Principal Financial Group
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Principal Financial Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Principal Financial Group’s Portfolio RSP Stock Details RSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.07M Sell
5,565
-436
-7% -$86.4K ﹤0.01% 1925
2025
Q4 		$1.15M Hold
6,001
– – ﹤0.01% 1935
2025
Q3 		$1.15M Hold
6,001
– – ﹤0.01% 1905
2025
Q2 		$1.09M Sell
6,001
-132
-2% -$22.8K ﹤0.01% 1871
2025
Q1 		$1.06M Hold
6,133
– – ﹤0.01% 1843
2024
Q4 		$1.07M Hold
6,133
– – ﹤0.01% 1865
2024
Q3 		$1.1M Hold
6,133
– – ﹤0.01% 1842
2024
Q2 		$1.01M Buy
6,133
+132
+2% +$21.7K ﹤0.01% 1861
2024
Q1 		$1.02M Hold
6,001
– – ﹤0.01% 1867
2023
Q4 		$947K Hold
6,001
– – ﹤0.01% 1848
2023
Q3 		$853K Hold
6,001
– – ﹤0.01% 1861
2023
Q2 		$898K Hold
6,001
– – ﹤0.01% 1856
2023
Q1 		$868K Hold
6,001
– – ﹤0.01% 1874
2022
Q4 		$848K Hold
6,001
– – ﹤0.01% 1884
2022
Q3 		$764K Hold
6,001
– – ﹤0.01% 1878
2022
Q2 		$806K Sell
6,001
-430
-7% -$62.9K ﹤0.01% 1963
2022
Q1 		$1.01M Buy
+6,431
New +$1M ﹤0.01% 1970
2021
Q4 		– Sell
-36,949
Closed -$5.54M – 2616
2021
Q3 		$5.54M Buy
36,949
+2,150
+6% +$329K ﹤0.01% 1651
2021
Q2 		$5.25M Buy
34,799
+2,822
+9% +$420K ﹤0.01% 1697
2021
Q1 		$4.53M Buy
31,977
+1,689
+6% +$228K ﹤0.01% 1695
2020
Q4 		$3.86M Buy
30,288
+4,269
+16% +$508K ﹤0.01% 1650
2020
Q3 		$2.81M Buy
+26,019
New +$2.81M ﹤0.01% 1651

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

Principal Financial Group's RSP Position: Q1 2026 in Review

Principal Financial Group reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 7.3% in Q1 2026, selling an estimated $86.4K and leaving 5,565 shares worth $1.07M. The position accounts for ﹤0.01% of the portfolio, ranked #1925.

Principal Financial Group first reported a position in RSP in Q3 2020 and has held it in 22 quarters since. The position peaked at $5.54M in Q3 2021. 2,214 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

  • Principal Financial Group held 5,565 shares of Invesco S&P 500 Equal Weight ETF worth $1.07M as of Q1 2026.
  • Principal Financial Group sold 436 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $86.4K.
  • Invesco S&P 500 Equal Weight ETF made up ﹤0.01% of Principal Financial Group's portfolio in Q1 2026, its #1925 holding.
  • Principal Financial Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2020 and has held it in 22 quarters since.
  • Principal Financial Group's Invesco S&P 500 Equal Weight ETF position peaked at $5.54M in Q3 2021.
  • 2,214 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Principal Financial Group's 13F filing for Q1 2026, filed 4 May 2026.