Principal Financial Group
YLD icon

Principal Financial Group’s Principal Active High Yield ETF YLD Stock Holding History

Principal Financial Group’s Portfolio YLD Stock Details YLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$58.9M Buy
3,125,570
+132,490
+4% +$2.52M 0.03% 441
2025
Q4 		$56.8M Buy
2,993,080
+122,597
+4% +$2.34M 0.03% 433
2025
Q3 		$55.6M Buy
2,870,483
+107,944
+4% +$2.08M 0.03% 442
2025
Q2 		$53.2M Buy
2,762,539
+154,983
+6% +$2.93M 0.03% 436
2025
Q1 		$93.5M Buy
2,607,556
+77,974
+3% +$1.5M 0.05% 284
2024
Q4 		$48.5M Buy
2,529,582
+187,036
+8% +$3.64M 0.03% 469
2024
Q3 		$45.7M Buy
2,342,546
+27,369
+1% +$528K 0.03% 497
2024
Q2 		$44.1M Buy
2,315,177
+36,124
+2% +$686K 0.03% 504
2024
Q1 		$43.7M Buy
2,279,053
+25,643
+1% +$486K 0.03% 528
2023
Q4 		$42.5M Buy
2,253,410
+57,452
+3% +$1.05M 0.03% 501
2023
Q3 		$39.6M Buy
2,195,958
+421
+0% +$7.7K 0.03% 490
2023
Q2 		$40.3M Buy
2,195,537
+20
+0% +$365 0.03% 499
2023
Q1 		$40.2M Sell
2,195,517
-849,974
-28% -$15.5M 0.03% 503
2022
Q4 		$54.4M Buy
3,045,491
+1,291
+0% +$23.1K 0.04% 377
2022
Q3 		$52.8M Sell
3,044,200
-6,450,000
-68% -$117M 0.04% 362
2022
Q2 		$168M Hold
9,494,200
– – 0.12% 175
2022
Q1 		$189M Hold
9,494,200
– – 0.12% 185
2021
Q4 		$198M Buy
+9,494,200
New +$198M 0.12% 182
2018
Q1 		– Sell
-13,194,200
Closed -$272M – 2245
2017
Q4 		$272M Buy
13,194,200
+100,000
+0.8% +$2.08M 0.25% 99
2017
Q3 		$275M Hold
13,094,200
– – 0.27% 90
2017
Q2 		$273M Buy
+13,094,200
New +$270M 0.27% 87
2016
Q3 		– Sell
-1,500,000
Closed -$29.1M – 2197
2016
Q2 		$29.1M Buy
1,500,000
+1,099,998
+275% +$21.1M 0.04% 448
2016
Q1 		$5.02M Buy
+400,002
New +$7.14M 0.01% 1386

Other funds holding YLD

PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
BWG
Balanced Wealth Group Westlake, Ohio $279M AUM 17.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NB
Nicolet Bankshares Green Bay, Wisconsin $2.71B AUM 17.55% 1-Year Est. Return

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

Principal Financial Group increased its Principal Active High Yield ETF (YLD) stake by 4.4% in Q1 2026, buying an estimated $2.52M and bringing the position to 3,125,570 shares worth $58.9M. The position accounts for 0.03% of the portfolio, ranked #441.

Principal Financial Group first reported a position in YLD in Q1 2016 and has held it in 23 quarters since. The position peaked at $275M in Q3 2017. 68 funds tracked by Wall St. Rank hold YLD as of Q1 2026.

  • Principal Financial Group held 3,125,570 shares of Principal Active High Yield ETF worth $58.9M as of Q1 2026.
  • Principal Financial Group bought 132,490 Principal Active High Yield ETF shares in Q1 2026, an estimated $2.52M.
  • Principal Active High Yield ETF made up 0.03% of Principal Financial Group's portfolio in Q1 2026, its #441 holding.
  • Principal Financial Group first reported a position in Principal Active High Yield ETF in Q1 2016 and has held it in 23 quarters since.
  • Principal Financial Group's Principal Active High Yield ETF position peaked at $275M in Q3 2017.
  • 68 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q1 2026.

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