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PFG · Principal Financial Group Inc

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$113.98 -0.95 (-0.83%) At close · Aug 14
Market Cap
$24.58B
Shares
216.01M

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

934 fund positions
Fund Balance Value % of Fund Open
VANGUARD TOTAL STOCK MARKET INDEX FUND 6,877,399 $619,722,424 0.03%
VANGUARD TOTAL STOCK MARKET INDEX FUND 6,872,991 $606,266,536 0.03%
Income Fund of America 6,000,000 $605,460,000 0.41%
Schwab U.S. Dividend Equity ETF 4,725,709 $489,677,967 0.52%
VANGUARD 500 INDEX FUND 5,026,875 $452,971,706 0.03%
VANGUARD 500 INDEX FUND 5,044,064 $444,936,885 0.03%
VANGUARD MID-CAP INDEX FUND 4,682,831 $421,969,901 0.21%
VANGUARD MID-CAP INDEX FUND 4,781,481 $421,774,439 0.21%
iShares Select Dividend ETF 2,816,137 $284,176,385 1.24%
Fidelity 500 Index Fund 2,531,693 $262,334,029 0.03%
iShares Select Dividend ETF 2,555,040 $242,013,389 1.10%
iShares Core S&P 500 ETF 2,543,931 $229,233,622 0.03%
iShares Core S&P 500 ETF 2,597,178 $229,097,071 0.03%
State Street(R) SPDR(R) S&P 500(R) ETF Trust 2,336,413 $210,534,175 0.03%
Invesco S&P 500 Equal Weight ETF 1,913,315 $193,072,617 0.22%
VANGUARD VALUE INDEX FUND 2,005,907 $180,752,280 0.08%
VANGUARD VALUE INDEX FUND 2,021,762 $178,339,626 0.08%
Invesco S&P 500 Equal Weight ETF 1,767,576 $167,424,799 0.20%
THE U.S. LARGE CAP VALUE SERIES 1,310,318 $132,224,189 0.45%
VANGUARD MID-CAP VALUE INDEX FUND 1,409,554 $127,014,911 0.37%
State Street(R) Financial Select Sector SPDR(R) ETF 1,340,137 $120,759,745 0.25%
VANGUARD MID-CAP VALUE INDEX FUND 1,366,960 $120,579,542 0.36%
State Street(R) Financial Select Sector SPDR(R) ETF 1,353,570 $119,398,410 0.22%
VANGUARD DIVIDEND APPRECIATION INDEX FUND 1,110,786 $112,089,415 0.09%
VANGUARD DIVIDEND APPRECIATION INDEX FUND 1,097,693 $103,973,481 0.09%
State Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF 1,167,354 $102,972,296 1.42%
VANGUARD INSTITUTIONAL INDEX FUND 1,147,724 $101,240,734 0.03%
VANGUARD INSTITUTIONAL INDEX FUND 1,114,795 $100,454,177 0.03%
VANGUARD HIGH DIVIDEND YIELD INDEX FUND 858,010 $86,581,789 0.09%
State Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF 949,981 $85,602,788 1.21%
VANGUARD HIGH DIVIDEND YIELD INDEX FUND 876,157 $82,989,591 0.09%
Fidelity Mid Cap Index Fund 806,112 $81,344,762 0.16%
iShares Russell Mid-Cap ETF 833,741 $75,128,402 0.16%
Fidelity Mid Cap Index Fund 791,833 $75,002,422 0.16%
iShares Russell Mid-Cap ETF 807,287 $71,210,786 0.15%
iShares Core Dividend Growth ETF 686,699 $69,294,796 0.17%
iShares Core Dividend Growth ETF 692,520 $65,595,494 0.17%
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%
Invesco S&P 500 High Dividend Low Volatility ETF 618,726 $52,480,339 1.70%
iShares Russell 1000 Value ETF 514,424 $45,377,341 0.06%
iShares Russell 1000 Value ETF 498,332 $44,904,697 0.06%
Schwab S&P 500 Index Fund 433,690 $43,763,658 0.03%
Avantis U.S. Large Cap Value ETF 401,560 $41,609,647 0.32%
Fidelity Total Market Index Fund 373,955 $38,749,217 0.03%
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF 416,278 $37,510,811 0.03%
VANGUARD FINANCIALS INDEX FUND 355,361 $36,822,507 0.27%
Dimensional U.S. Core Equity 2 ETF 330,258 $33,326,335 0.07%
First Trust Morningstar Dividend Leaders Index Fund 364,467 $32,842,121 0.45%
Fidelity Series Total Market Index Fund 301,846 $31,277,283 0.03%
Showing 1–50 of 934 positions
Key facts CIK 1126328 CUSIP 74251V102 13F (30d) 853 filings 823 filers Visit website Investor relations

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