Principal Financial Group
BNT

Principal Financial Group’s Brookfield Wealth Solutions BNT Stock Holding History

Principal Financial Group’s Portfolio BNT Stock Details BNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.8M Sell
347,428
-14,960
-4% -$671K 0.01% 1194
2026
Q1 		$15M Sell
362,388
-9,268
-2% -$417K 0.01% 1094
2025
Q4 		$17.1M Sell
371,656
-48,263
-11% -$2.2M 0.01% 994
2025
Q3 		$19.2M Buy
419,919
+6,177
+1% +$274K 0.01% 890
2025
Q2 		$17M Sell
413,742
-9,026
-2% -$334K 0.01% 937
2025
Q1 		$14.7M Sell
422,768
-23,794
-5% -$898K 0.01% 1035
2024
Q4 		$17.1M Sell
446,562
-8,055
-2% -$303K 0.01% 953
2024
Q3 		$16.1M Sell
454,617
-1,086
-0.2% -$34.3K 0.01% 974
2024
Q2 		$12.6M Sell
455,703
-3,266
-0.7% -$90.8K 0.01% 1136
2024
Q1 		$12.8M Sell
458,969
-237
-0.1% -$6.38K 0.01% 1184
2023
Q4 		$12.4M Sell
459,206
-904
-0.2% -$20.5K 0.01% 1176
2023
Q3 		$9.65M Sell
460,110
-543
-0.1% -$12.3K 0.01% 1247
2023
Q2 		$10.4M Buy
460,653
+16,906
+4% +$362K 0.01% 1235
2023
Q1 		$9.76M Sell
443,747
-660
-0.1% -$14.9K 0.01% 1266
2022
Q4 		$9.27M Buy
444,407
+11,253
+3% +$299K 0.01% 1281
2022
Q3 		$11.8M Buy
433,154
+5,114
+1% +$164K 0.01% 1090
2022
Q2 		$12.7M Buy
428,040
+1,608
+0.4% +$53.4K 0.01% 1120
2022
Q1 		$16.3M Buy
426,432
+19,045
+5% +$718K 0.01% 1060
2021
Q4 		$17M Buy
407,387
+33,422
+9% +$1.34M 0.01% 1062
2021
Q3 		$13.9M Sell
373,965
-34,422
-8% -$1.3M 0.01% 1218
2021
Q2 		$14.2M Buy
+408,387
New +$15.5M 0.01% 1227

Other funds holding BNT

PVI
Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Principal Financial Group's BNT Position: Q2 2026 in Review

Principal Financial Group reduced its Brookfield Wealth Solutions (BNT) stake by 4.1% in Q2 2026, selling an estimated $671K and leaving 347,428 shares worth $14.8M. The position accounts for 0.01% of the portfolio, ranked #1194.

Principal Financial Group first reported a position in BNT in Q2 2021 and has held it in 21 quarters since. The position peaked at $19.2M in Q3 2025. 115 funds tracked by Wall St. Rank hold BNT as of Q2 2026.

  • Principal Financial Group held 347,428 shares of Brookfield Wealth Solutions worth $14.8M as of Q2 2026.
  • Principal Financial Group sold 14,960 Brookfield Wealth Solutions shares in Q2 2026, an estimated $671K.
  • Brookfield Wealth Solutions made up 0.01% of Principal Financial Group's portfolio in Q2 2026, its #1194 holding.
  • Principal Financial Group first reported a position in Brookfield Wealth Solutions in Q2 2021 and has held it in 21 quarters since.
  • Principal Financial Group's Brookfield Wealth Solutions position peaked at $19.2M in Q3 2025.
  • 115 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.