Which ETFs hold Principal Financial Group (PFG)?

Name: US ETFs holding Principal Financial Group (PFG), with the weight and file date of each
Creator: TickerInside
License: https://creativecommons.org/licenses/by/4.0/

261 US stock ETFs hold Principal Financial Group (PFG). DIVY gives PFG the largest weight, 3.61% (SEC filing for the period ended 2026-05-31).

Edited by VoidLab Data through 2026-10-13 Last revised 2026-10-13

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PFGPrincipal Financial GroupLife & Health Insurance, $23B market cap, P/E 15, dividend yield 3.0%, beta 0.86, held by 261 US stock ETFs

Last close, 2026-10-12

$107.84 +0.56%

52-week range 78 to 119

Stock ETFs holding it

261

103 in issuer files, 158 in SEC filings; 16 other ETFs listed apart

Largest weight

DIVY

3.61% of that ETF, SEC filing for the period ended 2026-05-31

1 year

+41.9%

total return

3 years

+76.2%

worst fall -18.8%, volatility 23.0%

5 years

+85.3%

cumulative

No covered fund makes PFG its largest position; the highest it ranks is #5, in DIVY. The median weight across the 261 holders is 0.07%; none carries it above 5%, and 240 keep it under 1%. Of the 311 covered funds with 500 or more positions, 111 hold PFG, at weights from under 0.01% to 0.28%.

Over three years PFG returned 76.2%, with a worst fall of 18.8% and annualised volatility of 23.0%; its beta against SPY over the same weeks is 0.86. Its best calendar year in the data is 2026 at +25.3% and its worst 2023 at -2.8%.

Is PFG in VOO, SPY, IVV, QQQ, VTI, SCHD, XLF, VFH or IYF?

PFG is in 8 of these 9 funds; SCHD gives it the most weight, 0.52% (SEC filing for the period ended 2026-05-31), and QQQ does not hold it.

ETF	Name	Weight	Rank in the ETF	Holdings dated
VOO	Vanguard S&P 500 ETF	0.03%	#373 of 503	Vanguard file, 2026-08-31
SPY	SPDR S&P 500 ETF Trust	0.03%	#373 of 504	SPDR file, 2026-10-12
IVV	iShares Core S&P 500 ETF	0.03%	#374 of 504	iShares file, 2026-10-12
QQQ	Invesco QQQ Trust	not held	101 positions	Invesco file, 2026-10-12
VTI	Vanguard Total Stock Market ETF	0.03%	#388 of 3458	Vanguard file, 2026-08-31
SCHD	Schwab US Dividend Equity ETF	0.52%	#39 of 99	SEC filing, 2026-05-31
XLF	Financial Select Sector SPDR Fund	0.27%	#62 of 77	SPDR file, 2026-10-12
VFH	Vanguard Financials ETF	0.27%	#63 of 424	Vanguard file, 2026-08-31
IYF	iShares U.S. Financials ETF	0.37%	#54 of 143	iShares file, 2026-10-12

Which ETFs hold PFG in their issuer files, and at what weight?

103 funds report PFG in their own issuer files, dated 2026-08-31 to 2026-10-13; PFI gives it the most weight, 2.42%.

Rank	ETF	Name	Weight	Issuer file
1	PFI	Invesco Dorsey Wright Financial Momentum ETF	2.42%	2026-10-12
2	IAK	iShares U.S. Insurance ETF	2.34%	2026-10-12
3	QDIV	Global X S&P 500 Quality Dividend ETF	1.90%	2026-10-12
4	KIE	State Street SPDR S&P Insurance ETF	1.79%	2026-10-12
5	BMVP	Invesco Bloomberg MVP Multi-factor ETF	1.74%	2026-10-12
6	DVY	iShares Select Dividend ETF	1.33%	2026-10-12
7	DIVG	Invesco S&P 500 High Dividend Growers ETF	1.32%	2026-10-12
8	RSPF	Invesco S&P 500 Equal Weight Financials ETF	1.29%	2026-10-12
9	SPVM	Invesco S&P 500 Value with Momentum ETF	1.00%	2026-10-12
10	SPLV	Invesco S&P 500 Low Volatility ETF	0.90%	2026-10-12
11	RPV	Invesco S&P 500 Pure Value ETF	0.69%	2026-10-12
12	RSPE	Invesco ESG S&P 500 Equal Weight ETF	0.52%	2026-10-12
13	VOE	Vanguard Morningstar Mid-Cap Value ETF	0.40%	2026-08-31
14	IYF	iShares U.S. Financials ETF	0.37%	2026-10-12
15	IMCV	iShares Morningstar Mid-Cap Value ETF	0.33%	2026-10-12
16	QVMT	Invesco S&P 500 Concentrated QVM ETF	0.29%	2026-10-12
17	XLF	Financial Select Sector SPDR Fund	0.27%	2026-10-12
18	VFH	Vanguard Financials ETF	0.27%	2026-08-31
19	SPDG	State Street SPDR Portfolio S&P Sector Neutral Dividend ETF	0.26%	2026-10-12
20	IWS	iShares Russell Mid-Cap Value ETF	0.23%	2026-10-12
21	VO	Vanguard Mid-Cap ETF	0.23%	2026-08-31
22	SIZE	iShares MSCI USA Size Factor ETF	0.21%	2026-10-12
23	EUSA	iShares MSCI USA Equal Weighted ETF	0.20%	2026-10-12
24	RSP	Invesco S&P 500 Equal Weight ETF	0.19%	2026-10-12
25	IQSZ	Invesco Global Equity Net Zero ETF	0.19%	2026-10-12
26	IWR	iShares Russell Mid-Cap ETF	0.17%	2026-10-12
27	IMCB	iShares Morningstar Mid-Cap ETF	0.16%	2026-10-12
28	DGRO	iShares Core Dividend Growth ETF	0.15%	2026-10-12
29	VLU	State Street SPDR S&P 1500 Value Tilt ETF	0.15%	2026-10-12
30	RSPA	Invesco S&P 500 Equal Weight Income Advantage ETF	0.14%	2026-10-12
31	IXG	iShares Global Financials ETF	0.14%	2026-10-12
32	DIVB	iShares Core Dividend ETF	0.14%	2026-10-12
33	VLUE	iShares MSCI USA Value Factor ETF	0.13%	2026-10-12
34	XOEF	iShares S&P 500 ex S&P 100 ETF	0.12%	2026-10-12
35	SPMO	Invesco S&P 500 Momentum ETF	0.12%	2026-10-12
36	MTUM	iShares MSCI USA Momentum Factor ETF	0.12%	2026-10-12
37	VYM	Vanguard High Dividend Yield ETF	0.10%	2026-08-31
38	VIG	Vanguard Dividend Appreciation ETF	0.09%	2026-08-31
39	USXF	iShares ESG Advanced MSCI USA ETF	0.09%	2026-10-12
40	GLOF	iShares Global Equity Factor ETF	0.09%	2026-10-12
41	LRGF	iShares U.S. Equity Factor ETF	0.09%	2026-10-12
42	VTV	Vanguard Value ETF	0.09%	2026-08-31
43	SHE	State Street SPDR MSCI USA Gender Diversity ETF	0.09%	2026-10-12
44	PFM	Invesco Dividend AchieversTM ETF	0.08%	2026-10-12
45	PRF	Invesco RAFI US 1000 ETF	0.08%	2026-10-12
46	VFMF	Vanguard U.S. Multifactor ETF	0.08%	2026-10-13
47	RWL	Invesco S&P 500 Revenue ETF	0.07%	2026-10-12
48	VOOV	Vanguard S&P 500 Value ETF	0.07%	2026-08-31
49	IVE	iShares S&P 500 Value ETF	0.07%	2026-10-12
50	SPYV	SPDR Portfolio S&P 500 Value ETF	0.07%	2026-10-12
51	VFVA	Vanguard U.S. Value Factor ETF	0.07%	2026-10-13
52	LCTU	iShares U.S. Carbon Transition Readiness Aware Active ETF	0.07%	2026-10-12
53	IUSV	iShares Core S&P U.S. Value ETF	0.07%	2026-10-12
54	ILCV	iShares Morningstar Value ETF	0.07%	2026-10-12
55	SUSL	iShares ESG MSCI USA Leaders ETF	0.07%	2026-10-12
56	ONEO	State Street SPDR Russell 1000 Momentum Focus ETF	0.07%	2026-10-12
57	DSI	iShares ESG MSCI KLD 400 ETF	0.06%	2026-10-12
58	VONV	Vanguard Russell 1000 Value ETF	0.06%	2026-08-31
59	IWD	iShares Russell 1000 Value ETF	0.06%	2026-10-12
60	EQAL	Invesco Russell 1000 Equal Weight ETF	0.06%	2026-10-12
61	EFIV	State Street SPDR S&P 500 ESG ETF	0.05%	2026-10-12
62	EGLE	Global X S&P 500 U.S. Revenue Leaders ETF	0.05%	2026-10-12
63	MMTM	State Street SPDR S&P 1500 Momentum Tilt ETF	0.04%	2026-10-12
64	QVML	Invesco S&P 500 QVM Multi-factor ETF	0.04%	2026-10-12
65	CATH	Global X S&P 500 Catholic Values ETF	0.04%	2026-10-12
66	ONOF	Global X Adaptive U.S. Risk Management ETF	0.04%	2026-10-12
67	XRMI	Global X S&P 500 Risk Managed Income ETF	0.04%	2026-10-12
68	XTR	Global X S&P 500 Tail Risk ETF	0.04%	2026-10-12
69	ESGV	Vanguard ESG U.S. Stock ETF	0.04%	2026-10-13
70	TOPC	iShares S&P 500 3% Capped ETF	0.04%	2026-10-12
71	XVV	iShares ESG Select Screened S&P 500 ETF	0.04%	2026-10-12
72	VV	Vanguard Morningstar Large-Cap ETF	0.04%	2026-08-31
73	ILCB	iShares Morningstar U.S. Equity ETF	0.04%	2026-10-01
74	MLRG	iShares MSCI USA ETF	0.03%	2026-10-12
75	PBUS	Invesco MSCI USA ETF	0.03%	2026-10-12
76	VONE	Vanguard Russell 1000 ETF	0.03%	2026-08-31
77	SPYX	State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF	0.03%	2026-10-12
78	VOO	Vanguard S&P 500 ETF	0.03%	2026-08-31
79	VTI	Vanguard Total Stock Market ETF	0.03%	2026-08-31
80	IWB	iShares Russell 1000 ETF	0.03%	2026-10-12
81	IVVW	iShares S&P 500 BuyWrite ETF	0.03%	2026-10-12
82	VTHR	Vanguard Russell 3000 ETF	0.03%	2026-08-31
83	SPY	SPDR S&P 500 ETF Trust	0.03%	2026-10-12
84	SPYM	State Street SPDR Portfolio S&P 500 ETF	0.03%	2026-10-12
85	IVV	iShares Core S&P 500 ETF	0.03%	2026-10-12
86	IWV	iShares Russell 3000 ETF	0.03%	2026-10-12
87	CHRI	Global X S&P 500 Christian Values ETF	0.03%	2026-10-12
88	GXLC	Global X U.S. 500 ETF	0.03%	2026-10-12
89	XCLR	Global X S&P 500 Collar 95-110 ETF	0.03%	2026-10-08
90	XYLD	Global X S&P 500 Covered Call ETF	0.03%	2026-10-13
91	XYLG	Global X S&P 500 Covered Call & Growth ETF	0.03%	2026-10-12
92	IYY	iShares Dow Jones U.S. ETF	0.03%	2026-10-12
93	ITOT	iShares Core S&P Total U.S. Stock Market ETF	0.03%	2026-10-12
94	TOK	iShares MSCI Kokusai ETF	0.03%	2026-10-12
95	SPTM	State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF	0.03%	2026-10-12
96	QUS	State Street SPDR MSCI USA StrategicFactors℠ ETF	0.03%	2026-10-12
97	URTH	iShares MSCI World ETF	0.03%	2026-10-12
98	ACWI	iShares MSCI ACWI ETF	0.02%	2026-10-12
99	VT	Vanguard Total World Stock ETF	0.02%	2026-08-31
100	USCL	iShares Climate Conscious & Transition MSCI USA ETF	0.02%	2026-10-12
101	VFMO	Vanguard U.S. Momentum Factor ETF	0.02%	2026-10-13
102	QWLD	State Street SPDR MSCI World StrategicFactors℠ ETF	0.01%	2026-10-12
103	CRBN	iShares Low Carbon Optimized MSCI ACWI ETF	0.01%	2026-10-12

Each of these 103 rows is dated by its issuer's own file, published on the issuer's schedule; the same 103 rows, in the same order, are in the JSON file for PFG and in the holders index. Look PFG up with an amount to see what a position in each ETF holds of it in dollars.

Use this data

JSONhttps://tickerinside.com/api/v1/sec/pfg.json

CSVhttps://tickerinside.com/api/v1/sec/pfg.csv

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API reference · spreadsheet guide Add TickerInside to Claude to ask about PFG with this data

Which ETFs hold PFG in their latest SEC filing?

158 funds hold PFG in their latest Form N-PORT filing with the SEC, for periods ended 2026-05-29 to 2026-07-31; DIVY gives it the most weight, 3.61%.

ETF	Name	Weight	Period of the filing
DIVY	Sound Equity Dividend Income ETF	3.61%	2026-05-31
AELV	Harbor AlphaEdge Large Cap Value ETF	3.05%	2026-07-31
SPDV	AAM S&P 500 High Dividend Value ETF	2.23%	2026-07-31
LYLD	Cambria LargeCap Shareholder Yield ETF	2.00%	2026-07-31
MBOX	Freedom Day Dividend ETF	1.89%	2026-06-30
NUMV	Nuveen ESG Mid-Cap Value ETF	1.74%	2026-07-31
TPHD	Timothy Plan High Dividend Stock ETF	1.26%	2026-06-30
CDC	VictoryShares US EQ Income Enhanced Volatility Wtd ETF	1.21%	2026-06-30
CDL	VictoryShares US Large Cap High Div Volatility Wtd ETF	1.21%	2026-06-30
FDV	Federated Hermes U.S. Strategic Dividend ETF	1.19%	2026-07-31
ULVM	VictoryShares US Value Momentum ETF	1.06%	2026-06-30
SYLD	Cambria Shareholder Yield ETF	1.01%	2026-07-31
WCEO	Hypatia Women CEO ETF	0.96%	2026-07-31
CHGX	Stance Sustainable Beta ETF	0.95%	2026-06-30
WBIG	WBI BullBear Yield 3000 ETF	0.84%	2026-06-30
KNGZ	First Trust S&P 500 Diversified Dividend Aristocrats ETF	0.83%	2026-06-30
FLQM	Franklin U.S. Mid Cap Multifactor Index ETF	0.70%	2026-06-30
MAGA	Point Bridge America First ETF	0.70%	2026-06-30
HWSM	Hotchkis & Wiley SMID Cap Diversified Value Fund	0.65%	2026-06-30
AVMV	Avantis U.S. Mid Cap Value ETF	0.60%	2026-05-31
PAPI	Parametric Equity Premium Income ETF	0.60%	2026-06-30
DDDD	YieldMax(R) U.S. Stocks Target Double Distribution ETF	0.56%	2026-07-31
TPLC	Timothy Plan US Large/Mid Cap Core ETF	0.55%	2026-06-30
SCHD	Schwab US Dividend Equity ETF	0.52%	2026-05-31
RCGE	RockCreek Global Equality ETF	0.48%	2026-07-31
DHS	WisdomTree U.S. High Dividend Fund	0.46%	2026-06-30
LGCF	Themes US Cash Flow Champions ETF	0.44%	2026-06-30
QDF	FlexShares Quality Dividend Index Fund	0.41%	2026-07-31
FCTR	First Trust Lunt U.S. Factor Rotation ETF	0.39%	2026-06-30
DIVN	Horizon Dividend Income ETF	0.34%	2026-05-31
AVLV	Avantis U.S. Large Cap Value ETF	0.32%	2026-05-31
USMF	WisdomTree U.S. Multifactor Fund	0.30%	2026-06-30
PEPS	Parametric Equity Plus ETF	0.29%	2026-06-30
CFO	VictoryShares US 500 Enhanced Volatility Wtd ETF	0.28%	2026-06-30
CFA	VictoryShares US 500 Volatility Wtd ETF	0.28%	2026-06-30
AVMC	Avantis U.S. Mid Cap Equity ETF	0.28%	2026-05-31
AVIE	Avantis Inflation Focused Equity ETF	0.28%	2026-05-31
FNCL	Fidelity MSCI Financials Index ETF	0.27%	2026-07-31
JVAL	JPMorgan U.S. Value Factor ETF	0.26%	2026-07-31
SFLR	Innovator Equity Managed Floor ETF	0.23%	2026-07-31
DFVE	DoubleLine Fortune 500 Equal Weight ETF	0.22%	2026-06-30
PRXV	Praxis Impact Large Cap Value ETF	0.21%	2026-06-30
PHEQ	Parametric Hedged Equity ETF	0.21%	2026-06-30
JHMM	John Hancock Multifactor Mid Cap ETF	0.20%	2026-06-30
CVMC	Calvert US Mid-Cap Core Responsible Index ETF	0.20%	2026-06-30
SSPY	Stratified LargeCap Index ETF	0.20%	2026-06-30
GSEW	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF	0.20%	2026-05-31
DFLV	Dimensional US Large Cap Value ETF	0.19%	2026-07-31
FEX	First Trust Large Cap Core AlphaDEX Fund	0.19%	2026-07-31
RAFE	Pimco Rafi ESG U.S. ETF	0.18%	2026-06-30
DEW	WisdomTree Global High Dividend Fund	0.15%	2026-06-30
AVSU	Avantis Responsible U.S. Equity ETF	0.15%	2026-05-31
JMOM	JPMorgan U.S. Momentum Factor ETF	0.15%	2026-07-31
DFUV	Dimensional U.S. Marketwide Value ETF	0.13%	2026-07-31
DFVX	Dimensional US Large Cap Vector ETF	0.13%	2026-07-31
STXV	Strive 1000 Value ETF	0.13%	2026-06-30
GSLC	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF	0.13%	2026-05-31
EBI	Longview Advantage ETF	0.12%	2026-05-31
DLN	WisdomTree U.S. LargeCap Dividend Fund	0.12%	2026-06-30
TRUF	VanEck Financials TruSector ETF	0.12%	2026-06-30
DFSU	Dimensional US Sustainability Core 1 ETF	0.11%	2026-07-31
FLQL	Franklin U.S. Large Cap Multifactor Index ETF	0.10%	2026-06-30
UDIV	Franklin U.S. Core Dividend Tilt Index ETF	0.10%	2026-06-30
AVLC	Avantis U.S. Large Cap Equity ETF	0.10%	2026-05-31
JHML	John Hancock Multifactor Large Cap ETF	0.10%	2026-06-30
CDEI	Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF	0.10%	2026-06-30
DTD	WisdomTree U.S. Total Dividend Fund	0.10%	2026-06-30
XUDV	Franklin U.S. Dividend Booster Index ETF	0.10%	2026-06-30
WOMN	Impact Shares Women's Empowerment ETF	0.09%	2026-06-30
MKTN	Federated Hermes MDT Market Neutral ETF	0.09%	2026-06-30
DEUS	Xtrackers Russell US Multifactor ETF	0.09%	2026-05-29
HAPI	Harbor Human Capital Factor US Large Cap ETF	0.09%	2026-07-31
AVUS	Avantis U.S. Equity ETF	0.09%	2026-05-31
ESG	FlexShares STOXX US ESG Select Index Fund	0.09%	2026-07-31
DCOR	Dimensional US Core Equity 1 ETF	0.08%	2026-07-31
DFAC	Dimensional U.S. Core Equity 2 ETF	0.08%	2026-07-31
FNDX	Schwab Fundamental U.S. Large Company ETF	0.08%	2026-05-31
SPXD	Xtrackers S&P 500 Diversified Sector Weight ETF	0.08%	2026-05-31
IQSU	NYLIM Candriam U.S. Large Cap Equity ETF	0.08%	2026-07-31
DXUV	Dimensional US Vector Equity ETF	0.08%	2026-07-31
FNDB	Schwab Fundamental U.S. Broad Market ETF	0.08%	2026-05-31
USSG	Xtrackers MSCI USA Selection Equity ETF	0.07%	2026-05-29
SFGV	Sequoia Global Value ETF	0.07%	2026-05-29
JPME	JPMorgan Diversified Return U.S. Mid Cap Equity ETF	0.07%	2026-07-31
NXTI	Simplify Next Intangible Core Index ETF	0.07%	2026-06-30
GVUS	Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF	0.07%	2026-05-31
SCHV	Schwab U.S. Large-Cap Value ETF	0.07%	2026-05-31
NACP	Impact Shares Naacp Minority Empowerment ETF	0.07%	2026-06-30
DSPY	Tema S&P 500 Historical Weight ETF Strategy	0.06%	2026-05-31
EPS	WisdomTree U.S. LargeCap Fund	0.06%	2026-06-30
ESGG	FlexShares STOXX Global ESG Select Index Fund	0.06%	2026-07-31
MODL	VictoryShares WestEnd US Sector ETF	0.06%	2026-06-30
SNPE	Xtrackers S&P 500 Scored & Screened ETF	0.05%	2026-05-29
XMAG	Defiance Large Cap ex-Mag 7 ETF	0.05%	2026-05-31
SPXT	ProShares S&P 500 Ex-Technology ETF	0.05%	2026-05-31
AFLG	First Trust Active Factor Large Cap ETF	0.05%	2026-05-31
JUST	Goldman Sachs JUST U.S. Large Cap Equity ETF	0.05%	2026-05-31
DFAU	Dimensional US Core Equity Market ETF	0.05%	2026-07-31
ONEQ	Fidelity Nasdaq Composite Index ETF	0.05%	2026-05-31
CVLC	Calvert US Large-Cap Core Responsible Index ETF	0.05%	2026-06-30
GSWO	Goldman Sachs ActiveBeta World Equity ETF	0.05%	2026-05-31
APUE	ActivePassive U.S. Equity ETF	0.04%	2026-05-31
AAUA	Alpha Architect US Equity 3 ETF	0.04%	2026-06-30
RAUS	Racwi US ETF	0.04%	2026-06-30
STXF	Strive 500 ETF	0.04%	2026-06-30
TOV	JLens 500 Jewish Advocacy U.S. ETF	0.04%	2026-07-31
BKLC	BNY Mellon US Large Cap Core Equity ETF	0.04%	2026-07-31
TACU	T. Rowe Price Active Core U.S. Equity ETF	0.04%	2026-06-30
SPYH	NEOS S&P 500(R) Hedged Equity Income ETF	0.04%	2026-06-30
BBUS	JPMorgan Betabuilders U.S. Equity ETF	0.04%	2026-07-31
VOTE	TCW Transform 500 ETF	0.04%	2026-07-31
DFUS	Dimensional U.S. Equity Market ETF	0.04%	2026-07-31
GSUS	Goldman Sachs MarketBeta U.S. Equity ETF	0.04%	2026-05-31
USPX	Franklin U.S. Equity Index ETF	0.04%	2026-06-30
WAMA	WisdomTree U.S. Adaptive Moving Average Fund	0.04%	2026-06-30
VOXP	Vox Populi ETF	0.04%	2026-07-31
PBP	Invesco S&P 500 BuyWrite ETF	0.04%	2026-07-31
PTLC	Pacer Trendpilot US Large Cap ETF	0.04%	2026-07-31
GPIX	Goldman Sachs S&P 500 Premium Income ETF	0.03%	2026-06-30
SPXV	ProShares S&P 500 Ex-Health Care ETF	0.03%	2026-05-31
ACVF	American Conservative Values ETF	0.03%	2026-07-31
NTSX	WisdomTree U.S. Efficient Core Fund	0.03%	2026-06-30
AVTM	Avantis Total Equity Markets ETF	0.03%	2026-05-31
TILT	FlexShares Morningstar US Market Factor Tilt Index Fund	0.03%	2026-07-31
SPYI	NEOS S&P 500(R) High Income ETF	0.03%	2026-06-30
SPXE	ProShares S&P 500 Ex-Energy ETF	0.03%	2026-05-31
GUSA	Goldman Sachs MarketBeta U.S. 1000 Equity ETF	0.03%	2026-05-31
JUSA	JPMorgan U.S. Research Enhanced Large Cap ETF	0.03%	2026-06-30
QDPL	Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF	0.03%	2026-07-31
GDE	WisdomTree Efficient Gold Plus Equity Strategy Fund	0.03%	2026-05-31
PHDG	Invesco S&P 500 Downside Hedged ETF	0.03%	2026-07-31
AAEQ	Alpha Architect US Equity 2 ETF	0.03%	2026-06-30
AAUS	Alpha Architect US Equity ETF	0.03%	2026-06-30
SCHX	Schwab U.S. Large-Cap ETF	0.03%	2026-05-31
XSPI	NEOS Boosted S&P 500(R) High Income ETF	0.03%	2026-06-30
SCHK	Schwab 1000 Index ETF	0.03%	2026-05-31
USNZ	Xtrackers Net Zero Pathway Paris Aligned US Equity ETF	0.03%	2026-05-29
KOKU	Xtrackers MSCI Kokusai Equity ETF	0.03%	2026-05-29
SCHB	Schwab U.S. Broad Market ETF	0.03%	2026-05-31
HCMT	Direxion HCM Tactical Enhanced US ETF	0.03%	2026-07-31
HDUS	Hartford Disciplined US Equity ETF	0.03%	2026-07-31
BBB	Cyber Hornet S&P 500 and Bitcoin 75/25 Strategy ETF	0.03%	2026-06-30
USCA	Xtrackers MSCI USA Climate Action Equity ETF	0.02%	2026-05-29
EEE	Cyber Hornet S&P 500 & Ethereum 75/25 Strategy ETF	0.02%	2026-06-30
MSLC	Morgan Stanley Pathway Large Cap Equity ETF	0.02%	2026-05-31
XXX	Cyber Hornet S&P 500 & XRP 75/25 Strategy ETF	0.02%	2026-06-30
DFAL	Dimensional US Large Cap Core Equity Market ETF	0.02%	2026-07-31
LGH	HCM Defender 500 Index ETF	0.02%	2026-06-30
SFY	Sofi Select 500 ETF	0.02%	2026-05-31
SPUT	Innovator Equity Premium Income - Daily PutWrite ETF	0.02%	2026-07-31
VSLU	Applied Finance Valuation Large Cap ETF	0.02%	2026-06-30
GVLU	Gotham 1000 Value ETF	0.02%	2026-06-30
EQL	ALPS Equal Sector Weight ETF	0.01%	2026-05-31
GSPY	Gotham Enhanced 500 ETF	0.01%	2026-06-30
NOEQ	Northern Trust US Equity ETF	0.01%	2026-06-30
XCHG	AB US Equity ETF	under 0.01%	2026-05-31
FLCV	Federated Hermes MDT Large Cap Value ETF	under 0.01%	2026-05-31
FELV	Fidelity Enhanced Large Cap Value ETF	under 0.01%	2026-06-30

Each of the 158 dates is the end of the period a holder of PFG reported in its Form N-PORT filing, and opens that filing on EDGAR, the SEC's public archive. The same rows are under holders_sec_nport in the JSON file for PFG.

How many ETFs held PFG each year since 2019?

261 of today's US stock ETFs held PFG in their SEC reports for the second quarter of 2026, against 145 for the fourth quarter of 2019.

ETFs holding it, Q2 2026

261

in their SEC reports

ETFs holding it, Q4 2019

145

the same ETFs, 2019

Since Q4 2019

+116

ETFs holding it

Largest weight, Q2 2026

DIVY

3.61% of the ETF

Quarter	ETFs	Largest weight
Q4 2019	145	IAK 2.30%
Q4 2020	142	RDIV 2.71%
Q4 2021	165	DIVY 5.53%
Q4 2022	192	DIVY 5.40%
Q4 2023	205	DIVY 3.10%
Q4 2024	209	SHRY 4.61%
Q4 2025	236	DIVY 3.22%
Q2 2026	261	DIVY 3.61%

PFG in the SEC reports (Form N-PORT) of today's US stock ETFs, Q4 2019 to Q2 2026, every quarter in its file. How these are counted.

Which ETFs have swap, futures or option exposure to PFG?

One fund references PFG through swaps, futures or options in its latest SEC filing: IALT (long, size not stated in the filing). These figures are notional exposure, in percent of each fund's net assets, not shares held, and none of these funds is counted among the 261 holders of PFG above.

ETF	Name	Notional exposure, not shares held	Instruments	Period of the filing
IALT	iShares Systematic Alternatives Active ETF	Long, size not stated in the filing	swap	2026-07-31

Which other ETFs hold PFG outright?

12 derivative-based funds, one multi-asset fund, one fixed income fund and two funds read from their sponsors' files hold PFG outright in SEC filings and sponsors' files dated 2026-05-31 to 2026-10-12; AEMV gives it the most weight, 1.80%. None of them is counted among the 261 US stock ETFs above.

ETF	Name	Kind of ETF	Held outright	Holdings dated
AEMV	Harbor AlphaEdge Mid Cap Value ETF	Sponsor's file	1.80%	Harbor file, 2026-10-12
AEMC	Harbor AlphaEdge Mid Cap Core ETF	Sponsor's file	1.40%	Harbor file, 2026-10-12
FAS	Direxion Daily Financial Bull 3X Shares	Derivative-based	0.19%	SEC filing, 2026-07-31
UYG	ProShares Ultra Financials	Derivative-based	0.18%	SEC filing, 2026-05-31
FLSP	Franklin Systematic Style Premia ETF	Derivative-based	0.12%	SEC filing, 2026-06-30
URSP	ProShares Ultra S&P 500 Equal Weight	Derivative-based	0.09%	SEC filing, 2026-05-31
NTSD	WisdomTree Efficient U.S. Plus International Equity Fund	Derivative-based	0.04%	SEC filing, 2026-06-30
SPUU	Direxion Daily S&P 500 Bull 2X Shares	Derivative-based	0.03%	SEC filing, 2026-07-31
ISPY	ProShares S&P 500 High Income ETF	Derivative-based	0.03%	SEC filing, 2026-05-31
SPXL	Direxion Daily S&P 500 Bull 3X Shares	Derivative-based	0.03%	SEC filing, 2026-07-31
FB	ProShares S&P 500 Dynamic Buffer ETF	Derivative-based	0.02%	SEC filing, 2026-05-31
SSS	Cyber Hornet S&P 500 & Solana 75/25 Strategy ETF	Multi-asset	0.02%	SEC filing, 2026-06-30
SSO	ProShares Ultra S&P500	Derivative-based	0.02%	SEC filing, 2026-05-31
JPFP	JPMorgan Managed Futures Plus ETF	Derivative-based	0.02%	SEC filing, 2026-07-31
UPRO	ProShares UltraPro S&P500	Derivative-based	0.01%	SEC filing, 2026-05-31
CSHP	iShares Dynamic Short-Term Active ETF	Fixed income	0.01%	SEC filing, 2026-07-31

How the ETFs listed apart are read.

What did $100 in PFG become over three years?

PFG ended at $176 after 156 weekly closes through 2026-10-13; the dashed line is the $100 put in.

How has PFG done, year by year?

Year	Total return
2026	+25.3%
2025	+18.4%
2024	+1.9%
2023	-2.8%
2022	+20.1%

Returns and risk

Total return, 1 year	41.9%
Total return, 3 years cumulative	76.2%
Total return, 5 years cumulative	85.3%
Volatility, annualised	23.0%
Worst fall, 3 years	-18.8%
Beta against SPY, 3 years of weekly returns	0.86
Market cap	$23.0B
Price to earnings, trailing	15.3
Dividend yield	2.96%
US stock ETFs holding it	261
Broad ETFs holding it, 500 positions or more	111 of 311

Market cap, price to earnings and yield are reference data; every other figure is computed here from 156 weekly closes.

What would diversify PFG?

The stocks that have moved least like PFG over the last 104 weeks, among those held by ten or more covered ETFs: AWK correlates with it at -0.17 and KR at -0.15, a measurement of co-movement rather than a suggestion.

Ticker	Name	Correlation, 104 weeks
AWK	American Water Works	-0.17moves the opposite way
KR	Kroger	-0.15moves the opposite way
MNPR	Monopar Therapeutics Inc.	-0.15moves the opposite way
LRN	Stride, Inc.	-0.11moves the opposite way
FE	FirstEnergy	-0.10moves the opposite way
PM	Philip Morris International	-0.10moves the opposite way

What moves with PFG?

The other end of the same ranking: TFC has moved with PFG at 0.72, KEY at 0.70. Each row opens the pair side by side.

Ticker	Name	Correlation, 104 weeks
TFC	Truist Financial	0.72often in step
KEY	KeyCorp	0.70often in step
FITB	Fifth Third Bancorp	0.69loosely linked
RF	Regions Financial Corporation	0.68loosely linked
MET	MetLife	0.68loosely linked
CFG	Citizens Financial Group	0.67loosely linked

Weekly total returns, among stocks held by ten or more covered ETFs; closed-end funds are left out of both tables. What the bands mean.

Which ETF has the largest weight in PFG?

DIVY, at 3.61% in its SEC filing for the period ended 2026-05-31, where PFG is position #5 of 35, followed by AELV at 3.05% and PFI at 2.42%.

ETF	Name	Weight	Rank in the ETF	Positions	Holdings dated
DIVY	Sound Equity Dividend Income ETF	3.61%	#5	35	SEC filing, 2026-05-31
AELV	Harbor AlphaEdge Large Cap Value ETF	3.05%	#7	75	SEC filing, 2026-07-31
PFI	Invesco Dorsey Wright Financial Momentum ETF	2.42%	#17	44	issuer file, 2026-10-12
IAK	iShares U.S. Insurance ETF	2.34%	#13	59	issuer file, 2026-10-12
SPDV	AAM S&P 500 High Dividend Value ETF	2.23%	#10	50	SEC filing, 2026-07-31
LYLD	Cambria LargeCap Shareholder Yield ETF	2.00%	#23	50	SEC filing, 2026-07-31
QDIV	Global X S&P 500 Quality Dividend ETF	1.90%	#32	50	issuer file, 2026-10-12
MBOX	Freedom Day Dividend ETF	1.89%	#29	41	SEC filing, 2026-06-30
KIE	State Street SPDR S&P Insurance ETF	1.79%	#39	54	issuer file, 2026-10-12
BMVP	Invesco Bloomberg MVP Multi-factor ETF	1.74%	#31	55	issuer file, 2026-10-12

An ETF page opens on every ticker that has one; the others open the fund's JSON file, with its holdings and the date of its issuer file or SEC filing. Run a portfolio x-ray to see how much PFG you hold across every ETF you own.

PFG weights from 103 issuer files, dated 2026-08-31 to 2026-10-13, and 158 SEC filings for periods ended 2026-05-29 to 2026-07-31. Prices through 2026-10-13. How every figure here is produced. Measurements, not investment advice.

Cite this page

TickerInside, Principal Financial Group (PFG), holders from each covered fund's own file and from SEC Form N-PORT filings, each dated, prices through 2026-10-13, https://tickerinside.com/stock/pfg/, CC BY 4.0

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