Principal Financial Group
PFF icon

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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return