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
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 7,348662.1K $0.08 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs ActiveBeta World Equity ETF Goldman Sachs ETF Trust 7,343700.7K $0.04 %0.00 %as of Feb 28, 2026 ↗
S&P 500 Pure Value Fund Rydex Series Funds 7,275655.6K $1.09 %0.00 %as of Mar 31, 2026 ↗
Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST 7,097716.2K $0.07 %0.00 %as of Apr 30, 2026 ↗
EQ/Large Cap Value Index Portfolio EQ Advisors Trust 6,945625.8K $0.06 %0.00 %as of Mar 31, 2026 ↗
MM S&P 500 Index Fund MASSMUTUAL SELECT FUNDS 6,869619K $0.03 %0.00 %as of Mar 31, 2026 ↗
Avantis Responsible U.S. Equity ETF American Century ETF Trust 6,695638.8K $0.15 %0.00 %as of Feb 28, 2026 ↗
First Trust Dividend Strength ETF First Trust Exchange-Traded Fund 6,678601.8K $1.99 %0.00 %as of Mar 31, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 6,622668.2K $0.03 %0.00 %as of Apr 30, 2026 ↗
Global X Conscious Companies ETF GLOBAL X FUNDS 6,526622.7K $0.56 %0.00 %as of Feb 28, 2026 ↗
JNL/BlackRock Global Allocation Fund JNL Series Trust 6,521587.6K $0.02 %0.00 %as of Mar 31, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 6,512586.8K $0.08 %0.00 %as of Mar 31, 2026 ↗
SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 6,508621K $0.03 %0.00 %as of Feb 28, 2026 ↗
NYLI S&P 500 Index Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST 6,440649.9K $0.03 %0.00 %as of Apr 30, 2026 ↗
Global X S&P 500 Quality Dividend ETF GLOBAL X FUNDS 6,362607.1K $1.79 %0.00 %as of Feb 28, 2026 ↗
Deutsche DWS Equity 500 Index Portfolio DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO 6,360573.1K $0.03 %0.00 %as of Mar 31, 2026 ↗
PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND 6,278565.7K $0.06 %0.00 %as of Mar 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 6,254563.5K $0.01 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 6,253563.5K $0.01 %0.00 %as of Mar 31, 2026 ↗
Lysa Global Equity Broad Lysa Fonder AB 6,1645.3M SEK0.03 %0.00 %as of Mar 31, 2026 ↗
SPP Generation 60-tal Storebrand Asset Management AS 6,1225.3M SEK0.01 %0.00 %as of Mar 31, 2026 ↗
Column Mid Cap Fund Trust for Professional Managers 6,087580.8K $0.05 %0.00 %as of Feb 28, 2026 ↗
Nationwide S&P 500 Index Fund Nationwide Mutual Funds 6,075613K $0.03 %0.00 %as of Apr 30, 2026 ↗
Invesco Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust 6,044609.9K $0.08 %0.00 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF SPDR SERIES TRUST 6,021542.6K $0.04 %0.00 %as of Mar 31, 2026 ↗
Franklin U.S. Equity Index ETF Franklin Templeton ETF Trust 5,929534.3K $0.03 %0.00 %as of Mar 31, 2026 ↗
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 5,858559K $0.07 %0.00 %as of Feb 28, 2026 ↗
Dimensional US Large Cap Vector ETF Dimensional ETF Trust 5,741579.3K $0.12 %0.00 %as of Apr 30, 2026 ↗
Guardian All Cap Core VIP Fund Guardian Variable Products Trust 5,727516.1K $0.25 %0.00 %as of Mar 31, 2026 ↗
Gotham Enhanced 500 ETF Tidal Trust I 5,701513.7K $0.08 %0.00 %as of Mar 31, 2026 ↗
Green Century Equity Fund GREEN CENTURY FUNDS 5,673572.5K $0.07 %0.00 %as of Apr 30, 2026 ↗
U.S. Small and Mid Cap Equity Fund AMERICAN FUNDS INSURANCE SERIES 5,600504.6K $0.52 %0.00 %as of Mar 31, 2026 ↗
State Street S&P 500 Index Fund SSGA FUNDS 5,526527.3K $0.03 %0.00 %as of Feb 28, 2026 ↗
First Trust S&P 500 Diversified Dividend Aristocrats ETF First Trust Exchange-Traded Fund VI 5,444490.6K $0.88 %0.00 %as of Mar 31, 2026 ↗
Invesco S&P 500 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 5,442519.3K $0.03 %0.00 %as of Feb 28, 2026 ↗
LVIP BlackRock Global Allocation Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 5,394486.1K $0.02 %0.00 %as of Mar 31, 2026 ↗
SPP Generation 70-tal Storebrand Asset Management AS 5,3464.6M SEK0.01 %0.00 %as of Mar 31, 2026 ↗
SFT Index 500 Fund Securian Funds Trust 5,336480.8K $0.03 %0.00 %as of Mar 31, 2026 ↗
Tema S&P 500 Historical Weight ETF Strategy Tema ETF Trust 5,269502.8K $0.06 %0.00 %as of Feb 28, 2026 ↗
SIIT DYNAMIC ASSET ALLOCATION FUND SEI INSTITUTIONAL INVESTMENTS TRUST 5,216497.7K $0.03 %0.00 %as of Feb 28, 2026 ↗
Steward Values Enhanced Large Cap Fund Steward Funds Inc 5,210525.7K $0.17 %0.00 %as of Apr 30, 2026 ↗
Venerable US Large Cap Strategic Equity Fund Venerable Variable Insurance Trust 5,116461K $0.02 %0.00 %as of Mar 31, 2026 ↗
Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 5,111487.7K $0.06 %0.00 %as of Feb 28, 2026 ↗
Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC 5,000450.6K $0.15 %0.00 %as of Mar 31, 2026 ↗
PD Mid-Cap Index Portfolio PACIFIC SELECT FUND 4,995450.1K $0.15 %0.00 %as of Mar 31, 2026 ↗
VictoryShares WestEnd US Sector ETF Victory Portfolios II 4,994450K $0.06 %0.00 %as of Mar 31, 2026 ↗
The MidCap Value Fund COMMERCE FUNDS 4,980502.5K $1.29 %0.00 %as of Apr 30, 2026 ↗
First Trust Active Factor Large Cap ETF First Trust Exchange-Traded Fund VIII 4,932470.6K $0.10 %0.00 %as of Feb 28, 2026 ↗
Transamerica S&P 500 Index VP TRANSAMERICA SERIES TRUST 4,908442.3K $0.03 %0.00 %as of Mar 31, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 4,904441.9K $0.03 %0.00 %as of Mar 31, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 4,852437.2K $0.03 %0.00 %as of Mar 31, 2026 ↗
SA Large Cap Value Index Portfolio SUNAMERICA SERIES TRUST 4,807485.1K $0.07 %0.00 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P 500(R) ESG ETF SPDR SERIES TRUST 4,776430.4K $0.05 %0.00 %as of Mar 31, 2026 ↗
Allspring Index Fund ALLSPRING FUNDS TRUST 4,727425.9K $0.03 %0.00 %as of Mar 31, 2026 ↗
Lannebo Marknad Global Lannebo Kapitalförvaltning AB 4,7004M SEK0.03 %0.00 %as of Mar 31, 2026 ↗
PSF PGIM 50/50 Balanced Portfolio Prudential Series Fund 4,700423.5K $0.02 %0.00 %as of Mar 31, 2026 ↗
Nationwide BNY Mellon Dynamic U.S. Core Fund Nationwide Mutual Funds 4,698474.1K $0.03 %0.00 %as of Apr 30, 2026 ↗
SEB Global Sustainable Companies Fund SEB Funds AB 4,6724M SEK0.30 %0.00 %as of Mar 31, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 4,627416.9K $0.00 %0.00 %as of Mar 31, 2026 ↗
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF Pacer Funds Trust 4,498453.9K $0.03 %0.00 %as of Apr 30, 2026 ↗
Global X S&P 500 Catholic Values ETF GLOBAL X FUNDS 4,458449.9K $0.04 %0.00 %as of Apr 30, 2026 ↗
iShares Morningstar U.S. Equity ETF iShares Trust 4,445448.5K $0.04 %0.00 %as of Apr 30, 2026 ↗
BNY Mellon Institutional S&P 500 Stock Index Fund BNY Mellon Investment Funds IV, Inc. 4,345438.5K $0.03 %0.00 %as of Apr 30, 2026 ↗
Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc 4,325436.4K $0.00 %0.00 %as of Apr 30, 2026 ↗
AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust 4,298387.3K $0.06 %0.00 %as of Mar 31, 2026 ↗
WisdomTree U.S. Efficient Core Fund WisdomTree Trust 4,289386.5K $0.03 %0.00 %as of Mar 31, 2026 ↗
SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST 4,134372.5K $0.03 %0.00 %as of Mar 31, 2026 ↗
Swedbank Robur Access Edge USA Swedbank Robur Fonder AB 4,0753.5M SEK0.25 %0.00 %as of Mar 31, 2026 ↗
The Institutional U.S. Equity Portfolio HC Capital Trust 3,957356.6K $0.01 %0.00 %as of Mar 31, 2026 ↗
Xtrackers MSCI USA Selection Equity ETF DBX ETF Trust 3,922374.2K $0.07 %0.00 %as of Feb 27, 2026 ↗
AVIP S&P 500 Index Portfolio AuguStar Variable Insurance Products Fund Inc 3,883349.9K $0.03 %0.00 %as of Mar 31, 2026 ↗
M Large Cap Value Fund M FUND INC 3,800342.4K $0.18 %0.00 %as of Mar 31, 2026 ↗
Harbor Human Capital Factor US Large Cap ETF Harbor ETF Trust 3,776381K $0.08 %0.00 %as of Apr 30, 2026 ↗
TCW Transform 500 ETF TCW ETF Trust 3,723375.7K $0.04 %0.00 %as of Apr 30, 2026 ↗
Gotham Index Plus Fund FundVantage Trust 3,651329K $0.03 %0.00 %as of Mar 31, 2026 ↗
ProShares S&P 500 High Income ETF ProShares Trust 3,544338.2K $0.03 %0.00 %as of Feb 28, 2026 ↗
Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 3,533318.4K $0.05 %0.00 %as of Mar 31, 2026 ↗
SIMT S&P 500 Index Fund SEI INSTITUTIONAL MANAGED TRUST 3,517316.9K $0.03 %0.00 %as of Mar 31, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 3,489314.4K $0.03 %0.00 %as of Mar 31, 2026 ↗
Pacer Lunt Large Cap Multi-Factor Alternator ETF Pacer Funds Trust 3,477350.9K $0.15 %0.00 %as of Apr 30, 2026 ↗
Horizon Defined Risk Fund Horizon Funds 3,472331.3K $0.03 %0.00 %as of Feb 28, 2026 ↗
iShares U.S. Carbon Transition Readiness Aware Active ETF BlackRock ETF Trust 3,417344.8K $0.02 %0.00 %as of Apr 30, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 3,279330.9K $0.08 %0.00 %as of Apr 30, 2026 ↗
Länsförsäkringar Globala Mål Index Länsförsäkringar Fondförvaltning AB 3,2712.8M SEK0.10 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs Strategic Factor Allocation Fund GOLDMAN SACHS TRUST 3,267311.7K $0.01 %0.00 %as of Feb 28, 2026 ↗
Penn Series Index 500 Fund Penn Series Funds Inc 3,208289.1K $0.03 %0.00 %as of Mar 31, 2026 ↗
Value Equity Index Fund GuideStone Funds 3,199288.3K $0.05 %0.00 %as of Mar 31, 2026 ↗
EQ/Large Cap Core Managed Volatility Portfolio EQ Advisors Trust 3,172285.8K $0.02 %0.00 %as of Mar 31, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 3,151283.9K $0.03 %0.00 %as of Mar 31, 2026 ↗
JNL/Morningstar U.S. Sustainability Index Fund JNL Series Trust 3,070276.6K $0.08 %0.00 %as of Mar 31, 2026 ↗
PGIM Quant Solutions Large-Cap Index Fund Prudential Investment Portfolios 8 2,900261.3K $0.03 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Goldman Sachs ETF Trust 2,852272.1K $0.07 %0.00 %as of Feb 28, 2026 ↗
Stratified LargeCap Index ETF Exchange Listed Funds Trust 2,809253.1K $0.22 %0.00 %as of Mar 31, 2026 ↗
Fidelity Enhanced Large Cap Value ETF Fidelity Covington Trust 2,800252.3K $0.01 %0.00 %as of Mar 31, 2026 ↗
AQR MS Fusion HV Fund AQR Funds 2,764249.1K $0.43 %0.00 %as of Mar 31, 2026 ↗
Clearwater Core Equity Fund Clearwater Investment Trust 2,757248.4K $0.02 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs JUST U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 2,755262.9K $0.05 %0.00 %as of Feb 28, 2026 ↗
Invesco ESG S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 2,746262K $0.55 %0.00 %as of Feb 28, 2026 ↗
DWS Equity 500 Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 2,737246.6K $0.03 %0.00 %as of Mar 31, 2026 ↗
SA U.S. Core Market Fund SA FUNDS INVESTMENT TRUST 2,619236K $0.04 %0.00 %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