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Funds Holding Principal Financial Group Inc
Every registered fund lists what it holds each quarter. These are the ones reporting a position in Principal Financial Group Inc, ordered by how much of each fund the position represents rather than by its size.
Institutional holders of PFG →Funds holding
152
as of 2026-07-31
Reported value
$2.3B
summed across funds
Fund families
60
named trusts
Largest conviction
3.27%
of a single fund
Largest share of a fund
A small position that is a large part of its fund says more than a large one that is a rounding error.
| Fund | Of the fund |
|---|---|
| Invesco Dorsey Wright Financial Momentum ETFInvesco Exchange-Traded Fund Trust17.1K sh$1.9M | 3.27% |
| Harbor AlphaEdge Large Cap Value ETFHarbor ETF Trust1.2K sh$141.4K | 3.05% |
| AAM S&P 500 High Dividend Value ETFETF Series Solutions25.8K sh$2.9M | 2.23% |
| O'Shaughnessy Market Leaders Value FundAdvisors Series Trust56.3K sh$6.4M | 2.23% |
| Cambria LargeCap Shareholder Yield ETFCambria ETF Trust1.3K sh$144.9K | 2.00% |
| Invesco Bloomberg MVP Multi-Factor ETFInvesco Exchange-Traded Fund Trust16.7K sh$1.9M | 1.83% |
| Nuveen ESG Mid-Cap Value ETFNuShares ETF Trust68K sh$7.7M | 1.74% |
| iShares Select Dividend ETFiShares Trust2.8M sh$317.5M | 1.35% |
| Invesco S&P 500 Equal Weight Financials ETFInvesco Exchange-Traded Fund Trust33.5K sh$3.8M | 1.25% |
| The MidCap Value FundCOMMERCE FUNDS4.3K sh$490K | 1.21% |
| Federated Hermes U.S. Strategic Dividend ETFFederated Hermes ETF Trust92.4K sh$10.5M | 1.19% |
| Invesco S&P 500 Value with Momentum ETFInvesco Exchange-Traded Fund Trust11.8K sh$1.3M | 1.02% |
| Cambria Shareholder Yield ETFCambria ETF Trust88K sh$10M | 1.01% |
| Hypatia Women CEO ETFTwo Roads Shared Trust841 sh$95.6K | 0.96% |
| Victory Income Stock FundVictory Portfolios III218.8K sh$24.9M | 0.87% |
| Invesco S&P 500 Pure Value ETFInvesco Exchange-Traded Fund Trust104.2K sh$11.8M | 0.71% |
| YieldMax(R) U.S. Stocks Target Double Distribution ETFTidal Trust II326 sh$37.1K | 0.56% |
| THE U.S. LARGE CAP VALUE SERIESDFA INVESTMENT TRUST CO1.3M sh$149M | 0.48% |
| RockCreek Global Equality ETFEA Series Trust4.2K sh$481.6K | 0.48% |
| Victory Growth & Income FundVictory Portfolios III95.4K sh$10.8M | 0.47% |
| Income Fund of AmericaIncome Fund of America6M sh$682.2M | 0.46% |
| Victory Value FundVictory Portfolios III55.8K sh$6.3M | 0.42% |
| FlexShares Quality Dividend Index FundFlexShares Trust80.1K sh$9.1M | 0.41% |
| iShares U.S. Financials ETFiShares Trust145.1K sh$16.5M | 0.37% |
| iShares Morningstar Mid-Cap Value ETFiShares Trust34.3K sh$3.9M | 0.34% |
| Fidelity MSCI Financials Index ETFFIDELITY COVINGTON TRUST57K sh$6.5M | 0.27% |
| JPMorgan U.S. Value Factor ETFJ.P. Morgan Exchange-Traded Fund Trust19.1K sh$2.2M | 0.26% |
| Innovator Equity Managed Floor ETFInnovator ETFs Trust43.1K sh$4.9M | 0.23% |
| SA MFS Total Return PortfolioSUNAMERICA SERIES TRUST9.7K sh$1.1M | 0.23% |
| iShares MSCI USA Size Factor ETFiShares Trust7.9K sh$903.6K | 0.21% |
| Multi-Manager Directional Alternative Strategies FundCOLUMBIA FUNDS SERIES TRUST I6K sh$685.7K | 0.21% |
| Invesco S&P 500 Equal Weight ETFInvesco Exchange-Traded Fund Trust1.7M sh$194M | 0.20% |
| FINANCIALS ULTRASECTOR PROFUNDProFunds171 sh$19.4K | 0.20% |
| SA Franklin BW U.S. Large Cap Value PortfolioSUNAMERICA SERIES TRUST22.5K sh$2.6M | 0.20% |
| Dimensional US Large Cap Value ETFDimensional ETF Trust113.1K sh$12.9M | 0.19% |
| Direxion Daily Financial Bull 3X SharesDirexion Shares ETF Trust38.7K sh$4.4M | 0.19% |
| Dimensional VA U.S. Large Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC14.5K sh$1.6M | 0.19% |
| Transamerica Large Value OpportunitiesTRANSAMERICA FUNDS3.8K sh$432.4K | 0.18% |
| Steward Values Enhanced Large Cap FundSteward Funds Inc5.2K sh$592.4K | 0.18% |
| Fidelity Mid Cap Index FundFidelity Salem Street Trust810.9K sh$92.2M | 0.18% |
| Schwab U.S. Mid-Cap Index FundSCHWAB CAPITAL TRUST43.3K sh$4.9M | 0.18% |
| iShares Russell Mid-Cap Index FundBlackRock Funds39.7K sh$4.5M | 0.18% |
| iShares Morningstar Mid-Cap ETFiShares Trust24.7K sh$2.8M | 0.17% |
| iShares Core Dividend Growth ETFiShares Trust603.2K sh$68.6M | 0.16% |
| JPMorgan U.S. Momentum Factor ETFJ.P. Morgan Exchange-Traded Fund Trust32.7K sh$3.7M | 0.15% |
| Invesco S&P 500 Equal Weight Income Advantage ETFInvesco Actively Managed Exchange-Traded Fund Trust13.4K sh$1.5M | 0.15% |
| iShares Core Dividend ETFiShares Trust21.1K sh$2.4M | 0.14% |
| iShares MSCI USA Value Factor ETFiShares Trust110.7K sh$12.6M | 0.14% |
| Dimensional U.S. Marketwide Value ETFDimensional ETF Trust181.4K sh$20.6M | 0.13% |
| Dimensional US Large Cap Vector ETFDimensional ETF Trust6.1K sh$695.7K | 0.13% |
| U.S. Sustainability Core 1 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC88.8K sh$10.1M | 0.12% |
| Dimensional US Sustainability Core 1 ETFDimensional ETF Trust22.7K sh$2.6M | 0.11% |
| U.S. VECTOR EQUITY PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC48.5K sh$5.5M | 0.10% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUNDVANGUARD WHITEHALL FUNDS862.1K sh$98M | 0.10% |
| iShares Global Equity Factor ETFiShares Trust1.8K sh$209.8K | 0.10% |
| VANGUARD DIVIDEND APPRECIATION INDEX FUNDVANGUARD SPECIALIZED FUNDS1.1M sh$126.5M | 0.10% |
| U.S. Social Core Equity 2 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC21K sh$2.4M | 0.10% |
| Invesco RAFI US 1000 ETFInvesco Exchange-Traded Fund Trust79.6K sh$9M | 0.09% |
| Equity Income FundRUSSELL INVESTMENT CO1.2K sh$140K | 0.09% |
| Invesco Dividend AchieversTM ETFInvesco Exchange-Traded Fund Trust6.1K sh$699.1K | 0.09% |
| Schwab Fundamental U.S. Large Company Index FundSCHWAB CAPITAL TRUST102.4K sh$11.6M | 0.09% |
| Harbor Human Capital Factor US Large Cap ETFHarbor ETF Trust3.8K sh$430.1K | 0.09% |
| FlexShares STOXX US ESG Select Index FundFlexShares Trust990 sh$112.6K | 0.09% |
| U.S. CORE EQUITY 2 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC286K sh$32.5M | 0.08% |
| iShares U.S. Equity Factor ETFiShares Trust25.8K sh$2.9M | 0.08% |
| Dimensional US Core Equity 1 ETFDimensional ETF Trust24K sh$2.7M | 0.08% |
| Dimensional U.S. Core Equity 2 ETFDimensional ETF Trust343.3K sh$39M | 0.08% |
| Green Century Equity FundGREEN CENTURY FUNDS5.5K sh$624.1K | 0.08% |
| U.S. Large Cap Equity PortfolioDFA INVESTMENT DIMENSIONS GROUP INC18.1K sh$2.1M | 0.08% |
| NYLIM Candriam U.S. Large Cap Equity ETFNYLIM ETF Trust2.2K sh$251.5K | 0.08% |
| Dimensional US Vector Equity ETFDimensional ETF Trust3.7K sh$421.1K | 0.08% |
| SA Large Cap Value Index PortfolioSUNAMERICA SERIES TRUST4.6K sh$525.5K | 0.07% |
| iShares U.S. Carbon Transition Readiness Aware Active ETFBlackRock ETF Trust7.9K sh$897.5K | 0.07% |
| LARGE-CAP VALUE PROFUNDProFunds34 sh$3.9K | 0.07% |
| Invesco Global Equity Net Zero ETFInvesco Actively Managed Exchange-Traded Fund Trust1.1K sh$127K | 0.07% |
| iShares Morningstar Value ETFiShares Trust8.4K sh$960K | 0.07% |
| Fidelity U.S. Sustainability Index FundFidelity Salem Street Trust37K sh$4.2M | 0.07% |
| iShares ESG MSCI KLD 400 ETFiShares Trust33.4K sh$3.8M | 0.07% |
| JPMorgan Diversified Return U.S. Mid Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust2.8K sh$315.3K | 0.07% |
| U.S. CORE EQUITY 1 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC241.4K sh$27.5M | 0.07% |
| Fidelity Series Large Cap Value Index FundFidelity Salem Street Trust72.2K sh$8.2M | 0.07% |
| Schwab U.S. Large-Cap Value Index FundSCHWAB CAPITAL TRUST6.6K sh$751K | 0.07% |
| Fidelity Large Cap Value Index FundFidelity Salem Street Trust84.6K sh$9.6M | 0.07% |
| Nuveen Large Cap Value Index FundTIAA-CREF Funds78.3K sh$8.9M | 0.07% |
| Column Mid Cap FundTrust for Professional Managers6.1K sh$670.5K | 0.06% |
| FlexShares STOXX Global ESG Select Index FundFlexShares Trust570 sh$64.8K | 0.06% |
| Global X S&P 500 U.S. Revenue Leaders ETFGLOBAL X FUNDS10 sh$1.1K | 0.05% |
| 1290 Loomis Sayles Multi-Asset Income Fund1290 Funds454 sh$51.6K | 0.05% |
| Dimensional US Core Equity Market ETFDimensional ETF Trust52.9K sh$6M | 0.05% |
| Global Equity FundRUSSELL INVESTMENT CO14.9K sh$1.7M | 0.04% |
| JLens 500 Jewish Advocacy U.S. ETFEA Series Trust863 sh$98.1K | 0.04% |
| BNY Mellon US Large Cap Core Equity ETFBNY Mellon ETF Trust19.2K sh$2.2M | 0.04% |
| Global X S&P 500 Catholic Values ETFGLOBAL X FUNDS4.5K sh$516K | 0.04% |
| Global X S&P 500 Covered Call & Growth ETFGLOBAL X FUNDS223 sh$25.4K | 0.04% |
| Multifactor U.S. Equity FundRUSSELL INVESTMENT CO970 sh$110.3K | 0.04% |
| Global X S&P 500 Collar 95-110 ETFGLOBAL X FUNDS12 sh$1.4K | 0.04% |
| Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III1.2K sh$138.8K | 0.04% |
| JPMORGAN BETABUILDERS U.S. EQUITY ETFJ.P. Morgan Exchange-Traded Fund Trust29.6K sh$3.4M | 0.04% |
| Global X S&P 500 Tail Risk ETFGLOBAL X FUNDS16 sh$1.8K | 0.04% |
| Wilmington Large-Cap Strategy FundWilmington Funds2K sh$231.9K | 0.04% |
| Multi-Strategy Income FundRUSSELL INVESTMENT CO985 sh$112K | 0.04% |
| iShares Morningstar U.S. Equity ETFiShares Trust4.2K sh$475.5K | 0.04% |
| Victory 500 Index FundVictory Portfolios III50.3K sh$5.7M | 0.04% |
| Global X S&P 500 Christian Values ETFGLOBAL X FUNDS26 sh$3K | 0.04% |
| Global X S&P 500 Risk Managed Income ETFGLOBAL X FUNDS162 sh$18.4K | 0.04% |
| Dimensional U.S. Equity Market ETFDimensional ETF Trust67.2K sh$7.6M | 0.04% |
| Nuveen S&P 500 Index FundTIAA-CREF Funds43.1K sh$4.9M | 0.04% |
| Catholic Responsible Investments Equity Index FundCatholic Responsible Investments Funds14.3K sh$1.6M | 0.04% |
| E*TRADE No Fee Total Market Index FundE Trade Trust343 sh$39K | 0.04% |
| Global X S&P 500 Covered Call ETFGLOBAL X FUNDS10.1K sh$1.2M | 0.04% |
| Vox Populi ETFAdvisors Series Trust18 sh$2K | 0.04% |
| SA Large Cap Index PortfolioSUNAMERICA SERIES TRUST10.2K sh$1.2M | 0.04% |
| Invesco S&P 500 BuyWrite ETFInvesco Exchange-Traded Fund Trust1.1K sh$126.1K | 0.04% |
| Pacer Trendpilot US Large Cap ETFPacer Funds Trust10K sh$1.1M | 0.03% |
| BNY Mellon S&P 500 Index FundBNY MELLON INDEX FUNDS, INC.8.2K sh$935.3K | 0.03% |
| Schwab S&P 500 Index FundSCHWAB CAPITAL TRUST440.4K sh$50.1M | 0.03% |
| Fidelity SAI U.S. Large Cap Index FundFidelity Salem Street Trust57.5K sh$6.5M | 0.03% |
| U.S. LARGE COMPANY PORTFOLIODIMENSIONAL INVESTMENT GROUP INC43.6K sh$5M | 0.03% |
| LargeCap S&P 500 Index FundPrincipal Funds, Inc40.5K sh$4.6M | 0.03% |
| NYLIM S&P 500 Index FundNYLIM FUNDS TRUST6.5K sh$733.9K | 0.03% |
| Fidelity ZERO Large Cap Index FundFidelity Concord Street Trust56.2K sh$6.4M | 0.03% |
| American Conservative Values ETFETF Opportunities Trust455 sh$51.7K | 0.03% |
| E*TRADE No Fee Large Cap Index FundE Trade Trust397 sh$45.1K | 0.03% |
| BNY Mellon Institutional S&P 500 Stock Index FundBNY Mellon Investment Funds IV, Inc.4K sh$452.6K | 0.03% |
| FlexShares Morningstar US Market Factor Tilt Index FundFlexShares Trust6.5K sh$736.5K | 0.03% |
| Nuveen Equity Index FundTIAA-CREF Funds176.9K sh$20.1M | 0.03% |
| iShares Total U.S. Stock Market Index FundBlackRock Funds13.8K sh$1.6M | 0.03% |
| Federated Hermes Max-Cap Index FundFederated Hermes Index Trust822 sh$93.5K | 0.03% |
| iShares Dow Jones U.S. ETFiShares Trust8.5K sh$961.1K | 0.03% |
| Schwab 1000 Index FundSCHWAB INVESTMENTS62.9K sh$7.2M | 0.03% |
| Direxion Daily S&P 500 Bull 2X SharesDirexion Shares ETF Trust741 sh$84.3K | 0.03% |
| Pacer Metaurus US Large Cap Dividend Multiplier 400 ETFPacer Funds Trust4.7K sh$535.5K | 0.03% |
| Fidelity ZERO Total Market Index FundFidelity Concord Street Trust107K sh$12.2M | 0.03% |
| Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST119.5K sh$13.6M | 0.03% |
| Invesco S&P 500 Downside Hedged ETFInvesco Actively Managed Exchange-Traded Fund Trust170 sh$19.3K | 0.03% |
| iShares MSCI Kokusai ETFiShares Trust662 sh$75.3K | 0.03% |
| Wilmington Global Alpha Equities FundWilmington Funds641 sh$72.9K | 0.03% |
| AMT Diversified Equity FundADVISER MANAGED TRUST991 sh$112.7K | 0.03% |
| Direxion HCM Tactical Enhanced US ETFDirexion Shares ETF Trust1.4K sh$156.2K | 0.03% |
| Hartford Disciplined US Equity ETFLattice Strategies Trust481 sh$54.7K | 0.03% |
| ULTRABULL PROFUNDProFunds423 sh$48.1K | 0.03% |
| Direxion Daily S&P 500 Bull 3X SharesDirexion Shares ETF Trust15.4K sh$1.7M | 0.03% |
| iShares MSCI ACWI ETFiShares Trust70.1K sh$8M | 0.02% |
| VANGUARD TOTAL WORLD STOCK INDEX FUNDVANGUARD INTERNATIONAL EQUITY INDEX FUNDS189.8K sh$21.6M | 0.02% |
| Dimensional US Large Cap Core Equity Market ETFDimensional ETF Trust3K sh$338K | 0.02% |
| BULL PROFUNDProFunds93 sh$10.6K | 0.02% |
| Innovator Equity Premium Income - Daily PutWrite ETFInnovator ETFs Trust29 sh$3.3K | 0.02% |
| JPMorgan Managed Futures Plus ETFJ.P. Morgan Exchange-Traded Fund Trust52 sh$5.9K | 0.02% |
| SA Franklin Tactical Opportunities PortfolioSUNAMERICA SERIES TRUST130 sh$14.8K | 0.01% |
| iShares Low Carbon Optimized MSCI ACWI ETFiShares Trust1.2K sh$141.4K | 0.01% |
| iShares Dynamic Short-Term Active ETFBlackRock ETF Trust137 sh$15.6K | 0.01% |
| Morningstar Alternatives FundMorningstar Funds Trust-1.4K NC-$157.1K | -0.06% |
Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.
More on PFG
Company overviewEverything on PFG in one place, with the price.SEC filingsWhat PFG's 8-Ks say happened: results, departures, auditor changes.Insider tradingWhat PFG's own officers and directors buy and sell.Who owns itEvery manager reporting a position in PFG.LobbyingWhat PFG spends lobbying Congress, and on what.Who lobbies for itThe lobbyists on PFG's account, and who they worked for.PatentsWhat PFG is filing at the patent office.