Principal Financial Group
HLN icon

Principal Financial Group’s Haleon HLN Stock Holding History

Principal Financial Group’s Portfolio HLN Stock Details HLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$28.1M Buy
2,803,530
+2,793,333
+27,394% +$29.1M 0.02% 721
2025
Q4 		$103K Buy
+10,197
New +$96.9K ﹤0.01% 2148

Other funds holding HLN

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Principal Financial Group's HLN Position: Q1 2026 in Review

Principal Financial Group increased its Haleon (HLN) stake by 27,394% in Q1 2026, buying an estimated $29.1M and bringing the position to 2,803,530 shares worth $28.1M. The position accounts for 0.02% of the portfolio, ranked #721.

Principal Financial Group first reported a position in HLN in Q4 2025 and has held it in 2 quarters since. 620 funds tracked by Wall St. Rank hold HLN as of Q1 2026.

  • Principal Financial Group held 2,803,530 shares of Haleon worth $28.1M as of Q1 2026.
  • Principal Financial Group bought 2,793,333 Haleon shares in Q1 2026, an estimated $29.1M.
  • Haleon made up 0.02% of Principal Financial Group's portfolio in Q1 2026, its #721 holding.
  • Principal Financial Group first reported a position in Haleon in Q4 2025 and has held it in 2 quarters since.
  • 620 funds tracked by Wall St. Rank held Haleon as of Q1 2026.

Based on Principal Financial Group's 13F filing for Q1 2026, filed 4 May 2026.