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
U.S. Large Cap Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 18,1061.8M $0.07 %0.01 %as of Apr 30, 2026 ↗
NVIT S&P 500 Index Fund Nationwide Variable Insurance Trust 18,0841.6M $0.03 %0.01 %as of Mar 31, 2026 ↗
iShares MSCI World ETF iShares, Inc. 17,9901.7M $0.02 %0.01 %as of Feb 28, 2026 ↗
AAM S&P 500 High Dividend Value ETF ETF Series Solutions 17,9811.8M $2.01 %0.01 %as of Apr 30, 2026 ↗
MML Equity Fund MML Series Investment Fund II 17,6001.6M $0.18 %0.01 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 17,5831.7M $0.03 %0.01 %as of Feb 28, 2026 ↗
Venerable Mid Cap Index Fund Venerable Variable Insurance Trust 17,4101.6M $0.15 %0.01 %as of Mar 31, 2026 ↗
EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust 17,2391.6M $0.10 %0.01 %as of Mar 31, 2026 ↗
DF Tactical Dividend Fund Northern Lights Fund Trust 16,8471.5M $2.01 %0.01 %as of Mar 31, 2026 ↗
Skandia Nordamerika Exponering Skandia Fonder AB 16,70014.3M SEK0.16 %0.01 %as of Mar 31, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 16,5951.5M $0.03 %0.01 %as of Mar 31, 2026 ↗
Timothy Plan US Large/Mid Cap Core ETF Timothy Plan 16,3961.5M $0.44 %0.01 %as of Mar 31, 2026 ↗
Handelsbanken Global Index Criteria Handelsbanken Fonder AB 16,32814M SEK0.01 %0.01 %as of Mar 31, 2026 ↗
Longview Advantage ETF RBB Fund Trust 16,3101.6M $0.25 %0.01 %as of Feb 28, 2026 ↗
U.S. Sector Rotation Fund John Hancock Funds II 16,0391.5M $0.03 %0.01 %as of Feb 28, 2026 ↗
ProShares Ultra S&P500 ProShares Trust 15,9121.5M $0.02 %0.01 %as of Feb 28, 2026 ↗
Storebrand Global All Countries Storebrand Asset Management AS 15,83913.6M SEK0.03 %0.01 %as of Mar 31, 2026 ↗
Storebrand Global Plus Storebrand Asset Management AS 15,59913.4M SEK0.03 %0.01 %as of Mar 31, 2026 ↗
Catholic Responsible Investments Equity Index Fund Catholic Responsible Investments Funds 15,3391.5M $0.03 %0.01 %as of Apr 30, 2026 ↗
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 15,3331.5M $0.03 %0.01 %as of Feb 28, 2026 ↗
Goldman Sachs S&P 500 Premium Income ETF Goldman Sachs ETF Trust 15,2371.4M $0.04 %0.01 %as of Mar 31, 2026 ↗
Federated Hermes MDT Market Neutral Fund Federated Hermes Adviser Series 15,0991.4M $0.06 %0.01 %as of Mar 31, 2026 ↗
Venerable Large Cap Index Fund Venerable Variable Insurance Trust 15,0441.4M $0.03 %0.01 %as of Mar 31, 2026 ↗
SIIT S&P 500 INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 14,8341.4M $0.03 %0.01 %as of Feb 28, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 14,6401.5M $0.03 %0.01 %as of Apr 30, 2026 ↗
VictoryShares US 500 Volatility Wtd ETF Victory Portfolios II 14,6111.3M $0.25 %0.01 %as of Mar 31, 2026 ↗
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 14,4811.3M $0.09 %0.01 %as of Mar 31, 2026 ↗
Dimensional VA U.S. Large Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 14,4511.5M $0.18 %0.01 %as of Apr 30, 2026 ↗
Invesco S&P 500 Index Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 14,1921.4M $0.03 %0.01 %as of Feb 28, 2026 ↗
Voya VACS Index Series S Portfolio Voya Investors Trust 13,9391.3M $0.03 %0.01 %as of Mar 31, 2026 ↗
Direxion Daily S&P 500 Bull 3X Shares Direxion Shares ETF Trust 13,3771.3M $0.02 %0.01 %as of Apr 30, 2026 ↗
GMO Alternative Allocation Fund GMO TRUST 13,0921.2M $0.15 %0.01 %as of Feb 28, 2026 ↗
EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust 13,0391.2M $0.03 %0.01 %as of Mar 31, 2026 ↗
Avanza Global Avanza Fonder AB 12,82611M SEK0.03 %0.01 %as of Mar 31, 2026 ↗
American Beacon Man Large Cap Value Fund AMERICAN BEACON FUNDS 12,5001.1M $0.50 %0.01 %as of Mar 31, 2026 ↗
AB US High Dividend ETF AB Active ETFs, Inc. 12,4431.2M $0.77 %0.01 %as of Feb 28, 2026 ↗
Invesco S&P 500 Equal Weight Income Advantage ETF Invesco Actively Managed Exchange-Traded Fund Trust 12,3831.2M $0.17 %0.01 %as of Apr 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 ↗
ProShares Ultra Financials ProShares Trust 12,2201.2M $0.17 %0.01 %as of Feb 28, 2026 ↗
Avantis U.S. Large Cap Equity ETF American Century ETF Trust 12,0141.1M $0.11 %0.01 %as of Feb 28, 2026 ↗
MFS Total Return Portfolio Brighthouse Funds Trust II 11,9021.1M $0.19 %0.01 %as of Mar 31, 2026 ↗
iShares ESG Advanced MSCI USA ETF iShares Trust 11,8761.1M $0.09 %0.01 %as of Feb 28, 2026 ↗
Xtrackers S&P 500 Scored & Screened ETF DBX ETF Trust 11,7731.1M $0.05 %0.01 %as of Feb 27, 2026 ↗
Leadershares Alphafactor US Core Equity ETF Two Roads Shared Trust 11,5901.2M $1.03 %0.01 %as of Apr 30, 2026 ↗
Goldman Sachs MarketBeta U.S. Equity ETF Goldman Sachs ETF Trust 11,4951.1M $0.04 %0.01 %as of Feb 28, 2026 ↗
Schwab S&P 500 Index Portfolio SCHWAB ANNUITY PORTFOLIOS 11,3991M $0.03 %0.01 %as of Mar 31, 2026 ↗
VictoryShares US 500 Enhanced Volatility Wtd ETF Victory Portfolios II 11,2151M $0.25 %0.01 %as of Mar 31, 2026 ↗
Income Equity Fund Northern Funds 10,994990.7K $0.35 %0.01 %as of Mar 31, 2026 ↗
Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 10,866979.1K $0.15 %0.01 %as of Mar 31, 2026 ↗
BlackRock S&P 500 Index V.I. Fund BlackRock Variable Series Funds, Inc. 10,661960.7K $0.03 %0.00 %as of Mar 31, 2026 ↗
Invesco V.I. Equally-Weighted S&P 500 Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 10,577953.1K $0.21 %0.00 %as of Mar 31, 2026 ↗
DF Tactical Momentum Fund Northern Lights Fund Trust 10,553950.9K $2.04 %0.00 %as of Mar 31, 2026 ↗
John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust 10,531948.9K $0.09 %0.00 %as of Mar 31, 2026 ↗
World Selection Index Fund Northern Funds 10,418938.8K $0.05 %0.00 %as of Mar 31, 2026 ↗
Sound Equity Dividend Income ETF Tidal Trust I 10,404992.7K $3.29 %0.00 %as of Feb 28, 2026 ↗
Pacer Trendpilot US Large Cap ETF Pacer Funds Trust 10,2521M $0.03 %0.00 %as of Apr 30, 2026 ↗
SA Large Cap Index Portfolio SUNAMERICA SERIES TRUST 10,1921M $0.03 %0.00 %as of Apr 30, 2026 ↗
BlackRock Global Allocation V.I. Fund BlackRock Variable Series Funds, Inc. 10,186917.9K $0.02 %0.00 %as of Mar 31, 2026 ↗
Columbia Large Cap Index Fund COLUMBIA FUNDS SERIES TRUST 10,113965K $0.03 %0.00 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 10,011902.1K $0.15 %0.00 %as of Mar 31, 2026 ↗
Global X S&P 500 Covered Call ETF GLOBAL X FUNDS 9,9681M $0.03 %0.00 %as of Apr 30, 2026 ↗
ActivePassive U.S. Equity ETF Trust for Professional Managers 9,942948.7K $0.04 %0.00 %as of Feb 28, 2026 ↗
BNY Mellon Stock Index Fund, Inc. BNY MELLON STOCK INDEX FUND, INC. 9,900892.1K $0.04 %0.00 %as of Mar 31, 2026 ↗
SA MFS Total Return Portfolio SUNAMERICA SERIES TRUST 9,721980.9K $0.21 %0.00 %as of Apr 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 9,689873.1K $0.05 %0.00 %as of Mar 31, 2026 ↗
PRAXIS VALUE INDEX FUND Praxis Mutual Funds 9,570862.4K $0.16 %0.00 %as of Mar 31, 2026 ↗
Bridge Builder Large Cap Value Fund Bridge Builder Trust 9,527858.5K $0.00 %0.00 %as of Mar 31, 2026 ↗
ProShares UltraPro S&P500 ProShares Trust 9,268884.4K $0.02 %0.00 %as of Feb 28, 2026 ↗
Avantis U.S. Mid Cap Equity ETF American Century ETF Trust 9,248882.4K $0.28 %0.00 %as of Feb 28, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 9,161874.1K $0.09 %0.00 %as of Feb 28, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 9,136823.2K $0.02 %0.00 %as of Mar 31, 2026 ↗
VOYA U.S. STOCK INDEX PORTFOLIO Voya Investors Trust 9,069817.2K $0.03 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 9,067817K $0.03 %0.00 %as of Mar 31, 2026 ↗
Franklin Systematic Style Premia ETF Franklin Templeton ETF Trust 9,059816.3K $0.12 %0.00 %as of Mar 31, 2026 ↗
Dimensional US High Profitability ETF Dimensional ETF Trust 8,918899.9K $0.01 %0.00 %as of Apr 30, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 8,829842.5K $0.07 %0.00 %as of Feb 28, 2026 ↗
WisdomTree U.S. LargeCap Fund WisdomTree Trust 8,814794.2K $0.06 %0.00 %as of Mar 31, 2026 ↗
iShares MSCI USA Size Factor ETF iShares Trust 8,806888.6K $0.22 %0.00 %as of Apr 30, 2026 ↗
iShares Morningstar Value ETF iShares Trust 8,801888.1K $0.07 %0.00 %as of Apr 30, 2026 ↗
AQR Multi-Asset Fund AQR Funds 8,752788.6K $0.03 %0.00 %as of Mar 31, 2026 ↗
Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 8,746788.1K $0.19 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) 500 Fossil Fuel Reserves Free ETF SPDR SERIES TRUST 8,512767K $0.03 %0.00 %as of Mar 31, 2026 ↗
iShares Dow Jones U.S. ETF iShares Trust 8,505858.2K $0.03 %0.00 %as of Apr 30, 2026 ↗
MassMutual Diversified Value Fund MASSMUTUAL SELECT FUNDS 8,500765.9K $0.18 %0.00 %as of Mar 31, 2026 ↗
AZL S&P 500 Index Fund Allianz Variable Insurance Products Trust 8,374754.6K $0.03 %0.00 %as of Mar 31, 2026 ↗
Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 8,268788.9K $0.02 %0.00 %as of Feb 28, 2026 ↗
BNY Mellon S&P 500 Index Fund BNY MELLON INDEX FUNDS, INC. 8,226830.1K $0.03 %0.00 %as of Apr 30, 2026 ↗
ATM Large Cap Managed Volatility Portfolio EQ Advisors Trust 8,211739.9K $0.03 %0.00 %as of Mar 31, 2026 ↗
Columbia Variable Portfolio - Large Cap Index Fund Columbia Funds Variable Series Trust II 8,193738.3K $0.03 %0.00 %as of Mar 31, 2026 ↗
LargeCap S&P 500 Index Account Principal Variable Contract Funds, Inc 8,179737K $0.03 %0.00 %as of Mar 31, 2026 ↗
AST Large-Cap Value Portfolio Advanced Series Trust 7,900711.9K $0.02 %0.00 %as of Mar 31, 2026 ↗
Columbia Research Enhanced Value ETF Columbia ETF Trust I 7,759783K $0.28 %0.00 %as of Apr 30, 2026 ↗
iShares Global Financials ETF iShares Trust 7,609685.6K $0.13 %0.00 %as of Mar 31, 2026 ↗
THRIVENT LARGE CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 7,489674.8K $0.03 %0.00 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 7,455671.8K $0.05 %0.00 %as of Mar 31, 2026 ↗
NVIT BNY Mellon Dynamic U.S. Core Fund Nationwide Variable Insurance Trust 7,450671.3K $0.03 %0.00 %as of Mar 31, 2026 ↗
MFS Core Equity Portfolio MFS VARIABLE INSURANCE TRUST II 7,441670.5K $0.25 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II 7,434709.4K $0.03 %0.00 %as of Feb 28, 2026 ↗
iShares ESG MSCI USA Leaders ETF iShares Trust 7,386704.8K $0.07 %0.00 %as of Feb 28, 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