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.
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Global X S&P 500 Tail Risk ETF GLOBAL X FUNDS | 16 | 1.8K $ | 0.04 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Global X U.S. 500 ETF GLOBAL X FUNDS | 15 | 1.6K $ | 0.03 % | 0.00 % | as of May 31, 2026 ↗ |
| Global X S&P 500 Collar 95-110 ETF GLOBAL X FUNDS | 12 | 1.4K $ | 0.04 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Gotham Enhanced S&P 500 Index Fund FundVantage Trust | 12 | 1.3K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Global X S&P 500 U.S. Revenue Leaders ETF GLOBAL X FUNDS | 10 | 1.1K $ | 0.05 % | 0.00 % | as of Jul 31, 2026 ↗ |
| VanEck Financials TruSector ETF VanEck ETF Trust | 6 | 646.7 $ | 0.12 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Federated Hermes MDT Large Cap Value ETF Federated Hermes ETF Trust | 6 | 621.7 $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| ProShares S&P 500 Dynamic Buffer ETF ProShares Trust | 4 | 414.5 $ | 0.02 % | 0.00 % | as of May 31, 2026 ↗ |
| AQR Style Premia Alternative Fund AQR Funds | 3 | 323.3 $ | 0.00 % | as of Jun 30, 2026 ↗ | |
| Fidelity Enhanced Large Cap Value ETF Fidelity Covington Trust | 3 | 323.3 $ | 0.00 % | as of Jun 30, 2026 ↗ | |
| Cyber Hornet S&P 500 & Solana 75/25 Strategy ETF Cyber Hornet Trust | 3 | 323.3 $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Cyber Hornet S&P 500 & Ethereum 75/25 Strategy ETF Cyber Hornet Trust | 1 | 107.8 $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Cyber Hornet S&P 500 & XRP 75/25 Strategy ETF Cyber Hornet Trust | 1 | 107.8 $ | 0.02 % | 0.00 % | as of Jun 30, 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 ↗ |
Funds that publish their own holdings
| Fund | Weight 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.
| Fund | Weight 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 575 | -1 | 67,905,745 | +7.3 % |
| 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 |
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.
Cite this page
Titelia. "Fund shareholders of Principal Financial Group Inc". https://titelia.com/en/stocks/principal-financial-group-inc-US74251V1026