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PFG · Principal Financial Group Inc · Held by Funds

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$111.96 -2.01 (-1.76%) At close · Sep 30
S&P 500 member Russell 1000 member Rebalance outlook locked
Market Cap
$24.79B
Shares
216.01M
Volume · Sep 30 1.23M Avg daily vol (3M) 1.38M

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Funds holding PFG

650 fund positions
Fund Balance Value % of Fund Open
VANGUARD TOTAL STOCK MARKET INDEX FUND 6,857,300 $739,079,794 0.03%
Income Fund of America 6,000,000 $682,200,000 0.46%
VANGUARD 500 INDEX FUND 5,092,121 $548,828,801 0.03%
VANGUARD MID-CAP INDEX FUND 4,680,236 $504,435,836 0.23%
Schwab U.S. Dividend Equity ETF 4,725,709 $489,677,967 0.52%
iShares Select Dividend ETF 2,792,796 $317,540,905 1.35%
iShares Core S&P 500 ETF 2,703,550 $291,388,619 0.03%
Fidelity 500 Index Fund 2,531,693 $262,334,029 0.03%
State Street(R) SPDR(R) S&P 500(R) ETF Trust 2,381,442 $256,671,819 0.03%
VANGUARD VALUE INDEX FUND 2,054,169 $221,398,335 0.09%
Invesco S&P 500 Equal Weight ETF 1,706,272 $194,003,126 0.20%
VANGUARD MID-CAP VALUE INDEX FUND 1,387,412 $149,535,265 0.40%
THE U.S. LARGE CAP VALUE SERIES 1,310,318 $148,983,157 0.48%
State Street(R) Financial Select Sector SPDR(R) ETF 1,329,380 $143,280,576 0.28%
VANGUARD DIVIDEND APPRECIATION INDEX FUND 1,112,190 $126,456,003 0.10%
VANGUARD INSTITUTIONAL INDEX FUND 1,066,776 $114,977,117 0.03%
State Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF 966,852 $104,207,309 1.41%
VANGUARD HIGH DIVIDEND YIELD INDEX FUND 862,112 $98,022,134 0.10%
iShares Russell Mid-Cap ETF 881,204 $94,976,167 0.17%
Fidelity Mid Cap Index Fund 810,916 $92,201,149 0.18%
iShares Core Dividend Growth ETF 603,204 $68,584,295 0.16%
Invesco S&P 500 Low Volatility ETF 587,651 $60,892,397 0.88%
Invesco S&P 500 High Dividend Low Volatility ETF 527,281 $54,636,857 1.69%
iShares Russell 1000 Value ETF 478,953 $51,621,554 0.06%
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF 468,866 $50,534,377 0.03%
Schwab S&P 500 Index Fund 440,396 $50,073,025 0.03%
Avantis U.S. Large Cap Value ETF 401,560 $41,609,647 0.32%
Dimensional U.S. Core Equity 2 ETF 343,330 $39,036,621 0.08%
Fidelity Total Market Index Fund 373,955 $38,749,217 0.03%
VANGUARD FINANCIALS INDEX FUND 355,361 $36,822,507 0.27%
iShares Russell Mid-Cap Value ETF 329,148 $35,475,571 0.23%
iShares S&P 500 Value ETF 323,159 $34,830,077 0.07%
U.S. CORE EQUITY 2 PORTFOLIO 285,996 $32,517,745 0.08%
Fidelity Series Total Market Index Fund 301,846 $31,277,283 0.03%
iShares Core S&P Total U.S. Stock Market ETF 259,429 $27,961,258 0.03%
U.S. CORE EQUITY 1 PORTFOLIO 241,425 $27,450,023 0.07%
VANGUARD LARGE-CAP INDEX FUND 252,288 $27,191,601 0.04%
AQR Long-Short Equity Fund 249,391 $26,879,362 0.34%
State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF 239,146 $25,775,156 0.07%
Victory Income Stock Fund 218,843 $24,882,449 0.87%
Adams Diversified Equity Fund, Inc. 209,100 $22,536,798 0.68%
Schwab U.S. Large-Cap ETF 209,442 $21,702,380 0.03%
VANGUARD TOTAL WORLD STOCK INDEX FUND 189,760 $21,575,712 0.02%
Schwab Fundamental U.S. Large Company ETF 200,029 $20,727,005 0.08%
Dimensional U.S. Marketwide Value ETF 181,444 $20,630,183 0.13%
Nuveen Equity Index Fund 176,863 $20,109,323 0.03%
Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF 189,837 $19,670,910 0.13%
S&P 500 Index Master Portfolio 178,649 $19,254,789 0.03%
iShares Core S&P U.S. Value ETF 169,760 $18,296,733 0.07%
iShares ESG Aware MSCI USA ETF 171,151 $17,734,667 0.10%
Showing 1–50 of 650 positions
Key facts CIK 1126328 CUSIP 74251V102 13F (30d) 21 filings 17 filers Visit website Investor relations