Principal Financial Group
ARKK icon

Principal Financial Group’s ARK Innovation ETF ARKK Stock Holding History

Principal Financial Group’s Portfolio ARKK Stock Details ARKK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-4,390
Closed -$485K – 2535
2021
Q3 		$485K Sell
4,390
-202
-4% -$24.3K ﹤0.01% 2180
2021
Q2 		$600K Sell
4,592
-46
-1% -$5.36K ﹤0.01% 2163
2021
Q1 		$556K Sell
4,638
-319
-6% -$43.2K ﹤0.01% 2127
2020
Q4 		$617K Buy
4,957
+705
+17% +$76.4K ﹤0.01% 2059
2020
Q3 		$391K Sell
4,252
-1,104
-21% -$94.5K ﹤0.01% 2068
2020
Q2 		$382K Sell
5,356
-332
-6% -$19.4K ﹤0.01% 2035
2020
Q1 		$250K Sell
5,688
-817
-13% -$41.6K ﹤0.01% 2008
2019
Q4 		$326K Sell
6,505
-2
-0% -$93 ﹤0.01% 2039
2019
Q3 		$279K Sell
6,507
-40
-0.6% -$1.83K ﹤0.01% 2065
2019
Q2 		$314K Buy
6,547
+668
+11% +$30.4K ﹤0.01% 2052
2019
Q1 		$275K Buy
+5,879
New +$259K ﹤0.01% 2060

Other funds holding ARKK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return