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.
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Innovator Equity Premium Income - Daily PutWrite ETF Innovator ETFs Trust | 25 | 2.5K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Vox Populi ETF Advisors Series Trust | 18 | 1.8K $ | 0.03 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Cyber Hornet S&P 500 and Bitcoin 75/25 Strategy ETF Cyber Hornet Trust | 18 | 1.6K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Global X S&P 500 Christian Values ETF GLOBAL X FUNDS | 17 | 1.7K $ | 0.03 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Global X U.S. 500 ETF GLOBAL X FUNDS | 15 | 1.4K $ | 0.03 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Global X S&P 500 Tail Risk ETF GLOBAL X FUNDS | 12 | 1.2K $ | 0.03 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Gotham Enhanced S&P 500 Index Fund FundVantage Trust | 12 | 1.1K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Global X S&P 500 Collar 95-110 ETF GLOBAL X FUNDS | 11 | 1.1K $ | 0.03 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Global X S&P 500 U.S. Revenue Leaders ETF GLOBAL X FUNDS | 11 | 1.1K $ | 0.05 % | 0.00 % | as of Apr 30, 2026 ↗ |
| WisdomTree Efficient U.S. Plus International Equity Fund WisdomTree Trust | 8 | 720.9 $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares S&P 500 Dynamic Buffer ETF ProShares Trust | 5 | 477.1 $ | 0.03 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Cyber Hornet S&P 500 & Ethereum 75/25 Strategy ETF Cyber Hornet Trust | 1 | 90.1 $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Cyber Hornet S&P 500 & Solana 75/25 Strategy ETF Cyber Hornet Trust | 1 | 90.1 $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Cyber Hornet S&P 500 & XRP 75/25 Strategy ETF Cyber Hornet Trust | 1 | 90.1 $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| KUTXABANK BOLSA EEUU, FI KUTXABANK GESTION, SGIIC, S.A. | 14.9M € | 0.87 % | as of Dec 31, 2025 ↗ | ||
| ABANCA RENTA VARIABLE DIVIDENDO, FI ABANCA GESTION DE ACTIVOS, SGIIC, SA | 1.6M € | 0.96 % | as of Dec 31, 2025 ↗ | ||
| BINDEX USA INDICE, FI BBVA ASSET MANAGEMENT, S.A., SGIIC | 352K € | 0.03 % | as of Dec 31, 2025 ↗ | ||
| ING DIRECT FONDO NARANJA STANDARD & POOR´S 500, FI AMUNDI IBERIA, SGIIC, S.A. | 314.2K € | 0.03 % | as of Dec 31, 2025 ↗ | ||
| DUNAS SELECCIÓN USA ESG CUBIERTO FI DUNAS CAPITAL ASSET MANAGEMENT S.G.I.I.C., S.A. | 209K € | 0.06 % | as of Dec 31, 2025 ↗ | ||
| ABANCA RENTA FIJA MIXTA, FI ABANCA GESTION DE ACTIVOS, SGIIC, SA | 186.7K € | 0.18 % | as of Dec 31, 2025 ↗ | ||
| ABANCA RENTA VARIABLE MIXTA, FI ABANCA GESTION DE ACTIVOS, SGIIC, SA | 117.3K € | 0.42 % | as of Dec 31, 2025 ↗ | ||
| BBVA BOLSA INDICE USA (CUBIERTO), FI BBVA ASSET MANAGEMENT, S.A., SGIIC | 75K € | 0.03 % | as of Dec 31, 2025 ↗ | ||
| BINDEX USA SCREENED ÍNDICE (CUBIERTO), FI BBVA ASSET MANAGEMENT, S.A., SGIIC | 35K € | 0.04 % | as of Dec 31, 2025 ↗ | ||
| GESCONSULT, FI GESCONSULT/GOOD GOVERNANCE RV USA GESCONSULT, S.A., S.G.I.I.C. | 4.7K € | 0.12 % | as of Dec 31, 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.
| Fund | Weight 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 576 | +23 | 63,285,053 | +7.7 % |
| 2026Q1 | 553 | -23 | 58,782,776 | -2.4 % |
| 2025Q4 | 576 | -4 | 60,210,169 | -1.6 % |
| 2025Q3 | 580 | +6 | 61,168,542 | -1.2 % |
| 2025Q2 | 574 | +33 | 61,905,047 | +0.8 % |
| 2025Q1 | 541 | -34 | 61,426,581 | -7.5 % |
| 2024Q4 | 575 | -6 | 66,411,039 | -2.1 % |
| 2024Q3 | 581 | +23 | 67,831,790 | +1.8 % |
| 2024Q2 | 558 | +30 | 66,634,547 | +1.2 % |
| 2024Q1 | 528 | -28 | 65,851,256 | -10.3 % |
| 2023Q4 | 556 | 73,442,547 |
Institutional managers
895 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 20,322,358 | 1.8B $ | as of Mar 31, 2026 |
| NIPPON LIFE INSURANCE CO | 18,137,000 | 1.6M $ | 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 |
| JPMORGAN CHASE & CO | 1,189,593 | 105M $ | as of Mar 31, 2026 |
| UBS Group AG | 1,166,730 | 105.1M $ | 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 |
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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| BlackRock, Inc. | 9.00 % | 19,558,812 | as of Mar 31, 2026 · SCHEDULE 13G |
| Vanguard Capital Management | 7.18 % | 15,573,456 | as of Mar 31, 2026 · SCHEDULE 13G |
| Vanguard Portfolio Management | 5.20 % | 11,295,571 | as 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.
Cite this page
Titelia. "Fund shareholders of Principal Financial Group Inc". https://titelia.com/en/stocks/principal-financial-group-inc-US74251V1026