Principal Financial Group, Inc. · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| S&P 500 2x Strategy Fund Rydex Dynamic Funds | — | $48.3K | 0.03% | 536 NS | $181.47M | FIGI |
| CYBER HORNET S&P 500 Index Funds | — | $47.6K | 0.03% | 528 NS | $147.76M | FIGI |
| EQ/Invesco Moderate Growth Allocation Portfol… EQ Advisors Trust | — | $47.5K | 0.01% | 527 NS | $422.47M | FIGI |
| Impact Shares Women's Empowerment ETF Tidal Trust III | WOMN | $47.2K | 0.08% | 524 NS | $56.50M | FIGI |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION P… Thrivent Series Fund, Inc. | — | $40.3K | 0.00% | 447 NS | $3.11B | FIGI |
| AQR MS Fusion Fund AQR Funds | — | $40.2K | 0.19% | 446 NS | $21.36M | FIGI |
| Impact Shares Naacp Minority Empowerment ETF Tidal Trust III | NACP | $40.1K | 0.07% | 445 NS | $60.52M | FIGI |
| S&P 500 Fund Rydex Series Funds | — | $39.8K | 0.03% | 442 NS | $139.23M | FIGI |
| Financial Services Fund Rydex Variable Trust | — | $38.8K | 0.46% | 431 NS | $8.37M | FIGI |
| John Hancock U.S. High Dividend ETF John Hancock Exchange-Traded Fund Trust | JHDV | $38.5K | 0.44% | 427 NS | $8.83M | FIGI |
| State Street(R) SPDR(R) MSCI World StrategicF… SPDR INDEX SHARES FUNDS | QWLD | $37.9K | 0.02% | 421 NS | $177.96M | FIGI |
| THRIVENT ESG INDEX PORTFOLIO Thrivent Series Fund, Inc. | — | $37.2K | 0.06% | 413 NS | $59.44M | FIGI |
| BlackRock Global Allocation Portfolio BlackRock Series Fund, Inc. | — | $37.2K | 0.02% | 413 NS | $153.97M | FIGI |
| Gotham Large Value Fund FundVantage Trust | — | $37.0K | 0.12% | 411 NS | $31.51M | FIGI |
| EQ/Invesco Moderate Allocation Portfolio EQ Advisors Trust | — | $36.1K | 0.01% | 401 NS | $367.12M | FIGI |
| AB Dynamic Asset Allocation Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. | — | $36.1K | 0.02% | 401 NS | $231.74M | FIGI |
| AQR CVX Fusion Fund AQR Funds | — | $35.2K | 0.12% | 391 NS | $28.51M | FIGI |
| Financial Services Fund Rydex Series Funds | — | $34.3K | 0.46% | 381 NS | $7.39M | FIGI |
| WisdomTree U.S. Adaptive Moving Average Fund WisdomTree Trust | WAMA | $33.9K | 0.04% | 376 NS | $90.50M | FIGI |
| State Street(R) SPDR(R) S&P(R) 1500 Momentum … SPDR SERIES TRUST | MMTM | $33.6K | 0.02% | 373 NS | $151.43M | FIGI |
| MML Managed Volatility Fund MML SERIES INVESTMENT FUND | — | $31.1K | 0.04% | 345 NS | $86.82M | FIGI |
| State Street(R) SPDR(R) Portfolio S&P Sector … SPDR SERIES TRUST | SPDG | $30.8K | 0.27% | 342 NS | $11.26M | FIGI |
| The ESG Growth Portfolio HC Capital Trust | — | $27.8K | 0.03% | 309 NS | $110.08M | FIGI |
| Simplify Next Intangible Core Index ETF Simplify Exchange Traded Funds | NXTI | $25.1K | 0.07% | 279 NS | $34.91M | FIGI |
| S&P 500 2x Strategy Fund Rydex Variable Trust | — | $23.7K | 0.03% | 263 NS | $85.85M | FIGI |
| ELFUN DIVERSIFIED FUND ELFUN DIVERSIFIED FUND | — | $22.1K | 0.01% | 245 NS | $180.67M | FIGI |
| iShares S&P 500 ex S&P 100 ETF iShares Trust | XOEF | $21.3K | 0.11% | 236 NS | $19.00M | FIGI |
| Persimmon Long/Short Fund NORTHERN LIGHTS FUND TRUST III | — | $20.5K | 0.05% | 227 NS | $44.87M | FIGI |
| The Catholic SRI Growth Portfolio HC Capital Trust | — | $19.6K | 0.03% | 218 NS | $70.60M | FIGI |
| SPHERE 500 CLIMATE FUND Exchange Place Advisors Trust | — | $19.4K | 0.03% | 215 NS | $61.40M | FIGI |
| State Street(R) SPDR(R) Russell 1000 Momentum… SPDR SERIES TRUST | ONEO | $18.0K | 0.07% | 200 NS | $25.30M | FIGI |
| AST Quantitative Modeling Portfolio Advanced Series Trust | — | $17.1K | 0.00% | 190 NS | $449.74M | FIGI |
| Columbia Research Enhanced Mid Cap ETF Columbia ETF Trust I | REMC | $15.0K | 0.50% | 167 NS | $3.02M | FIGI |
| Hotchkis & Wiley SMID Cap Diversified Value F… HOTCHKIS & WILEY FUNDS/DE/ | HWSM | $14.9K | 0.60% | 165 NS | $2.46M | FIGI |
| Calvert US Large-Cap Diversity, Equity and In… Morgan Stanley ETF Trust | CDEI | $14.9K | 0.10% | 165 NS | $15.50M | FIGI |
| LoCorr Strategic Allocation Fund LoCorr Investment Trust | — | $14.4K | 0.01% | 160 NS | $96.68M | FIGI |
| Allspring VT Index Asset Allocation Fund Allspring VARIABLE TRUST | — | $12.2K | 0.02% | 135 NS | $65.01M | FIGI |
| PROFUND VP LARGE CAP VALUE ProFunds | — | $11.4K | 0.07% | 126 NS | $16.33M | FIGI |
| PROFUND VP BULL ProFunds | — | $10.7K | 0.03% | 119 NS | $42.36M | FIGI |
| Themes US Cash Flow Champions ETF Themes ETF Trust | LGCF | $10.6K | 0.34% | 118 NS | $3.11M | FIGI |
| iShares S&P 500 3% Capped ETF iShares Trust | TOPC | $9.6K | 0.04% | 106 NS | $24.02M | FIGI |
| Global Strategist Portfolio MORGAN STANLEY VARIABLE INSURANCE FUND IN… | — | $9.0K | 0.01% | 100 NS | $76.69M | FIGI |
| JPMorgan U.S. Research Enhanced Large Cap ETF J.P. Morgan Exchange-Traded Fund Trust | JUSA | $9.0K | 0.03% | 100 NS | $30.89M | FIGI |
| NEOS Boosted S&P 500(R) High Income ETF NEOS ETF Trust | XSPI | $9.0K | 0.04% | 100 NS | $22.43M | FIGI |
| NEOS S&P 500(R) Hedged Equity Income ETF NEOS ETF Trust | SPYH | $8.8K | 0.03% | 98 NS | $25.79M | FIGI |
| Nova Fund Rydex Variable Trust | — | $6.5K | 0.02% | 72 NS | $31.94M | FIGI |
| Sector Rotation Fund Meeder Funds | — | $6.1K | 0.02% | 68 NS | $39.55M | FIGI |
| WisdomTree 500 Digital Fund WisdomTree Digital Trust | — | $6.0K | 0.04% | 67 NS | $15.65M | FIGI |
| UBS GLOBAL ALLOCATION FUND UBS FUNDS | — | $4.8K | 0.00% | 53 NS | $140.75M | FIGI |
| PROFUND VP ULTRABULL ProFunds | — | $4.4K | 0.02% | 49 NS | $18.42M | FIGI |