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
Skandia Försiktig Skandia Fonder AB 2,6002.2M SEK0.06 %0.00 %as of Mar 31, 2026 ↗
JPMorgan Diversified Return U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 2,575259.8K $0.06 %0.00 %as of Apr 30, 2026 ↗
Franklin S&P 500 Index Fund Legg Mason Partners Investment Trust 2,522227.3K $0.03 %0.00 %as of Mar 31, 2026 ↗
Parametric Hedged Equity ETF Morgan Stanley ETF Trust 2,510226.2K $0.19 %0.00 %as of Mar 31, 2026 ↗
VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS 2,500225.3K $0.00 %0.00 %as of Mar 31, 2026 ↗
Victory Growth and Tax Strategy Fund Victory Portfolios III 2,475236.2K $0.03 %0.00 %as of Feb 28, 2026 ↗
iShares ESG Select Screened S&P 500 ETF iShares Trust 2,463221.9K $0.04 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) MSCI USA Gender Diversity ETF SPDR SERIES TRUST 2,444220.2K $0.08 %0.00 %as of Mar 31, 2026 ↗
PIMCO RAFI ESG U.S. ETF PIMCO Equity Series 2,443220.1K $0.17 %0.00 %as of Mar 31, 2026 ↗
Allspring Index Asset Allocation Fund ALLSPRING FUNDS TRUST 2,431219.1K $0.02 %0.00 %as of Mar 31, 2026 ↗
JNL/Mellon World Index Fund JNL Series Trust 2,428218.8K $0.03 %0.00 %as of Mar 31, 2026 ↗
VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND 2,306220K $0.09 %0.00 %as of Feb 28, 2026 ↗
MML Equity Index Fund MML SERIES INVESTMENT FUND 2,203198.5K $0.03 %0.00 %as of Mar 31, 2026 ↗
Lysa Global Equity Focus Lysa Fonder AB 2,1921.9M SEK0.03 %0.00 %as of Mar 31, 2026 ↗
Point Bridge America First ETF ETF Series Solutions 2,172195.7K $0.64 %0.00 %as of Mar 31, 2026 ↗
Nomura VIP Total Return Series Delaware VIP Trust 2,162194.8K $0.55 %0.00 %as of Mar 31, 2026 ↗
Invesco S&P 500 Concentrated QVM ETF Invesco Exchange-Traded Fund Trust II 2,124202.7K $0.16 %0.00 %as of Feb 28, 2026 ↗
First Trust Lunt U.S. Factor Rotation ETF First Trust Exchange-Traded Fund 2,124191.4K $0.38 %0.00 %as of Mar 31, 2026 ↗
Xtrackers MSCI Kokusai Equity ETF DBX ETF Trust 2,118202.1K $0.03 %0.00 %as of Feb 27, 2026 ↗
Avantis Total Equity Markets ETF American Century ETF Trust 2,117202K $0.03 %0.00 %as of Feb 28, 2026 ↗
NYLI Candriam U.S. Large Cap Equity ETF New York Life Investments ETF Trust 2,114213.3K $0.07 %0.00 %as of Apr 30, 2026 ↗
WisdomTree Efficient Gold Plus Equity Strategy Fund WisdomTree Trust 2,107201K $0.03 %0.00 %as of Feb 28, 2026 ↗
Xtrackers Russell US Multifactor ETF DBX ETF Trust 2,061196.7K $0.09 %0.00 %as of Feb 27, 2026 ↗
Wilmington Large-Cap Strategy Fund Wilmington Funds 2,040205.9K $0.03 %0.00 %as of Apr 30, 2026 ↗
AB Global Dynamic Allocation Portfolio Brighthouse Funds Trust I 1,984178.8K $0.01 %0.00 %as of Mar 31, 2026 ↗
WisdomTree Global High Dividend Fund WisdomTree Trust 1,982178.6K $0.13 %0.00 %as of Mar 31, 2026 ↗
Donoghue Forlines Dividend VIT Fund Northern Lights Variable Trust 1,964177K $2.00 %0.00 %as of Mar 31, 2026 ↗
JNL S&P 500 Index Fund JNL Series Trust 1,963176.9K $0.03 %0.00 %as of Mar 31, 2026 ↗
AQR Trend Total Return Fund AQR Funds 1,936174.5K $0.08 %0.00 %as of Mar 31, 2026 ↗
1290 VT Socially Responsible Portfolio EQ Advisors Trust 1,905171.7K $0.07 %0.00 %as of Mar 31, 2026 ↗
BrandywineGLOBAL - Diversified US Large Cap Value Fund Legg Mason Global Asset Management Trust 1,900171.2K $0.17 %0.00 %as of Mar 31, 2026 ↗
Länsförsäkringar Sparmål 2040 Länsförsäkringar Fondförvaltning AB 1,8851.6M SEK0.01 %0.00 %as of Mar 31, 2026 ↗
Multi-Strategy Income Fund RUSSELL INVESTMENT CO 1,797181.3K $0.06 %0.00 %as of Apr 30, 2026 ↗
CVT S&P 500 Index Portfolio Calvert Variable Trust, Inc. 1,774159.9K $0.03 %0.00 %as of Mar 31, 2026 ↗
Länsförsäkringar Sparmål 2035 Länsförsäkringar Fondförvaltning AB 1,7651.5M SEK0.01 %0.00 %as of Mar 31, 2026 ↗
Lannebo Marknad USA Lannebo Kapitalförvaltning AB 1,7501.5M SEK0.04 %0.00 %as of Mar 31, 2026 ↗
iShares Global Equity Factor ETF iShares Trust 1,747176.3K $0.09 %0.00 %as of Apr 30, 2026 ↗
SIMT Dynamic Asset Allocation Fund SEI INSTITUTIONAL MANAGED TRUST 1,739156.7K $0.02 %0.00 %as of Mar 31, 2026 ↗
EQ/AB Dynamic Moderate Growth Portfolio EQ Advisors Trust 1,738156.6K $0.01 %0.00 %as of Mar 31, 2026 ↗
Länsförsäkringar Sparmål 2030 Länsförsäkringar Fondförvaltning AB 1,7011.5M SEK0.01 %0.00 %as of Mar 31, 2026 ↗
Calvert US Mid-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 1,681151.5K $0.18 %0.00 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 1,566141.1K $0.00 %0.00 %as of Mar 31, 2026 ↗
EQ/Global Equity Managed Volatility Portfolio EQ Advisors Trust 1,542138.9K $0.01 %0.00 %as of Mar 31, 2026 ↗
Avanza USA Avanza Fonder AB 1,5321.3M SEK0.05 %0.00 %as of Mar 31, 2026 ↗
Horizon Dividend Income ETF Horizon Funds 1,512144.3K $0.10 %0.00 %as of Feb 28, 2026 ↗
EQ/AB Dynamic Growth Portfolio EQ Advisors Trust 1,504135.5K $0.01 %0.00 %as of Mar 31, 2026 ↗
Longboard Fund NORTHERN LIGHTS FUND TRUST II 1,494142.6K $0.13 %0.00 %as of Feb 28, 2026 ↗
AlphaCentric Symmetry Strategy Fund MUTUAL FUND SERIES TRUST 1,462131.7K $0.25 %0.00 %as of Mar 31, 2026 ↗
Praxis Impact Large Cap Value ETF Praxis Funds 1,461131.7K $0.20 %0.00 %as of Mar 31, 2026 ↗
Equity Income Fund RUSSELL INVESTMENT CO 1,445145.8K $0.10 %0.00 %as of Apr 30, 2026 ↗
S&P 500 Pure Value Fund Rydex Variable Trust 1,445130.2K $0.66 %0.00 %as of Mar 31, 2026 ↗
THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 1,426128.5K $0.00 %0.00 %as of Mar 31, 2026 ↗
ProShares S&P 500 Ex-Technology ETF ProShares Trust 1,388132.4K $0.05 %0.00 %as of Feb 28, 2026 ↗
VOYA MULTI-MANAGER MID CAP VALUE FUND Voya Equity Trust 1,380131.7K $0.09 %0.00 %as of Feb 28, 2026 ↗
Invesco S&P 500 High Dividend Growers ETF Invesco Exchange-Traded Fund Trust II 1,359129.7K $1.26 %0.00 %as of Feb 28, 2026 ↗
SA Multi-Managed Mid Cap Value Portfolio SEASONS SERIES TRUST 1,347121.4K $0.07 %0.00 %as of Mar 31, 2026 ↗
Symmetry Panoramic US Equity Fund Symmetry Panoramic Trust 1,341128K $0.03 %0.00 %as of Feb 28, 2026 ↗
EQ/AB Dynamic Aggressive Growth Portfolio EQ Advisors Trust 1,335120.3K $0.01 %0.00 %as of Mar 31, 2026 ↗
Symmetry Panoramic Global Equity Fund Symmetry Panoramic Trust 1,334127.3K $0.03 %0.00 %as of Feb 28, 2026 ↗
Franklin U.S. Core Dividend Tilt Index ETF Franklin Templeton ETF Trust 1,320118.9K $0.11 %0.00 %as of Mar 31, 2026 ↗
Sofi Select 500 ETF Tidal Trust I 1,289123K $0.02 %0.00 %as of Feb 28, 2026 ↗
Strategic Alternatives Fund GuideStone Funds 1,287116K $0.04 %0.00 %as of Mar 31, 2026 ↗
First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 1,283129.5K $0.09 %0.00 %as of Apr 30, 2026 ↗
BNY Mellon Mid Cap Multi-Strategy Fund BNY MELLON FUNDS TRUST 1,260120.2K $0.09 %0.00 %as of Feb 28, 2026 ↗
Cambria LargeCap Shareholder Yield ETF Cambria ETF Trust 1,244125.5K $2.09 %0.00 %as of Apr 30, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 1,218116.2K $0.02 %0.00 %as of Feb 28, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 1,212122.3K $0.04 %0.00 %as of Apr 30, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 1,200108.1K $0.01 %0.00 %as of Mar 31, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 1,190107.2K $0.00 %0.00 %as of Mar 31, 2026 ↗
S&P 500 Index Fund SHELTON FUNDS 1,189113.5K $0.04 %0.00 %as of Feb 28, 2026 ↗
Länsförsäkringar Sparmål 2045 Länsförsäkringar Fondförvaltning AB 1,1841M SEK0.01 %0.00 %as of Mar 31, 2026 ↗
Federated Hermes MDT Large Cap Value ETF Federated Hermes ETF Trust 1,165111.2K $0.16 %0.00 %as of Feb 28, 2026 ↗
Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST 1,152109.9K $0.03 %0.00 %as of Feb 28, 2026 ↗
Invesco Global Equity Net Zero ETF Invesco Actively Managed Exchange-Traded Fund Trust 1,126113.6K $0.07 %0.00 %as of Apr 30, 2026 ↗
Invesco S&P 500 BuyWrite ETF Invesco Exchange-Traded Fund Trust 1,095110.5K $0.03 %0.00 %as of Apr 30, 2026 ↗
Empower Core Strategies: U.S. Equity Fund EMPOWER FUNDS, INC. 1,09498.6K $0.01 %0.00 %as of Mar 31, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 1,09198.3K $0.02 %0.00 %as of Mar 31, 2026 ↗
AMT Diversified Equity Fund ADVISER MANAGED TRUST 1,056106.6K $0.03 %0.00 %as of Apr 30, 2026 ↗
GodFond Sverige & Världen Storebrand Asset Management AS 1,040892.7K SEK0.04 %0.00 %as of Mar 31, 2026 ↗
Wilshire 5000 Index Fund Wilshire Mutual Funds Inc 1,03793.4K $0.03 %0.00 %as of Mar 31, 2026 ↗
Transamerica Morgan Stanley Global Allocation VP TRANSAMERICA SERIES TRUST 1,03493.2K $0.01 %0.00 %as of Mar 31, 2026 ↗
FlexShares STOXX US ESG Select Index Fund FlexShares Trust 1,023103.2K $0.08 %0.00 %as of Apr 30, 2026 ↗
Voya VACS Series MCV Fund Voya Equity Trust 1,01196.5K $0.09 %0.00 %as of Feb 28, 2026 ↗
Multifactor U.S. Equity Fund RUSSELL INVESTMENT CO 97097.9K $0.03 %0.00 %as of Apr 30, 2026 ↗
Federated Hermes MDT Market Neutral ETF Federated Hermes ETF Trust 93884.5K $0.10 %0.00 %as of Mar 31, 2026 ↗
AZL MSCI Global Equity Index Fund Allianz Variable Insurance Products Trust 92283.1K $0.03 %0.00 %as of Mar 31, 2026 ↗
Victory S&P 500 Index Fund Victory Portfolios 91582.5K $0.03 %0.00 %as of Mar 31, 2026 ↗
THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. 90981.9K $0.00 %0.00 %as of Mar 31, 2026 ↗
SPP Generation 50-tal Storebrand Asset Management AS 903775.1K SEK0.01 %0.00 %as of Mar 31, 2026 ↗
EQ/Goldman Sachs Moderate Growth Allocation Portfolio EQ Advisors Trust 90381.4K $0.01 %0.00 %as of Mar 31, 2026 ↗
SPP Generation 80-tal Storebrand Asset Management AS 901773.4K SEK0.01 %0.00 %as of Mar 31, 2026 ↗
HCM Defender 500 Index ETF NORTHERN LIGHTS FUND TRUST III 87879.1K $0.02 %0.00 %as of Mar 31, 2026 ↗
Xtrackers Net Zero Pathway Paris Aligned US Equity ETF DBX ETF Trust 85281.3K $0.03 %0.00 %as of Feb 27, 2026 ↗
Northern Trust US Equity ETF Northern Funds 84676.2K $0.01 %0.00 %as of Mar 31, 2026 ↗
ProShares Ultra S&P 500 Equal Weight ProShares Trust 84180.2K $0.14 %0.00 %as of Feb 28, 2026 ↗
EQ/ClearBridge Select Equity Managed Volatility Portfolio EQ Advisors Trust 83675.3K $0.01 %0.00 %as of Mar 31, 2026 ↗
Federated Hermes Max-Cap Index Fund Federated Hermes Index Trust 82983.7K $0.03 %0.00 %as of Apr 30, 2026 ↗
Länsförsäkringar Sparmål 2065 Länsförsäkringar Fondförvaltning AB 814698.7K SEK0.01 %0.00 %as of Mar 31, 2026 ↗
DWS Equity Sector Strategy Fund DEUTSCHE DWS ASSET ALLOCATION TRUST 80777K $0.08 %0.00 %as of Feb 28, 2026 ↗
Defiance Large Cap Ex-mag 7 ETF Tidal Trust II 76172.6K $0.05 %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