Principal Financial Group
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Principal Financial Group’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Principal Financial Group’s Portfolio USIG Stock Details USIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$855K Buy
+16,668
New +$854K ﹤0.01% 1959
2025
Q4 		– Sell
-72,632
Closed -$3.79M – 2272
2025
Q3 		$3.79M Buy
+72,632
New +$3.75M ﹤0.01% 1682
2023
Q2 		– Sell
-1,828,106
Closed -$92.6M – 2492
2023
Q1 		$92.6M Buy
1,828,106
+527,753
+41% +$26.5M 0.07% 250
2022
Q4 		$63.9M Buy
+1,300,353
New +$63.4M 0.05% 329

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Principal Financial Group opened a new position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2026: 16,668 shares worth $855K. The stake represents ﹤0.01% of the portfolio and ranks #1959 among its holdings. This is a return to the name: Principal Financial Group previously reported a position in USIG as recently as Q3 2025.

Principal Financial Group first reported a position in USIG in Q4 2022 and has held it in 4 quarters since. The position peaked at $92.6M in Q1 2023. 464 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • Principal Financial Group held 16,668 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $855K as of Q2 2026.
  • iShares Broad USD Investment Grade Corporate Bond ETF was a new Principal Financial Group position in Q2 2026.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #1959 holding.
  • Principal Financial Group first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 4 quarters since.
  • Principal Financial Group's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $92.6M in Q1 2023.
  • 464 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

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