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
Q2 		$6.09M Buy
65,541
+6,509
+11% +$569K ﹤0.01% 1602
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

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Principal Financial Group's KBWB Position: Q2 2026 in Review

Principal Financial Group increased its Invesco KBW Bank ETF (KBWB) stake by 11% in Q2 2026, buying an estimated $569K and bringing the position to 65,541 shares worth $6.09M. The position accounts for ﹤0.01% of the portfolio, ranked #1602.

Principal Financial Group first reported a position in KBWB in Q2 2024 and has held it in 6 quarters since. 338 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

  • Principal Financial Group held 65,541 shares of Invesco KBW Bank ETF worth $6.09M as of Q2 2026.
  • Principal Financial Group bought 6,509 Invesco KBW Bank ETF shares in Q2 2026, an estimated $569K.
  • Invesco KBW Bank ETF made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #1602 holding.
  • Principal Financial Group first reported a position in Invesco KBW Bank ETF in Q2 2024 and has held it in 6 quarters since.
  • 338 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.