Principal Financial Group
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Principal Financial Group’s Invesco QQQ Trust QQQ Stock Holding History

Principal Financial Group’s Portfolio QQQ Stock Details QQQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$109M Buy
148,055
+43,818
+42% +$30.1M 0.05% 274
2026
Q1 		$60.2M Sell
104,237
-2,539
-2% -$1.54M 0.03% 431
2025
Q4 		$65.6M Sell
106,776
-1,334
-1% -$819K 0.03% 391
2025
Q3 		$64.9M Buy
108,110
+20,726
+24% +$11.9M 0.03% 387
2025
Q2 		$48.2M Buy
87,384
+41,265
+89% +$20.5M 0.03% 469
2025
Q1 		$21.6M Buy
46,119
+17,750
+63% +$9.02M 0.01% 782
2024
Q4 		$14.5M Buy
28,369
+8,970
+46% +$4.54M 0.01% 1065
2024
Q3 		$9.47M Buy
19,399
+11,351
+141% +$5.37M 0.01% 1314
2024
Q2 		$3.86M Buy
8,048
+363
+5% +$163K ﹤0.01% 1620
2024
Q1 		$3.75M Sell
7,685
-752
-9% -$322K ﹤0.01% 1657
2023
Q4 		$3.46M Buy
8,437
+102
+1% +$38.7K ﹤0.01% 1667
2023
Q3 		$3M Sell
8,335
-1,081
-11% -$401K ﹤0.01% 1682
2023
Q2 		$3.48M Sell
9,416
-1,482
-14% -$499K ﹤0.01% 1645
2023
Q1 		$3.5M Buy
10,898
+4,225
+63% +$1.25M ﹤0.01% 1649
2022
Q4 		$1.78M Buy
6,673
+808
+14% +$223K ﹤0.01% 1782
2022
Q3 		$1.57M Sell
5,865
-1,017
-15% -$307K ﹤0.01% 1760
2022
Q2 		$1.93M Buy
6,882
+17
+0.2% +$5.28K ﹤0.01% 1815
2022
Q1 		$2.49M Buy
6,865
+3,114
+83% +$1.11M ﹤0.01% 1833
2021
Q4 		$1.49M Buy
+3,751
New +$1.45M ﹤0.01% 1911
2020
Q2 		– Sell
-74,428
Closed -$14.2M – 2357
2020
Q1 		$14.2M Buy
+74,428
New +$15.8M 0.02% 704

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
RCMU
Rokos Capital Management (UK) London, United Kingdom $26.8B AUM 90.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Principal Financial Group increased its Invesco QQQ Trust (QQQ) stake by 42% in Q2 2026, buying an estimated $30.1M and bringing the position to 148,055 shares worth $109M. The position accounts for 0.05% of the portfolio, ranked #274.

Principal Financial Group first reported a position in QQQ in Q1 2020 and has held it in 20 quarters since. 3,991 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Principal Financial Group held 148,055 shares of Invesco QQQ Trust worth $109M as of Q2 2026.
  • Principal Financial Group bought 43,818 Invesco QQQ Trust shares in Q2 2026, an estimated $30.1M.
  • Invesco QQQ Trust made up 0.05% of Principal Financial Group's portfolio in Q2 2026, its #274 holding.
  • Principal Financial Group first reported a position in Invesco QQQ Trust in Q1 2020 and has held it in 20 quarters since.
  • 3,991 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

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