↗
First Trust Large Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 24,3842.5M $0.19 %0.01 %as of Apr 30, 2026 ↗
iShares Morningstar Mid-Cap ETF iShares Trust 24,2222.4M $0.16 %0.01 %as of Apr 30, 2026 ↗
EQ/500 Managed Volatility Portfolio EQ Advisors Trust 23,9032.2M $0.03 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 23,7532.4M $0.08 %0.01 %as of Apr 30, 2026 ↗
AQR Managed Futures Strategy HV Fund AQR Funds 23,7372.1M $0.17 %0.01 %as of Mar 31, 2026 ↗
SA Franklin BW U.S. Large Cap Value Portfolio SUNAMERICA SERIES TRUST 23,4002.4M $0.19 %0.01 %as of Apr 30, 2026 ↗
DEAN EQUITY INCOME FUND Unified Series Trust 22,7372M $2.50 %0.01 %as of Mar 31, 2026 ↗
The U.S. Equity Portfolio HC Capital Trust 22,5342M $0.11 %0.01 %as of Mar 31, 2026 ↗
Stock Index Fund VALIC Co I 22,3342.1M $0.03 %0.01 %as of Feb 28, 2026 ↗
Impax US Sustainable Economy Fund IMPAX FUNDS SERIES TRUST I 22,1132M $0.25 %0.01 %as of Mar 31, 2026 ↗
Parametric Equity Premium Income ETF Morgan Stanley ETF Trust 21,6101.9M $0.56 %0.01 %as of Mar 31, 2026 ↗
Equity Index Portfolio PACIFIC SELECT FUND 21,3561.9M $0.03 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 21,3252.2M $0.10 %0.01 %as of Apr 30, 2026 ↗
American Funds U.S. Small & Mid Cap Equity Fund American Funds U.S. Small & Mid Cap Equity Fund 21,2812M $0.52 %0.01 %as of Feb 28, 2026 ↗
MFS Low Volatility Equity Fund MFS SERIES TRUST I 21,2442M $0.59 %0.01 %as of Feb 28, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 21,0232.1M $0.09 %0.01 %as of Apr 30, 2026 ↗
MOA EQUITY INDEX FUND MoA Funds Corp 20,4211.8M $0.03 %0.01 %as of Mar 31, 2026 ↗
Invesco Bloomberg MVP Multi-Factor ETF Invesco Exchange-Traded Fund Trust 19,9242M $1.97 %0.01 %as of Apr 30, 2026 ↗
EQUITY INDEX FUND GuideStone Funds 19,8811.8M $0.03 %0.01 %as of Mar 31, 2026 ↗
NYLIM VP S&P 500 Index Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 19,6021.8M $0.03 %0.01 %as of Mar 31, 2026 ↗
BNY Mellon US Large Cap Core Equity ETF BNY Mellon ETF Trust 19,1861.9M $0.04 %0.01 %as of Apr 30, 2026 ↗
JPMorgan U.S. Value Factor ETF J.P. Morgan Exchange-Traded Fund Trust 18,9641.9M $0.26 %0.01 %as of Apr 30, 2026 ↗
iShares Core Dividend ETF iShares Trust 18,8561.9M $0.14 %0.01 %as of Apr 30, 2026 ↗
Virtus Terranova U.S. Quality Momentum ETF Virtus ETF Trust II 18,7521.9M $0.80 %0.01 %as of Apr 30, 2026 ↗
Donoghue Forlines Momentum VIT Fund Northern Lights Variable Trust 18,3761.7M $2.04 %0.01 %as of Mar 31, 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