Principal Financial Group
RLY icon

Principal Financial Group’s State Street Multi-Asset Real Return ETF RLY Stock Holding History

Principal Financial Group’s Portfolio RLY Stock Details RLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-18,118
Closed -$559K – 2255
2025
Q3 		$559K Hold
18,118
– – ﹤0.01% 2034
2025
Q2 		$527K Buy
+18,118
New +$514K ﹤0.01% 1986

Other funds holding RLY

HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
TFA
Tobias Financial Advisors Plantation, Florida $718M AUM 15.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM
NECFA
New England Capital Financial Advisors Meriden, Connecticut $418M AUM 16.7% 1-Year Est. Return

Principal Financial Group's RLY Position: Q4 2025 in Review

Principal Financial Group sold out of State Street Multi-Asset Real Return ETF (RLY) in Q4 2025, closing a stake of 18,118 shares — an estimated $559K sold.

Principal Financial Group first reported a position in RLY in Q2 2025 and held it in 2 quarters. The position peaked at $559K in Q3 2025. 129 funds tracked by Wall St. Rank hold RLY as of Q4 2025.

  • Principal Financial Group reported no remaining State Street Multi-Asset Real Return ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Financial Group sold 18,118 State Street Multi-Asset Real Return ETF shares in Q4 2025, an estimated $559K.
  • Principal Financial Group first reported a position in State Street Multi-Asset Real Return ETF in Q2 2025 and held it in 2 quarters.
  • Principal Financial Group's State Street Multi-Asset Real Return ETF position peaked at $559K in Q3 2025.
  • 129 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q4 2025.

Based on Principal Financial Group's 13F filing for Q4 2025, filed 2 Feb 2026.