# Which ETFs hold Principal Financial Group (PFG)?

261 US stock ETFs hold Principal Financial Group (PFG). 103 of them report PFG in issuer files dated 2026-08-31 to 2026-10-13, and 158 in their latest SEC filing, for periods ended 2026-05-29 to 2026-07-31. Among them, DIVY gives PFG the largest weight, 3.61% (SEC filing for the period ended 2026-05-31). 12 derivative-based funds, one multi-asset fund, one fixed income fund and two funds read from their sponsors' files also hold PFG outright and are listed apart; AEMV gives it the most weight among them, 1.80% (Harbor file of 2026-10-12).

Principal Financial Group, Life & Health Insurance, $23B market cap. Held by 261 US stock ETFs: 103 in issuer files, 158 in SEC filings. 16 other ETFs holding it outright are listed apart.

Canonical page: https://tickerinside.com/stock/pfg/
Holdings from each issuer's latest file, dated 2026-08-31 to 2026-10-13, and from each other ETF's latest SEC filing, for periods ended 2026-05-29 to 2026-07-31. Prices through 2026-10-13.
Licence: CC BY 4.0, attribution to TickerInside. Measurements, not investment advice.

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 |

The same list as JSON: https://tickerinside.com/api/v1/sec/pfg.json

## 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 | Filing |
| --- | --- | --- | --- | --- |
| DIVY | Sound Equity Dividend Income ETF | 3.61% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1742912/000200032426003197/ |
| AELV | Harbor AlphaEdge Large Cap Value ETF | 3.05% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1860434/000141036826099283/ |
| SPDV | AAM S&P 500 High Dividend Value ETF | 2.23% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1540305/000119312526407064/ |
| LYLD | Cambria LargeCap Shareholder Yield ETF | 2.00% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1529390/000089418926026614/ |
| MBOX | Freedom Day Dividend ETF | 1.89% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1592900/000159290026004137/ |
| NUMV | Nuveen ESG Mid-Cap Value ETF | 1.74% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1635073/000163507326000480/ |
| TPHD | Timothy Plan High Dividend Stock ETF | 1.26% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/916490/000100472626007590/ |
| CDC | VictoryShares US EQ Income Enhanced Volatility Wtd ETF | 1.21% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1547580/000100472626007522/ |
| CDL | VictoryShares US Large Cap High Div Volatility Wtd ETF | 1.21% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1547580/000100472626007511/ |
| FDV | Federated Hermes U.S. Strategic Dividend ETF | 1.19% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1849998/000184999826000216/ |
| ULVM | VictoryShares US Value Momentum ETF | 1.06% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1547580/000100472626007529/ |
| SYLD | Cambria Shareholder Yield ETF | 1.01% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1529390/000089418926026613/ |
| WCEO | Hypatia Women CEO ETF | 0.96% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1552947/000091047226015127/ |
| CHGX | Stance Sustainable Beta ETF | 0.95% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1592900/000159290026004099/ |
| WBIG | WBI BullBear Yield 3000 ETF | 0.84% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1591939/000089418926022258/ |
| KNGZ | First Trust S&P 500 Diversified Dividend Aristocrats ETF | 0.83% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1552740/000094040026032703/ |
| FLQM | Franklin U.S. Mid Cap Multifactor Index ETF | 0.70% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1655589/000094040026035114/ |
| MAGA | Point Bridge America First ETF | 0.70% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1540305/000119312526371681/ |
| HWSM | Hotchkis & Wiley SMID Cap Diversified Value Fund | 0.65% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1145022/000089418926022133/ |
| AVMV | Avantis U.S. Mid Cap Value ETF | 0.60% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1710607/000119312526324018/ |
| PAPI | Parametric Equity Premium Income ETF | 0.60% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1676326/000207169126018745/ |
| DDDD | YieldMax(R) U.S. Stocks Target Double Distribution ETF | 0.56% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1924868/000200032426005001/ |
| TPLC | Timothy Plan US Large/Mid Cap Core ETF | 0.55% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/916490/000100472626007588/ |
| SCHD | Schwab US Dividend Equity ETF | 0.52% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1454889/000141036826075040/ |
| RCGE | RockCreek Global Equality ETF | 0.48% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1592900/000159290026004397/ |
| DHS | WisdomTree U.S. High Dividend Fund | 0.46% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1350487/000094040026036276/ |
| LGCF | Themes US Cash Flow Champions ETF | 0.44% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1976322/000089418926022860/ |
| QDF | FlexShares Quality Dividend Index Fund | 0.41% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1491978/000207169126023437/ |
| FCTR | First Trust Lunt U.S. Factor Rotation ETF | 0.39% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1329377/000094040026033096/ |
| DIVN | Horizon Dividend Income ETF | 0.34% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1643174/000119312526300736/ |
| AVLV | Avantis U.S. Large Cap Value ETF | 0.32% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1710607/000119312526324014/ |
| USMF | WisdomTree U.S. Multifactor Fund | 0.30% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1350487/000094040026036269/ |
| PEPS | Parametric Equity Plus ETF | 0.29% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1676326/000207169126018752/ |
| CFO | VictoryShares US 500 Enhanced Volatility Wtd ETF | 0.28% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1547580/000100472626007530/ |
| CFA | VictoryShares US 500 Volatility Wtd ETF | 0.28% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1547580/000100472626007510/ |
| AVMC | Avantis U.S. Mid Cap Equity ETF | 0.28% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1710607/000119312526324019/ |
| AVIE | Avantis Inflation Focused Equity ETF | 0.28% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1710607/000119312526323995/ |
| FNCL | Fidelity MSCI Financials Index ETF | 0.27% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/945908/000141036826097238/ |
| JVAL | JPMorgan U.S. Value Factor ETF | 0.26% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1485894/000207169126023541/ |
| SFLR | Innovator Equity Managed Floor ETF | 0.23% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1415726/000089418926028314/ |
| DFVE | DoubleLine Fortune 500 Equal Weight ETF | 0.22% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1886172/000207169126018688/ |
| PRXV | Praxis Impact Large Cap Value ETF | 0.21% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/912900/000089418926022753/ |
| PHEQ | Parametric Hedged Equity ETF | 0.21% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1676326/000207169126018741/ |
| JHMM | John Hancock Multifactor Mid Cap ETF | 0.20% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1478482/000147848226000286/ |
| CVMC | Calvert US Mid-Cap Core Responsible Index ETF | 0.20% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1676326/000207169126018742/ |
| SSPY | Stratified LargeCap Index ETF | 0.20% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1547950/000091047226013046/ |
| GSEW | Goldman Sachs Equal Weight U.S. Large Cap Equity ETF | 0.20% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1479026/000094040026028073/ |
| DFLV | Dimensional US Large Cap Value ETF | 0.19% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1816125/000100472626009201/ |
| FEX | First Trust Large Cap Core AlphaDEX Fund | 0.19% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1383496/000094040026037836/ |
| RAFE | Pimco Rafi ESG U.S. ETF | 0.18% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1479360/000141036826090111/ |
| DEW | WisdomTree Global High Dividend Fund | 0.15% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1350487/000094040026036263/ |
| AVSU | Avantis Responsible U.S. Equity ETF | 0.15% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1710607/000119312526324011/ |
| JMOM | JPMorgan U.S. Momentum Factor ETF | 0.15% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1485894/000207169126023537/ |
| DFUV | Dimensional U.S. Marketwide Value ETF | 0.13% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1816125/000100472626009219/ |
| DFVX | Dimensional US Large Cap Vector ETF | 0.13% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1816125/000100472626009185/ |
| STXV | Strive 1000 Value ETF | 0.13% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1592900/000159290026004164/ |
| GSLC | Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF | 0.13% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1479026/000094040026028061/ |
| EBI | Longview Advantage ETF | 0.12% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1618627/000119312526319465/ |
| DLN | WisdomTree U.S. LargeCap Dividend Fund | 0.12% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1350487/000094040026036284/ |
| TRUF | VanEck Financials TruSector ETF | 0.12% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1137360/000141036826086935/ |
| DFSU | Dimensional US Sustainability Core 1 ETF | 0.11% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1816125/000100472626009183/ |
| FLQL | Franklin U.S. Large Cap Multifactor Index ETF | 0.10% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1655589/000094040026035103/ |
| UDIV | Franklin U.S. Core Dividend Tilt Index ETF | 0.10% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1655589/000094040026035111/ |
| AVLC | Avantis U.S. Large Cap Equity ETF | 0.10% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1710607/000119312526324099/ |
| JHML | John Hancock Multifactor Large Cap ETF | 0.10% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1478482/000147848226000287/ |
| CDEI | Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF | 0.10% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1676326/000207169126018740/ |
| DTD | WisdomTree U.S. Total Dividend Fund | 0.10% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1350487/000094040026036285/ |
| XUDV | Franklin U.S. Dividend Booster Index ETF | 0.10% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1655589/000094040026035136/ |
| WOMN | Impact Shares Women's Empowerment ETF | 0.09% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1722388/000200032426003834/ |
| MKTN | Federated Hermes MDT Market Neutral ETF | 0.09% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1849998/000184999826000192/ |
| DEUS | Xtrackers Russell US Multifactor ETF | 0.09% | 2026-05-29 | https://www.sec.gov/Archives/edgar/data/1503123/000094040026028813/ |
| HAPI | Harbor Human Capital Factor US Large Cap ETF | 0.09% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1860434/000141036826099262/ |
| AVUS | Avantis U.S. Equity ETF | 0.09% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1710607/000119312526324013/ |
| ESG | FlexShares STOXX US ESG Select Index Fund | 0.09% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1491978/000207169126023460/ |
| DCOR | Dimensional US Core Equity 1 ETF | 0.08% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1816125/000100472626009192/ |
| DFAC | Dimensional U.S. Core Equity 2 ETF | 0.08% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1816125/000100472626009214/ |
| FNDX | Schwab Fundamental U.S. Large Company ETF | 0.08% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1454889/000141036826075024/ |
| SPXD | Xtrackers S&P 500 Diversified Sector Weight ETF | 0.08% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1503123/000094040026028809/ |
| IQSU | NYLIM Candriam U.S. Large Cap Equity ETF | 0.08% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1415995/000094040026038560/ |
| DXUV | Dimensional US Vector Equity ETF | 0.08% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1816125/000100472626009182/ |
| FNDB | Schwab Fundamental U.S. Broad Market ETF | 0.08% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1454889/000141036826075039/ |
| USSG | Xtrackers MSCI USA Selection Equity ETF | 0.07% | 2026-05-29 | https://www.sec.gov/Archives/edgar/data/1503123/000094040026028746/ |
| SFGV | Sequoia Global Value ETF | 0.07% | 2026-05-29 | https://www.sec.gov/Archives/edgar/data/1592900/000159290026003708/ |
| JPME | JPMorgan Diversified Return U.S. Mid Cap Equity ETF | 0.07% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1485894/000207169126023530/ |
| NXTI | Simplify Next Intangible Core Index ETF | 0.07% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1810747/000094040026033613/ |
| GVUS | Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF | 0.07% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1479026/000094040026028123/ |
| SCHV | Schwab U.S. Large-Cap Value ETF | 0.07% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1454889/000141036826075041/ |
| NACP | Impact Shares Naacp Minority Empowerment ETF | 0.07% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1722388/000200032426003825/ |
| DSPY | Tema S&P 500 Historical Weight ETF Strategy | 0.06% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1944285/000119312526323020/ |
| EPS | WisdomTree U.S. LargeCap Fund | 0.06% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1350487/000094040026036286/ |
| ESGG | FlexShares STOXX Global ESG Select Index Fund | 0.06% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1491978/000207169126023448/ |
| MODL | VictoryShares WestEnd US Sector ETF | 0.06% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1547580/000100472626007539/ |
| SNPE | Xtrackers S&P 500 Scored & Screened ETF | 0.05% | 2026-05-29 | https://www.sec.gov/Archives/edgar/data/1503123/000094040026028811/ |
| XMAG | Defiance Large Cap ex-Mag 7 ETF | 0.05% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1924868/000200032426003032/ |
| SPXT | ProShares S&P 500 Ex-Technology ETF | 0.05% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1174610/000207169126017394/ |
| AFLG | First Trust Active Factor Large Cap ETF | 0.05% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1667919/000094040026027838/ |
| JUST | Goldman Sachs JUST U.S. Large Cap Equity ETF | 0.05% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1479026/000094040026028074/ |
| DFAU | Dimensional US Core Equity Market ETF | 0.05% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1816125/000100472626009204/ |
| ONEQ | Fidelity Nasdaq Composite Index ETF | 0.05% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/205323/000003540226004684/ |
| CVLC | Calvert US Large-Cap Core Responsible Index ETF | 0.05% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1676326/000207169126018748/ |
| GSWO | Goldman Sachs ActiveBeta World Equity ETF | 0.05% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1479026/000094040026028072/ |
| APUE | ActivePassive U.S. Equity ETF | 0.04% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1141819/000119312526320601/ |
| AAUA | Alpha Architect US Equity 3 ETF | 0.04% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1592900/000159290026004071/ |
| RAUS | Racwi US ETF | 0.04% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1592900/000159290026004148/ |
| STXF | Strive 500 ETF | 0.04% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1592900/000159290026004161/ |
| TOV | JLens 500 Jewish Advocacy U.S. ETF | 0.04% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1592900/000159290026004416/ |
| BKLC | BNY Mellon US Large Cap Core Equity ETF | 0.04% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1493580/000094040026038310/ |
| TACU | T. Rowe Price Active Core U.S. Equity ETF | 0.04% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1795351/000109926326009633/ |
| SPYH | NEOS S&P 500(R) Hedged Equity Income ETF | 0.04% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1848758/000089418926023145/ |
| BBUS | JPMorgan Betabuilders U.S. Equity ETF | 0.04% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1485894/000207169126023533/ |
| VOTE | TCW Transform 500 ETF | 0.04% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1831313/000100371526003512/ |
| DFUS | Dimensional U.S. Equity Market ETF | 0.04% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1816125/000100472626009215/ |
| GSUS | Goldman Sachs MarketBeta U.S. Equity ETF | 0.04% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1479026/000094040026028137/ |
| USPX | Franklin U.S. Equity Index ETF | 0.04% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1655589/000094040026035112/ |
| WAMA | WisdomTree U.S. Adaptive Moving Average Fund | 0.04% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1350487/000094040026036305/ |
| VOXP | Vox Populi ETF | 0.04% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1027596/000119312526406592/ |
| PBP | Invesco S&P 500 BuyWrite ETF | 0.04% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1209466/000120946626001440/ |
| PTLC | Pacer Trendpilot US Large Cap ETF | 0.04% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1616668/000089418926029043/ |
| GPIX | Goldman Sachs S&P 500 Premium Income ETF | 0.03% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1479026/000094040026034787/ |
| SPXV | ProShares S&P 500 Ex-Health Care ETF | 0.03% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1174610/000207169126017472/ |
| ACVF | American Conservative Values ETF | 0.03% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1771146/000100472626009289/ |
| NTSX | WisdomTree U.S. Efficient Core Fund | 0.03% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1350487/000094040026036309/ |
| AVTM | Avantis Total Equity Markets ETF | 0.03% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1710607/000119312526324016/ |
| TILT | FlexShares Morningstar US Market Factor Tilt Index Fund | 0.03% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1491978/000207169126023441/ |
| SPYI | NEOS S&P 500(R) High Income ETF | 0.03% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1848758/000089418926023148/ |
| SPXE | ProShares S&P 500 Ex-Energy ETF | 0.03% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1174610/000207169126017446/ |
| GUSA | Goldman Sachs MarketBeta U.S. 1000 Equity ETF | 0.03% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1882879/000094040026028124/ |
| JUSA | JPMorgan U.S. Research Enhanced Large Cap ETF | 0.03% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1485894/000207169126021129/ |
| QDPL | Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF | 0.03% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1616668/000089418926029047/ |
| GDE | WisdomTree Efficient Gold Plus Equity Strategy Fund | 0.03% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1350487/000094040026028870/ |
| PHDG | Invesco S&P 500 Downside Hedged ETF | 0.03% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1418144/000141814426000465/ |
| AAEQ | Alpha Architect US Equity 2 ETF | 0.03% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1592900/000159290026004070/ |
| AAUS | Alpha Architect US Equity ETF | 0.03% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1592900/000159290026004072/ |
| SCHX | Schwab U.S. Large-Cap ETF | 0.03% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1454889/000141036826075026/ |
| XSPI | NEOS Boosted S&P 500(R) High Income ETF | 0.03% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1848758/000089418926023153/ |
| SCHK | Schwab 1000 Index ETF | 0.03% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1454889/000141036826075028/ |
| USNZ | Xtrackers Net Zero Pathway Paris Aligned US Equity ETF | 0.03% | 2026-05-29 | https://www.sec.gov/Archives/edgar/data/1503123/000094040026028744/ |
| KOKU | Xtrackers MSCI Kokusai Equity ETF | 0.03% | 2026-05-29 | https://www.sec.gov/Archives/edgar/data/1503123/000094040026028751/ |
| SCHB | Schwab U.S. Broad Market ETF | 0.03% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1454889/000141036826075044/ |
| HCMT | Direxion HCM Tactical Enhanced US ETF | 0.03% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1424958/000119312526404430/ |
| HDUS | Hartford Disciplined US Equity ETF | 0.03% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1605803/000141036826101346/ |
| BBB | Cyber Hornet S&P 500 and Bitcoin 75/25 Strategy ETF | 0.03% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1345125/000089418926024017/ |
| USCA | Xtrackers MSCI USA Climate Action Equity ETF | 0.02% | 2026-05-29 | https://www.sec.gov/Archives/edgar/data/1503123/000094040026028747/ |
| EEE | Cyber Hornet S&P 500 & Ethereum 75/25 Strategy ETF | 0.02% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1345125/000089418926024016/ |
| MSLC | Morgan Stanley Pathway Large Cap Equity ETF | 0.02% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/875186/000100371526002821/ |
| XXX | Cyber Hornet S&P 500 & XRP 75/25 Strategy ETF | 0.02% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1345125/000089418926024018/ |
| DFAL | Dimensional US Large Cap Core Equity Market ETF | 0.02% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1816125/000100472626009187/ |
| LGH | HCM Defender 500 Index ETF | 0.02% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1537140/000091047226013067/ |
| SFY | Sofi Select 500 ETF | 0.02% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1742912/000200032426003230/ |
| SPUT | Innovator Equity Premium Income - Daily PutWrite ETF | 0.02% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1415726/000089418926028281/ |
| VSLU | Applied Finance Valuation Large Cap ETF | 0.02% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1771146/000100472626007194/ |
| GVLU | Gotham 1000 Value ETF | 0.02% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1742912/000200032426003774/ |
| EQL | ALPS Equal Sector Weight ETF | 0.01% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1414040/000104916926001875/ |
| GSPY | Gotham Enhanced 500 ETF | 0.01% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1742912/000200032426003771/ |
| NOEQ | Northern Trust US Equity ETF | 0.01% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/916620/000207169126020626/ |
| XCHG | AB US Equity ETF | under 0.01% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1496608/000141036826074962/ |
| FLCV | Federated Hermes MDT Large Cap Value ETF | under 0.01% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1849998/000184999826000164/ |
| FELV | Fidelity Enhanced Large Cap Value ETF | under 0.01% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/945908/000003540226005385/ |

## 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.

| Quarter | ETFs holding it | 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 https://tickerinside.com/api/v1/sec/pfg.json (etf_holders_since_2019). How these are counted: https://tickerinside.com/how-the-numbers-are-produced/#sec-history

## 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 | Source |
| --- | --- | --- | --- | --- | --- |
| AEMV | Harbor AlphaEdge Mid Cap Value ETF | Sponsor's file | 1.80% | 2026-10-12 | https://www.harborcapital.com/etf/aemv/ |
| AEMC | Harbor AlphaEdge Mid Cap Core ETF | Sponsor's file | 1.40% | 2026-10-12 | https://www.harborcapital.com/etf/aemc/ |
| FAS | Direxion Daily Financial Bull 3X Shares | Derivative-based | 0.19% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1424958/000119312526404427/ |
| UYG | ProShares Ultra Financials | Derivative-based | 0.18% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1174610/000207169126017396/ |
| FLSP | Franklin Systematic Style Premia ETF | Derivative-based | 0.12% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1655589/000094040026035127/ |
| URSP | ProShares Ultra S&P 500 Equal Weight | Derivative-based | 0.09% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1174610/000207169126017345/ |
| NTSD | WisdomTree Efficient U.S. Plus International Equity Fund | Derivative-based | 0.04% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1350487/000094040026036218/ |
| SPUU | Direxion Daily S&P 500 Bull 2X Shares | Derivative-based | 0.03% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1424958/000119312526404474/ |
| ISPY | ProShares S&P 500 High Income ETF | Derivative-based | 0.03% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1174610/000207169126017364/ |
| SPXL | Direxion Daily S&P 500 Bull 3X Shares | Derivative-based | 0.03% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1424958/000119312526404527/ |
| FB | ProShares S&P 500 Dynamic Buffer ETF | Derivative-based | 0.02% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1174610/000207169126017413/ |
| SSS | Cyber Hornet S&P 500 & Solana 75/25 Strategy ETF | Multi-asset | 0.02% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1345125/000089418926024015/ |
| SSO | ProShares Ultra S&P500 | Derivative-based | 0.02% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1174610/000207169126017379/ |
| JPFP | JPMorgan Managed Futures Plus ETF | Derivative-based | 0.02% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1485894/000207169126023567/ |
| UPRO | ProShares UltraPro S&P500 | Derivative-based | 0.01% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1174610/000207169126017443/ |
| CSHP | iShares Dynamic Short-Term Active ETF | Fixed income | 0.01% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1761055/000141036826099885/ |

## Key figures

| Measure | Value |
| --- | --- |
| Last close, 2026-10-12 | 107.84 USD (+0.56% on the day) |
| Total return, 1 year | 41.9% |
| Total return, 3 years | 76.2% |
| Total return, 5 years | 85.3% |
| Volatility, annualised | 23.0% |
| Worst fall, 3 years | -18.8% |
| Beta against SPY | 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 |
| $100 three years ago became | $176 |

## 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% |

## What would diversify PFG?

The stocks that have moved least like PFG, among those held by ten or more covered ETFs, closed-end funds left out. A measurement of co-movement, not a suggestion.

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

## What moves with PFG?

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

## 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 |

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