Principal Financial Group
BUR icon

Principal Financial Group’s Burford Capital BUR Stock Holding History

Principal Financial Group’s Portfolio BUR Stock Details BUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$56.5K Buy
12,503
+1,807
+17% +$15.8K ﹤0.01% 2145
2025
Q4 		$95.4K Sell
10,696
-4,307
-29% -$42.2K ﹤0.01% 2152
2025
Q3 		$179K Buy
15,003
+1,538
+11% +$20.6K ﹤0.01% 2177
2025
Q2 		$192K Buy
13,465
+182
+1% +$2.38K ﹤0.01% 2136
2025
Q1 		$175K Buy
13,283
+2,214
+20% +$31.1K ﹤0.01% 2068
2024
Q4 		$141K Sell
11,069
-2,906
-21% -$39K ﹤0.01% 2131
2024
Q3 		$185K Sell
13,975
-5,673
-29% -$75.3K ﹤0.01% 2112
2024
Q2 		$256K Buy
+19,648
New +$288K ﹤0.01% 2090

Other funds holding BUR

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.01B AUM 13.2% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
BICM
Breach Inlet Capital Management Mt. Pleasant, South Carolina $305M AUM 7.94% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return