Principal Financial Group’s Principal Exchange-Traded Funds Principal Quality ETF PSET Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$444K	Sell	5,858 -373	-6%	-$27.8K	﹤0.01%	2020
2026 Q1	$434K	Buy	6,231 +1,090	+21%	+$80.7K	﹤0.01%	2035
2025 Q4	$392K	Buy	5,141 +807	+19%	+$61.5K	﹤0.01%	2070
2025 Q3	$330K	Sell	4,334 -56	-1%	-$4.2K	﹤0.01%	2111
2025 Q2	$323K	Buy	4,390 +414	+10%	+$28.1K	﹤0.01%	2054
2025 Q1	$262K	Buy	+3,976	New	+$282K	﹤0.01%	2014
2023 Q4	–	Sell	-43,549	Closed	-$2.38M	–	2449
2023 Q3	$2.38M	Sell	43,549 -17	-0%	-$960	﹤0.01%	1736
2023 Q2	$2.46M	Buy	43,566 +10	+0%	+$530	﹤0.01%	1729
2023 Q1	$2.29M	Buy	+43,556	New	+$2.25M	﹤0.01%	1739
2021 Q1	–	Sell	-505,913	Closed	-$23.9M	–	2498
2020 Q4	$23.9M	Buy	+505,913	New	+$22.9M	0.02%	664
2020 Q3	–	Sell	-5,716	Closed	-$228K	–	2345
2020 Q2	$228K	Buy	+5,716	New	+$212K	﹤0.01%	2153
2020 Q1	–	Sell	-5,716	Closed	-$235K	–	2243
2019 Q4	$235K	Hold	5,716	–	–	﹤0.01%	2103
2019 Q3	$219K	Sell	5,716 -200,001	-97%	-$7.61M	﹤0.01%	2123
2019 Q2	$7.76M	Hold	205,717	–	–	0.01%	1352
2019 Q1	$7.36M	Hold	205,717	–	–	0.01%	1409
2018 Q4	$6.39M	Buy	205,717 +5,716	+3%	+$189K	0.01%	1406
2018 Q3	$7.02M	Hold	200,001	–	–	0.01%	1490
2018 Q2	$6.7M	Hold	200,001	–	–	0.01%	1502
2018 Q1	$6.55M	Hold	200,001	–	–	0.01%	1460
2017 Q4	$6.44M	Hold	200,001	–	–	0.01%	1473
2017 Q3	$6.03M	Hold	200,001	–	–	0.01%	1505
2017 Q2	$5.8M	Hold	200,001	–	–	0.01%	1493
2017 Q1	$5.54M	Hold	200,001	–	–	0.01%	1495
2016 Q4	$5.22M	Hold	200,001	–	–	0.01%	1504
2016 Q3	$5.15M	Sell	200,001 -200,001	-50%	-$5.23M	0.01%	1456
2016 Q2	$10.4M	Buy	400,002 +202,001	+102%	+$5.14M	0.01%	1014
2016 Q1	$5.01M	Buy	+198,001	New	+$4.98M	0.01%	1387

Other funds holding PSET

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

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

GSWM

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.5% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Principal Financial Group reduced its Principal Exchange-Traded Funds Principal Quality ETF (PSET) stake by 6% in Q2 2026, selling an estimated $27.8K and leaving 5,858 shares worth $444K. The position accounts for ﹤0.01% of the portfolio, ranked #2020.

Principal Financial Group first reported a position in PSET in Q1 2016 and has held it in 27 quarters since. The position peaked at $23.9M in Q4 2020. 9 funds tracked by Wall St. Rank hold PSET as of Q2 2026.

Principal Financial Group held 5,858 shares of Principal Exchange-Traded Funds Principal Quality ETF worth $444K as of Q2 2026.
Principal Financial Group sold 373 Principal Exchange-Traded Funds Principal Quality ETF shares in Q2 2026, an estimated $27.8K.
Principal Exchange-Traded Funds Principal Quality ETF made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #2020 holding.
Principal Financial Group first reported a position in Principal Exchange-Traded Funds Principal Quality ETF in Q1 2016 and has held it in 27 quarters since.
Principal Financial Group's Principal Exchange-Traded Funds Principal Quality ETF position peaked at $23.9M in Q4 2020.
9 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Quality ETF as of Q2 2026.

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