Principal Financial Group
BW icon

Principal Financial Group’s Babcock & Wilcox BW Stock Holding History

Principal Financial Group’s Portfolio BW Stock Details BW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-142,364
Closed -$1.16M – 2519
2022
Q1 		$1.16M Buy
142,364
+17,383
+14% +$136K ﹤0.01% 1950
2021
Q4 		$1.13M Buy
+124,981
New +$1M ﹤0.01% 1960
2015
Q4 		– Sell
-1,194
Closed -$201K – 2196
2015
Q3 		$201K Buy
+1,194
New +$220K ﹤0.01% 2034

Other funds holding BW

BRF
B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group's BW Position: Q2 2022 in Review

Principal Financial Group sold out of Babcock & Wilcox (BW) in Q2 2022, closing a stake of 142,364 shares — an estimated $1.16M sold.

Principal Financial Group first reported a position in BW in Q3 2015 and held it in 3 quarters. The position peaked at $1.16M in Q1 2022. 115 funds tracked by Wall St. Rank hold BW as of Q2 2022.

  • Principal Financial Group reported no remaining Babcock & Wilcox position as of Q2 2022 after selling out during the quarter.
  • Principal Financial Group sold 142,364 Babcock & Wilcox shares in Q2 2022, an estimated $1.16M.
  • Principal Financial Group first reported a position in Babcock & Wilcox in Q3 2015 and held it in 3 quarters.
  • Principal Financial Group's Babcock & Wilcox position peaked at $1.16M in Q1 2022.
  • 115 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q2 2022.

Based on Principal Financial Group's 13F filing for Q2 2022, filed 10 Aug 2022.