Principal Financial Group
SLF icon

Principal Financial Group’s Sun Life Financial SLF Stock Holding History

Principal Financial Group’s Portfolio SLF Stock Details SLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-22,033
Closed -$1.38M – 2280
2025
Q4 		$1.38M Sell
22,033
-1,700
-7% -$103K ﹤0.01% 1905
2025
Q3 		$1.43M Sell
23,733
-1,800
-7% -$108K ﹤0.01% 1870
2025
Q2 		$1.7M Sell
25,533
-1,000
-4% -$61.3K ﹤0.01% 1821
2025
Q1 		$1.52M Buy
26,533
+2,900
+12% +$165K ﹤0.01% 1800
2024
Q4 		$1.4M Buy
23,633
+6,000
+34% +$354K ﹤0.01% 1835
2024
Q3 		$1.02M Sell
17,633
-700
-4% -$36.6K ﹤0.01% 1857
2024
Q2 		$899K Sell
18,333
-1,000
-5% -$50.7K ﹤0.01% 1873
2024
Q1 		$1.06M Buy
19,333
+3,900
+25% +$206K ﹤0.01% 1864
2023
Q4 		$804K Sell
15,433
-10,214
-40% -$503K ﹤0.01% 1870
2023
Q3 		$1.26M Sell
25,647
-600
-2% -$30.1K ﹤0.01% 1815
2023
Q2 		$1.37M Sell
26,247
-1,460
-5% -$71.7K ﹤0.01% 1799
2023
Q1 		$1.29M Buy
27,707
+8,642
+45% +$416K ﹤0.01% 1820
2022
Q4 		$884K Sell
19,065
-4,400
-19% -$195K ﹤0.01% 1876
2022
Q3 		$938K Sell
23,465
-18,722
-44% -$839K ﹤0.01% 1852
2022
Q2 		$1.93M Sell
42,187
-5,942
-12% -$296K ﹤0.01% 1816
2022
Q1 		$2.69M Buy
+48,129
New +$2.65M ﹤0.01% 1820

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

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

Principal Financial Group sold out of Sun Life Financial (SLF) in Q1 2026, closing a stake of 22,033 shares — an estimated $1.38M sold.

Principal Financial Group first reported a position in SLF in Q1 2022 and held it in 16 quarters. The position peaked at $2.69M in Q1 2022. 452 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

  • Principal Financial Group reported no remaining Sun Life Financial position as of Q1 2026 after selling out during the quarter.
  • Principal Financial Group sold 22,033 Sun Life Financial shares in Q1 2026, an estimated $1.38M.
  • Principal Financial Group first reported a position in Sun Life Financial in Q1 2022 and held it in 16 quarters.
  • Principal Financial Group's Sun Life Financial position peaked at $2.69M in Q1 2022.
  • 452 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

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