Principal Financial Group’s Pembina Pipeline PBA Stock Holding History

Principal Financial Group’s Portfolio PBA Stock Details PBA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.96M	Sell	64,008 -7,400	-10%	-$343K	﹤0.01%	1786
2026 Q1	$3.19M	Sell	71,408 -11,900	-14%	-$505K	﹤0.01%	1748
2025 Q4	$3.18M	Buy	83,308 +7,800	+10%	+$300K	﹤0.01%	1750
2025 Q3	$3.05M	Buy	75,508 +4,470	+6%	+$169K	﹤0.01%	1736
2025 Q2	$2.66M	Buy	+71,038	New	+$2.68M	﹤0.01%	1752
2023 Q2	–	Sell	-55,601	Closed	-$1.8M	–	2471
2023 Q1	$1.8M	Sell	55,601 -3,170	-5%	-$107K	﹤0.01%	1783
2022 Q4	$1.99M	Sell	58,771 -1,900	-3%	-$63.7K	﹤0.01%	1759
2022 Q3	$1.85M	Sell	60,671 -18,198	-23%	-$649K	﹤0.01%	1726
2022 Q2	$2.78M	Sell	78,869 -11,540	-13%	-$444K	﹤0.01%	1730
2022 Q1	$3.4M	Buy	+90,409	New	+$3.05M	﹤0.01%	1773

Other funds holding PBA

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Principal Financial Group reduced its Pembina Pipeline (PBA) stake by 10% in Q2 2026, selling an estimated $343K and leaving 64,008 shares worth $2.96M. The position accounts for ﹤0.01% of the portfolio, ranked #1786.

Principal Financial Group first reported a position in PBA in Q1 2022 and has held it in 10 quarters since. The position peaked at $3.4M in Q1 2022. 435 funds tracked by Wall St. Rank hold PBA as of Q2 2026.

Principal Financial Group held 64,008 shares of Pembina Pipeline worth $2.96M as of Q2 2026.
Principal Financial Group sold 7,400 Pembina Pipeline shares in Q2 2026, an estimated $343K.
Pembina Pipeline made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #1786 holding.
Principal Financial Group first reported a position in Pembina Pipeline in Q1 2022 and has held it in 10 quarters since.
Principal Financial Group's Pembina Pipeline position peaked at $3.4M in Q1 2022.
435 funds tracked by Wall St. Rank held Pembina Pipeline as of Q2 2026.

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