Principal Financial Group
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Principal Financial Group’s Bank of Montreal BMO Stock Holding History

Principal Financial Group’s Portfolio BMO Stock Details BMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-13,700
Closed -$1.78M – 2192
2025
Q4 		$1.78M Sell
13,700
-900
-6% -$114K ﹤0.01% 1863
2025
Q3 		$1.9M Sell
14,600
-1,000
-6% -$118K ﹤0.01% 1823
2025
Q2 		$1.73M Sell
15,600
-1,600
-9% -$161K ﹤0.01% 1820
2025
Q1 		$1.64M Sell
17,200
-100
-0.6% -$9.89K ﹤0.01% 1793
2024
Q4 		$1.68M Sell
17,300
-300
-2% -$28.4K ﹤0.01% 1812
2024
Q3 		$1.59M Sell
17,600
-5,400
-23% -$461K ﹤0.01% 1801
2024
Q2 		$1.93M Sell
23,000
-1,200
-5% -$109K ﹤0.01% 1775
2024
Q1 		$2.37M Sell
24,200
-1,000
-4% -$94.4K ﹤0.01% 1752
2023
Q4 		$2.51M Buy
25,200
+8,528
+51% +$712K ﹤0.01% 1739
2023
Q3 		$1.41M Sell
16,672
-1,400
-8% -$123K ﹤0.01% 1802
2023
Q2 		$1.63M Sell
18,072
-1,279
-7% -$113K ﹤0.01% 1785
2023
Q1 		$1.72M Sell
19,351
-1,193
-6% -$113K ﹤0.01% 1785
2022
Q4 		$1.86M Sell
20,544
-500
-2% -$46.3K ﹤0.01% 1774
2022
Q3 		$1.85M Sell
21,044
-17,196
-45% -$1.66M ﹤0.01% 1725
2022
Q2 		$3.67M Sell
38,240
-3,550
-8% -$377K ﹤0.01% 1657
2022
Q1 		$4.92M Buy
+41,790
New +$4.84M ﹤0.01% 1667

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VCM
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CIBC World Market
CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return