Principal Financial Group
BIPC icon

Principal Financial Group’s Brookfield Infrastructure BIPC Stock Holding History

Principal Financial Group’s Portfolio BIPC Stock Details BIPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$133M Sell
3,364,069
-125,906
-4% -$5.77M 0.07% 236
2025
Q4 		$158M Buy
3,489,975
+71,814
+2% +$3.25M 0.08% 214
2025
Q3 		$141M Buy
3,418,161
+33,308
+1% +$1.35M 0.07% 231
2025
Q2 		$141M Buy
3,384,853
+189,924
+6% +$7.31M 0.07% 226
2025
Q1 		$116M Buy
3,194,929
+85,121
+3% +$3.35M 0.06% 242
2024
Q4 		$124M Buy
3,109,808
+376,254
+14% +$15.8M 0.07% 242
2024
Q3 		$119M Sell
2,733,554
-139,400
-5% -$5.42M 0.06% 255
2024
Q2 		$96.7M Buy
2,872,954
+236,355
+9% +$7.87M 0.06% 266
2024
Q1 		$95M Buy
2,636,599
+154,392
+6% +$5.4M 0.06% 282
2023
Q4 		$87.6M Buy
2,482,207
+445,466
+22% +$14.2M 0.06% 279
2023
Q3 		$72M Buy
2,036,741
+346,652
+21% +$14.3M 0.05% 307
2023
Q2 		$77M Buy
1,690,089
+15,394
+0.9% +$699K 0.05% 313
2023
Q1 		$77.1M Sell
1,674,695
-34,479
-2% -$1.5M 0.06% 298
2022
Q4 		$66.5M Sell
1,709,174
-60,173
-3% -$2.56M 0.05% 316
2022
Q3 		$72M Buy
1,769,347
+55,999
+3% +$2.58M 0.06% 280
2022
Q2 		$72.8M Sell
1,713,348
-55,244
-3% -$2.61M 0.05% 298
2022
Q1 		$88.9M Sell
1,768,592
-63,081
-3% -$2.88M 0.06% 280
2021
Q4 		$80.3M Sell
1,831,673
-17,409
-0.9% -$721K 0.05% 307
2021
Q3 		$73.8M Buy
1,849,082
+570,099
+45% +$25M 0.05% 317
2021
Q2 		$64.3M Buy
1,278,983
+47
+0% +$2.27K 0.04% 360
2021
Q1 		$65.1M Sell
1,278,936
-821,517
-39% -$37.1M 0.05% 345
2020
Q4 		$101M Sell
2,100,453
-57,404
-3% -$2.43M 0.08% 252
2020
Q3 		$79.7M Buy
2,157,857
+32,996
+2% +$1.1M 0.07% 272
2020
Q2 		$64.5M Buy
+2,124,861
New +$61.7M 0.06% 298

Other funds holding BIPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Principal Financial Group reduced its Brookfield Infrastructure (BIPC) stake by 3.6% in Q1 2026, selling an estimated $5.77M and leaving 3,364,069 shares worth $133M. The position accounts for 0.07% of the portfolio, ranked #236.

Principal Financial Group first reported a position in BIPC in Q2 2020 and has held it in 24 quarters since. The position peaked at $158M in Q4 2025. 377 funds tracked by Wall St. Rank hold BIPC as of Q1 2026.

  • Principal Financial Group held 3,364,069 shares of Brookfield Infrastructure worth $133M as of Q1 2026.
  • Principal Financial Group sold 125,906 Brookfield Infrastructure shares in Q1 2026, an estimated $5.77M.
  • Brookfield Infrastructure made up 0.07% of Principal Financial Group's portfolio in Q1 2026, its #236 holding.
  • Principal Financial Group first reported a position in Brookfield Infrastructure in Q2 2020 and has held it in 24 quarters since.
  • Principal Financial Group's Brookfield Infrastructure position peaked at $158M in Q4 2025.
  • 377 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q1 2026.

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