Principal Financial Group
KBWB icon

Principal Financial Group’s Invesco KBW Bank ETF KBWB Stock Holding History

Principal Financial Group’s Portfolio KBWB Stock Details KBWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.67M Buy
59,032
+15,809
+37% +$1.32M ﹤0.01% 1650
2025
Q4 		$3.64M Buy
+43,223
New +$3.42M ﹤0.01% 1717
2025
Q3 		– Sell
-54,986
Closed -$3.94M – 2300
2025
Q2 		$3.94M Sell
54,986
-16,830
-23% -$1.07M ﹤0.01% 1652
2025
Q1 		$4.51M Buy
+71,816
New +$4.83M ﹤0.01% 1598
2024
Q3 		– Sell
-24,403
Closed -$1.31M – 2317
2024
Q2 		$1.31M Buy
+24,403
New +$1.29M ﹤0.01% 1823

Other funds holding KBWB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $29.7B AUM 13.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return