Principal Financial Group
ALEX

Principal Financial Group’s Alexander & Baldwin ALEX Stock Holding History

Principal Financial Group’s Portfolio ALEX Stock Details ALEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-346,791
Closed -$7.16M – 2182
2025
Q4 		$7.16M Sell
346,791
-4,485
-1% -$77.9K ﹤0.01% 1475
2025
Q3 		$6.39M Sell
351,276
-9,266
-3% -$170K ﹤0.01% 1497
2025
Q2 		$6.43M Sell
360,542
-1,178
-0.3% -$20.5K ﹤0.01% 1463
2025
Q1 		$6.23M Buy
361,720
+9,482
+3% +$168K ﹤0.01% 1481
2024
Q4 		$6.25M Buy
352,238
+9,901
+3% +$187K ﹤0.01% 1517
2024
Q3 		$6.57M Sell
342,337
-15,762
-4% -$297K ﹤0.01% 1466
2024
Q2 		$6.07M Sell
358,099
-18,518
-5% -$304K ﹤0.01% 1490
2024
Q1 		$6.2M Sell
376,617
-1,435
-0.4% -$24.7K ﹤0.01% 1503
2023
Q4 		$7.19M Sell
378,052
-13,305
-3% -$225K ﹤0.01% 1439
2023
Q3 		$6.55M Sell
391,357
-21,006
-5% -$381K ﹤0.01% 1426
2023
Q2 		$7.66M Sell
412,363
-36,468
-8% -$683K 0.01% 1374
2023
Q1 		$8.49M Sell
448,831
-8,221
-2% -$156K 0.01% 1341
2022
Q4 		$8.56M Sell
457,052
-2,973
-0.6% -$56.3K 0.01% 1319
2022
Q3 		$7.63M Sell
460,025
-21,168
-4% -$389K 0.01% 1331
2022
Q2 		$8.64M Sell
481,193
-34,308
-7% -$707K 0.01% 1337
2022
Q1 		$12M Sell
515,501
-22,665
-4% -$522K 0.01% 1270
2021
Q4 		$13.5M Sell
538,166
-66,419
-11% -$1.6M 0.01% 1230
2021
Q3 		$14.2M Buy
604,585
+184
+0% +$3.78K 0.01% 1202
2021
Q2 		$11.1M Buy
604,401
+38,496
+7% +$709K 0.01% 1371
2021
Q1 		$9.5M Buy
565,905
+5,104
+0.9% +$87.4K 0.01% 1411
2020
Q4 		$9.63M Sell
560,801
-87,178
-13% -$1.27M 0.01% 1254
2020
Q3 		$7.26M Buy
647,979
+71,394
+12% +$856K 0.01% 1260
2020
Q2 		$7.03M Buy
576,585
+32,129
+6% +$380K 0.01% 1266
2020
Q1 		$6.11M Buy
544,456
+227,032
+72% +$4.26M 0.01% 1179
2019
Q4 		$6.65M Buy
317,424
+28,985
+10% +$656K 0.01% 1439
2019
Q3 		$7.07M Sell
288,439
-4,940
-2% -$116K 0.01% 1380
2019
Q2 		$6.78M Buy
293,379
+359
+0.1% +$8.52K 0.01% 1427
2019
Q1 		$7.45M Buy
293,020
+1,738
+0.6% +$39.9K 0.01% 1400
2018
Q4 		$5.35M Sell
291,282
-3,690
-1% -$74.4K 0.01% 1484
2018
Q3 		$6.69M Sell
294,972
-7,206
-2% -$171K 0.01% 1506
2018
Q2 		$7.1M Buy
302,178
+15,860
+6% +$352K 0.01% 1480
2018
Q1 		$6.62M Buy
286,318
+95,994
+50% +$2.4M 0.01% 1455
2017
Q4 		$5.28M Sell
190,324
-5,105
-3% -$199K ﹤0.01% 1546
2017
Q3 		$9.05M Buy
195,429
+771
+0.4% +$33.3K 0.01% 1306
2017
Q2 		$8.05M Buy
194,658
+7,812
+4% +$335K 0.01% 1355
2017
Q1 		$8.32M Buy
186,846
+4,618
+3% +$205K 0.01% 1299
2016
Q4 		$8.18M Buy
182,228
+3,008
+2% +$125K 0.01% 1294
2016
Q3 		$6.88M Buy
179,220
+6,047
+3% +$237K 0.01% 1333
2016
Q2 		$6.26M Buy
173,173
+17,612
+11% +$650K 0.01% 1322
2016
Q1 		$5.71M Buy
155,561
+10,902
+8% +$359K 0.01% 1327
2015
Q4 		$5.11M Buy
144,659
+3,865
+3% +$142K 0.01% 1355
2015
Q3 		$4.83M Buy
140,794
+4,711
+3% +$172K 0.01% 1364
2015
Q2 		$5.36M Buy
136,083
+5,283
+4% +$217K 0.01% 1377
2015
Q1 		$5.65M Buy
130,800
+7,408
+6% +$294K 0.01% 1322
2014
Q4 		$4.84M Buy
123,392
+376
+0.3% +$14.3K 0.01% 1400
2014
Q3 		$4.42M Buy
123,016
+11,139
+10% +$442K 0.01% 1394
2014
Q2 		$4.64M Sell
111,877
-72
-0.1% -$2.84K 0.01% 1419
2014
Q1 		$4.76M Buy
111,949
+5,385
+5% +$221K 0.01% 1387
2013
Q4 		$4.45M Sell
106,564
-1,957
-2% -$75.1K 0.01% 1415
2013
Q3 		$3.91M Buy
108,521
+5,069
+5% +$202K 0.01% 1422
2013
Q2 		$4.11M Buy
+103,452
New +$3.67M 0.01% 1322

Other funds holding ALEX

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Principal Financial Group sold out of Alexander & Baldwin (ALEX) in Q1 2026, closing a stake of 346,791 shares — an estimated $7.16M sold.

Principal Financial Group first reported a position in ALEX in Q2 2013 and held it in 51 quarters. The position peaked at $14.2M in Q3 2021. 1 fund tracked by Wall St. Rank holds ALEX as of Q1 2026.

  • Principal Financial Group reported no remaining Alexander & Baldwin position as of Q1 2026 after selling out during the quarter.
  • Principal Financial Group sold 346,791 Alexander & Baldwin shares in Q1 2026, an estimated $7.16M.
  • Principal Financial Group first reported a position in Alexander & Baldwin in Q2 2013 and held it in 51 quarters.
  • Principal Financial Group's Alexander & Baldwin position peaked at $14.2M in Q3 2021.
  • 1 fund tracked by Wall St. Rank held Alexander & Baldwin as of Q1 2026.

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