Principal Financial Group’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Principal Financial Group’s Portfolio KBE Stock Details KBE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-10,420	Closed	-$462K	–	2495
2022 Q3	$462K	Buy	+10,420	New	+$495K	﹤0.01%	1978
2022 Q2	–	Sell	-10,993	Closed	-$575K	–	2581
2022 Q1	$575K	Buy	+10,993	New	+$613K	﹤0.01%	2085

Other funds holding KBE

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

Principal Financial Group's KBE Position: Q4 2022 in Review

Principal Financial Group sold out of State Street SPDR S&P Bank ETF (KBE) in Q4 2022, closing a stake of 10,420 shares — an estimated $462K sold.

Principal Financial Group first reported a position in KBE in Q1 2022 and held it in 2 quarters. The position peaked at $575K in Q1 2022. 230 funds tracked by Wall St. Rank hold KBE as of Q4 2022.

Principal Financial Group reported no remaining State Street SPDR S&P Bank ETF position as of Q4 2022 after selling out during the quarter.
Principal Financial Group sold 10,420 State Street SPDR S&P Bank ETF shares in Q4 2022, an estimated $462K.
Principal Financial Group first reported a position in State Street SPDR S&P Bank ETF in Q1 2022 and held it in 2 quarters.
Principal Financial Group's State Street SPDR S&P Bank ETF position peaked at $575K in Q1 2022.
230 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q4 2022.

Based on Principal Financial Group's 13F filing for Q4 2022, filed 9 Feb 2023.