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
EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust 17,5961.9M $0.12 %0.01 %as of Jun 30, 2026 ↗
MML VIP Franklin Templeton Equity Fund MML Series Investment Fund II 17,2001.9M $0.19 %0.01 %as of Jun 30, 2026 ↗
Invesco Dorsey Wright Financial Momentum ETF Invesco Exchange-Traded Fund Trust 17,0761.9M $3.27 %0.01 %as of Jul 31, 2026 ↗
ProShares Ultra S&P500 ProShares Trust 16,8171.7M $0.02 %0.01 %as of May 31, 2026 ↗
Venerable Mid Cap Index Fund Venerable Variable Insurance Trust 16,7051.8M $0.16 %0.01 %as of Jun 30, 2026 ↗
Skandia Nordamerika Exponering Skandia Fonder AB 16,70014.3M SEK0.16 %0.01 %as of Mar 31, 2026 ↗
Invesco Bloomberg MVP Multi-Factor ETF Invesco Exchange-Traded Fund Trust 16,6961.9M $1.83 %0.01 %as of Jul 31, 2026 ↗
Handelsbanken Global Index Criteria Handelsbanken Fonder AB 16,32814M SEK0.01 %0.01 %as of Mar 31, 2026 ↗
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 16,0631.7M $0.03 %0.01 %as of May 31, 2026 ↗
Storebrand Global All Countries Storebrand Asset Management AS 15,83913.6M SEK0.03 %0.01 %as of Mar 31, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 15,6201.7M $0.03 %0.01 %as of Jun 30, 2026 ↗
Storebrand Global Plus Storebrand Asset Management AS 15,59913.4M SEK0.03 %0.01 %as of Mar 31, 2026 ↗
U.S. Sector Rotation Fund John Hancock Funds II 15,5201.6M $0.03 %0.01 %as of May 31, 2026 ↗
Timothy Plan US Large/Mid Cap Core ETF Timothy Plan 15,4901.7M $0.55 %0.01 %as of Jun 30, 2026 ↗
Direxion Daily S&P 500 Bull 3X Shares Direxion Shares ETF Trust 15,3671.7M $0.03 %0.01 %as of Jul 31, 2026 ↗
Goldman Sachs S&P 500 Premium Income ETF Goldman Sachs ETF Trust 15,2371.6M $0.03 %0.01 %as of Jun 30, 2026 ↗
MFS Low Volatility Equity Fund MFS SERIES TRUST I 15,0731.6M $0.50 %0.01 %as of May 31, 2026 ↗
Global Equity Fund RUSSELL INVESTMENT CO 14,8841.7M $0.04 %0.01 %as of Jul 31, 2026 ↗
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 14,5231.6M $0.10 %0.01 %as of Jun 30, 2026 ↗
Venerable Large Cap Index Fund Venerable Variable Insurance Trust 14,4811.6M $0.03 %0.01 %as of Jun 30, 2026 ↗
Dimensional VA U.S. Large Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 14,4511.6M $0.19 %0.01 %as of Jul 31, 2026 ↗
Xtrackers S&P 500 Scored & Screened ETF DBX ETF Trust 14,3151.5M $0.05 %0.01 %as of May 29, 2026 ↗
Catholic Responsible Investments Equity Index Fund Catholic Responsible Investments Funds 14,2881.6M $0.04 %0.01 %as of Jul 31, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 14,2011.5M $0.09 %0.01 %as of Jun 30, 2026 ↗
Invesco S&P 500 Index Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 14,1921.5M $0.03 %0.01 %as of May 31, 2026 ↗
DF Tactical Dividend Fund Northern Lights Fund Trust 14,1541.5M $1.96 %0.01 %as of Jun 30, 2026 ↗
VictoryShares US 500 Volatility Wtd ETF Victory Portfolios II 13,9861.5M $0.28 %0.01 %as of Jun 30, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 13,8381.6M $0.03 %0.01 %as of Jul 31, 2026 ↗
SIIT S&P 500 INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 13,7341.4M $0.03 %0.01 %as of May 31, 2026 ↗
Invesco S&P 500 Equal Weight Income Advantage ETF Invesco Actively Managed Exchange-Traded Fund Trust 13,3991.5M $0.15 %0.01 %as of Jul 31, 2026 ↗
Voya VACS Index Series S Portfolio Voya Investors Trust 13,2491.4M $0.03 %0.01 %as of Jun 30, 2026 ↗
GMO Alternative Allocation Fund GMO TRUST 13,0921.4M $0.17 %0.01 %as of May 31, 2026 ↗
Avanza Global Avanza Fonder AB 12,82611M SEK0.03 %0.01 %as of Mar 31, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 12,8121.3M $0.00 %0.01 %as of May 31, 2026 ↗
Avantis U.S. Large Cap Equity ETF American Century ETF Trust 12,6271.3M $0.10 %0.01 %as of May 31, 2026 ↗
American Beacon Man Large Cap Value Fund AMERICAN BEACON FUNDS 12,5001.3M $0.52 %0.01 %as of Jun 30, 2026 ↗
Swedbank Robur Access Edge Global Swedbank Robur Fonder AB 12,35610.6M SEK0.16 %0.01 %as of Mar 31, 2026 ↗
SEB USA Exposure SEB Funds AB 12,29110.6M SEK0.04 %0.01 %as of Mar 31, 2026 ↗
iShares ESG Advanced MSCI USA ETF iShares Trust 12,2851.3M $0.08 %0.01 %as of May 31, 2026 ↗
ProShares Ultra Financials ProShares Trust 12,1961.3M $0.18 %0.01 %as of May 31, 2026 ↗
Invesco S&P 500 Value with Momentum ETF Invesco Exchange-Traded Fund Trust 11,7591.3M $1.02 %0.01 %as of Jul 31, 2026 ↗
MFS Total Return Portfolio Brighthouse Funds Trust II 11,7401.3M $0.22 %0.01 %as of Jun 30, 2026 ↗
EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust 11,6981.3M $0.03 %0.01 %as of Jun 30, 2026 ↗
Schwab S&P 500 Index Portfolio SCHWAB ANNUITY PORTFOLIOS 11,2201.2M $0.03 %0.01 %as of Jun 30, 2026 ↗
Goldman Sachs MarketBeta U.S. Equity ETF Goldman Sachs ETF Trust 11,1531.2M $0.04 %0.01 %as of May 31, 2026 ↗
Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 11,0601.2M $0.17 %0.01 %as of Jun 30, 2026 ↗
Avantis U.S. Mid Cap Equity ETF American Century ETF Trust 10,9471.1M $0.28 %0.01 %as of May 31, 2026 ↗
VictoryShares US 500 Enhanced Volatility Wtd ETF Victory Portfolios II 10,8131.2M $0.28 %0.01 %as of Jun 30, 2026 ↗
Income Equity Fund Northern Funds 10,7511.2M $0.37 %0.01 %as of Jun 30, 2026 ↗
Franklin Systematic Style Premia ETF Franklin Templeton ETF Trust 10,6571.1M $0.12 %0.00 %as of Jun 30, 2026 ↗
John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust 10,6511.1M $0.10 %0.00 %as of Jun 30, 2026 ↗
LVIP Avantis Large Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 10,3041.1M $0.41 %0.00 %as of Jun 30, 2026 ↗
SA Large Cap Index Portfolio SUNAMERICA SERIES TRUST 10,1921.2M $0.04 %0.00 %as of Jul 31, 2026 ↗
ActivePassive U.S. Equity ETF Trust for Professional Managers 10,1581.1M $0.04 %0.00 %as of May 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 10,1341.1M $0.15 %0.00 %as of Jun 30, 2026 ↗
Global X S&P 500 Covered Call ETF GLOBAL X FUNDS 10,1301.2M $0.04 %0.00 %as of Jul 31, 2026 ↗
World Selection Index Fund Northern Funds 10,1261.1M $0.05 %0.00 %as of Jun 30, 2026 ↗
Pacer Trendpilot US Large Cap ETF Pacer Funds Trust 10,0361.1M $0.04 %0.00 %as of Jul 31, 2026 ↗
BlackRock S&P 500 Index V.I. Fund BlackRock Variable Series Funds, Inc. 9,9931.1M $0.03 %0.00 %as of Jun 30, 2026 ↗
Sound Equity Dividend Income ETF Tidal Trust I 9,9101M $3.61 %0.00 %as of May 31, 2026 ↗
BNY Mellon Stock Index Fund, Inc. BNY MELLON STOCK INDEX FUND, INC. 9,9001.1M $0.03 %0.00 %as of Jun 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 9,6891M $0.06 %0.00 %as of Jun 30, 2026 ↗
SA MFS Total Return Portfolio SUNAMERICA SERIES TRUST 9,6781.1M $0.23 %0.00 %as of Jul 31, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 9,632998.1K $0.08 %0.00 %as of May 31, 2026 ↗
Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 9,5831M $0.21 %0.00 %as of Jun 30, 2026 ↗
PRAXIS VALUE INDEX FUND Praxis Mutual Funds 9,5701M $0.17 %0.00 %as of Jun 30, 2026 ↗
Columbia Large Cap Index Fund COLUMBIA FUNDS SERIES TRUST 9,275961.1K $0.03 %0.00 %as of May 31, 2026 ↗
WisdomTree U.S. LargeCap Fund WisdomTree Trust 9,078978.4K $0.06 %0.00 %as of Jun 30, 2026 ↗
T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 9,067977.2K $0.03 %0.00 %as of Jun 30, 2026 ↗
VOYA U.S. STOCK INDEX PORTFOLIO Voya Investors Trust 8,896958.8K $0.03 %0.00 %as of Jun 30, 2026 ↗
Invesco V.I. Equally-Weighted S&P 500 Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 8,801948.6K $0.19 %0.00 %as of Jun 30, 2026 ↗
AQR Multi-Asset Fund AQR Funds 8,752943.3K $0.03 %0.00 %as of Jun 30, 2026 ↗
WisdomTree U.S. Multifactor Fund WisdomTree Trust 8,744942.4K $0.30 %0.00 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) 500 Fossil Fuel Reserves Free ETF SPDR SERIES TRUST 8,704938.1K $0.03 %0.00 %as of Jun 30, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 8,531919.5K $0.01 %0.00 %as of Jun 30, 2026 ↗
Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 8,472877.9K $0.02 %0.00 %as of May 31, 2026 ↗
iShares Dow Jones U.S. ETF iShares Trust 8,453961.1K $0.03 %0.00 %as of Jul 31, 2026 ↗
iShares Morningstar Value ETF iShares Trust 8,443960K $0.07 %0.00 %as of Jul 31, 2026 ↗
BNY Mellon S&P 500 Index Fund BNY MELLON INDEX FUNDS, INC. 8,226935.3K $0.03 %0.00 %as of Jul 31, 2026 ↗
MassMutual Diversified Value Fund MASSMUTUAL SELECT FUNDS 8,200883.8K $0.19 %0.00 %as of Jun 30, 2026 ↗
iShares MSCI USA Size Factor ETF iShares Trust 7,947903.6K $0.21 %0.00 %as of Jul 31, 2026 ↗
Columbia Variable Portfolio - Large Cap Index Fund Columbia Funds Variable Series Trust II 7,926854.3K $0.03 %0.00 %as of Jun 30, 2026 ↗
AST Large-Cap Value Portfolio Advanced Series Trust 7,900851.5K $0.02 %0.00 %as of Jun 30, 2026 ↗
iShares U.S. Carbon Transition Readiness Aware Active ETF BlackRock ETF Trust 7,894897.5K $0.07 %0.00 %as of Jul 31, 2026 ↗
Longview Advantage ETF RBB Fund Trust 7,814809.7K $0.12 %0.00 %as of May 31, 2026 ↗
iShares Global Financials ETF iShares Trust 7,771837.6K $0.14 %0.00 %as of Jun 30, 2026 ↗
ProShares UltraPro S&P500 ProShares Trust 7,628790.4K $0.01 %0.00 %as of May 31, 2026 ↗
AZL S&P 500 Index Fund Allianz Variable Insurance Products Trust 7,621821.4K $0.03 %0.00 %as of Jun 30, 2026 ↗
ATM Large Cap Managed Volatility Portfolio EQ Advisors Trust 7,531811.7K $0.03 %0.00 %as of Jun 30, 2026 ↗
Goldman Sachs ActiveBeta World Equity ETF Goldman Sachs ETF Trust 7,479775K $0.05 %0.00 %as of May 31, 2026 ↗
Xtrackers MSCI USA Climate Action Equity ETF DBX ETF Trust 7,454772.4K $0.02 %0.00 %as of May 29, 2026 ↗
NVIT BNY Mellon Dynamic U.S. Core Fund Nationwide Variable Insurance Trust 7,450803K $0.03 %0.00 %as of Jun 30, 2026 ↗
LargeCap S&P 500 Index Account Principal Variable Contract Funds, Inc 7,411798.8K $0.03 %0.00 %as of Jun 30, 2026 ↗
Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II 7,350761.6K $0.03 %0.00 %as of May 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 7,348792K $0.09 %0.00 %as of Jun 30, 2026 ↗
iShares ESG MSCI USA Leaders ETF iShares Trust 7,343760.9K $0.07 %0.00 %as of May 31, 2026 ↗
MFS Core Equity Portfolio MFS VARIABLE INSURANCE TRUST II 7,263782.8K $0.27 %0.00 %as of Jun 30, 2026 ↗
THRIVENT LARGE CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 7,244780.8K $0.03 %0.00 %as of Jun 30, 2026 ↗
MM S&P 500 Index Fund MASSMUTUAL SELECT FUNDS 6,869740.3K $0.03 %0.00 %as of Jun 30, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 6,847709.5K $0.10 %0.00 %as of May 31, 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
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Titelia. "Fund shareholders of Principal Financial Group Inc". https://titelia.com/en/stocks/principal-financial-group-inc-US74251V1026