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 | |
|---|---|---|---|---|---|
| 401 | Skandia Försiktig Skandia Fonder AB | 2,600 | 2.2M SEK | 0.06 % | as of Mar 31, 2026 · Original filing |
| 402 | JPMorgan Diversified Return U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 2,575 | 259.8K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 403 | Franklin S&P 500 Index Fund Legg Mason Partners Investment Trust | 2,522 | 227.3K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 404 | Parametric Hedged Equity ETF Morgan Stanley ETF Trust | 2,510 | 226.2K $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 405 | VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS | 2,500 | 225.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 406 | Victory Growth and Tax Strategy Fund Victory Portfolios III | 2,475 | 236.2K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 407 | iShares ESG Select Screened S&P 500 ETF iShares Trust | 2,463 | 221.9K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 408 | State Street(R) SPDR(R) MSCI USA Gender Diversity ETF SPDR SERIES TRUST | 2,444 | 220.2K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 409 | PIMCO RAFI ESG U.S. ETF PIMCO Equity Series | 2,443 | 220.1K $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 410 | Allspring Index Asset Allocation Fund ALLSPRING FUNDS TRUST | 2,431 | 219.1K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 411 | JNL/Mellon World Index Fund JNL Series Trust | 2,428 | 218.8K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 412 | VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND | 2,306 | 220K $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| 413 | MML Equity Index Fund MML SERIES INVESTMENT FUND | 2,203 | 198.5K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 414 | Lysa Global Equity Focus Lysa Fonder AB | 2,192 | 1.9M SEK | 0.03 % | as of Mar 31, 2026 · Original filing |
| 415 | Point Bridge America First ETF ETF Series Solutions | 2,172 | 195.7K $ | 0.64 % | as of Mar 31, 2026 · Original filing |
| 416 | Nomura VIP Total Return Series Delaware VIP Trust | 2,162 | 194.8K $ | 0.55 % | as of Mar 31, 2026 · Original filing |
| 417 | Invesco S&P 500 Concentrated QVM ETF Invesco Exchange-Traded Fund Trust II | 2,124 | 202.7K $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| 418 | First Trust Lunt U.S. Factor Rotation ETF First Trust Exchange-Traded Fund | 2,124 | 191.4K $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| 419 | Xtrackers MSCI Kokusai Equity ETF DBX ETF Trust | 2,118 | 202.1K $ | 0.03 % | as of Feb 27, 2026 · Original filing |
| 420 | Avantis Total Equity Markets ETF American Century ETF Trust | 2,117 | 202K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 421 | NYLI Candriam U.S. Large Cap Equity ETF New York Life Investments ETF Trust | 2,114 | 213.3K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 422 | WisdomTree Efficient Gold Plus Equity Strategy Fund WisdomTree Trust | 2,107 | 201K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 423 | Xtrackers Russell US Multifactor ETF DBX ETF Trust | 2,061 | 196.7K $ | 0.09 % | as of Feb 27, 2026 · Original filing |
| 424 | Wilmington Large-Cap Strategy Fund Wilmington Funds | 2,040 | 205.9K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 425 | AB Global Dynamic Allocation Portfolio Brighthouse Funds Trust I | 1,984 | 178.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 426 | WisdomTree Global High Dividend Fund WisdomTree Trust | 1,982 | 178.6K $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 427 | Donoghue Forlines Dividend VIT Fund Northern Lights Variable Trust | 1,964 | 177K $ | 2.00 % | as of Mar 31, 2026 · Original filing |
| 428 | JNL S&P 500 Index Fund JNL Series Trust | 1,963 | 176.9K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 429 | AQR Trend Total Return Fund AQR Funds | 1,936 | 174.5K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 430 | 1290 VT Socially Responsible Portfolio EQ Advisors Trust | 1,905 | 171.7K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 431 | BrandywineGLOBAL - Diversified US Large Cap Value Fund Legg Mason Global Asset Management Trust | 1,900 | 171.2K $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 432 | Länsförsäkringar Sparmål 2040 Länsförsäkringar Fondförvaltning AB | 1,885 | 1.6M SEK | 0.01 % | as of Mar 31, 2026 · Original filing |
| 433 | Multi-Strategy Income Fund RUSSELL INVESTMENT CO | 1,797 | 181.3K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 434 | CVT S&P 500 Index Portfolio Calvert Variable Trust, Inc. | 1,774 | 159.9K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 435 | Länsförsäkringar Sparmål 2035 Länsförsäkringar Fondförvaltning AB | 1,765 | 1.5M SEK | 0.01 % | as of Mar 31, 2026 · Original filing |
| 436 | Lannebo Marknad USA Lannebo Kapitalförvaltning AB | 1,750 | 1.5M SEK | 0.04 % | as of Mar 31, 2026 · Original filing |
| 437 | iShares Global Equity Factor ETF iShares Trust | 1,747 | 176.3K $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 438 | SIMT Dynamic Asset Allocation Fund SEI INSTITUTIONAL MANAGED TRUST | 1,739 | 156.7K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 439 | EQ/AB Dynamic Moderate Growth Portfolio EQ Advisors Trust | 1,738 | 156.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 440 | Länsförsäkringar Sparmål 2030 Länsförsäkringar Fondförvaltning AB | 1,701 | 1.5M SEK | 0.01 % | as of Mar 31, 2026 · Original filing |
| 441 | Calvert US Mid-Cap Core Responsible Index ETF Morgan Stanley ETF Trust | 1,681 | 151.5K $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 442 | THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 1,566 | 141.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 443 | EQ/Global Equity Managed Volatility Portfolio EQ Advisors Trust | 1,542 | 138.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 444 | Avanza USA Avanza Fonder AB | 1,532 | 1.3M SEK | 0.05 % | as of Mar 31, 2026 · Original filing |
| 445 | Horizon Dividend Income ETF Horizon Funds | 1,512 | 144.3K $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| 446 | EQ/AB Dynamic Growth Portfolio EQ Advisors Trust | 1,504 | 135.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 447 | Longboard Fund NORTHERN LIGHTS FUND TRUST II | 1,494 | 142.6K $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| 448 | AlphaCentric Symmetry Strategy Fund MUTUAL FUND SERIES TRUST | 1,462 | 131.7K $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 449 | Praxis Impact Large Cap Value ETF Praxis Funds | 1,461 | 131.7K $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| 450 | Equity Income Fund RUSSELL INVESTMENT CO | 1,445 | 145.8K $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 451 | S&P 500 Pure Value Fund Rydex Variable Trust | 1,445 | 130.2K $ | 0.66 % | as of Mar 31, 2026 · Original filing |
| 452 | THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 1,426 | 128.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 453 | ProShares S&P 500 Ex-Technology ETF ProShares Trust | 1,388 | 132.4K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 454 | VOYA MULTI-MANAGER MID CAP VALUE FUND Voya Equity Trust | 1,380 | 131.7K $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| 455 | Invesco S&P 500 High Dividend Growers ETF Invesco Exchange-Traded Fund Trust II | 1,359 | 129.7K $ | 1.26 % | as of Feb 28, 2026 · Original filing |
| 456 | SA Multi-Managed Mid Cap Value Portfolio SEASONS SERIES TRUST | 1,347 | 121.4K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 457 | Symmetry Panoramic US Equity Fund Symmetry Panoramic Trust | 1,341 | 128K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 458 | EQ/AB Dynamic Aggressive Growth Portfolio EQ Advisors Trust | 1,335 | 120.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 459 | Symmetry Panoramic Global Equity Fund Symmetry Panoramic Trust | 1,334 | 127.3K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 460 | Franklin U.S. Core Dividend Tilt Index ETF Franklin Templeton ETF Trust | 1,320 | 118.9K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 461 | Sofi Select 500 ETF Tidal Trust I | 1,289 | 123K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 462 | Strategic Alternatives Fund GuideStone Funds | 1,287 | 116K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 463 | First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 1,283 | 129.5K $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 464 | BNY Mellon Mid Cap Multi-Strategy Fund BNY MELLON FUNDS TRUST | 1,260 | 120.2K $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| 465 | Cambria LargeCap Shareholder Yield ETF Cambria ETF Trust | 1,244 | 125.5K $ | 2.09 % | as of Apr 30, 2026 · Original filing |
| 466 | Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 1,218 | 116.2K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 467 | Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 1,212 | 122.3K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 468 | State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 1,200 | 108.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 469 | THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 1,190 | 107.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 470 | S&P 500 Index Fund SHELTON FUNDS | 1,189 | 113.5K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 471 | Länsförsäkringar Sparmål 2045 Länsförsäkringar Fondförvaltning AB | 1,184 | 1M SEK | 0.01 % | as of Mar 31, 2026 · Original filing |
| 472 | Federated Hermes MDT Large Cap Value ETF Federated Hermes ETF Trust | 1,165 | 111.2K $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| 473 | Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST | 1,152 | 109.9K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 474 | Invesco Global Equity Net Zero ETF Invesco Actively Managed Exchange-Traded Fund Trust | 1,126 | 113.6K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 475 | Invesco S&P 500 BuyWrite ETF Invesco Exchange-Traded Fund Trust | 1,095 | 110.5K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 476 | Empower Core Strategies: U.S. Equity Fund EMPOWER FUNDS, INC. | 1,094 | 98.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 477 | State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 1,091 | 98.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 478 | AMT Diversified Equity Fund ADVISER MANAGED TRUST | 1,056 | 106.6K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 479 | GodFond Sverige & Världen Storebrand Asset Management AS | 1,040 | 892.7K SEK | 0.04 % | as of Mar 31, 2026 · Original filing |
| 480 | Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 1,037 | 93.4K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 481 | Transamerica Morgan Stanley Global Allocation VP TRANSAMERICA SERIES TRUST | 1,034 | 93.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 482 | FlexShares STOXX US ESG Select Index Fund FlexShares Trust | 1,023 | 103.2K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 483 | Voya VACS Series MCV Fund Voya Equity Trust | 1,011 | 96.5K $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| 484 | Multifactor U.S. Equity Fund RUSSELL INVESTMENT CO | 970 | 97.9K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 485 | Federated Hermes MDT Market Neutral ETF Federated Hermes ETF Trust | 938 | 84.5K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 486 | AZL MSCI Global Equity Index Fund Allianz Variable Insurance Products Trust | 922 | 83.1K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 487 | Victory S&P 500 Index Fund Victory Portfolios | 915 | 82.5K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 488 | THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. | 909 | 81.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 489 | SPP Generation 50-tal Storebrand Asset Management AS | 903 | 775.1K SEK | 0.01 % | as of Mar 31, 2026 · Original filing |
| 490 | EQ/Goldman Sachs Moderate Growth Allocation Portfolio EQ Advisors Trust | 903 | 81.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 491 | SPP Generation 80-tal Storebrand Asset Management AS | 901 | 773.4K SEK | 0.01 % | as of Mar 31, 2026 · Original filing |
| 492 | HCM Defender 500 Index ETF NORTHERN LIGHTS FUND TRUST III | 878 | 79.1K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 493 | Xtrackers Net Zero Pathway Paris Aligned US Equity ETF DBX ETF Trust | 852 | 81.3K $ | 0.03 % | as of Feb 27, 2026 · Original filing |
| 494 | Northern Trust US Equity ETF Northern Funds | 846 | 76.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 495 | ProShares Ultra S&P 500 Equal Weight ProShares Trust | 841 | 80.2K $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| 496 | EQ/ClearBridge Select Equity Managed Volatility Portfolio EQ Advisors Trust | 836 | 75.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 497 | Federated Hermes Max-Cap Index Fund Federated Hermes Index Trust | 829 | 83.7K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 498 | Länsförsäkringar Sparmål 2065 Länsförsäkringar Fondförvaltning AB | 814 | 698.7K SEK | 0.01 % | as of Mar 31, 2026 · Original filing |
| 499 | DWS Equity Sector Strategy Fund DEUTSCHE DWS ASSET ALLOCATION TRUST | 807 | 77K $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 500 | Defiance Large Cap Ex-mag 7 ETF Tidal Trust II | 761 | 72.6K $ | 0.05 % | as of Feb 28, 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 |