Principal Financial Group

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

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Bank of Montreal

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CIBC World Market

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1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return