PRINCIPAL FINANCIAL GROUP INC PSET PRINCIPAL EXCHANGE TRADED FD

Ownership history in PRINCIPAL FINANCIAL GROUP INC  ·  25 quarters on record

AI Ownership Summary

PRINCIPAL FINANCIAL GROUP INC reported PRINCIPAL EXCHANGE TRADED FD (PSET) in 25 quarterly 13F filings from 2025 Q1 through 2026 Q1. The latest visible filing shows PSET at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PSET ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PRINCIPAL FINANCIAL GROUP INC's position in PRINCIPAL EXCHANGE TRADED FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PSET was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How PRINCIPAL FINANCIAL GROUP INC held PSET — position size vs. price
% of Fund (quarterly)    PSET price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 6,231 +1,090 +21.2% 0.00% $434K 2026-05-04 $73.81
2025 Q4 ADDED 5,141 +807 +18.6% 0.00% $392K 2026-02-02 $75.90
2025 Q3 REDUCED 4,334 -56 -1.3% 0.00% $330K 2025-11-04 $75.71
2025 Q2 ADDED 4,390 +414 +10.4% 0.00% $323K 2025-08-08 $74.29
2025 Q1 REDUCED 90.9% +11.7% 3,976 -39,573 -90.9% 0.00% $262K 2025-04-28 $64.65
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About PRINCIPAL FINANCIAL GROUP INC and PSET

These are the practical questions this page is built to answer before you even open the full history table.

How long has PRINCIPAL FINANCIAL GROUP INC reported owning PSET?

PRINCIPAL FINANCIAL GROUP INC reported PSET across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported PSET position in PRINCIPAL FINANCIAL GROUP INC's portfolio?

The largest reported portfolio weight for PSET was 0.00% in 2026 Q1.

What is the latest reported PSET position on this page?

The most recent filing on this page is 2026 Q1, when PRINCIPAL FINANCIAL GROUP INC reported 6,231 shares, equal to 0.00% of portfolio, with an estimated market value of $434K.

What does the chart on this PSET ownership page compare?

The chart compares PRINCIPAL FINANCIAL GROUP INC's quarterly PSET portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did PRINCIPAL FINANCIAL GROUP INC time their PSET position?

Based on 13F filing dates vs. subsequent PSET price moves, PRINCIPAL FINANCIAL GROUP INC correctly timed 3 out of 12 reported position changes (25%). The annualised alpha on PSET relative to SPY over the holding period was -9.3%.

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