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 | |
|---|---|---|---|---|---|
| 301 | LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 7,348 | 662.1K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 302 | Goldman Sachs ActiveBeta World Equity ETF Goldman Sachs ETF Trust | 7,343 | 700.7K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 303 | S&P 500 Pure Value Fund Rydex Series Funds | 7,275 | 655.6K $ | 1.09 % | as of Mar 31, 2026 · Original filing |
| 304 | Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST | 7,097 | 716.2K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 305 | EQ/Large Cap Value Index Portfolio EQ Advisors Trust | 6,945 | 625.8K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 306 | MM S&P 500 Index Fund MASSMUTUAL SELECT FUNDS | 6,869 | 619K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 307 | Avantis Responsible U.S. Equity ETF American Century ETF Trust | 6,695 | 638.8K $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| 308 | First Trust Dividend Strength ETF First Trust Exchange-Traded Fund | 6,678 | 601.8K $ | 1.99 % | as of Mar 31, 2026 · Original filing |
| 309 | FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 6,622 | 668.2K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 310 | Global X Conscious Companies ETF GLOBAL X FUNDS | 6,526 | 622.7K $ | 0.56 % | as of Feb 28, 2026 · Original filing |
| 311 | JNL/BlackRock Global Allocation Fund JNL Series Trust | 6,521 | 587.6K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 312 | AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 6,512 | 586.8K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 313 | SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 6,508 | 621K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 314 | NYLI S&P 500 Index Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST | 6,440 | 649.9K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 315 | Global X S&P 500 Quality Dividend ETF GLOBAL X FUNDS | 6,362 | 607.1K $ | 1.79 % | as of Feb 28, 2026 · Original filing |
| 316 | Deutsche DWS Equity 500 Index Portfolio DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO | 6,360 | 573.1K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 317 | PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND | 6,278 | 565.7K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 318 | Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 6,254 | 563.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 319 | Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 6,253 | 563.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 320 | Lysa Global Equity Broad Lysa Fonder AB | 6,164 | 5.3M SEK | 0.03 % | as of Mar 31, 2026 · Original filing |
| 321 | SPP Generation 60-tal Storebrand Asset Management AS | 6,122 | 5.3M SEK | 0.01 % | as of Mar 31, 2026 · Original filing |
| 322 | Column Mid Cap Fund Trust for Professional Managers | 6,087 | 580.8K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 323 | Nationwide S&P 500 Index Fund Nationwide Mutual Funds | 6,075 | 613K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 324 | Invesco Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust | 6,044 | 609.9K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 325 | State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF SPDR SERIES TRUST | 6,021 | 542.6K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 326 | Franklin U.S. Equity Index ETF Franklin Templeton ETF Trust | 5,929 | 534.3K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 327 | VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND | 5,858 | 559K $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| 328 | Dimensional US Large Cap Vector ETF Dimensional ETF Trust | 5,741 | 579.3K $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| 329 | Guardian All Cap Core VIP Fund Guardian Variable Products Trust | 5,727 | 516.1K $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 330 | Gotham Enhanced 500 ETF Tidal Trust I | 5,701 | 513.7K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 331 | Green Century Equity Fund GREEN CENTURY FUNDS | 5,673 | 572.5K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 332 | U.S. Small and Mid Cap Equity Fund AMERICAN FUNDS INSURANCE SERIES | 5,600 | 504.6K $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| 333 | State Street S&P 500 Index Fund SSGA FUNDS | 5,526 | 527.3K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 334 | First Trust S&P 500 Diversified Dividend Aristocrats ETF First Trust Exchange-Traded Fund VI | 5,444 | 490.6K $ | 0.88 % | as of Mar 31, 2026 · Original filing |
| 335 | Invesco S&P 500 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II | 5,442 | 519.3K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 336 | LVIP BlackRock Global Allocation Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 5,394 | 486.1K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 337 | SPP Generation 70-tal Storebrand Asset Management AS | 5,346 | 4.6M SEK | 0.01 % | as of Mar 31, 2026 · Original filing |
| 338 | SFT Index 500 Fund Securian Funds Trust | 5,336 | 480.8K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 339 | Tema S&P 500 Historical Weight ETF Strategy Tema ETF Trust | 5,269 | 502.8K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 340 | SIIT DYNAMIC ASSET ALLOCATION FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 5,216 | 497.7K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 341 | Steward Values Enhanced Large Cap Fund Steward Funds Inc | 5,210 | 525.7K $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| 342 | Venerable US Large Cap Strategic Equity Fund Venerable Variable Insurance Trust | 5,116 | 461K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 343 | Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II | 5,111 | 487.7K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 344 | Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC | 5,000 | 450.6K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 345 | PD Mid-Cap Index Portfolio PACIFIC SELECT FUND | 4,995 | 450.1K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 346 | VictoryShares WestEnd US Sector ETF Victory Portfolios II | 4,994 | 450K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 347 | The MidCap Value Fund COMMERCE FUNDS | 4,980 | 502.5K $ | 1.29 % | as of Apr 30, 2026 · Original filing |
| 348 | First Trust Active Factor Large Cap ETF First Trust Exchange-Traded Fund VIII | 4,932 | 470.6K $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| 349 | Transamerica S&P 500 Index VP TRANSAMERICA SERIES TRUST | 4,908 | 442.3K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 350 | VIP Total Market Index Portfolio Variable Insurance Products Fund II | 4,904 | 441.9K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 351 | TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 4,852 | 437.2K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 352 | SA Large Cap Value Index Portfolio SUNAMERICA SERIES TRUST | 4,807 | 485.1K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 353 | State Street(R) SPDR(R) S&P 500(R) ESG ETF SPDR SERIES TRUST | 4,776 | 430.4K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 354 | Allspring Index Fund ALLSPRING FUNDS TRUST | 4,727 | 425.9K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 355 | Lannebo Marknad Global Lannebo Kapitalförvaltning AB | 4,700 | 4M SEK | 0.03 % | as of Mar 31, 2026 · Original filing |
| 356 | PSF PGIM 50/50 Balanced Portfolio Prudential Series Fund | 4,700 | 423.5K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 357 | Nationwide BNY Mellon Dynamic U.S. Core Fund Nationwide Mutual Funds | 4,698 | 474.1K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 358 | SEB Global Sustainable Companies Fund SEB Funds AB | 4,672 | 4M SEK | 0.30 % | as of Mar 31, 2026 · Original filing |
| 359 | AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | 4,627 | 416.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 360 | Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF Pacer Funds Trust | 4,498 | 453.9K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 361 | Global X S&P 500 Catholic Values ETF GLOBAL X FUNDS | 4,458 | 449.9K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 362 | iShares Morningstar U.S. Equity ETF iShares Trust | 4,445 | 448.5K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 363 | BNY Mellon Institutional S&P 500 Stock Index Fund BNY Mellon Investment Funds IV, Inc. | 4,345 | 438.5K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 364 | Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc | 4,325 | 436.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 365 | AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust | 4,298 | 387.3K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 366 | WisdomTree U.S. Efficient Core Fund WisdomTree Trust | 4,289 | 386.5K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 367 | SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST | 4,134 | 372.5K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 368 | Swedbank Robur Access Edge USA Swedbank Robur Fonder AB | 4,075 | 3.5M SEK | 0.25 % | as of Mar 31, 2026 · Original filing |
| 369 | The Institutional U.S. Equity Portfolio HC Capital Trust | 3,957 | 356.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 370 | Xtrackers MSCI USA Selection Equity ETF DBX ETF Trust | 3,922 | 374.2K $ | 0.07 % | as of Feb 27, 2026 · Original filing |
| 371 | AVIP S&P 500 Index Portfolio AuguStar Variable Insurance Products Fund Inc | 3,883 | 349.9K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 372 | M Large Cap Value Fund M FUND INC | 3,800 | 342.4K $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 373 | Harbor Human Capital Factor US Large Cap ETF Harbor ETF Trust | 3,776 | 381K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 374 | TCW Transform 500 ETF TCW ETF Trust | 3,723 | 375.7K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 375 | Gotham Index Plus Fund FundVantage Trust | 3,651 | 329K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 376 | ProShares S&P 500 High Income ETF ProShares Trust | 3,544 | 338.2K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 377 | Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust | 3,533 | 318.4K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 378 | SIMT S&P 500 Index Fund SEI INSTITUTIONAL MANAGED TRUST | 3,517 | 316.9K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 379 | Total Stock Market Index Trust John Hancock Variable Insurance Trust | 3,489 | 314.4K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 380 | Pacer Lunt Large Cap Multi-Factor Alternator ETF Pacer Funds Trust | 3,477 | 350.9K $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| 381 | Horizon Defined Risk Fund Horizon Funds | 3,472 | 331.3K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 382 | iShares U.S. Carbon Transition Readiness Aware Active ETF BlackRock ETF Trust | 3,417 | 344.8K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 383 | Dimensional US Vector Equity ETF Dimensional ETF Trust | 3,279 | 330.9K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 384 | Länsförsäkringar Globala Mål Index Länsförsäkringar Fondförvaltning AB | 3,271 | 2.8M SEK | 0.10 % | as of Mar 31, 2026 · Original filing |
| 385 | Goldman Sachs Strategic Factor Allocation Fund GOLDMAN SACHS TRUST | 3,267 | 311.7K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 386 | Penn Series Index 500 Fund Penn Series Funds Inc | 3,208 | 289.1K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 387 | Value Equity Index Fund GuideStone Funds | 3,199 | 288.3K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 388 | EQ/Large Cap Core Managed Volatility Portfolio EQ Advisors Trust | 3,172 | 285.8K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 389 | Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 3,151 | 283.9K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 390 | JNL/Morningstar U.S. Sustainability Index Fund JNL Series Trust | 3,070 | 276.6K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 391 | PGIM Quant Solutions Large-Cap Index Fund Prudential Investment Portfolios 8 | 2,900 | 261.3K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 392 | Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Goldman Sachs ETF Trust | 2,852 | 272.1K $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| 393 | Stratified LargeCap Index ETF Exchange Listed Funds Trust | 2,809 | 253.1K $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 394 | Fidelity Enhanced Large Cap Value ETF Fidelity Covington Trust | 2,800 | 252.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 395 | AQR MS Fusion HV Fund AQR Funds | 2,764 | 249.1K $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| 396 | Clearwater Core Equity Fund Clearwater Investment Trust | 2,757 | 248.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 397 | Goldman Sachs JUST U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 2,755 | 262.9K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 398 | Invesco ESG S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust II | 2,746 | 262K $ | 0.55 % | as of Feb 28, 2026 · Original filing |
| 399 | DWS Equity 500 Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 2,737 | 246.6K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 400 | SA U.S. Core Market Fund SA FUNDS INVESTMENT TRUST | 2,619 | 236K $ | 0.04 % | as of Mar 31, 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 |