Principal Financial Group
PY icon

Principal Financial Group’s Principal Exchange-Traded Funds Principal Value ETF PY Stock Holding History

Principal Financial Group’s Portfolio PY Stock Details PY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$109M Buy
2,017,072
+43,636
+2% +$2.33M 0.05% 275
2026
Q1 		$102M Buy
1,973,436
+1,199,677
+155% +$63M 0.05% 279
2025
Q4 		$40.4M Sell
773,759
-601,927
-44% -$31.2M 0.02% 538
2025
Q3 		$72.2M Sell
1,375,686
-1,941,861
-59% -$99.2M 0.04% 357
2025
Q2 		$164M Sell
3,317,547
-1,558,045
-32% -$73.7M 0.09% 207
2025
Q1 		$239M Buy
4,875,592
+4,546,106
+1,380% +$227M 0.13% 153
2024
Q4 		$16.3M Buy
329,486
+20,802
+7% +$1.05M 0.01% 988
2024
Q3 		$15.5M Buy
308,684
+21,166
+7% +$1.01M 0.01% 1007
2024
Q2 		$13.2M Buy
287,518
+26,599
+10% +$1.21M 0.01% 1122
2024
Q1 		$12.2M Buy
260,919
+22,568
+9% +$999K 0.01% 1207
2023
Q4 		$10.3M Buy
+238,351
New +$9.57M 0.01% 1268
2021
Q1 		– Sell
-1,164,514
Closed -$39.5M – 2499
2020
Q4 		$39.5M Buy
+1,164,514
New +$37.2M 0.03% 454
2020
Q3 		– Sell
-100,001
Closed -$2.79M – 2346
2020
Q2 		$2.79M Sell
100,001
-17,616
-15% -$457K ﹤0.01% 1617
2020
Q1 		$2.68M Hold
117,617
– – ﹤0.01% 1513
2019
Q4 		$4.03M Sell
117,617
-1,300
-1% -$43K ﹤0.01% 1588
2019
Q3 		$3.83M Sell
118,917
-101,400
-46% -$3.2M ﹤0.01% 1589
2019
Q2 		$7.04M Sell
220,317
-6,313
-3% -$197K 0.01% 1410
2019
Q1 		$7M Hold
226,630
– – 0.01% 1424
2018
Q4 		$6.27M Buy
226,630
+26,629
+13% +$816K 0.01% 1418
2018
Q3 		$6.75M Hold
200,001
– – 0.01% 1502
2018
Q2 		$6.55M Hold
200,001
– – 0.01% 1511
2018
Q1 		$6.4M Hold
200,001
– – 0.01% 1467
2017
Q4 		$6.52M Hold
200,001
– – 0.01% 1469
2017
Q3 		$6.07M Hold
200,001
– – 0.01% 1500
2017
Q2 		$5.82M Hold
200,001
– – 0.01% 1491
2017
Q1 		$5.74M Hold
200,001
– – 0.01% 1485
2016
Q4 		$5.54M Hold
200,001
– – 0.01% 1483
2016
Q3 		$5.24M Sell
200,001
-200,001
-50% -$5.1M 0.01% 1450
2016
Q2 		$9.86M Buy
400,002
+25,002
+7% +$620K 0.01% 1048
2016
Q1 		$14.1M Buy
+375,000
New +$9.36M 0.02% 779

Other funds holding PY

PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $374M AUM 21.53% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Principal Financial Group increased its Principal Exchange-Traded Funds Principal Value ETF (PY) stake by 2.2% in Q2 2026, buying an estimated $2.33M and bringing the position to 2,017,072 shares worth $109M. The position accounts for 0.05% of the portfolio, ranked #275.

Principal Financial Group first reported a position in PY in Q1 2016 and has held it in 30 quarters since. The position peaked at $239M in Q1 2025. 9 funds tracked by Wall St. Rank hold PY as of Q2 2026.

  • Principal Financial Group held 2,017,072 shares of Principal Exchange-Traded Funds Principal Value ETF worth $109M as of Q2 2026.
  • Principal Financial Group bought 43,636 Principal Exchange-Traded Funds Principal Value ETF shares in Q2 2026, an estimated $2.33M.
  • Principal Exchange-Traded Funds Principal Value ETF made up 0.05% of Principal Financial Group's portfolio in Q2 2026, its #275 holding.
  • Principal Financial Group first reported a position in Principal Exchange-Traded Funds Principal Value ETF in Q1 2016 and has held it in 30 quarters since.
  • Principal Financial Group's Principal Exchange-Traded Funds Principal Value ETF position peaked at $239M in Q1 2025.
  • 9 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Value ETF as of Q2 2026.

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