Principal Financial Group
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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
Q2 		$50.2K Sell
12,243
-260
-2% -$1.19K ﹤0.01% 2131
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 $304B AUM 35.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

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

Principal Financial Group reduced its Burford Capital (BUR) stake by 2.1% in Q2 2026, selling an estimated $1.19K and leaving 12,243 shares worth $50.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2131.

Principal Financial Group first reported a position in BUR in Q2 2024 and has held it in 9 quarters since. The position peaked at $256K in Q2 2024. 234 funds tracked by Wall St. Rank hold BUR as of Q2 2026.

  • Principal Financial Group held 12,243 shares of Burford Capital worth $50.2K as of Q2 2026.
  • Principal Financial Group sold 260 Burford Capital shares in Q2 2026, an estimated $1.19K.
  • Burford Capital made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #2131 holding.
  • Principal Financial Group first reported a position in Burford Capital in Q2 2024 and has held it in 9 quarters since.
  • Principal Financial Group's Burford Capital position peaked at $256K in Q2 2024.
  • 234 funds tracked by Wall St. Rank held Burford Capital as of Q2 2026.

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