Principal Financial Group’s Brookfield BN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.58B	Sell	63,823,308 -1,227,316	-2%	-$54.4M	1.38%	7
2025 Q4	$2.99B	Sell	65,050,624 -11,224,247	-15%	-$512M	1.52%	6
2025 Q3	$3.49B	Buy	76,274,871 +1,199,160	+2%	+$53.1M	1.76%	5
2025 Q2	$3.1B	Sell	75,075,711 -763,283	-1%	-$28.3M	1.64%	5
2025 Q1	$2.65B	Sell	75,838,994 -2,589,987	-3%	-$97.9M	1.49%	6
2024 Q4	$3B	Sell	78,428,981 -10,208,502	-12%	-$385M	1.64%	5
2024 Q3	$3.14B	Sell	88,637,483 -2,650,206	-3%	-$83.6M	1.71%	5
2024 Q2	$2.53B	Sell	91,287,689 -1,833,255	-2%	-$51.1M	1.5%	6
2024 Q1	$2.6B	Sell	93,120,944 -1,842,408	-2%	-$49.7M	1.53%	6
2023 Q4	$2.54B	Sell	94,963,352 -638,944	-0.7%	-$14.5M	1.62%	4
2023 Q3	$1.99B	Buy	95,602,296 +7,788,384	+9%	+$175M	1.43%	5
2023 Q2	$1.97B	Buy	87,813,912 +8,282,512	+10%	+$176M	1.35%	5
2023 Q1	$1.73B	Buy	79,531,400 +3,369,864	+4%	+$75.9M	1.24%	5
2022 Q4	$1.6B	Sell	76,161,536 -10,474,000	-12%	-$235M	1.2%	5
2022 Q3	$1.91B	Buy	86,635,536 +1,498,858	+2%	+$38.8M	1.52%	4
2022 Q2	$2.04B	Buy	85,136,678 +4,551,315	+6%	+$122M	1.51%	4
2022 Q1	$2.46B	Buy	80,585,363 +9,172,653	+13%	+$274M	1.55%	4
2021 Q4	$2.31B	Sell	71,412,710 -2,488,313	-3%	-$78.7M	1.38%	4
2021 Q3	$2.13B	Sell	73,901,023 -660,823	-0.9%	-$19.3M	1.39%	4
2021 Q2	$2.05B	Sell	74,561,846 -2,082,945	-3%	-$53.3M	1.32%	4
2021 Q1	$1.83B	Sell	76,644,791 -1,939,394	-2%	-$43.2M	1.28%	4
2020 Q4	$1.74B	Sell	78,584,185 -3,066,754	-4%	-$61.4M	1.29%	5
2020 Q3	$1.44B	Buy	81,650,939 +4,697,853	+6%	+$84M	1.22%	6
2020 Q2	$1.35B	Buy	76,953,086 +9,589,659	+14%	+$169M	1.19%	6
2020 Q1	$1.06B	Buy	67,363,427 +5,804,454	+9%	+$119M	1.18%	6
2019 Q4	$1.27B	Sell	61,558,973 -1,126,295	-2%	-$22.5M	1.06%	4
2019 Q3	$1.19B	Sell	62,685,268 -648,247	-1%	-$11.7M	1.05%	4
2019 Q2	$1.08B	Buy	63,333,515 +325,499	+0.5%	+$5.51M	0.97%	5
2019 Q1	$1.05B	Sell	63,008,016 -1,751,952	-3%	-$27.3M	0.98%	5
2018 Q4	$886M	Sell	64,759,968 -6,475,496	-9%	-$96.6M	0.94%	5
2018 Q3	$1.13B	Sell	71,235,464 -6,341,258	-8%	-$96.4M	1%	4
2018 Q2	$1.12B	Buy	77,576,722 +59,449	+0.1%	+$849K	1.03%	4
2018 Q1	$1.08B	Buy	77,517,273 +6,417,005	+9%	+$92.9M	1.03%	4
2017 Q4	$1.1B	Buy	71,100,268 +41,427	+0.1%	+$626K	1.02%	3
2017 Q3	$1.05B	Buy	71,058,841 +484,733	+0.7%	+$6.8M	1.02%	3
2017 Q2	$987M	Sell	70,574,108 -1,084,221	-2%	-$14.6M	0.99%	4
2017 Q1	$932M	Buy	71,658,329 +475,484	+0.7%	+$6.03M	1.12%	4
2016 Q4	$838M	Buy	71,182,845 +2,941,577	+4%	+$35.9M	1.06%	4
2016 Q3	$857M	Buy	68,241,268 +4,702,436	+7%	+$57.6M	1.13%	3
2016 Q2	$750M	Buy	63,538,832 +1,161,445	+2%	+$13.9M	1.05%	5
2016 Q1	$762M	Sell	62,377,387 -784,644	-1%	-$8.45M	1.11%	4
2015 Q4	$699M	Buy	63,162,031 +2,074,439	+3%	+$24.3M	1.04%	4
2015 Q3	$674M	Buy	61,087,592 +7,099,658	+13%	+$82.8M	1.06%	4
2015 Q2	$662M	Buy	53,987,934 +5,284,347	+11%	+$67.3M	0.99%	6
2015 Q1	$611M	Buy	48,703,587 +1,639,243	+3%	+$20.3M	0.91%	6
2014 Q4	$552M	Buy	47,064,344 +1,838,143	+4%	+$20.7M	0.86%	6
2014 Q3	$476M	Sell	45,226,201 -29,745	-0.1%	-$320K	0.81%	8
2014 Q2	$466M	Buy	45,255,946 +207,182	+0.5%	+$2.07M	0.78%	8
2014 Q1	$431M	Buy	45,048,764 +6,932,989	+18%	+$63.2M	0.77%	9
2013 Q4	$347M	Buy	38,115,775 +2,503,596	+7%	+$22.8M	0.65%	13
2013 Q3	$312M	Buy	35,612,179 +3,829,714	+12%	+$32.7M	0.64%	14
2013 Q2	$268M	Buy	+31,782,465	New	+$272M	0.59%	16