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 Q3	$1.1M	Sell	24,587 -39,421	-62%	-$1.91M	﹤0.01%	1933
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

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Principal Financial Group's PBA Position: Q3 2026 in Review

Principal Financial Group reduced its Pembina Pipeline (PBA) stake by 62% in Q3 2026, selling an estimated $1.91M and leaving 24,587 shares worth $1.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1933.

Principal Financial Group first reported a position in PBA in Q1 2022 and has held it in 11 quarters since. The position peaked at $3.4M in Q1 2022. 192 funds tracked by Wall St. Rank hold PBA as of Q3 2026.

Principal Financial Group held 24,587 shares of Pembina Pipeline worth $1.1M as of Q3 2026.
Principal Financial Group sold 39,421 Pembina Pipeline shares in Q3 2026, an estimated $1.91M.
Pembina Pipeline made up ﹤0.01% of Principal Financial Group's portfolio in Q3 2026, its #1933 holding.
Principal Financial Group first reported a position in Pembina Pipeline in Q1 2022 and has held it in 11 quarters since.
Principal Financial Group's Pembina Pipeline position peaked at $3.4M in Q1 2022.
192 funds tracked by Wall St. Rank held Pembina Pipeline as of Q3 2026.

Based on Principal Financial Group's 13F filing for Q3 2026, filed 2 Nov 2026.