Principal Financial Group
SOBO

Principal Financial Group’s South Bow Corp SOBO Stock Holding History

Principal Financial Group’s Portfolio SOBO Stock Details SOBO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$798K Sell
22,654
-3,000
-12% -$106K ﹤0.01% 1970
2026
Q1 		$851K Sell
25,654
-5,300
-17% -$161K ﹤0.01% 1972
2025
Q4 		$852K Buy
30,954
+2,500
+9% +$67.9K ﹤0.01% 1979
2025
Q3 		$805K Buy
28,454
+3,000
+12% +$81.6K ﹤0.01% 1960
2025
Q2 		$659K Buy
+25,454
New +$648K ﹤0.01% 1950

Other funds holding SOBO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Principal Financial Group reduced its South Bow Corp (SOBO) stake by 12% in Q2 2026, selling an estimated $106K and leaving 22,654 shares worth $798K. The position accounts for ﹤0.01% of the portfolio, ranked #1970.

Principal Financial Group first reported a position in SOBO in Q2 2025 and has held it in 5 quarters since. The position peaked at $852K in Q4 2025. 303 funds tracked by Wall St. Rank hold SOBO as of Q2 2026.

  • Principal Financial Group held 22,654 shares of South Bow Corp worth $798K as of Q2 2026.
  • Principal Financial Group sold 3,000 South Bow Corp shares in Q2 2026, an estimated $106K.
  • South Bow Corp made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #1970 holding.
  • Principal Financial Group first reported a position in South Bow Corp in Q2 2025 and has held it in 5 quarters since.
  • Principal Financial Group's South Bow Corp position peaked at $852K in Q4 2025.
  • 303 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2026.

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