Principal Financial Group
TOLZ icon

Principal Financial Group’s ProShares DJ Brookfield Global Infrastructure ETF TOLZ Stock Holding History

Principal Financial Group’s Portfolio TOLZ Stock Details TOLZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.95M Buy
32,505
+16,442
+102% +$960K ﹤0.01% 1831
2025
Q4 		$870K Hold
16,063
– – ﹤0.01% 1976
2025
Q3 		$869K Hold
16,063
– – ﹤0.01% 1952
2025
Q2 		$865K Buy
+16,063
New +$858K ﹤0.01% 1909

Other funds holding TOLZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
WA
Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FA
Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return

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

Principal Financial Group increased its ProShares DJ Brookfield Global Infrastructure ETF (TOLZ) stake by 102% in Q1 2026, buying an estimated $960K and bringing the position to 32,505 shares worth $1.95M. The position accounts for ﹤0.01% of the portfolio, ranked #1831.

Principal Financial Group first reported a position in TOLZ in Q2 2025 and has held it in 4 quarters since. 62 funds tracked by Wall St. Rank hold TOLZ as of Q1 2026.

  • Principal Financial Group held 32,505 shares of ProShares DJ Brookfield Global Infrastructure ETF worth $1.95M as of Q1 2026.
  • Principal Financial Group bought 16,442 ProShares DJ Brookfield Global Infrastructure ETF shares in Q1 2026, an estimated $960K.
  • ProShares DJ Brookfield Global Infrastructure ETF made up ﹤0.01% of Principal Financial Group's portfolio in Q1 2026, its #1831 holding.
  • Principal Financial Group first reported a position in ProShares DJ Brookfield Global Infrastructure ETF in Q2 2025 and has held it in 4 quarters since.
  • 62 funds tracked by Wall St. Rank held ProShares DJ Brookfield Global Infrastructure ETF as of Q1 2026.

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