Principal Financial Group
SB icon

Principal Financial Group’s Safe Bulkers SB Stock Holding History

Principal Financial Group’s Portfolio SB Stock Details SB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-73,107
Closed -$270K – 2303
2025
Q1 		$270K Buy
73,107
+2,120
+3% +$7.72K ﹤0.01% 2011
2024
Q4 		$253K Buy
70,987
+6,534
+10% +$27.3K ﹤0.01% 2068
2024
Q3 		$334K Sell
64,453
-292
-0.5% -$1.5K ﹤0.01% 2013
2024
Q2 		$377K Buy
64,745
+6,056
+10% +$32.6K ﹤0.01% 2018
2024
Q1 		$291K Buy
58,689
+4,353
+8% +$19.2K ﹤0.01% 2093
2023
Q4 		$214K Buy
54,336
+11,016
+25% +$38.8K ﹤0.01% 2154
2023
Q3 		$140K Buy
43,320
+14,001
+48% +$45.2K ﹤0.01% 2220
2023
Q2 		$95.6K Sell
29,319
-14,873
-34% -$52.2K ﹤0.01% 2298
2023
Q1 		$163K Sell
44,192
-5,606
-11% -$18.8K ﹤0.01% 2220
2022
Q4 		$145K Buy
+49,798
New +$138K ﹤0.01% 2245
2014
Q4 		– Sell
-12,754
Closed -$85K – 2208
2014
Q3 		$85K Hold
12,754
– – ﹤0.01% 2155
2014
Q2 		$124K Buy
+12,754
New +$111K ﹤0.01% 2181

Other funds holding SB

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
DA
Denali Advisors San Diego, California $900M AUM 28.25% 1-Year Est. Return

Principal Financial Group's SB Position: Q2 2025 in Review

Principal Financial Group sold out of Safe Bulkers (SB) in Q2 2025, closing a stake of 73,107 shares — an estimated $270K sold.

Principal Financial Group first reported a position in SB in Q2 2014 and held it in 12 quarters. The position peaked at $377K in Q2 2024. 128 funds tracked by Wall St. Rank hold SB as of Q2 2025.

  • Principal Financial Group reported no remaining Safe Bulkers position as of Q2 2025 after selling out during the quarter.
  • Principal Financial Group sold 73,107 Safe Bulkers shares in Q2 2025, an estimated $270K.
  • Principal Financial Group first reported a position in Safe Bulkers in Q2 2014 and held it in 12 quarters.
  • Principal Financial Group's Safe Bulkers position peaked at $377K in Q2 2024.
  • 128 funds tracked by Wall St. Rank held Safe Bulkers as of Q2 2025.

Based on Principal Financial Group's 13F filing for Q2 2025, filed 8 Aug 2025.