Principal Financial Group’s Brookfield Business Corp Class A Subordinate Voting Shares BBUC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-20,295	Closed	-$492K	–	2176
2024 Q4	$492K	Sell	20,295 -391	-2%	-$9.97K	﹤0.01%	1967
2024 Q3	$524K	Sell	20,686 -735	-3%	-$16.2K	﹤0.01%	1943
2024 Q2	$437K	Sell	21,421 -2,100	-9%	-$43.8K	﹤0.01%	1985
2024 Q1	$568K	Sell	23,521 -407	-2%	-$9.42K	﹤0.01%	1958
2023 Q4	$557K	Buy	23,928 +250	+1%	+$4.49K	﹤0.01%	1944
2023 Q3	$428K	Sell	23,678 -335	-1%	-$6.43K	﹤0.01%	1982
2023 Q2	$453K	Buy	24,013 +205	+0.9%	+$4.11K	﹤0.01%	1976
2023 Q1	$472K	Sell	23,808 -8,031	-25%	-$160K	﹤0.01%	1975
2022 Q4	$598K	Sell	31,839 -8,348	-21%	-$182K	﹤0.01%	1936
2022 Q3	$888K	Buy	40,187 +31,227	+349%	+$768K	﹤0.01%	1860
2022 Q2	$206K	Buy	+8,960	New	+$242K	﹤0.01%	2295

Other funds holding BBUC

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

OAC

OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

PVI

Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

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

Principal Financial Group sold out of Brookfield Business Corp Class A Subordinate Voting Shares (BBUC) in Q1 2025, closing a stake of 20,295 shares — an estimated $492K sold.

Principal Financial Group first reported a position in BBUC in Q2 2022 and held it in 11 quarters. The position peaked at $888K in Q3 2022. 116 funds tracked by Wall St. Rank hold BBUC as of Q1 2025.

Principal Financial Group reported no remaining Brookfield Business Corp Class A Subordinate Voting Shares position as of Q1 2025 after selling out during the quarter.
Principal Financial Group sold 20,295 Brookfield Business Corp Class A Subordinate Voting Shares shares in Q1 2025, an estimated $492K.
Principal Financial Group first reported a position in Brookfield Business Corp Class A Subordinate Voting Shares in Q2 2022 and held it in 11 quarters.
Principal Financial Group's Brookfield Business Corp Class A Subordinate Voting Shares position peaked at $888K in Q3 2022.
116 funds tracked by Wall St. Rank held Brookfield Business Corp Class A Subordinate Voting Shares as of Q1 2025.

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