Principal Financial Group

Principal Financial Group’s Telus TU Stock Holding History

Principal Financial Group’s Portfolio TU Stock Details TU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-52,400	Closed	-$692K	–	2290
2025 Q4	$692K	Sell	52,400 -4,000	-7%	-$56.3K	﹤0.01%	2010
2025 Q3	$889K	Sell	56,400 -4,900	-8%	-$79.5K	﹤0.01%	1948
2025 Q2	$983K	Sell	61,300 -2,900	-5%	-$45K	﹤0.01%	1889
2025 Q1	$921K	Buy	64,200 +7,900	+14%	+$116K	﹤0.01%	1862
2024 Q4	$763K	Sell	56,300 -21,204	-27%	-$327K	﹤0.01%	1904
2024 Q3	$1.3M	Sell	77,504 -3,000	-4%	-$48.5K	﹤0.01%	1825
2024 Q2	$1.22M	Sell	80,504 -76,900	-49%	-$1.24M	﹤0.01%	1834
2024 Q1	$2.52M	Sell	157,404 -3,100	-2%	-$54.2K	﹤0.01%	1743
2023 Q4	$2.87M	Sell	160,504 -6,631	-4%	-$115K	﹤0.01%	1710
2023 Q3	$2.74M	Sell	167,135 -6,300	-4%	-$111K	﹤0.01%	1704
2023 Q2	$3.38M	Sell	173,435 -5,400	-3%	-$109K	﹤0.01%	1653
2023 Q1	$3.55M	Sell	178,835 -5,189	-3%	-$106K	﹤0.01%	1647
2022 Q4	$3.55M	Sell	184,024 -3,600	-2%	-$74.3K	﹤0.01%	1645
2022 Q3	$3.75M	Buy	187,624 +71,273	+61%	+$1.59M	﹤0.01%	1588
2022 Q2	$2.59M	Sell	116,351 -14,832	-11%	-$367K	﹤0.01%	1751
2022 Q1	$3.43M	Buy	+131,183	New	+$3.24M	﹤0.01%	1770

Other funds holding TU

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Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

1832 Asset Management

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

Manulife (Manufacturers Life Insurance)

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

National Bank of Canada

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