A Daily Network publication
Explore the network
Private Wealth Daily
Independent Intelligence on the Private Wealth Industry
Friday, October 2, 2026The Morning Brief →Sign in

Who holds PFGPRINCIPAL FINANCIAL GROUP

49 funds on our shelf carry PRINCIPAL FINANCIAL GROUP — heaviest hand: PFI at 3.48% of its book.

FundWeightFund assetsShares held
PFIInvesco Dorsey Wright Financial Momentum ETFINDEX3.48%$59M17,259
IAKiShares U.S. Insurance ETFINDEX2.42%$439M114,015
QDIVGlobal X S&P 500 Quality Dividend ETFINDEX2.03%$28M5,106
BMVPInvesco Bloomberg MVP Multi-factor ETF1.85%—16,435
KIESPDR S&P Insurance ETFINDEX1.80%$537M76,499
DVYiShares Select Dividend ETFINDEX1.43%$22.6B2,794,236
SPYDState Street SPDR Portfolio S&P 500 High Dividend ETFINDEX1.41%$7.2B966,852
RSPFInvesco S&P 500 Equal Weight Financial ETFINDEX1.39%$380M45,642
SPVMInvesco S&P 500 Value with Momentum ETFINDEX1.08%$133M12,505
SPLVInvesco S&P 500 Low Volatility ETFINDEX0.97%$7.1B600,559
RPVInvesco S&P 500 Pure Value ETFINDEX0.74%$1.7B106,449
DDDDYieldMax U.S. Stocks Target Double Distribution ETF0.58%—366
VOEVanguard Mid-Cap Value Index FundINDEX0.40%$17.5B1,398,469
IYFiShares U.S. Financials ETFINDEX0.39%$4B131,034
IMCViShares Morningstar Mid-Cap Value ETFINDEX0.36%$1.1B35,186
QVMTInvesco S&P 500 Concentrated QVM ETF0.31%—3,546
XLFFinancial Select Sector SPDR FundINDEX0.28%$51B1,338,130
SPDGState Street SPDR Portfolio S&P Sector Neutral Dividend ETFINDEX0.28%$13M310
VFHVanguard Financials Index FundINDEX0.26%$10.3B351,145
IWSiShares Russell Mid-Cap Value ETFINDEX0.25%$15.1B320,576
VOVanguard Mid Cap Index FundINDEX0.23%$68.1B4,672,439
SIZEiShares MSCI USA Size Factor ETFINDEX0.22%$427M8,135
EUSAiShares MSCI USA Equal Weighted ETFINDEX0.21%$1.9B34,951
RSPInvesco S&P 500 Equal Weight ETFINDEX0.20%$96.6B1,720,894
IWRiShares Russell Mid-Cap ETFINDEX0.18%$55.9B883,313
IMCBiShares Morningstar Mid-Cap ETFINDEX0.17%$1.7B25,262
DGROiShares Core Dividend Growth ETFINDEX0.16%$41.9B591,655
VLUState Street SPDR S&P 1500 Value Tilt ETFINDEX0.16%$753M10,398
DIVBiShares U.S. Dividend and Buyback ETFINDEX0.15%$2B25,844
IXGiShares Global Financials ETFINDEX0.15%$718M9,001
VLUEiShares MSCI USA Value Factor ETFINDEX0.14%$9.4B111,678
SPMOInvesco S&P 500 Momentum ETFINDEX0.12%$23.2B248,442
MTUMiShares MSCI USA Momentum Factor ETFINDEX0.12%$20.4B221,924
GLOFiShares Trust - iShares Global Equity Factor ETFINDEX0.10%$200M1,645
USXFiShares ESG Advanced MSCI USA ETFINDEX0.10%$1.5B12,517
SHEState Street SPDR MSCI USA Gender Diversity ETFINDEX0.09%$334M2,660
PFMInvesco Dividend Achievers ETFINDEX0.09%$779M6,153
LRGFiShares U.S. Equity Factor ETFINDEX0.09%$3.7B30,427
VIGVanguard Div Appreciation ETFINDEX0.09%$84.8B1,112,723
VTVVanguard Value Index FundINDEX0.09%$125.5B2,063,718
VYMVanguard High Dividend Yield Index FundINDEX0.09%$58.1B867,904
PRFInvesco RAFI US 1000 ETFINDEX0.09%$9.9B77,410
RWLInvesco S&P 500 Revenue ETFINDEX0.08%$9.8B68,620
ILCViShares Morningstar Value ETFINDEX0.07%$1.3B8,409
DSIiShares MSCI KLD 400 Social ETFINDEX0.07%$5.5B32,786
SUSLiShares ESG MSCI USA Leaders ETFINDEX0.07%$1.2B7,607
EFIVState Street SPDR S&P 500 ESG ETFINDEX0.05%$1B4,876
MMTMSPDR S&P 1500 Momentum Tilt ETFINDEX0.05%$163M680
NXTISimplify Next Intangible Core Index ETF0.00%—99

LATEST DISCLOSED BOOKS ON THE ENRICHED SHELF · THE SHELF GROWS NIGHTLY AS READERS RESEARCH NEW FUNDS

Every weekday · 6:30 a.m. ET

The Morning Brief

The private wealth industry in four minutes, every weekday at 6:30 a.m. ET. Free.