Principal Financial Group
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Principal Financial Group’s Golub Capital BDC GBDC Stock Holding History

Principal Financial Group’s Portfolio GBDC Stock Details GBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-99,291
Closed -$1.23M – 2476
2022
Q3 		$1.23M Sell
99,291
-173,452
-64% -$2.36M ﹤0.01% 1808
2022
Q2 		$3.54M Buy
272,743
+34,020
+14% +$487K ﹤0.01% 1667
2022
Q1 		$3.63M Sell
238,723
-112,806
-32% -$1.75M ﹤0.01% 1754
2021
Q4 		$5.43M Buy
+351,529
New +$5.44M ﹤0.01% 1638
2014
Q1 		– Sell
-10,379
Closed -$194K – 2276
2013
Q4 		$194K Buy
+10,379
New +$181K ﹤0.01% 2157
2013
Q3 		– Sell
-10,519
Closed -$180K – 2275
2013
Q2 		$180K Buy
+10,519
New +$178K ﹤0.01% 2102

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Principal Financial Group's GBDC Position: Q4 2022 in Review

Principal Financial Group sold out of Golub Capital BDC (GBDC) in Q4 2022, closing a stake of 99,291 shares — an estimated $1.23M sold.

Principal Financial Group first reported a position in GBDC in Q2 2013 and held it in 6 quarters. The position peaked at $5.43M in Q4 2021. 252 funds tracked by Wall St. Rank hold GBDC as of Q4 2022.

  • Principal Financial Group reported no remaining Golub Capital BDC position as of Q4 2022 after selling out during the quarter.
  • Principal Financial Group sold 99,291 Golub Capital BDC shares in Q4 2022, an estimated $1.23M.
  • Principal Financial Group first reported a position in Golub Capital BDC in Q2 2013 and held it in 6 quarters.
  • Principal Financial Group's Golub Capital BDC position peaked at $5.43M in Q4 2021.
  • 252 funds tracked by Wall St. Rank held Golub Capital BDC as of Q4 2022.

Based on Principal Financial Group's 13F filing for Q4 2022, filed 9 Feb 2023.