Principal Financial Group
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Principal Financial Group’s MasterBrand MBC Stock Holding History

Principal Financial Group’s Portfolio MBC Stock Details MBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.1M Buy
981,208
+364,940
+59% +$3.12M 0.01% 1402
2026
Q1 		$5.12M Buy
616,268
+11,998
+2% +$130K ﹤0.01% 1622
2025
Q4 		$6.67M Sell
604,270
-7,685
-1% -$90K ﹤0.01% 1510
2025
Q3 		$8.06M Sell
611,955
-16,379
-3% -$203K ﹤0.01% 1397
2025
Q2 		$6.87M Sell
628,334
-79,483
-11% -$880K ﹤0.01% 1438
2025
Q1 		$9.24M Buy
707,817
+22,065
+3% +$335K 0.01% 1301
2024
Q4 		$10M Buy
685,752
+25,222
+4% +$430K 0.01% 1296
2024
Q3 		$12.2M Sell
660,530
-16,897
-2% -$275K 0.01% 1148
2024
Q2 		$9.94M Sell
677,427
-25,311
-4% -$419K 0.01% 1265
2024
Q1 		$13.2M Buy
702,738
+41,687
+6% +$661K 0.01% 1163
2023
Q4 		$9.82M Sell
661,051
-30,431
-4% -$390K 0.01% 1294
2023
Q3 		$8.4M Sell
691,482
-41,627
-6% -$511K 0.01% 1318
2023
Q2 		$8.53M Sell
733,109
-43,323
-6% -$415K 0.01% 1325
2023
Q1 		$6.24M Sell
776,432
-19,767
-2% -$174K ﹤0.01% 1457
2022
Q4 		$6.01M Buy
+796,199
New +$6.52M ﹤0.01% 1468

Other funds holding MBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RCM
Redwood Capital Management New York $927M AUM 153.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return

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

Principal Financial Group increased its MasterBrand (MBC) stake by 59% in Q2 2026, buying an estimated $3.12M and bringing the position to 981,208 shares worth $10.1M. The position accounts for 0.01% of the portfolio, ranked #1402.

Principal Financial Group first reported a position in MBC in Q4 2022 and has held it in 15 quarters since. The position peaked at $13.2M in Q1 2024. 345 funds tracked by Wall St. Rank hold MBC as of Q2 2026.

  • Principal Financial Group held 981,208 shares of MasterBrand worth $10.1M as of Q2 2026.
  • Principal Financial Group bought 364,940 MasterBrand shares in Q2 2026, an estimated $3.12M.
  • MasterBrand made up 0.01% of Principal Financial Group's portfolio in Q2 2026, its #1402 holding.
  • Principal Financial Group first reported a position in MasterBrand in Q4 2022 and has held it in 15 quarters since.
  • Principal Financial Group's MasterBrand position peaked at $13.2M in Q1 2024.
  • 345 funds tracked by Wall St. Rank held MasterBrand as of Q2 2026.

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