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Principal Exchange-traded shares owned by Assetmark

Quarter-by-quarter ownership of Principal Exchange-traded (PQDI) shares owned by Assetmark from 13F filings

Historical chart of Assetmark investment in Principal Exchange-traded

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All positions including Principal Exchange-traded held by Assetmark consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Exchange-traded by Assetmark

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.7k 88 19.58

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Top funds holding Principal Exchange-traded

Principal Financial Group
Envestnet Asset Management
Principal Securities
Harbor Investment Advisory
Jane Street
Capital Investment Advisory Services
Cambridge Investment Research Advisors
Advisor Group Holdings
CoreCap Advisors
Assetmark
UBS Group

View all funds holding Principal Exchange-traded