As of the latest SEC filings, PRINCIPAL FINANCIAL GROUP INC (PFG) is held by 586 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $619,722,423.89 in market value, representing 0.03% of its portfolio.
Funds holding PRINCIPAL FINANCIAL GROUP INC (PFG)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- PFG
- CIK:
- 0001126328
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.03% | $619,722,423.89 | 6,877,399 | Mar 31, 2026 | May 28, 2026 |
|
AMECX
Income Fund of America
|
MF | Independent / Boutique | 0.41% | $605,460,000.00 | 6,000,000 | Apr 30, 2026 | Jun 26, 2026 |
|
VFIAX
VANGUARD 500 INDEX FUND
|
ETF | Vanguard | 0.03% | $452,971,706.25 | 5,026,875 | Mar 31, 2026 | May 28, 2026 |
|
VO
VANGUARD MID-CAP INDEX FUND
|
ETF | Vanguard | 0.21% | $421,969,901.41 | 4,682,831 | Mar 31, 2026 | May 28, 2026 |
|
DVY
iShares Select Dividend ETF
|
ETF | BlackRock / iShares | 1.24% | $284,176,384.67 | 2,816,137 | Apr 30, 2026 | Jun 24, 2026 |
|
FXAIX
Fidelity 500 Index Fund
|
MF | Fidelity | 0.03% | $242,774,434.24 | 2,544,272 | Feb 28, 2026 | Apr 24, 2026 |
|
IVV
iShares Core S&P 500 ETF
|
ETF | BlackRock / iShares | 0.03% | $229,233,622.41 | 2,543,931 | Mar 31, 2026 | May 28, 2026 |
|
SPY
SPDR S&P 500 ETF Trust
|
ETF | State Street (SPDR) | 0.03% | $210,534,175.43 | 2,336,413 | Mar 31, 2026 | May 28, 2026 |
|
RSP
Invesco S&P 500 Equal Weight ETF
|
ETF | Invesco | 0.22% | $193,072,616.65 | 1,913,315 | Apr 30, 2026 | Jun 29, 2026 |
|
VIVAX
VANGUARD VALUE INDEX FUND
|
ETF | Vanguard | 0.08% | $180,752,279.77 | 2,005,907 | Mar 31, 2026 | May 28, 2026 |
|
DFLVX
THE U.S. LARGE CAP VALUE SERIES
|
MF | Dimensional Fund Advisors | 0.45% | $132,224,189.38 | 1,310,318 | Apr 30, 2026 | Jun 24, 2026 |
|
VMVAX
VANGUARD MID-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.37% | $127,014,910.94 | 1,409,554 | Mar 31, 2026 | May 28, 2026 |
|
XLF
State Street(R) Financial Select Sector SPDR(R) ETF
|
ETF | State Street (SPDR) | 0.25% | $120,759,745.07 | 1,340,137 | Mar 31, 2026 | May 28, 2026 |
|
VDADX
VANGUARD DIVIDEND APPRECIATION INDEX FUND
|
ETF | Vanguard | 0.09% | $112,089,415.26 | 1,110,786 | Apr 30, 2026 | Jun 26, 2026 |
|
VIIIX
VANGUARD INSTITUTIONAL INDEX FUND
|
MF | Vanguard | 0.03% | $100,454,177.45 | 1,114,795 | Mar 31, 2026 | May 28, 2026 |
|
VHYAX
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
|
ETF | Vanguard | 0.09% | $86,581,789.10 | 858,010 | Apr 30, 2026 | Jun 26, 2026 |
|
SPYD
State Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF
|
ETF | State Street (SPDR) | 1.21% | $85,602,787.91 | 949,981 | Mar 31, 2026 | May 28, 2026 |
|
FSMDX
Fidelity Mid Cap Index Fund
|
MF | Fidelity | 0.16% | $81,344,761.92 | 806,112 | Apr 30, 2026 | Jun 26, 2026 |
|
IWR
iShares Russell Mid-Cap ETF
|
ETF | BlackRock / iShares | 0.16% | $75,128,401.51 | 833,741 | Mar 31, 2026 | May 28, 2026 |
|
DGRO
iShares Core Dividend Growth ETF
|
ETF | BlackRock / iShares | 0.17% | $69,294,796.09 | 686,699 | Apr 30, 2026 | Jun 24, 2026 |
|
SPHD
Invesco S&P 500 High Dividend Low Volatility ETF
|
ETF | Invesco | 1.45% | $50,017,064.76 | 524,178 | Feb 28, 2026 | Apr 28, 2026 |
|
IWD
iShares Russell 1000 Value ETF
|
ETF | BlackRock / iShares | 0.06% | $44,904,696.52 | 498,332 | Mar 31, 2026 | May 22, 2026 |
|
SWPPX
Schwab S&P 500 Index Fund
|
MF | Charles Schwab | 0.03% | $43,763,657.90 | 433,690 | Apr 30, 2026 | Jun 25, 2026 |
|
SPLG
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF
|
ETF | State Street (SPDR) | 0.03% | $37,510,810.58 | 416,278 | Mar 31, 2026 | May 28, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.03% | $35,650,724.98 | 373,619 | Feb 28, 2026 | Apr 24, 2026 |
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