PFG
Principal Financial Group IncCompany with tickers: PFG
Market Cap
$23.28B
Shares Outstanding
216,012,384
CIK
1126328
CUSIP
74251V102
13F Activity (30d)
40 filings
12 filers
Website
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Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this stock, matched by the stock's CUSIP. Each row is one fund position with its size, value and weight in that fund.
Funds holding PFG
518 fund positions| Fund | Ticker | Balance | Value | % of Fund | Side | Reported | Open |
|---|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND | — | 6,877,399 | $619,722,424 | 0.03% | Long | 2026-03-31 | |
| VANGUARD 500 INDEX FUND | — | 5,026,875 | $452,971,706 | 0.03% | Long | 2026-03-31 | |
| VANGUARD MID-CAP INDEX FUND | — | 4,682,831 | $421,969,901 | 0.21% | Long | 2026-03-31 | |
| iShares Select Dividend ETF | — | 2,816,137 | $284,176,385 | 1.24% | Long | 2026-04-30 | |
| Fidelity 500 Index Fund | — | 2,544,272 | $242,774,434 | 0.03% | Long | 2026-02-28 | |
| iShares Core S&P 500 ETF | — | 2,543,931 | $229,233,622 | 0.03% | Long | 2026-03-31 | |
| State Street(R) SPDR(R) S&P 500(R) ETF Trust | SPY | 2,336,413 | $210,534,175 | 0.03% | Long | 2026-03-31 | |
| VANGUARD VALUE INDEX FUND | — | 2,005,907 | $180,752,280 | 0.08% | Long | 2026-03-31 | |
| THE U.S. LARGE CAP VALUE SERIES | — | 1,310,318 | $132,224,189 | 0.45% | Long | 2026-04-30 | |
| VANGUARD MID-CAP VALUE INDEX FUND | — | 1,409,554 | $127,014,911 | 0.37% | Long | 2026-03-31 | |
| State Street(R) Financial Select Sector SPDR(R) ETF | — | 1,340,137 | $120,759,745 | 0.25% | Long | 2026-03-31 | |
| VANGUARD INSTITUTIONAL INDEX FUND | — | 1,114,795 | $100,454,177 | 0.03% | Long | 2026-03-31 | |
| State Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF | — | 949,981 | $85,602,788 | 1.21% | Long | 2026-03-31 | |
| Fidelity Mid Cap Index Fund | — | 806,112 | $81,344,762 | 0.16% | Long | 2026-04-30 | |
| iShares Russell Mid-Cap ETF | — | 833,741 | $75,128,402 | 0.16% | Long | 2026-03-31 | |
| iShares Core Dividend Growth ETF | — | 686,699 | $69,294,796 | 0.17% | Long | 2026-04-30 | |
| Invesco S&P 500 High Dividend Low Volatility ETF | — | 524,178 | $50,017,065 | 1.45% | Long | 2026-02-28 | |
| iShares Russell 1000 Value ETF | — | 498,332 | $44,904,697 | 0.06% | Long | 2026-03-31 | |
| Schwab S&P 500 Index Fund | — | 433,690 | $43,763,658 | 0.03% | Long | 2026-04-30 | |
| State Street(R) SPDR(R) Portfolio S&P 500(R) ETF | — | 416,278 | $37,510,811 | 0.03% | Long | 2026-03-31 | |
| Fidelity Total Market Index Fund | — | 373,619 | $35,650,725 | 0.03% | Long | 2026-02-28 | |
| VANGUARD FINANCIALS INDEX FUND | — | 372,241 | $35,519,236 | 0.26% | Long | 2026-02-28 | |
| First Trust Morningstar Dividend Leaders Index Fund | — | 364,467 | $32,842,121 | 0.45% | Long | 2026-03-31 | |
| iShares S&P 500 Value ETF | — | 342,340 | $30,848,257 | 0.07% | Long | 2026-03-31 | |
| U.S. CORE EQUITY 2 PORTFOLIO | — | 285,996 | $28,859,856 | 0.08% | Long | 2026-04-30 | |
| Fidelity Series Total Market Index Fund | — | 296,347 | $28,277,431 | 0.03% | Long | 2026-02-28 | |
| iShares Russell Mid-Cap Value ETF | — | 312,967 | $28,201,456 | 0.20% | Long | 2026-03-31 | |
| U.S. CORE EQUITY 1 PORTFOLIO | — | 241,425 | $24,362,197 | 0.06% | Long | 2026-04-30 | |
| iShares Core S&P Total U.S. Stock Market ETF | — | 262,666 | $23,668,833 | 0.03% | Long | 2026-03-31 | |
| Avantis U.S. Large Cap Value ETF | — | 248,035 | $23,667,500 | 0.22% | Long | 2026-02-28 | |
| VANGUARD LARGE-CAP INDEX FUND | — | 254,567 | $22,939,032 | 0.04% | Long | 2026-03-31 | |
| AQR Long-Short Equity Fund | — | 249,418 | $22,475,056 | 0.28% | Long | 2026-03-31 | |
| Victory Income Stock Fund | — | 218,843 | $22,083,447 | 0.82% | Long | 2026-04-30 | |
| State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF | — | 234,103 | $21,095,021 | 0.07% | Long | 2026-03-31 | |
| Schwab U.S. Large-Cap ETF | — | 207,438 | $19,793,734 | 0.03% | Long | 2026-02-28 | |
| Schwab Fundamental U.S. Large Company ETF | — | 199,640 | $19,049,649 | 0.08% | Long | 2026-02-28 | |
| Nuveen Equity Index Fund | — | 188,259 | $18,997,216 | 0.03% | Long | 2026-04-30 | |
| Strategic Advisers U.S. Total Stock Fund | — | 199,001 | $18,988,675 | 0.02% | Long | 2026-02-28 | |
| Adams Diversified Equity Fund, Inc. | ADX | 209,100 | $18,842,001 | 0.66% | Long | 2026-03-31 | |
| iShares ESG Aware MSCI USA ETF | — | 183,664 | $17,525,219 | 0.11% | Long | 2026-02-28 | |
| Touchstone Funds Group Trust-Touchstone Dividend Equity Fund | — | 180,808 | $16,292,609 | 0.71% | Long | 2026-03-31 | |
| S&P 500 Index Master Portfolio | — | 178,649 | $16,098,061 | 0.03% | Long | 2026-03-31 | |
| Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF | — | 168,524 | $16,080,560 | 0.11% | Long | 2026-02-28 | |
| MFS Core Equity Fund | — | 168,514 | $16,079,606 | 0.25% | Long | 2026-02-28 | |
| iShares MSCI USA Value Factor ETF | — | 155,705 | $15,712,192 | 0.13% | Long | 2026-04-30 | |
| BlackRock Global Allocation Fund, Inc. | — | 178,738 | $15,021,142 | 0.09% | Long | 2025-10-31 | |
| iShares Core S&P U.S. Value ETF | — | 166,540 | $15,006,919 | 0.06% | Long | 2026-03-31 | |
| Invesco Equally-Weighted S&P 500 Fund | — | 147,746 | $14,097,923 | 0.20% | Long | 2026-02-28 | |
| MFS Total Return Fund | — | 155,038 | $13,970,474 | 0.19% | Long | 2026-03-31 | |
| iShares Russell 1000 ETF | — | 154,874 | $13,955,696 | 0.03% | Long | 2026-03-31 |
Showing 1–50 of 518 positions