Principal Financial Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$232K	Buy	+7,601	New	+$237K	﹤0.01%	2074
2025 Q4	–	Sell	-98,000	Closed	-$3.1M	–	2248
2025 Q3	$3.1M	Buy	98,000 +1,389	+1%	+$43.7K	﹤0.01%	1733
2025 Q2	$2.96M	Buy	96,611 +3,611	+4%	+$109K	﹤0.01%	1725
2025 Q1	$2.86M	Sell	93,000 -30,000	-24%	-$946K	﹤0.01%	1699
2024 Q4	$3.87M	Buy	+123,000	New	+$4.02M	﹤0.01%	1667
2023 Q1	–	Sell	-11,160	Closed	-$341K	–	2489
2022 Q4	$341K	Buy	+11,160	New	+$347K	﹤0.01%	2071
2014 Q1	–	Sell	-210,755	Closed	-$7.76M	–	2295
2013 Q4	$7.76M	Buy	+210,755	New	+$7.95M	0.01%	1050

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Principal Financial Group opened a new position in iShares Preferred and Income Securities ETF (PFF) in Q2 2026: 7,601 shares worth $232K. The stake represents ﹤0.01% of the portfolio and ranks #2074 among its holdings. This is a return to the name: Principal Financial Group previously reported a position in PFF as recently as Q3 2025.

Principal Financial Group first reported a position in PFF in Q4 2013 and has held it in 7 quarters since. The position peaked at $7.76M in Q4 2013. 969 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Principal Financial Group held 7,601 shares of iShares Preferred and Income Securities ETF worth $232K as of Q2 2026.
iShares Preferred and Income Securities ETF was a new Principal Financial Group position in Q2 2026.
iShares Preferred and Income Securities ETF made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #2074 holding.
Principal Financial Group first reported a position in iShares Preferred and Income Securities ETF in Q4 2013 and has held it in 7 quarters since.
Principal Financial Group's iShares Preferred and Income Securities ETF position peaked at $7.76M in Q4 2013.
969 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

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