Principal Financial Group, Inc. · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| MFS Total Return Portfolio Brighthouse Funds Trust II | — | $1.07M | 0.19% | 11,902 NS | $571.42M | FIGI |
| Schwab S&P 500 Index Portfolio SCHWAB ANNUITY PORTFOLIOS | — | $1.03M | 0.03% | 11,399 NS | $3.25B | FIGI |
| VictoryShares US 500 Enhanced Volatility Wtd … Victory Portfolios II | CFO | $1.01M | 0.25% | 11,215 NS | $397.01M | FIGI |
| Income Equity Fund Northern Funds | — | $990.7K | 0.35% | 10,994 NS | $282.43M | FIGI |
| Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | — | $979.1K | 0.15% | 10,866 NS | $636.65M | FIGI |
| BlackRock S&P 500 Index V.I. Fund BlackRock Variable Series Funds, Inc. | — | $960.7K | 0.03% | 10,661 NS | $2.93B | FIGI |
| Invesco V.I. Equally-Weighted S&P 500 Fund AIM Variable Insurance Funds (Invesco Var… | — | $953.1K | 0.21% | 10,577 NS | $458.67M | FIGI |
| DF Tactical Momentum Fund Northern Lights Fund Trust | — | $950.9K | 2.04% | 10,553 NS | $46.58M | FIGI |
| John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust | JHML | $948.9K | 0.09% | 10,531 NS | $1.02B | FIGI |
| World Selection Index Fund Northern Funds | — | $938.8K | 0.05% | 10,418 NS | $1.94B | FIGI |
| BlackRock Global Allocation V.I. Fund BlackRock Variable Series Funds, Inc. | — | $917.9K | 0.02% | 10,186 NS | $3.79B | FIGI |
| State Street(R) SPDR(R) S&P(R) 1500 Value Til… SPDR SERIES TRUST | VLU | $902.1K | 0.15% | 10,011 NS | $621.35M | FIGI |
| BNY Mellon Stock Index Fund, Inc. BNY MELLON STOCK INDEX FUND, INC. | — | $892.1K | 0.04% | 9,900 NS | $2.35B | FIGI |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $873.1K | 0.05% | 9,689 NS | $1.65B | FIGI |
| PRAXIS VALUE INDEX FUND Praxis Mutual Funds | — | $862.4K | 0.16% | 9,570 NS | $542.15M | FIGI |
| Bridge Builder Large Cap Value Fund Bridge Builder Trust | — | $858.5K | 0.00% | 9,527 NS | $25.99B | FIGI |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | — | $823.2K | 0.02% | 9,136 NS | $5.26B | FIGI |
| VOYA U.S. STOCK INDEX PORTFOLIO Voya Investors Trust | — | $817.2K | 0.03% | 9,069 NS | $2.64B | FIGI |
| T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | — | $817.0K | 0.03% | 9,067 NS | $2.90B | FIGI |
| Franklin Systematic Style Premia ETF Franklin Templeton ETF Trust | FLSP | $816.3K | 0.12% | 9,059 NS | $683.22M | FIGI |
| WisdomTree U.S. LargeCap Fund WisdomTree Trust | EPS | $794.2K | 0.06% | 8,814 NS | $1.34B | FIGI |
| AQR Multi-Asset Fund AQR Funds | — | $788.6K | 0.03% | 8,752 NS | $2.30B | FIGI |
| Calvert U.S. Mid Cap Core Responsible Index F… Calvert Responsible Index Series, Inc. | — | $788.1K | 0.19% | 8,746 NS | $425.33M | FIGI |
| State Street(R) SPDR(R) S&P(R) 500 Fossil Fue… SPDR SERIES TRUST | SPYX | $767.0K | 0.03% | 8,512 NS | $2.34B | FIGI |
| MassMutual Diversified Value Fund MASSMUTUAL SELECT FUNDS | — | $765.9K | 0.18% | 8,500 NS | $436.61M | FIGI |
| AZL S&P 500 Index Fund Allianz Variable Insurance Products Trust | — | $754.6K | 0.03% | 8,374 NS | $2.42B | FIGI |
| ATM Large Cap Managed Volatility Portfolio EQ Advisors Trust | — | $739.9K | 0.03% | 8,211 NS | $2.50B | FIGI |
| Columbia Variable Portfolio - Large Cap Index… Columbia Funds Variable Series Trust II | — | $738.3K | 0.03% | 8,193 NS | $2.34B | FIGI |
| LargeCap S&P 500 Index Account Principal Variable Contract Funds, Inc | — | $737.0K | 0.03% | 8,179 NS | $2.34B | FIGI |
| AST Large-Cap Value Portfolio Advanced Series Trust | — | $711.9K | 0.02% | 7,900 NS | $3.72B | FIGI |
| iShares Global Financials ETF iShares Trust | IXG | $685.6K | 0.13% | 7,609 NS | $518.99M | FIGI |
| THRIVENT LARGE CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | — | $674.8K | 0.03% | 7,489 NS | $2.12B | FIGI |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | — | $671.8K | 0.05% | 7,455 NS | $1.23B | FIGI |
| NVIT BNY Mellon Dynamic U.S. Core Fund Nationwide Variable Insurance Trust | — | $671.3K | 0.03% | 7,450 NS | $2.30B | FIGI |
| MFS Core Equity Portfolio MFS VARIABLE INSURANCE TRUST II | — | $670.5K | 0.25% | 7,441 NS | $268.44M | FIGI |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $662.1K | 0.08% | 7,348 NS | $876.76M | FIGI |
| S&P 500 Pure Value Fund Rydex Series Funds | — | $655.6K | 1.09% | 7,275 NS | $60.00M | FIGI |
| EQ/Large Cap Value Index Portfolio EQ Advisors Trust | — | $625.8K | 0.06% | 6,945 NS | $980.51M | FIGI |
| MM S&P 500 Index Fund MASSMUTUAL SELECT FUNDS | — | $619.0K | 0.03% | 6,869 NS | $2.03B | FIGI |
| First Trust Dividend Strength ETF First Trust Exchange-Traded Fund | FTDS | $601.8K | 1.99% | 6,678 NS | $30.17M | FIGI |
| JNL/BlackRock Global Allocation Fund JNL Series Trust | — | $587.6K | 0.02% | 6,521 NS | $2.43B | FIGI |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | — | $586.8K | 0.08% | 6,512 NS | $722.25M | FIGI |
| Deutsche DWS Equity 500 Index Portfolio DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO | — | $573.1K | 0.03% | 6,360 NS | $1.80B | FIGI |
| PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND | — | $565.7K | 0.06% | 6,278 NS | $901.68M | FIGI |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | — | $563.5K | 0.01% | 6,254 NS | $9.06B | FIGI |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | — | $563.5K | 0.01% | 6,253 NS | $5.64B | FIGI |
| State Street(R) SPDR(R) MSCI USA StrategicFac… SPDR SERIES TRUST | QUS | $542.6K | 0.04% | 6,021 NS | $1.46B | FIGI |
| Franklin U.S. Equity Index ETF Franklin Templeton ETF Trust | USPX | $534.3K | 0.03% | 5,929 NS | $1.53B | FIGI |
| Guardian All Cap Core VIP Fund Guardian Variable Products Trust | — | $516.1K | 0.25% | 5,727 NS | $206.41M | FIGI |
| Gotham Enhanced 500 ETF Tidal Trust I | GSPY | $513.7K | 0.08% | 5,701 NS | $625.14M | FIGI |