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
Global Strategist Portfolio MORGAN STANLEY INSTITUTIONAL FUND TRUST 70576K $0.01 %0.00 %as of Jun 30, 2026 ↗
SA Multi-Managed Large Cap Value Portfolio SEASONS SERIES TRUST 69975.3K $0.02 %0.00 %as of Jun 30, 2026 ↗
State Street S&P 500 Index V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 69274.6K $0.04 %0.00 %as of Jun 30, 2026 ↗
PROFUND VP FINANCIALS ProFunds 68273.5K $0.27 %0.00 %as of Jun 30, 2026 ↗
iShares MSCI Kokusai ETF iShares Trust 66275.3K $0.03 %0.00 %as of Jul 31, 2026 ↗
New Covenant Growth Fund NEW COVENANT FUNDS 66271.4K $0.01 %0.00 %as of Jun 30, 2026 ↗
Nova Fund Rydex Series Funds 66071.1K $0.03 %0.00 %as of Jun 30, 2026 ↗
Franklin U.S. Dividend Booster Index ETF Franklin Templeton ETF Trust 65870.9K $0.10 %0.00 %as of Jun 30, 2026 ↗
DoubleLine Fortune 500 Equal Weight ETF DoubleLine ETF Trust 64969.9K $0.22 %0.00 %as of Jun 30, 2026 ↗
Wilmington Global Alpha Equities Fund Wilmington Funds 64172.9K $0.03 %0.00 %as of Jul 31, 2026 ↗
AQR LSE Fusion Fund AQR Funds 62567.4K $0.35 %0.00 %as of Jun 30, 2026 ↗
WisdomTree U.S. Adaptive Moving Average Fund WisdomTree Trust 62567.4K $0.04 %0.00 %as of Jun 30, 2026 ↗
Six Circles Managed Equity Portfolio International Unconstrained Fund SIX CIRCLES TRUST 61266K $0.00 %0.00 %as of Jun 30, 2026 ↗
S&P 500 2x Strategy Fund Rydex Dynamic Funds 60965.6K $0.03 %0.00 %as of Jun 30, 2026 ↗
AVIP AB Mid Cap Core Portfolio AuguStar Variable Insurance Products Fund Inc 59063.6K $0.06 %0.00 %as of Jun 30, 2026 ↗
FlexShares STOXX Global ESG Select Index Fund FlexShares Trust 57064.8K $0.06 %0.00 %as of Jul 31, 2026 ↗
Gotham Large Value Fund FundVantage Trust 56761.1K $0.19 %0.00 %as of Jun 30, 2026 ↗
VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND 54256.2K $0.02 %0.00 %as of May 31, 2026 ↗
Länsförsäkringar Sparmål 2025 Länsförsäkringar Fondförvaltning AB 533457.5K SEK0.00 %0.00 %as of Mar 31, 2026 ↗
EQ/Invesco Moderate Growth Allocation Portfolio EQ Advisors Trust 52756.8K $0.01 %0.00 %as of Jun 30, 2026 ↗
CYBER HORNET S&P 500 Index Funds 51355.3K $0.03 %0.00 %as of Jun 30, 2026 ↗
Financial Services Fund Rydex Series Funds 51255.2K $0.46 %0.00 %as of Jun 30, 2026 ↗
Handelsbanken Global Index Core Handelsbanken Fonder AB 506434.4K SEK0.03 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST 49253K $0.03 %0.00 %as of Jun 30, 2026 ↗
Global X Adaptive U.S. Risk Management ETF GLOBAL X FUNDS 48950.7K $0.04 %0.00 %as of May 31, 2026 ↗
Hartford Disciplined US Equity ETF Lattice Strategies Trust 48154.7K $0.03 %0.00 %as of Jul 31, 2026 ↗
Impact Shares Women's Empowerment ETF Tidal Trust III 47951.6K $0.09 %0.00 %as of Jun 30, 2026 ↗
Impact Shares Naacp Minority Empowerment ETF Tidal Trust III 46149.7K $0.07 %0.00 %as of Jun 30, 2026 ↗
American Conservative Values ETF ETF Opportunities Trust 45551.7K $0.03 %0.00 %as of Jul 31, 2026 ↗
1290 Loomis Sayles Multi-Asset Income Fund 1290 Funds 45451.6K $0.05 %0.00 %as of Jul 31, 2026 ↗
AQR MS Fusion Fund AQR Funds 44648.1K $0.20 %0.00 %as of Jun 30, 2026 ↗
S&P 500 Fund Rydex Series Funds 43346.7K $0.03 %0.00 %as of Jun 30, 2026 ↗
ULTRABULL PROFUND ProFunds 42348.1K $0.03 %0.00 %as of Jul 31, 2026 ↗
THRIVENT ESG INDEX PORTFOLIO Thrivent Series Fund, Inc. 41344.5K $0.06 %0.00 %as of Jun 30, 2026 ↗
Financial Services Fund Rydex Variable Trust 40844K $0.47 %0.00 %as of Jun 30, 2026 ↗
E*TRADE No Fee Large Cap Index Fund E Trade Trust 39745.1K $0.03 %0.00 %as of Jul 31, 2026 ↗
EQ/Invesco Moderate Allocation Portfolio EQ Advisors Trust 39642.7K $0.01 %0.00 %as of Jun 30, 2026 ↗
AQR CVX Fusion Fund AQR Funds 39142.1K $0.08 %0.00 %as of Jun 30, 2026 ↗
AB Dynamic Asset Allocation Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. 36739.6K $0.02 %0.00 %as of Jun 30, 2026 ↗
SIMT Mid-Cap Fund SEI INSTITUTIONAL MANAGED TRUST 35638.4K $0.07 %0.00 %as of Jun 30, 2026 ↗
Gotham 1000 Value ETF Tidal Trust I 35338K $0.02 %0.00 %as of Jun 30, 2026 ↗
S&P 500 2x Strategy Fund Rydex Variable Trust 34837.5K $0.03 %0.00 %as of Jun 30, 2026 ↗
E*TRADE No Fee Total Market Index Fund E Trade Trust 34339K $0.04 %0.00 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P Sector Neutral Dividend ETF SPDR SERIES TRUST 32935.5K $0.28 %0.00 %as of Jun 30, 2026 ↗
YieldMax(R) U.S. Stocks Target Double Distribution ETF Tidal Trust II 32637.1K $0.56 %0.00 %as of Jul 31, 2026 ↗
MOA ALL AMERICA FUND MoA Funds Corp 32334.8K $0.01 %0.00 %as of Jun 30, 2026 ↗
The ESG Growth Portfolio HC Capital Trust 30933.3K $0.03 %0.00 %as of Jun 30, 2026 ↗
Avantis Inflation Focused Equity ETF American Century ETF Trust 27628.6K $0.28 %0.00 %as of May 31, 2026 ↗
ProShares S&P 500 Ex-Energy ETF ProShares Trust 26427.4K $0.03 %0.00 %as of May 31, 2026 ↗
Simplify Next Intangible Core Index ETF Simplify Exchange Traded Funds 25727.7K $0.07 %0.00 %as of Jun 30, 2026 ↗
ProShares Ultra S&P 500 Equal Weight ProShares Trust 25426.3K $0.09 %0.00 %as of May 31, 2026 ↗
Large Company Value Portfolio Wilshire Mutual Funds Inc 24626.5K $0.01 %0.00 %as of Jun 30, 2026 ↗
ELFUN DIVERSIFIED FUND ELFUN DIVERSIFIED FUND 24426.3K $0.01 %0.00 %as of Jun 30, 2026 ↗
SEB Global Exposure SEB Funds AB 242207.7K SEK0.03 %0.00 %as of Mar 31, 2026 ↗
iShares S&P 500 ex S&P 100 ETF iShares Trust 23225K $0.12 %0.00 %as of Jun 30, 2026 ↗
Persimmon Long/Short Fund NORTHERN LIGHTS FUND TRUST III 22724.5K $0.05 %0.00 %as of Jun 30, 2026 ↗
Global X S&P 500 Covered Call & Growth ETF GLOBAL X FUNDS 22325.4K $0.04 %0.00 %as of Jul 31, 2026 ↗
The Catholic SRI Growth Portfolio HC Capital Trust 21823.5K $0.03 %0.00 %as of Jun 30, 2026 ↗
SPHERE 500 CLIMATE FUND Exchange Place Advisors Trust 21523.2K $0.03 %0.00 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) MSCI World StrategicFactors(SM) ETF SPDR INDEX SHARES FUNDS 20522.1K $0.01 %0.00 %as of Jun 30, 2026 ↗
NEOS Boosted S&P 500(R) High Income ETF NEOS ETF Trust 20422K $0.03 %0.00 %as of Jun 30, 2026 ↗
AST Quantitative Modeling Portfolio Advanced Series Trust 20021.6K $0.00 %0.00 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF SPDR SERIES TRUST 17518.9K $0.07 %0.00 %as of Jun 30, 2026 ↗
FINANCIALS ULTRASECTOR PROFUND ProFunds 17119.4K $0.20 %0.00 %as of Jul 31, 2026 ↗
Invesco S&P 500 Downside Hedged ETF Invesco Actively Managed Exchange-Traded Fund Trust 17019.3K $0.03 %0.00 %as of Jul 31, 2026 ↗
Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF Morgan Stanley ETF Trust 16517.8K $0.10 %0.00 %as of Jun 30, 2026 ↗
Hotchkis & Wiley SMID Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 16517.8K $0.65 %0.00 %as of Jun 30, 2026 ↗
Global X S&P 500 Risk Managed Income ETF GLOBAL X FUNDS 16218.4K $0.04 %0.00 %as of Jul 31, 2026 ↗
LoCorr Strategic Allocation Fund LoCorr Investment Trust 16017.2K $0.02 %0.00 %as of Jun 30, 2026 ↗
iShares Dynamic Short-Term Active ETF BlackRock ETF Trust 13715.6K $0.01 %0.00 %as of Jul 31, 2026 ↗
UBS U.S. Allocation Fund UBS INVESTMENT TRUST 13614.1K $0.01 %0.00 %as of May 31, 2026 ↗
ProShares S&P 500 Ex-Health Care ETF ProShares Trust 13413.9K $0.03 %0.00 %as of May 31, 2026 ↗
SA Franklin Tactical Opportunities Portfolio SUNAMERICA SERIES TRUST 13014.8K $0.01 %0.00 %as of Jul 31, 2026 ↗
Nova Fund Rydex Variable Trust 12613.6K $0.03 %0.00 %as of Jun 30, 2026 ↗
Allspring VT Index Asset Allocation Fund Allspring VARIABLE TRUST 12513.5K $0.02 %0.00 %as of Jun 30, 2026 ↗
WisdomTree Efficient U.S. Plus International Equity Fund WisdomTree Trust 12413.4K $0.04 %0.00 %as of Jun 30, 2026 ↗
PROFUND VP BULL ProFunds 11812.7K $0.03 %0.00 %as of Jun 30, 2026 ↗
NEOS S&P 500(R) Hedged Equity Income ETF NEOS ETF Trust 11612.5K $0.04 %0.00 %as of Jun 30, 2026 ↗
PROFUND VP LARGE CAP VALUE ProFunds 11512.4K $0.07 %0.00 %as of Jun 30, 2026 ↗
iShares S&P 500 3% Capped ETF iShares Trust 11212.1K $0.04 %0.00 %as of Jun 30, 2026 ↗
BULL PROFUND ProFunds 9310.6K $0.02 %0.00 %as of Jul 31, 2026 ↗
Global Strategist Portfolio MORGAN STANLEY VARIABLE INSURANCE FUND INC. 9310K $0.01 %0.00 %as of Jun 30, 2026 ↗
Themes US Cash Flow Champions ETF Themes ETF Trust 889.5K $0.44 %0.00 %as of Jun 30, 2026 ↗
Sector Rotation Fund Meeder Funds 818.7K $0.02 %0.00 %as of Jun 30, 2026 ↗
SPP Generation 40-tal Storebrand Asset Management AS 7564.4K SEK0.00 %0.00 %as of Mar 31, 2026 ↗
WisdomTree 500 Digital Fund WisdomTree Digital Trust 677.2K $0.04 %0.00 %as of Jun 30, 2026 ↗
Storebrand Global Developed Markets Storebrand Asset Management AS 6354.1K SEK0.05 %0.00 %as of Mar 31, 2026 ↗
UBS GLOBAL ALLOCATION FUND UBS FUNDS 535.7K $0.00 %0.00 %as of Jun 30, 2026 ↗
JPMorgan Managed Futures Plus ETF J.P. Morgan Exchange-Traded Fund Trust 525.9K $0.02 %0.00 %as of Jul 31, 2026 ↗
T. Rowe Price Active Core U.S. Equity ETF T. Rowe Price Exchange-Traded Funds, Inc. 525.6K $0.04 %0.00 %as of Jun 30, 2026 ↗
Xtrackers S&P 500 Diversified Sector Weight ETF DBX ETF Trust 515.3K $0.08 %0.00 %as of May 31, 2026 ↗
AB US Equity ETF AB Active ETFs, Inc. 505.2K $0.00 %0.00 %as of May 31, 2026 ↗
PROFUND VP ULTRABULL ProFunds 495.3K $0.02 %0.00 %as of Jun 30, 2026 ↗
MOA CATHOLIC VALUES INDEX FUND MoA Funds Corp 414.4K $0.04 %0.00 %as of Jun 30, 2026 ↗
LARGE-CAP VALUE PROFUND ProFunds 343.9K $0.07 %0.00 %as of Jul 31, 2026 ↗
Innovator Equity Premium Income - Daily PutWrite ETF Innovator ETFs Trust 293.3K $0.02 %0.00 %as of Jul 31, 2026 ↗
Morningstar Alternatives Fund Morningstar Funds Trust 263K $0.00 %0.00 %as of Jul 31, 2026 ↗
Global X S&P 500 Christian Values ETF GLOBAL X FUNDS 263K $0.04 %0.00 %as of Jul 31, 2026 ↗
Vox Populi ETF Advisors Series Trust 182K $0.04 %0.00 %as of Jul 31, 2026 ↗
Cyber Hornet S&P 500 and Bitcoin 75/25 Strategy ETF Cyber Hornet Trust 171.8K $0.03 %0.00 %as of Jun 30, 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