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
Franklin S&P 500 Index Fund Legg Mason Partners Investment Trust 2,522271.8K $0.03 %0.00 %as of Jun 30, 2026 ↗
Avantis Total Equity Markets ETF American Century ETF Trust 2,517260.8K $0.03 %0.00 %as of May 31, 2026 ↗
Victory Growth and Tax Strategy Fund Victory Portfolios III 2,475256.5K $0.03 %0.00 %as of May 31, 2026 ↗
Xtrackers Russell US Multifactor ETF DBX ETF Trust 2,438252.6K $0.09 %0.00 %as of May 29, 2026 ↗
Stratified LargeCap Index ETF Exchange Listed Funds Trust 2,371255.5K $0.20 %0.00 %as of Jun 30, 2026 ↗
Allspring Index Asset Allocation Fund ALLSPRING FUNDS TRUST 2,263243.9K $0.02 %0.00 %as of Jun 30, 2026 ↗
JNL/Mellon World Index Fund JNL Series Trust 2,250242.5K $0.03 %0.00 %as of Jun 30, 2026 ↗
NYLIM Candriam U.S. Large Cap Equity ETF NYLIM ETF Trust 2,212251.5K $0.08 %0.00 %as of Jul 31, 2026 ↗
MML VIP BlackRock(R) Equity Index Fund MML SERIES INVESTMENT FUND 2,203237.4K $0.03 %0.00 %as of Jun 30, 2026 ↗
iShares ESG Select Screened S&P 500 ETF iShares Trust 2,195236.6K $0.04 %0.00 %as of Jun 30, 2026 ↗
Lysa Global Equity Focus Lysa Fonder AB 2,1921.9M SEK0.03 %0.00 %as of Mar 31, 2026 ↗
Xtrackers MSCI Kokusai Equity ETF DBX ETF Trust 2,182226.1K $0.03 %0.00 %as of May 29, 2026 ↗
Nomura VIP Total Return Series Delaware VIP Trust 2,162233K $0.62 %0.00 %as of Jun 30, 2026 ↗
WBI BullBear Yield 3000 ETF Absolute Shares Trust 2,134230K $0.84 %0.00 %as of Jun 30, 2026 ↗
Sterling Capital Behavioral Small Cap Value Fund Sterling Capital Funds 2,130229.6K $0.29 %0.00 %as of Jun 30, 2026 ↗
MoA Large Cap Value Index Fund MoA Funds Corp 2,105226.9K $0.06 %0.00 %as of Jun 30, 2026 ↗
Invesco S&P 500 Concentrated QVM ETF Invesco Exchange-Traded Fund Trust II 2,092216.8K $0.16 %0.00 %as of May 31, 2026 ↗
First Trust Lunt U.S. Factor Rotation ETF First Trust Exchange-Traded Fund 2,082224.4K $0.39 %0.00 %as of Jun 30, 2026 ↗
Wilmington Large-Cap Strategy Fund Wilmington Funds 2,040231.9K $0.04 %0.00 %as of Jul 31, 2026 ↗
Point Bridge America First ETF ETF Series Solutions 1,993214.8K $0.70 %0.00 %as of Jun 30, 2026 ↗
WisdomTree Global High Dividend Fund WisdomTree Trust 1,982213.6K $0.15 %0.00 %as of Jun 30, 2026 ↗
AQR Trend Total Return Fund AQR Funds 1,936208.7K $0.05 %0.00 %as of Jun 30, 2026 ↗
Calvert US Mid-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 1,926207.6K $0.20 %0.00 %as of Jun 30, 2026 ↗
BrandywineGLOBAL - Diversified US Large Cap Value Fund Legg Mason Global Asset Management Trust 1,900204.8K $0.18 %0.00 %as of Jun 30, 2026 ↗
Länsförsäkringar Sparmål 2040 Länsförsäkringar Fondförvaltning AB 1,8851.6M SEK0.01 %0.00 %as of Mar 31, 2026 ↗
AB Global Dynamic Allocation Portfolio Brighthouse Funds Trust I 1,864200.9K $0.01 %0.00 %as of Jun 30, 2026 ↗
ALPS Equal Sector Weight ETF ALPS ETF TRUST 1,860192.7K $0.01 %0.00 %as of May 31, 2026 ↗
iShares Global Equity Factor ETF iShares Trust 1,845209.8K $0.10 %0.00 %as of Jul 31, 2026 ↗
1290 VT Socially Responsible Portfolio EQ Advisors Trust 1,820196.2K $0.07 %0.00 %as of Jun 30, 2026 ↗
EQ/Global Equity Managed Volatility Portfolio EQ Advisors Trust 1,818195.9K $0.01 %0.00 %as of Jun 30, 2026 ↗
JNL S&P 500 Index Fund JNL Series Trust 1,795193.5K $0.03 %0.00 %as of Jun 30, 2026 ↗
WisdomTree Efficient Gold Plus Equity Strategy Fund WisdomTree Trust 1,781184.5K $0.03 %0.00 %as of May 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 ↗
SIMT Dynamic Asset Allocation Fund SEI INSTITUTIONAL MANAGED TRUST 1,739187.4K $0.02 %0.00 %as of Jun 30, 2026 ↗
Länsförsäkringar Sparmål 2030 Länsförsäkringar Fondförvaltning AB 1,7011.5M SEK0.01 %0.00 %as of Mar 31, 2026 ↗
CVT S&P 500 Index Portfolio Calvert Variable Trust, Inc. 1,701183.3K $0.03 %0.00 %as of Jun 30, 2026 ↗
VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS 1,700183.2K $0.00 %0.00 %as of Jun 30, 2026 ↗
DF Tactical Dividend VIT Fund Northern Lights Variable Trust 1,631175.8K $1.97 %0.00 %as of Jun 30, 2026 ↗
EQ/AB Dynamic Moderate Growth Portfolio EQ Advisors Trust 1,570169.2K $0.01 %0.00 %as of Jun 30, 2026 ↗
AlphaCentric Symmetry Strategy Fund MUTUAL FUND SERIES TRUST 1,556167.7K $0.30 %0.00 %as of Jun 30, 2026 ↗
Avanza USA Avanza Fonder AB 1,5321.3M SEK0.05 %0.00 %as of Mar 31, 2026 ↗
Praxis Impact Large Cap Value ETF Praxis Funds 1,509162.6K $0.21 %0.00 %as of Jun 30, 2026 ↗
EQ/AB Dynamic Growth Portfolio EQ Advisors Trust 1,494161K $0.02 %0.00 %as of Jun 30, 2026 ↗
Longboard Fund NORTHERN LIGHTS FUND TRUST II 1,494154.8K $0.14 %0.00 %as of May 31, 2026 ↗
Direxion HCM Tactical Enhanced US ETF Direxion Shares ETF Trust 1,374156.2K $0.03 %0.00 %as of Jul 31, 2026 ↗
SA Multi-Managed Mid Cap Value Portfolio SEASONS SERIES TRUST 1,364147K $0.07 %0.00 %as of Jun 30, 2026 ↗
Invesco S&P 500 High Dividend Growers ETF Invesco Exchange-Traded Fund Trust II 1,364141.3K $1.28 %0.00 %as of May 31, 2026 ↗
S&P 500 Pure Value Fund Rydex Variable Trust 1,358146.4K $0.70 %0.00 %as of Jun 30, 2026 ↗
Symmetry Panoramic US Equity Fund Symmetry Panoramic Trust 1,341139K $0.03 %0.00 %as of May 31, 2026 ↗
Franklin U.S. Core Dividend Tilt Index ETF Franklin Templeton ETF Trust 1,334143.8K $0.10 %0.00 %as of Jun 30, 2026 ↗
Symmetry Panoramic Global Equity Fund Symmetry Panoramic Trust 1,334138.2K $0.03 %0.00 %as of May 31, 2026 ↗
EQ/AB Dynamic Aggressive Growth Portfolio EQ Advisors Trust 1,326142.9K $0.01 %0.00 %as of Jun 30, 2026 ↗
ProShares S&P 500 Ex-Technology ETF ProShares Trust 1,323137.1K $0.05 %0.00 %as of May 31, 2026 ↗
Sofi Select 500 ETF Tidal Trust I 1,303135K $0.02 %0.00 %as of May 31, 2026 ↗
Strategic Alternatives Fund GuideStone Funds 1,287138.7K $0.05 %0.00 %as of Jun 30, 2026 ↗
Cambria LargeCap Shareholder Yield ETF Cambria ETF Trust 1,274144.9K $2.00 %0.00 %as of Jul 31, 2026 ↗
JPMorgan U.S. Research Enhanced Large Cap ETF J.P. Morgan Exchange-Traded Fund Trust 1,260135.8K $0.03 %0.00 %as of Jun 30, 2026 ↗
iShares Low Carbon Optimized MSCI ACWI ETF iShares Trust 1,244141.4K $0.01 %0.00 %as of Jul 31, 2026 ↗
Harbor AlphaEdge Large Cap Value ETF Harbor ETF Trust 1,244141.4K $3.05 %0.00 %as of Jul 31, 2026 ↗
Equity Income Fund RUSSELL INVESTMENT CO 1,231140K $0.09 %0.00 %as of Jul 31, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 1,221138.8K $0.04 %0.00 %as of Jul 31, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 1,218126.2K $0.02 %0.00 %as of May 31, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 1,200129.3K $0.01 %0.00 %as of Jun 30, 2026 ↗
S&P 500 Index Fund SHELTON FUNDS 1,189123.2K $0.04 %0.00 %as of May 31, 2026 ↗
Länsförsäkringar Sparmål 2045 Länsförsäkringar Fondförvaltning AB 1,1841M SEK0.01 %0.00 %as of Mar 31, 2026 ↗
Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST 1,152119.4K $0.03 %0.00 %as of May 31, 2026 ↗
HCM Defender 500 Index ETF NORTHERN LIGHTS FUND TRUST III 1,130121.8K $0.02 %0.00 %as of Jun 30, 2026 ↗
Invesco Global Equity Net Zero ETF Invesco Actively Managed Exchange-Traded Fund Trust 1,117127K $0.07 %0.00 %as of Jul 31, 2026 ↗
Invesco S&P 500 BuyWrite ETF Invesco Exchange-Traded Fund Trust 1,109126.1K $0.04 %0.00 %as of Jul 31, 2026 ↗
Empower Core Strategies: U.S. Equity Fund EMPOWER FUNDS, INC. 1,094117.9K $0.01 %0.00 %as of Jun 30, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 1,091117.6K $0.02 %0.00 %as of Jun 30, 2026 ↗
Voya VACS Series MCV Fund Voya Equity Trust 1,062110K $0.09 %0.00 %as of May 31, 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 1,037111.8K $0.04 %0.00 %as of Jun 30, 2026 ↗
VOYA MULTI-MANAGER MID CAP VALUE FUND Voya Equity Trust 1,011104.8K $0.09 %0.00 %as of May 31, 2026 ↗
AMT Diversified Equity Fund ADVISER MANAGED TRUST 991112.7K $0.03 %0.00 %as of Jul 31, 2026 ↗
FlexShares STOXX US ESG Select Index Fund FlexShares Trust 990112.6K $0.09 %0.00 %as of Jul 31, 2026 ↗
Multi-Strategy Income Fund RUSSELL INVESTMENT CO 985112K $0.04 %0.00 %as of Jul 31, 2026 ↗
Multifactor U.S. Equity Fund RUSSELL INVESTMENT CO 970110.3K $0.04 %0.00 %as of Jul 31, 2026 ↗
Transamerica Morgan Stanley Global Allocation VP TRANSAMERICA SERIES TRUST 969104.4K $0.01 %0.00 %as of Jun 30, 2026 ↗
EQ/Goldman Sachs Growth Allocation Portfolio EQ Advisors Trust 92699.8K $0.01 %0.00 %as of Jun 30, 2026 ↗
Federated Hermes MDT Market Neutral ETF Federated Hermes ETF Trust 92399.5K $0.09 %0.00 %as of Jun 30, 2026 ↗
AZL MSCI Global Equity Index Fund Allianz Variable Insurance Products Trust 92299.4K $0.03 %0.00 %as of Jun 30, 2026 ↗
SPP Generation 50-tal Storebrand Asset Management AS 903775.1K SEK0.01 %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 ↗
Victory S&P 500 Index Fund Victory Portfolios 89696.6K $0.03 %0.00 %as of Jun 30, 2026 ↗
Northern Trust US Equity ETF Northern Funds 84691.2K $0.01 %0.00 %as of Jun 30, 2026 ↗
Hypatia Women CEO ETF Two Roads Shared Trust 84195.6K $0.96 %0.00 %as of Jul 31, 2026 ↗
EQ/ClearBridge Select Equity Managed Volatility Portfolio EQ Advisors Trust 83690.1K $0.01 %0.00 %as of Jun 30, 2026 ↗
Applied Finance Valuation Large Cap ETF ETF Opportunities Trust 83489.9K $0.02 %0.00 %as of Jun 30, 2026 ↗
Federated Hermes Max-Cap Index Fund Federated Hermes Index Trust 82293.5K $0.03 %0.00 %as of Jul 31, 2026 ↗
Xtrackers Net Zero Pathway Paris Aligned US Equity ETF DBX ETF Trust 82285.2K $0.03 %0.00 %as of May 29, 2026 ↗
Länsförsäkringar Sparmål 2065 Länsförsäkringar Fondförvaltning AB 814698.7K SEK0.01 %0.00 %as of Mar 31, 2026 ↗
EQ/Goldman Sachs Moderate Growth Allocation Portfolio EQ Advisors Trust 81187.4K $0.01 %0.00 %as of Jun 30, 2026 ↗
Gotham Enhanced 500 ETF Tidal Trust I 79285.4K $0.01 %0.00 %as of Jun 30, 2026 ↗
Parametric Equity Plus ETF Morgan Stanley ETF Trust 77984K $0.29 %0.00 %as of Jun 30, 2026 ↗
Direxion Daily S&P 500 Bull 2X Shares Direxion Shares ETF Trust 74184.3K $0.03 %0.00 %as of Jul 31, 2026 ↗
Defiance Large Cap ex-Mag 7 ETF Tidal Trust II 71373.9K $0.05 %0.00 %as of May 31, 2026 ↗
DWS Equity Sector Strategy Fund DEUTSCHE DWS ASSET ALLOCATION TRUST 70773.3K $0.07 %0.00 %as of May 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
Cite this page

Titelia. "Fund shareholders of Principal Financial Group Inc". https://titelia.com/en/stocks/principal-financial-group-inc-US74251V1026