Principal Financial Group
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Principal Financial Group’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Principal Financial Group’s Portfolio QUAL Stock Details QUAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.03M Hold
4,701
– – ﹤0.01% 1936
2026
Q1 		$902K Hold
4,701
– – ﹤0.01% 1960
2025
Q4 		$934K Hold
4,701
– – ﹤0.01% 1963
2025
Q3 		$914K Sell
4,701
-12,291
-72% -$2.31M ﹤0.01% 1937
2025
Q2 		$3.11M Sell
16,992
-1,901
-10% -$328K ﹤0.01% 1715
2025
Q1 		$3.23M Hold
18,893
– – ﹤0.01% 1671
2024
Q4 		$3.36M Buy
18,893
+9,001
+91% +$1.63M ﹤0.01% 1697
2024
Q3 		$1.77M Buy
9,892
+2,682
+37% +$465K ﹤0.01% 1783
2024
Q2 		$1.23M Sell
7,210
-1,072
-13% -$176K ﹤0.01% 1833
2024
Q1 		$1.36M Hold
8,282
– – ﹤0.01% 1829
2023
Q4 		$1.22M Sell
8,282
-150
-2% -$20.8K ﹤0.01% 1816
2023
Q3 		$1.11M Buy
8,432
+887
+12% +$121K ﹤0.01% 1827
2023
Q2 		$1.02M Hold
7,545
– – ﹤0.01% 1843
2023
Q1 		$936K Buy
7,545
+2,072
+38% +$249K ﹤0.01% 1861
2022
Q4 		$624K Hold
5,473
– – ﹤0.01% 1929
2022
Q3 		$569K Hold
5,473
– – ﹤0.01% 1933
2022
Q2 		$611K Buy
5,473
+49
+0.9% +$5.98K ﹤0.01% 2012
2022
Q1 		$730K Buy
+5,424
New +$720K ﹤0.01% 2039
2021
Q4 		– Sell
-2,456
Closed -$324K – 2608
2021
Q3 		$324K Sell
2,456
-97
-4% -$13.3K ﹤0.01% 2284
2021
Q2 		$339K Sell
2,553
-309
-11% -$39.6K ﹤0.01% 2318
2021
Q1 		$349K Buy
2,862
+1,029
+56% +$122K ﹤0.01% 2233
2020
Q4 		$213K Buy
+1,833
New +$202K ﹤0.01% 2307
2020
Q2 		– Sell
-3,017
Closed -$245K – 2358
2020
Q1 		$245K Buy
3,017
+335
+12% +$32K ﹤0.01% 2016
2019
Q4 		$271K Buy
+2,682
New +$258K ﹤0.01% 2073

Other funds holding QUAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Principal Financial Group held its iShares MSCI USA Quality Factor ETF (QUAL) position steady in Q2 2026 at 4,701 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1936.

Principal Financial Group first reported a position in QUAL in Q4 2019 and has held it in 24 quarters since. The position peaked at $3.36M in Q4 2024. 1,638 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Principal Financial Group held 4,701 shares of iShares MSCI USA Quality Factor ETF worth $1.03M as of Q2 2026.
  • Principal Financial Group left its iShares MSCI USA Quality Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI USA Quality Factor ETF made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #1936 holding.
  • Principal Financial Group first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2019 and has held it in 24 quarters since.
  • Principal Financial Group's iShares MSCI USA Quality Factor ETF position peaked at $3.36M in Q4 2024.
  • 1,638 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

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