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
Global Strategist Portfolio MORGAN STANLEY INSTITUTIONAL FUND TRUST 73666.3K $0.01 %0.00 %as of Mar 31, 2026 ↗
Parametric Equity Plus ETF Morgan Stanley ETF Trust 73666.3K $0.28 %0.00 %as of Mar 31, 2026 ↗
Hypatia Women CEO ETF Two Roads Shared Trust 72773.4K $0.85 %0.00 %as of Apr 30, 2026 ↗
PROFUND VP FINANCIALS ProFunds 72665.4K $0.25 %0.00 %as of Mar 31, 2026 ↗
Wilmington Global Alpha Equities Fund Wilmington Funds 71672.3K $0.03 %0.00 %as of Apr 30, 2026 ↗
Direxion HCM Tactical Enhanced US ETF Direxion Shares ETF Trust 70170.7K $0.01 %0.00 %as of Apr 30, 2026 ↗
SA Multi-Managed Large Cap Value Portfolio SEASONS SERIES TRUST 69963K $0.02 %0.00 %as of Mar 31, 2026 ↗
State Street S&P 500 Index V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 69262.4K $0.03 %0.00 %as of Mar 31, 2026 ↗
iShares Low Carbon Optimized MSCI ACWI ETF iShares Trust 68569.1K $0.01 %0.00 %as of Apr 30, 2026 ↗
DoubleLine Fortune 500 Equal Weight ETF DoubleLine ETF Trust 67560.8K $0.22 %0.00 %as of Mar 31, 2026 ↗
Applied Finance Valuation Large Cap ETF ETF Opportunities Trust 67460.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
Franklin U.S. Dividend Booster Index ETF Franklin Templeton ETF Trust 67260.6K $0.10 %0.00 %as of Mar 31, 2026 ↗
Direxion Daily S&P 500 Bull 2X Shares Direxion Shares ETF Trust 66467K $0.03 %0.00 %as of Apr 30, 2026 ↗
iShares MSCI Kokusai ETF iShares Trust 66266.8K $0.03 %0.00 %as of Apr 30, 2026 ↗
New Covenant Growth Fund NEW COVENANT FUNDS 66259.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
AQR LSE Fusion Fund AQR Funds 62556.3K $0.29 %0.00 %as of Mar 31, 2026 ↗
Six Circles Managed Equity Portfolio International Unconstrained Fund SIX CIRCLES TRUST 61255.1K $0.00 %0.00 %as of Mar 31, 2026 ↗
AVIP AB Mid Cap Core Portfolio AuguStar Variable Insurance Products Fund Inc 59053.2K $0.05 %0.00 %as of Mar 31, 2026 ↗
MOA ALL AMERICA FUND MoA Funds Corp 58352.5K $0.02 %0.00 %as of Mar 31, 2026 ↗
Nova Fund Rydex Series Funds 56050.5K $0.02 %0.00 %as of Mar 31, 2026 ↗
Global X Adaptive U.S. Risk Management ETF GLOBAL X FUNDS 54051.5K $0.04 %0.00 %as of Feb 28, 2026 ↗
S&P 500 2x Strategy Fund Rydex Dynamic Funds 53648.3K $0.03 %0.00 %as of Mar 31, 2026 ↗
Länsförsäkringar Sparmål 2025 Länsförsäkringar Fondförvaltning AB 533457.5K SEK0.00 %0.00 %as of Mar 31, 2026 ↗
CYBER HORNET S&P 500 Index Funds 52847.6K $0.03 %0.00 %as of Mar 31, 2026 ↗
EQ/Invesco Moderate Growth Allocation Portfolio EQ Advisors Trust 52747.5K $0.01 %0.00 %as of Mar 31, 2026 ↗
Impact Shares Women's Empowerment ETF Tidal Trust III 52447.2K $0.08 %0.00 %as of Mar 31, 2026 ↗
Handelsbanken Global Index Core Handelsbanken Fonder AB 506434.4K SEK0.03 %0.00 %as of Mar 31, 2026 ↗
American Conservative Values ETF ETF Opportunities Trust 45545.9K $0.03 %0.00 %as of Apr 30, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 44740.3K $0.00 %0.00 %as of Mar 31, 2026 ↗
AQR MS Fusion Fund AQR Funds 44640.2K $0.19 %0.00 %as of Mar 31, 2026 ↗
Hartford Disciplined US Equity ETF Lattice Strategies Trust 44544.9K $0.03 %0.00 %as of Apr 30, 2026 ↗
Impact Shares Naacp Minority Empowerment ETF Tidal Trust III 44540.1K $0.07 %0.00 %as of Mar 31, 2026 ↗
S&P 500 Fund Rydex Series Funds 44239.8K $0.03 %0.00 %as of Mar 31, 2026 ↗
Financial Services Fund Rydex Variable Trust 43138.8K $0.46 %0.00 %as of Mar 31, 2026 ↗
John Hancock U.S. High Dividend ETF John Hancock Exchange-Traded Fund Trust 42738.5K $0.44 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) MSCI World StrategicFactors(SM) ETF SPDR INDEX SHARES FUNDS 42137.9K $0.02 %0.00 %as of Mar 31, 2026 ↗
ULTRABULL PROFUND ProFunds 41541.9K $0.02 %0.00 %as of Apr 30, 2026 ↗
BlackRock Global Allocation Portfolio BlackRock Series Fund, Inc. 41337.2K $0.02 %0.00 %as of Mar 31, 2026 ↗
THRIVENT ESG INDEX PORTFOLIO Thrivent Series Fund, Inc. 41337.2K $0.06 %0.00 %as of Mar 31, 2026 ↗
Gotham Large Value Fund FundVantage Trust 41137K $0.12 %0.00 %as of Mar 31, 2026 ↗
AB Dynamic Asset Allocation Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. 40136.1K $0.02 %0.00 %as of Mar 31, 2026 ↗
EQ/Invesco Moderate Allocation Portfolio EQ Advisors Trust 40136.1K $0.01 %0.00 %as of Mar 31, 2026 ↗
E*TRADE No Fee Large Cap Index Fund E Trade Trust 39740.1K $0.04 %0.00 %as of Apr 30, 2026 ↗
AQR CVX Fusion Fund AQR Funds 39135.2K $0.12 %0.00 %as of Mar 31, 2026 ↗
Financial Services Fund Rydex Series Funds 38134.3K $0.46 %0.00 %as of Mar 31, 2026 ↗
WisdomTree U.S. Adaptive Moving Average Fund WisdomTree Trust 37633.9K $0.04 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST 37333.6K $0.02 %0.00 %as of Mar 31, 2026 ↗
MML Managed Volatility Fund MML SERIES INVESTMENT FUND 34531.1K $0.04 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P Sector Neutral Dividend ETF SPDR SERIES TRUST 34230.8K $0.27 %0.00 %as of Mar 31, 2026 ↗
Fidelity Series Sustainable U.S. Market Fund Fidelity Summer Street Trust 33233.5K $0.05 %0.00 %as of Apr 30, 2026 ↗
FlexShares STOXX Global ESG Select Index Fund FlexShares Trust 32032.3K $0.03 %0.00 %as of Apr 30, 2026 ↗
The ESG Growth Portfolio HC Capital Trust 30927.8K $0.03 %0.00 %as of Mar 31, 2026 ↗
Simplify Next Intangible Core Index ETF Simplify Exchange Traded Funds 27925.1K $0.07 %0.00 %as of Mar 31, 2026 ↗
ProShares S&P 500 Ex-Energy ETF ProShares Trust 26525.3K $0.03 %0.00 %as of Feb 28, 2026 ↗
S&P 500 2x Strategy Fund Rydex Variable Trust 26323.7K $0.03 %0.00 %as of Mar 31, 2026 ↗
ELFUN DIVERSIFIED FUND ELFUN DIVERSIFIED FUND 24522.1K $0.01 %0.00 %as of Mar 31, 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 23621.3K $0.11 %0.00 %as of Mar 31, 2026 ↗
Global X S&P 500 Covered Call & Growth ETF GLOBAL X FUNDS 23023.2K $0.04 %0.00 %as of Apr 30, 2026 ↗
E*TRADE No Fee Total Market Index Fund E Trade Trust 23023.2K $0.03 %0.00 %as of Apr 30, 2026 ↗
Persimmon Long/Short Fund NORTHERN LIGHTS FUND TRUST III 22720.5K $0.05 %0.00 %as of Mar 31, 2026 ↗
The Catholic SRI Growth Portfolio HC Capital Trust 21819.6K $0.03 %0.00 %as of Mar 31, 2026 ↗
SPHERE 500 CLIMATE FUND Exchange Place Advisors Trust 21519.4K $0.03 %0.00 %as of Mar 31, 2026 ↗
Avantis Inflation Focused Equity ETF American Century ETF Trust 20419.5K $0.22 %0.00 %as of Feb 28, 2026 ↗
Yieldmax U.S.Stocks Target Double Distribution ETF Tidal Trust II 20020.2K $0.50 %0.00 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF SPDR SERIES TRUST 20018K $0.07 %0.00 %as of Mar 31, 2026 ↗
AST Quantitative Modeling Portfolio Advanced Series Trust 19017.1K $0.00 %0.00 %as of Mar 31, 2026 ↗
UBS U.S. Allocation Fund UBS INVESTMENT TRUST 18017.2K $0.01 %0.00 %as of Feb 28, 2026 ↗
Columbia Research Enhanced Mid Cap ETF Columbia ETF Trust I 16715K $0.50 %0.00 %as of Mar 31, 2026 ↗
Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF Morgan Stanley ETF Trust 16514.9K $0.10 %0.00 %as of Mar 31, 2026 ↗
Hotchkis & Wiley SMID Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 16514.9K $0.60 %0.00 %as of Mar 31, 2026 ↗
LoCorr Strategic Allocation Fund LoCorr Investment Trust 16014.4K $0.01 %0.00 %as of Mar 31, 2026 ↗
Global X S&P 500 Risk Managed Income ETF GLOBAL X FUNDS 15715.8K $0.03 %0.00 %as of Apr 30, 2026 ↗
Invesco S&P 500 Downside Hedged ETF Invesco Actively Managed Exchange-Traded Fund Trust 15215.3K $0.02 %0.00 %as of Apr 30, 2026 ↗
SA Franklin Tactical Opportunities Portfolio SUNAMERICA SERIES TRUST 13713.8K $0.01 %0.00 %as of Apr 30, 2026 ↗
FINANCIALS ULTRASECTOR PROFUND ProFunds 13513.6K $0.21 %0.00 %as of Apr 30, 2026 ↗
ProShares S&P 500 Ex-Health Care ETF ProShares Trust 13512.9K $0.04 %0.00 %as of Feb 28, 2026 ↗
Allspring VT Index Asset Allocation Fund Allspring VARIABLE TRUST 13512.2K $0.02 %0.00 %as of Mar 31, 2026 ↗
BULL PROFUND ProFunds 12612.7K $0.03 %0.00 %as of Apr 30, 2026 ↗
PROFUND VP LARGE CAP VALUE ProFunds 12611.4K $0.07 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP BULL ProFunds 11910.7K $0.03 %0.00 %as of Mar 31, 2026 ↗
Themes US Cash Flow Champions ETF Themes ETF Trust 11810.6K $0.34 %0.00 %as of Mar 31, 2026 ↗
iShares S&P 500 3% Capped ETF iShares Trust 1069.6K $0.04 %0.00 %as of Mar 31, 2026 ↗
Global Strategist Portfolio MORGAN STANLEY VARIABLE INSURANCE FUND INC. 1009K $0.01 %0.00 %as of Mar 31, 2026 ↗
JPMorgan U.S. Research Enhanced Large Cap ETF J.P. Morgan Exchange-Traded Fund Trust 1009K $0.03 %0.00 %as of Mar 31, 2026 ↗
NEOS Boosted S&P 500(R) High Income ETF NEOS ETF Trust 1009K $0.04 %0.00 %as of Mar 31, 2026 ↗
NEOS S&P 500(R) Hedged Equity Income ETF NEOS ETF Trust 988.8K $0.03 %0.00 %as of Mar 31, 2026 ↗
SPP Generation 40-tal Storebrand Asset Management AS 7564.4K SEK0.00 %0.00 %as of Mar 31, 2026 ↗
QRAFT AI-Enhanced U.S. Large Cap ETF Exchange Listed Funds Trust 747.5K $0.05 %0.00 %as of Apr 30, 2026 ↗
Nova Fund Rydex Variable Trust 726.5K $0.02 %0.00 %as of Mar 31, 2026 ↗
Sector Rotation Fund Meeder Funds 686.1K $0.02 %0.00 %as of Mar 31, 2026 ↗
WisdomTree 500 Digital Fund WisdomTree Digital Trust 676K $0.04 %0.00 %as of Mar 31, 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 534.8K $0.00 %0.00 %as of Mar 31, 2026 ↗
AB US Equity ETF AB Active ETFs, Inc. 504.8K $0.00 %0.00 %as of Feb 28, 2026 ↗
Invesco MSCI World SRI Index Fund AIM International Mutual Funds (Invesco International Mutual Funds) 504.7K $0.07 %0.00 %as of Jan 31, 2026 ↗
PROFUND VP ULTRABULL ProFunds 494.4K $0.02 %0.00 %as of Mar 31, 2026 ↗
Xtrackers S&P 500 Diversified Sector Weight ETF DBX ETF Trust 424K $0.06 %0.00 %as of Feb 28, 2026 ↗
LARGE-CAP VALUE PROFUND ProFunds 404K $0.07 %0.00 %as of Apr 30, 2026 ↗
MOA CATHOLIC VALUES INDEX FUND MoA Funds Corp 393.5K $0.04 %0.00 %as of Mar 31, 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