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
Avantis Responsible U.S. Equity ETF American Century ETF Trust 6,704694.7K $0.15 %0.00 %as of May 31, 2026 ↗
Franklin U.S. Equity Index ETF Franklin Templeton ETF Trust 6,666718.5K $0.04 %0.00 %as of Jun 30, 2026 ↗
Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST 6,605751K $0.07 %0.00 %as of Jul 31, 2026 ↗
SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 6,508674.4K $0.03 %0.00 %as of May 31, 2026 ↗
Global X S&P 500 Quality Dividend ETF GLOBAL X FUNDS 6,495673K $2.06 %0.00 %as of May 31, 2026 ↗
EQ/Large Cap Value Index Portfolio EQ Advisors Trust 6,494699.9K $0.06 %0.00 %as of Jun 30, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 6,478736.5K $0.03 %0.00 %as of Jul 31, 2026 ↗
NYLIM S&P 500 Index Fund NYLIM FUNDS TRUST 6,455733.9K $0.03 %0.00 %as of Jul 31, 2026 ↗
Gotham Index Plus Fund FundVantage Trust 6,336682.9K $0.06 %0.00 %as of Jun 30, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 6,254674.1K $0.01 %0.00 %as of Jun 30, 2026 ↗
Lysa Global Equity Broad Lysa Fonder AB 6,1645.3M SEK0.03 %0.00 %as of Mar 31, 2026 ↗
Invesco Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust 6,149699.1K $0.09 %0.00 %as of Jul 31, 2026 ↗
SPP Generation 60-tal Storebrand Asset Management AS 6,1225.3M SEK0.01 %0.00 %as of Mar 31, 2026 ↗
Dimensional US Large Cap Vector ETF Dimensional ETF Trust 6,119695.7K $0.13 %0.00 %as of Jul 31, 2026 ↗
Global X Conscious Companies ETF GLOBAL X FUNDS 6,091631.1K $0.52 %0.00 %as of May 31, 2026 ↗
Column Mid Cap Fund Trust for Professional Managers 6,087630.7K $0.06 %0.00 %as of May 31, 2026 ↗
Multi-Manager Directional Alternative Strategies Fund COLUMBIA FUNDS SERIES TRUST I 6,031685.7K $0.21 %0.00 %as of Jul 31, 2026 ↗
Deutsche DWS Equity 500 Index Portfolio DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO 5,958642.2K $0.03 %0.00 %as of Jun 30, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 5,950641.3K $0.09 %0.00 %as of Jun 30, 2026 ↗
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 5,858607K $0.07 %0.00 %as of May 31, 2026 ↗
Invesco S&P 500 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 5,817602.8K $0.04 %0.00 %as of May 31, 2026 ↗
PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND 5,758620.6K $0.06 %0.00 %as of Jun 30, 2026 ↗
JNL/BlackRock Global Allocation Fund JNL Series Trust 5,638607.7K $0.02 %0.00 %as of Jun 30, 2026 ↗
Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 5,579578.1K $0.07 %0.00 %as of May 31, 2026 ↗
Nationwide S&P 500 Index Fund Nationwide Mutual Funds 5,535629.3K $0.03 %0.00 %as of Jul 31, 2026 ↗
State Street S&P 500 Index Fund SSGA FUNDS 5,526572.6K $0.03 %0.00 %as of May 31, 2026 ↗
Green Century Equity Fund GREEN CENTURY FUNDS 5,489624.1K $0.08 %0.00 %as of Jul 31, 2026 ↗
Guardian All Cap Core VIP Fund Guardian Variable Products Trust 5,474590K $0.27 %0.00 %as of Jun 30, 2026 ↗
Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC 5,427584.9K $0.17 %0.00 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P 500(R) ESG ETF SPDR SERIES TRUST 5,371578.9K $0.05 %0.00 %as of Jun 30, 2026 ↗
SPP Generation 70-tal Storebrand Asset Management AS 5,3464.6M SEK0.01 %0.00 %as of Mar 31, 2026 ↗
Tema S&P 500 Historical Weight ETF Strategy Tema ETF Trust 5,335552.8K $0.06 %0.00 %as of May 31, 2026 ↗
U.S. Small and Mid Cap Equity Fund AMERICAN FUNDS INSURANCE SERIES 5,334574.9K $0.52 %0.00 %as of Jun 30, 2026 ↗
VictoryShares WestEnd US Sector ETF Victory Portfolios II 5,318573.2K $0.06 %0.00 %as of Jun 30, 2026 ↗
SFT Index 500 Fund Securian Funds Trust 5,236564.3K $0.03 %0.00 %as of Jun 30, 2026 ↗
SIIT DYNAMIC ASSET ALLOCATION FUND SEI INSTITUTIONAL INVESTMENTS TRUST 5,216540.5K $0.03 %0.00 %as of May 31, 2026 ↗
Steward Values Enhanced Large Cap Fund Steward Funds Inc 5,210592.4K $0.18 %0.00 %as of Jul 31, 2026 ↗
Horizon Dividend Income ETF Horizon Funds 5,078526.2K $0.34 %0.00 %as of May 31, 2026 ↗
Venerable US Large Cap Strategic Equity Fund Venerable Variable Insurance Trust 5,048544.1K $0.02 %0.00 %as of Jun 30, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 4,992538K $0.02 %0.00 %as of Jun 30, 2026 ↗
Transamerica S&P 500 Index VP TRANSAMERICA SERIES TRUST 4,908529K $0.03 %0.00 %as of Jun 30, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 4,889526.9K $0.03 %0.00 %as of Jun 30, 2026 ↗
PD Mid-Cap Index Portfolio PACIFIC SELECT FUND 4,831520.7K $0.17 %0.00 %as of Jun 30, 2026 ↗
First Trust S&P 500 Diversified Dividend Aristocrats ETF First Trust Exchange-Traded Fund VI 4,801517.5K $0.83 %0.00 %as of Jun 30, 2026 ↗
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF Pacer Funds Trust 4,710535.5K $0.03 %0.00 %as of Jul 31, 2026 ↗
Lannebo Marknad Global Lannebo Kapitalförvaltning AB 4,7004M SEK0.03 %0.00 %as of Mar 31, 2026 ↗
SEB Global Sustainable Companies Fund SEB Funds AB 4,6724M SEK0.30 %0.00 %as of Mar 31, 2026 ↗
SA Large Cap Value Index Portfolio SUNAMERICA SERIES TRUST 4,622525.5K $0.07 %0.00 %as of Jul 31, 2026 ↗
Allspring Index Fund ALLSPRING FUNDS TRUST 4,600495.8K $0.03 %0.00 %as of Jun 30, 2026 ↗
Global X S&P 500 Catholic Values ETF GLOBAL X FUNDS 4,538516K $0.04 %0.00 %as of Jul 31, 2026 ↗
PSF PGIM 50/50 Balanced Portfolio Prudential Series Fund 4,400474.2K $0.02 %0.00 %as of Jun 30, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 4,396473.8K $0.03 %0.00 %as of Jun 30, 2026 ↗
The MidCap Value Fund COMMERCE FUNDS 4,310490K $1.21 %0.00 %as of Jul 31, 2026 ↗
Nationwide BNY Mellon Dynamic U.S. Core Fund Nationwide Mutual Funds 4,300488.9K $0.03 %0.00 %as of Jul 31, 2026 ↗
WisdomTree U.S. Efficient Core Fund WisdomTree Trust 4,289462.3K $0.03 %0.00 %as of Jun 30, 2026 ↗
iShares Morningstar U.S. Equity ETF iShares Trust 4,182475.5K $0.04 %0.00 %as of Jul 31, 2026 ↗
S&P 500 Pure Value Fund Rydex Series Funds 4,101442K $0.70 %0.00 %as of Jun 30, 2026 ↗
Swedbank Robur Access Edge USA Swedbank Robur Fonder AB 4,0753.5M SEK0.25 %0.00 %as of Mar 31, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 4,047436.2K $0.00 %0.00 %as of Jun 30, 2026 ↗
SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST 4,034434.8K $0.03 %0.00 %as of Jun 30, 2026 ↗
BNY Mellon Institutional S&P 500 Stock Index Fund BNY Mellon Investment Funds IV, Inc. 3,981452.6K $0.03 %0.00 %as of Jul 31, 2026 ↗
AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust 3,972428.1K $0.06 %0.00 %as of Jun 30, 2026 ↗
The Institutional U.S. Equity Portfolio HC Capital Trust 3,957426.5K $0.01 %0.00 %as of Jun 30, 2026 ↗
M Large Cap Value Fund NORTHERN LIGHTS FUND TRUST II 3,900420.3K $0.19 %0.00 %as of Jun 30, 2026 ↗
Xtrackers MSCI USA Selection Equity ETF DBX ETF Trust 3,892403.3K $0.07 %0.00 %as of May 29, 2026 ↗
Transamerica Large Value Opportunities TRANSAMERICA FUNDS 3,803432.4K $0.18 %0.00 %as of Jul 31, 2026 ↗
Harbor Human Capital Factor US Large Cap ETF Harbor ETF Trust 3,783430.1K $0.09 %0.00 %as of Jul 31, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 3,704421.1K $0.08 %0.00 %as of Jul 31, 2026 ↗
Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 3,656394K $0.05 %0.00 %as of Jun 30, 2026 ↗
TCW Transform 500 ETF TCW ETF Trust 3,637413.5K $0.04 %0.00 %as of Jul 31, 2026 ↗
AVIP S&P 500 Index Portfolio AuguStar Variable Insurance Products Fund Inc 3,631391.3K $0.03 %0.00 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF SPDR SERIES TRUST 3,587386.6K $0.03 %0.00 %as of Jun 30, 2026 ↗
Horizon Defined Risk Fund Horizon Funds 3,552368.1K $0.03 %0.00 %as of May 31, 2026 ↗
Invesco ESG S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 3,498362.5K $0.56 %0.00 %as of May 31, 2026 ↗
ProShares S&P 500 High Income ETF ProShares Trust 3,362348.4K $0.03 %0.00 %as of May 31, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 3,313357.1K $0.03 %0.00 %as of Jun 30, 2026 ↗
SIMT S&P 500 Index Fund SEI INSTITUTIONAL MANAGED TRUST 3,277353.2K $0.03 %0.00 %as of Jun 30, 2026 ↗
Länsförsäkringar Globala Mål Index Länsförsäkringar Fondförvaltning AB 3,2712.8M SEK0.10 %0.00 %as of Mar 31, 2026 ↗
Penn Series Index 500 Fund Penn Series Funds Inc 3,208345.8K $0.03 %0.00 %as of Jun 30, 2026 ↗
Value Equity Index Fund GuideStone Funds 3,199344.8K $0.06 %0.00 %as of Jun 30, 2026 ↗
JNL Multi-Manager Small Cap Value Fund JNL Series Trust 3,187343.5K $0.02 %0.00 %as of Jun 30, 2026 ↗
First Trust Active Factor Large Cap ETF First Trust Exchange-Traded Fund VIII 3,159327.3K $0.05 %0.00 %as of May 31, 2026 ↗
AQR Alternative Risk Premia Fund AQR Funds 3,107334.9K $0.05 %0.00 %as of Jun 30, 2026 ↗
Goldman Sachs Strategic Factor Allocation Fund GOLDMAN SACHS TRUST 2,997310.5K $0.01 %0.00 %as of May 31, 2026 ↗
Dimensional US Large Cap Core Equity Market ETF Dimensional ETF Trust 2,973338K $0.02 %0.00 %as of Jul 31, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 2,946317.5K $0.03 %0.00 %as of Jun 30, 2026 ↗
EQ/Large Cap Core Managed Volatility Portfolio EQ Advisors Trust 2,902312.8K $0.02 %0.00 %as of Jun 30, 2026 ↗
JNL/Morningstar U.S. Sustainability Index Fund JNL Series Trust 2,872309.5K $0.08 %0.00 %as of Jun 30, 2026 ↗
JPMorgan Diversified Return U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 2,773315.3K $0.07 %0.00 %as of Jul 31, 2026 ↗
AQR MS Fusion HV Fund AQR Funds 2,764297.9K $0.43 %0.00 %as of Jun 30, 2026 ↗
Clearwater Core Equity Fund Clearwater Investment Trust 2,757297.1K $0.02 %0.00 %as of Jun 30, 2026 ↗
DWS Equity 500 Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 2,737295K $0.03 %0.00 %as of Jun 30, 2026 ↗
PGIM Quant Solutions Large-Cap Index Fund Prudential Investment Portfolios 8 2,700291K $0.03 %0.00 %as of Jun 30, 2026 ↗
PIMCO RAFI ESG U.S. ETF PIMCO Equity Series 2,695290.5K $0.18 %0.00 %as of Jun 30, 2026 ↗
Goldman Sachs JUST U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 2,683278K $0.05 %0.00 %as of May 31, 2026 ↗
Parametric Hedged Equity ETF Morgan Stanley ETF Trust 2,675288.3K $0.21 %0.00 %as of Jun 30, 2026 ↗
Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Goldman Sachs ETF Trust 2,672276.9K $0.07 %0.00 %as of May 31, 2026 ↗
State Street(R) SPDR(R) MSCI USA Gender Diversity ETF SPDR SERIES TRUST 2,660286.7K $0.09 %0.00 %as of Jun 30, 2026 ↗
SA U.S. Core Market Fund SA FUNDS INVESTMENT TRUST 2,619282.3K $0.04 %0.00 %as of Jun 30, 2026 ↗
Skandia Försiktig Skandia Fonder AB 2,6002.2M SEK0.06 %0.00 %as of Mar 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