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 | |
|---|---|---|---|---|---|
| 201 | U.S. Large Cap Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 18,106 | 1.8M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 202 | NVIT S&P 500 Index Fund Nationwide Variable Insurance Trust | 18,084 | 1.6M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 203 | iShares MSCI World ETF iShares, Inc. | 17,990 | 1.7M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 204 | AAM S&P 500 High Dividend Value ETF ETF Series Solutions | 17,981 | 1.8M $ | 2.01 % | as of Apr 30, 2026 · Original filing |
| 205 | MML Equity Fund MML Series Investment Fund II | 17,600 | 1.6M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 206 | VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 17,583 | 1.7M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 207 | Venerable Mid Cap Index Fund Venerable Variable Insurance Trust | 17,410 | 1.6M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 208 | EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust | 17,239 | 1.6M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 209 | DF Tactical Dividend Fund Northern Lights Fund Trust | 16,847 | 1.5M $ | 2.01 % | as of Mar 31, 2026 · Original filing |
| 210 | Skandia Nordamerika Exponering Skandia Fonder AB | 16,700 | 14.3M SEK | 0.16 % | as of Mar 31, 2026 · Original filing |
| 211 | JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust | 16,595 | 1.5M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 212 | Timothy Plan US Large/Mid Cap Core ETF Timothy Plan | 16,396 | 1.5M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| 213 | Handelsbanken Global Index Criteria Handelsbanken Fonder AB | 16,328 | 14M SEK | 0.01 % | as of Mar 31, 2026 · Original filing |
| 214 | Longview Advantage ETF RBB Fund Trust | 16,310 | 1.6M $ | 0.25 % | as of Feb 28, 2026 · Original filing |
| 215 | U.S. Sector Rotation Fund John Hancock Funds II | 16,039 | 1.5M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 216 | ProShares Ultra S&P500 ProShares Trust | 15,912 | 1.5M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 217 | Storebrand Global All Countries Storebrand Asset Management AS | 15,839 | 13.6M SEK | 0.03 % | as of Mar 31, 2026 · Original filing |
| 218 | Storebrand Global Plus Storebrand Asset Management AS | 15,599 | 13.4M SEK | 0.03 % | as of Mar 31, 2026 · Original filing |
| 219 | Catholic Responsible Investments Equity Index Fund Catholic Responsible Investments Funds | 15,339 | 1.5M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 220 | Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST | 15,333 | 1.5M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 221 | Goldman Sachs S&P 500 Premium Income ETF Goldman Sachs ETF Trust | 15,237 | 1.4M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 222 | Federated Hermes MDT Market Neutral Fund Federated Hermes Adviser Series | 15,099 | 1.4M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 223 | Venerable Large Cap Index Fund Venerable Variable Insurance Trust | 15,044 | 1.4M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 224 | SIIT S&P 500 INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 14,834 | 1.4M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 225 | iShares Total U.S. Stock Market Index Fund BlackRock Funds | 14,640 | 1.5M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 226 | VictoryShares US 500 Volatility Wtd ETF Victory Portfolios II | 14,611 | 1.3M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 227 | WisdomTree U.S. Total Dividend Fund WisdomTree Trust | 14,481 | 1.3M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 228 | Dimensional VA U.S. Large Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 14,451 | 1.5M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| 229 | Invesco S&P 500 Index Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 14,192 | 1.4M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 230 | Voya VACS Index Series S Portfolio Voya Investors Trust | 13,939 | 1.3M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 231 | Direxion Daily S&P 500 Bull 3X Shares Direxion Shares ETF Trust | 13,377 | 1.3M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 232 | GMO Alternative Allocation Fund GMO TRUST | 13,092 | 1.2M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| 233 | EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust | 13,039 | 1.2M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 234 | Avanza Global Avanza Fonder AB | 12,826 | 11M SEK | 0.03 % | as of Mar 31, 2026 · Original filing |
| 235 | American Beacon Man Large Cap Value Fund AMERICAN BEACON FUNDS | 12,500 | 1.1M $ | 0.50 % | as of Mar 31, 2026 · Original filing |
| 236 | AB US High Dividend ETF AB Active ETFs, Inc. | 12,443 | 1.2M $ | 0.77 % | as of Feb 28, 2026 · Original filing |
| 237 | Invesco S&P 500 Equal Weight Income Advantage ETF Invesco Actively Managed Exchange-Traded Fund Trust | 12,383 | 1.2M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| 238 | Swedbank Robur Access Edge Global Swedbank Robur Fonder AB | 12,356 | 10.6M SEK | 0.16 % | as of Mar 31, 2026 · Original filing |
| 239 | SEB USA Exposure SEB Funds AB | 12,291 | 10.6M SEK | 0.04 % | as of Mar 31, 2026 · Original filing |
| 240 | ProShares Ultra Financials ProShares Trust | 12,220 | 1.2M $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| 241 | Avantis U.S. Large Cap Equity ETF American Century ETF Trust | 12,014 | 1.1M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| 242 | MFS Total Return Portfolio Brighthouse Funds Trust II | 11,902 | 1.1M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 243 | iShares ESG Advanced MSCI USA ETF iShares Trust | 11,876 | 1.1M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| 244 | Xtrackers S&P 500 Scored & Screened ETF DBX ETF Trust | 11,773 | 1.1M $ | 0.05 % | as of Feb 27, 2026 · Original filing |
| 245 | Leadershares Alphafactor US Core Equity ETF Two Roads Shared Trust | 11,590 | 1.2M $ | 1.03 % | as of Apr 30, 2026 · Original filing |
| 246 | Goldman Sachs MarketBeta U.S. Equity ETF Goldman Sachs ETF Trust | 11,495 | 1.1M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 247 | Schwab S&P 500 Index Portfolio SCHWAB ANNUITY PORTFOLIOS | 11,399 | 1M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 248 | VictoryShares US 500 Enhanced Volatility Wtd ETF Victory Portfolios II | 11,215 | 1M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 249 | Income Equity Fund Northern Funds | 10,994 | 990.7K $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 250 | Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 10,866 | 979.1K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 251 | BlackRock S&P 500 Index V.I. Fund BlackRock Variable Series Funds, Inc. | 10,661 | 960.7K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 252 | Invesco V.I. Equally-Weighted S&P 500 Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 10,577 | 953.1K $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| 253 | DF Tactical Momentum Fund Northern Lights Fund Trust | 10,553 | 950.9K $ | 2.04 % | as of Mar 31, 2026 · Original filing |
| 254 | John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust | 10,531 | 948.9K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 255 | World Selection Index Fund Northern Funds | 10,418 | 938.8K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 256 | Sound Equity Dividend Income ETF Tidal Trust I | 10,404 | 992.7K $ | 3.29 % | as of Feb 28, 2026 · Original filing |
| 257 | Pacer Trendpilot US Large Cap ETF Pacer Funds Trust | 10,252 | 1M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 258 | SA Large Cap Index Portfolio SUNAMERICA SERIES TRUST | 10,192 | 1M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 259 | BlackRock Global Allocation V.I. Fund BlackRock Variable Series Funds, Inc. | 10,186 | 917.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 260 | Columbia Large Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 10,113 | 965K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 261 | State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST | 10,011 | 902.1K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 262 | Global X S&P 500 Covered Call ETF GLOBAL X FUNDS | 9,968 | 1M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 263 | ActivePassive U.S. Equity ETF Trust for Professional Managers | 9,942 | 948.7K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 264 | BNY Mellon Stock Index Fund, Inc. BNY MELLON STOCK INDEX FUND, INC. | 9,900 | 892.1K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 265 | SA MFS Total Return Portfolio SUNAMERICA SERIES TRUST | 9,721 | 980.9K $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| 266 | LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 9,689 | 873.1K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 267 | PRAXIS VALUE INDEX FUND Praxis Mutual Funds | 9,570 | 862.4K $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 268 | Bridge Builder Large Cap Value Fund Bridge Builder Trust | 9,527 | 858.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 269 | ProShares UltraPro S&P500 ProShares Trust | 9,268 | 884.4K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 270 | Avantis U.S. Mid Cap Equity ETF American Century ETF Trust | 9,248 | 882.4K $ | 0.28 % | as of Feb 28, 2026 · Original filing |
| 271 | Avantis U.S. Equity Fund American Century ETF Trust | 9,161 | 874.1K $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| 272 | Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 9,136 | 823.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 273 | VOYA U.S. STOCK INDEX PORTFOLIO Voya Investors Trust | 9,069 | 817.2K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 274 | T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 9,067 | 817K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 275 | Franklin Systematic Style Premia ETF Franklin Templeton ETF Trust | 9,059 | 816.3K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 276 | Dimensional US High Profitability ETF Dimensional ETF Trust | 8,918 | 899.9K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 277 | Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 8,829 | 842.5K $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| 278 | WisdomTree U.S. LargeCap Fund WisdomTree Trust | 8,814 | 794.2K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 279 | iShares MSCI USA Size Factor ETF iShares Trust | 8,806 | 888.6K $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| 280 | iShares Morningstar Value ETF iShares Trust | 8,801 | 888.1K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 281 | AQR Multi-Asset Fund AQR Funds | 8,752 | 788.6K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 282 | Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 8,746 | 788.1K $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 283 | State Street(R) SPDR(R) S&P(R) 500 Fossil Fuel Reserves Free ETF SPDR SERIES TRUST | 8,512 | 767K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 284 | iShares Dow Jones U.S. ETF iShares Trust | 8,505 | 858.2K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 285 | MassMutual Diversified Value Fund MASSMUTUAL SELECT FUNDS | 8,500 | 765.9K $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 286 | AZL S&P 500 Index Fund Allianz Variable Insurance Products Trust | 8,374 | 754.6K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 287 | Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 8,268 | 788.9K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 288 | BNY Mellon S&P 500 Index Fund BNY MELLON INDEX FUNDS, INC. | 8,226 | 830.1K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 289 | ATM Large Cap Managed Volatility Portfolio EQ Advisors Trust | 8,211 | 739.9K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 290 | Columbia Variable Portfolio - Large Cap Index Fund Columbia Funds Variable Series Trust II | 8,193 | 738.3K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 291 | LargeCap S&P 500 Index Account Principal Variable Contract Funds, Inc | 8,179 | 737K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 292 | AST Large-Cap Value Portfolio Advanced Series Trust | 7,900 | 711.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 293 | Columbia Research Enhanced Value ETF Columbia ETF Trust I | 7,759 | 783K $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| 294 | iShares Global Financials ETF iShares Trust | 7,609 | 685.6K $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 295 | THRIVENT LARGE CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 7,489 | 674.8K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 296 | JNL/DFA U.S. Core Equity Fund JNL Series Trust | 7,455 | 671.8K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 297 | NVIT BNY Mellon Dynamic U.S. Core Fund Nationwide Variable Insurance Trust | 7,450 | 671.3K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 298 | MFS Core Equity Portfolio MFS VARIABLE INSURANCE TRUST II | 7,441 | 670.5K $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 299 | Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II | 7,434 | 709.4K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 300 | iShares ESG MSCI USA Leaders ETF iShares Trust | 7,386 | 704.8K $ | 0.07 % | as of Feb 28, 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 |