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 | |
|---|---|---|---|---|---|
| 501 | Global Strategist Portfolio MORGAN STANLEY INSTITUTIONAL FUND TRUST | 736 | 66.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 502 | Parametric Equity Plus ETF Morgan Stanley ETF Trust | 736 | 66.3K $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| 503 | Hypatia Women CEO ETF Two Roads Shared Trust | 727 | 73.4K $ | 0.85 % | as of Apr 30, 2026 · Original filing |
| 504 | PROFUND VP FINANCIALS ProFunds | 726 | 65.4K $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 505 | Wilmington Global Alpha Equities Fund Wilmington Funds | 716 | 72.3K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 506 | Direxion HCM Tactical Enhanced US ETF Direxion Shares ETF Trust | 701 | 70.7K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 507 | SA Multi-Managed Large Cap Value Portfolio SEASONS SERIES TRUST | 699 | 63K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 508 | State Street S&P 500 Index V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 692 | 62.4K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 509 | iShares Low Carbon Optimized MSCI ACWI ETF iShares Trust | 685 | 69.1K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 510 | DoubleLine Fortune 500 Equal Weight ETF DoubleLine ETF Trust | 675 | 60.8K $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 511 | Applied Finance Valuation Large Cap ETF ETF Opportunities Trust | 674 | 60.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 512 | Franklin U.S. Dividend Booster Index ETF Franklin Templeton ETF Trust | 672 | 60.6K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 513 | Direxion Daily S&P 500 Bull 2X Shares Direxion Shares ETF Trust | 664 | 67K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 514 | iShares MSCI Kokusai ETF iShares Trust | 662 | 66.8K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 515 | New Covenant Growth Fund NEW COVENANT FUNDS | 662 | 59.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 516 | AQR LSE Fusion Fund AQR Funds | 625 | 56.3K $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| 517 | Six Circles Managed Equity Portfolio International Unconstrained Fund SIX CIRCLES TRUST | 612 | 55.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 518 | AVIP AB Mid Cap Core Portfolio AuguStar Variable Insurance Products Fund Inc | 590 | 53.2K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 519 | MOA ALL AMERICA FUND MoA Funds Corp | 583 | 52.5K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 520 | Nova Fund Rydex Series Funds | 560 | 50.5K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 521 | Global X Adaptive U.S. Risk Management ETF GLOBAL X FUNDS | 540 | 51.5K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 522 | S&P 500 2x Strategy Fund Rydex Dynamic Funds | 536 | 48.3K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 523 | Länsförsäkringar Sparmål 2025 Länsförsäkringar Fondförvaltning AB | 533 | 457.5K SEK | 0.00 % | as of Mar 31, 2026 · Original filing |
| 524 | CYBER HORNET S&P 500 Index Funds | 528 | 47.6K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 525 | EQ/Invesco Moderate Growth Allocation Portfolio EQ Advisors Trust | 527 | 47.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 526 | Impact Shares Women's Empowerment ETF Tidal Trust III | 524 | 47.2K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 527 | Handelsbanken Global Index Core Handelsbanken Fonder AB | 506 | 434.4K SEK | 0.03 % | as of Mar 31, 2026 · Original filing |
| 528 | American Conservative Values ETF ETF Opportunities Trust | 455 | 45.9K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 529 | THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 447 | 40.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 530 | AQR MS Fusion Fund AQR Funds | 446 | 40.2K $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 531 | Hartford Disciplined US Equity ETF Lattice Strategies Trust | 445 | 44.9K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 532 | Impact Shares Naacp Minority Empowerment ETF Tidal Trust III | 445 | 40.1K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 533 | S&P 500 Fund Rydex Series Funds | 442 | 39.8K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 534 | Financial Services Fund Rydex Variable Trust | 431 | 38.8K $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| 535 | John Hancock U.S. High Dividend ETF John Hancock Exchange-Traded Fund Trust | 427 | 38.5K $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| 536 | State Street(R) SPDR(R) MSCI World StrategicFactors(SM) ETF SPDR INDEX SHARES FUNDS | 421 | 37.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 537 | ULTRABULL PROFUND ProFunds | 415 | 41.9K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 538 | BlackRock Global Allocation Portfolio BlackRock Series Fund, Inc. | 413 | 37.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 539 | THRIVENT ESG INDEX PORTFOLIO Thrivent Series Fund, Inc. | 413 | 37.2K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 540 | Gotham Large Value Fund FundVantage Trust | 411 | 37K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 541 | AB Dynamic Asset Allocation Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. | 401 | 36.1K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 542 | EQ/Invesco Moderate Allocation Portfolio EQ Advisors Trust | 401 | 36.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 543 | E*TRADE No Fee Large Cap Index Fund E Trade Trust | 397 | 40.1K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 544 | AQR CVX Fusion Fund AQR Funds | 391 | 35.2K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 545 | Financial Services Fund Rydex Series Funds | 381 | 34.3K $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| 546 | WisdomTree U.S. Adaptive Moving Average Fund WisdomTree Trust | 376 | 33.9K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 547 | State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST | 373 | 33.6K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 548 | MML Managed Volatility Fund MML SERIES INVESTMENT FUND | 345 | 31.1K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 549 | State Street(R) SPDR(R) Portfolio S&P Sector Neutral Dividend ETF SPDR SERIES TRUST | 342 | 30.8K $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| 550 | Fidelity Series Sustainable U.S. Market Fund Fidelity Summer Street Trust | 332 | 33.5K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 551 | FlexShares STOXX Global ESG Select Index Fund FlexShares Trust | 320 | 32.3K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 552 | The ESG Growth Portfolio HC Capital Trust | 309 | 27.8K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 553 | Simplify Next Intangible Core Index ETF Simplify Exchange Traded Funds | 279 | 25.1K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 554 | ProShares S&P 500 Ex-Energy ETF ProShares Trust | 265 | 25.3K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 555 | S&P 500 2x Strategy Fund Rydex Variable Trust | 263 | 23.7K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 556 | ELFUN DIVERSIFIED FUND ELFUN DIVERSIFIED FUND | 245 | 22.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 557 | SEB Global Exposure SEB Funds AB | 242 | 207.7K SEK | 0.03 % | as of Mar 31, 2026 · Original filing |
| 558 | iShares S&P 500 ex S&P 100 ETF iShares Trust | 236 | 21.3K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 559 | Global X S&P 500 Covered Call & Growth ETF GLOBAL X FUNDS | 230 | 23.2K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 560 | E*TRADE No Fee Total Market Index Fund E Trade Trust | 230 | 23.2K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 561 | Persimmon Long/Short Fund NORTHERN LIGHTS FUND TRUST III | 227 | 20.5K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 562 | The Catholic SRI Growth Portfolio HC Capital Trust | 218 | 19.6K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 563 | SPHERE 500 CLIMATE FUND Exchange Place Advisors Trust | 215 | 19.4K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 564 | Avantis Inflation Focused Equity ETF American Century ETF Trust | 204 | 19.5K $ | 0.22 % | as of Feb 28, 2026 · Original filing |
| 565 | Yieldmax U.S.Stocks Target Double Distribution ETF Tidal Trust II | 200 | 20.2K $ | 0.50 % | as of Apr 30, 2026 · Original filing |
| 566 | State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF SPDR SERIES TRUST | 200 | 18K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 567 | AST Quantitative Modeling Portfolio Advanced Series Trust | 190 | 17.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 568 | UBS U.S. Allocation Fund UBS INVESTMENT TRUST | 180 | 17.2K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 569 | Columbia Research Enhanced Mid Cap ETF Columbia ETF Trust I | 167 | 15K $ | 0.50 % | as of Mar 31, 2026 · Original filing |
| 570 | Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF Morgan Stanley ETF Trust | 165 | 14.9K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 571 | Hotchkis & Wiley SMID Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 165 | 14.9K $ | 0.60 % | as of Mar 31, 2026 · Original filing |
| 572 | LoCorr Strategic Allocation Fund LoCorr Investment Trust | 160 | 14.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 573 | Global X S&P 500 Risk Managed Income ETF GLOBAL X FUNDS | 157 | 15.8K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 574 | Invesco S&P 500 Downside Hedged ETF Invesco Actively Managed Exchange-Traded Fund Trust | 152 | 15.3K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 575 | SA Franklin Tactical Opportunities Portfolio SUNAMERICA SERIES TRUST | 137 | 13.8K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 576 | FINANCIALS ULTRASECTOR PROFUND ProFunds | 135 | 13.6K $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| 577 | ProShares S&P 500 Ex-Health Care ETF ProShares Trust | 135 | 12.9K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 578 | Allspring VT Index Asset Allocation Fund Allspring VARIABLE TRUST | 135 | 12.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 579 | BULL PROFUND ProFunds | 126 | 12.7K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 580 | PROFUND VP LARGE CAP VALUE ProFunds | 126 | 11.4K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 581 | PROFUND VP BULL ProFunds | 119 | 10.7K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 582 | Themes US Cash Flow Champions ETF Themes ETF Trust | 118 | 10.6K $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| 583 | iShares S&P 500 3% Capped ETF iShares Trust | 106 | 9.6K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 584 | Global Strategist Portfolio MORGAN STANLEY VARIABLE INSURANCE FUND INC. | 100 | 9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 585 | JPMorgan U.S. Research Enhanced Large Cap ETF J.P. Morgan Exchange-Traded Fund Trust | 100 | 9K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 586 | NEOS Boosted S&P 500(R) High Income ETF NEOS ETF Trust | 100 | 9K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 587 | NEOS S&P 500(R) Hedged Equity Income ETF NEOS ETF Trust | 98 | 8.8K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 588 | SPP Generation 40-tal Storebrand Asset Management AS | 75 | 64.4K SEK | 0.00 % | as of Mar 31, 2026 · Original filing |
| 589 | QRAFT AI-Enhanced U.S. Large Cap ETF Exchange Listed Funds Trust | 74 | 7.5K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 590 | Nova Fund Rydex Variable Trust | 72 | 6.5K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 591 | Sector Rotation Fund Meeder Funds | 68 | 6.1K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 592 | WisdomTree 500 Digital Fund WisdomTree Digital Trust | 67 | 6K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 593 | Storebrand Global Developed Markets Storebrand Asset Management AS | 63 | 54.1K SEK | 0.05 % | as of Mar 31, 2026 · Original filing |
| 594 | UBS GLOBAL ALLOCATION FUND UBS FUNDS | 53 | 4.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 595 | AB US Equity ETF AB Active ETFs, Inc. | 50 | 4.8K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 596 | Invesco MSCI World SRI Index Fund AIM International Mutual Funds (Invesco International Mutual Funds) | 50 | 4.7K $ | 0.07 % | as of Jan 31, 2026 · Original filing |
| 597 | PROFUND VP ULTRABULL ProFunds | 49 | 4.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 598 | Xtrackers S&P 500 Diversified Sector Weight ETF DBX ETF Trust | 42 | 4K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 599 | LARGE-CAP VALUE PROFUND ProFunds | 40 | 4K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 600 | MOA CATHOLIC VALUES INDEX FUND MoA Funds Corp | 39 | 3.5K $ | 0.04 % | as of Mar 31, 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 |