Principal Financial Group’s Brookfield Business Partners BBU Stock Holding History

Principal Financial Group’s Portfolio BBU Stock Details BBU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-9,137	Closed	-$214K	–	2175
2024 Q4	$214K	Sell	9,137 -108,052	-92%	-$2.57M	﹤0.01%	2095
2024 Q3	$2.73M	Buy	117,189 +26,947	+30%	+$550K	﹤0.01%	1726
2024 Q2	$1.7M	Buy	90,242 +1,808	+2%	+$34.7K	﹤0.01%	1796
2024 Q1	$1.95M	Buy	88,434 +23,258	+36%	+$499K	﹤0.01%	1782
2023 Q4	$1.34M	Hold	65,176	–	–	﹤0.01%	1807
2023 Q3	$991K	Buy	65,176 +28,541	+78%	+$477K	﹤0.01%	1841
2023 Q2	$631K	Buy	36,635 +12,609	+52%	+$230K	﹤0.01%	1913
2023 Q1	$447K	Hold	24,026	–	–	﹤0.01%	1989
2022 Q4	$407K	Buy	24,026 +5,332	+29%	+$103K	﹤0.01%	2024
2022 Q3	$364K	Buy	+18,694	New	+$405K	﹤0.01%	2030
2021 Q2	–	Sell	-370,991	Closed	-$9.56M	–	2605
2021 Q1	$9.56M	Sell	370,991 -463,567	-56%	-$11.8M	0.01%	1406
2020 Q4	$20.1M	Sell	834,558 -1,357	-0.2%	-$30K	0.01%	770
2020 Q3	$16.2M	Sell	835,915 -6,870	-0.8%	-$134K	0.01%	782
2020 Q2	$16.7M	Sell	842,785 -35,168	-4%	-$677K	0.01%	750
2020 Q1	$14.3M	Buy	877,953 +7,380	+0.8%	+$179K	0.02%	694
2019 Q4	$23.1M	Buy	870,573 +29,054	+3%	+$754K	0.02%	694
2019 Q3	$21.2M	Buy	841,519 +1,875	+0.2%	+$44.5K	0.02%	719
2019 Q2	$20.6M	Sell	839,644 -2,282	-0.3%	-$56.4K	0.02%	743
2019 Q1	$21.4M	Sell	841,926 -16,370	-2%	-$365K	0.02%	725
2018 Q4	$16.7M	Sell	858,296 -12,039	-1%	-$292K	0.02%	821
2018 Q3	$25.6M	Hold	870,335	–	–	0.02%	696
2018 Q2	$21.4M	Sell	870,335 -3,351	-0.4%	-$82.7K	0.02%	782
2018 Q1	$20.2M	Sell	873,686 -3,580	-0.4%	-$83.9K	0.02%	782
2017 Q4	$19.4M	Buy	877,266 +144,070	+20%	+$2.85M	0.02%	839
2017 Q3	$14M	Sell	733,196 -72,697	-9%	-$1.36M	0.01%	1030
2017 Q2	$14M	Sell	805,893 -10,948	-1%	-$184K	0.01%	1008
2017 Q1	$12.9M	Buy	816,841 +2,964	+0.4%	+$47.5K	0.02%	1035
2016 Q4	$12.6M	Buy	813,877 +134,215	+20%	+$2.11M	0.02%	1029
2016 Q3	$11.5M	Sell	679,662 -9,064	-1%	-$127K	0.02%	1024
2016 Q2	$8.44M	Buy	+688,726	New	+$8.78M	0.01%	1166

Other funds holding BBU

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

OAC

OMERS Administration Corp Toronto, Ontario, Canada $16.7B AUM 35.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PVI

Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

PIC

PCJ Investment Counsel Toronto, Ontario, Canada $348M AUM 54.69% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Principal Financial Group's BBU Position: Q1 2025 in Review

Principal Financial Group sold out of Brookfield Business Partners (BBU) in Q1 2025, closing a stake of 9,137 shares — an estimated $214K sold.

Principal Financial Group first reported a position in BBU in Q2 2016 and held it in 30 quarters. The position peaked at $25.6M in Q3 2018. 60 funds tracked by Wall St. Rank hold BBU as of Q1 2025.

Principal Financial Group reported no remaining Brookfield Business Partners position as of Q1 2025 after selling out during the quarter.
Principal Financial Group sold 9,137 Brookfield Business Partners shares in Q1 2025, an estimated $214K.
Principal Financial Group first reported a position in Brookfield Business Partners in Q2 2016 and held it in 30 quarters.
Principal Financial Group's Brookfield Business Partners position peaked at $25.6M in Q3 2018.
60 funds tracked by Wall St. Rank held Brookfield Business Partners as of Q1 2025.

Based on Principal Financial Group's 13F filing for Q1 2025, filed 28 Apr 2025.