Principal Financial Group’s Walgreens Boots Alliance WBA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-782,511	Closed	-$8.98M	–	2347
2025 Q2	$8.98M	Sell	782,511 -25,314	-3%	-$282K	﹤0.01%	1314
2025 Q1	$9.02M	Sell	807,825 -3,346	-0.4%	-$36.3K	0.01%	1320
2024 Q4	$7.57M	Sell	811,171 -74,973	-8%	-$696K	﹤0.01%	1428
2024 Q3	$7.94M	Buy	886,144 +24,974	+3%	+$257K	﹤0.01%	1388
2024 Q2	$10.4M	Buy	861,170 +42,128	+5%	+$714K	0.01%	1241
2024 Q1	$17.8M	Buy	819,042 +10,683	+1%	+$237K	0.01%	992
2023 Q4	$21.1M	Sell	808,359 -18,820	-2%	-$421K	0.01%	834
2023 Q3	$18.4M	Sell	827,179 -8,538	-1%	-$227K	0.01%	853
2023 Q2	$23.8M	Buy	835,717 +7,035	+0.8%	+$229K	0.02%	742
2023 Q1	$28.7M	Buy	828,682 +4,258	+0.5%	+$151K	0.02%	642
2022 Q4	$30.8M	Sell	824,424 -32,307	-4%	-$1.21M	0.02%	581
2022 Q3	$26.9M	Sell	856,731 -49,493	-5%	-$1.83M	0.02%	599
2022 Q2	$34.3M	Sell	906,224 -33,045	-4%	-$1.42M	0.03%	534
2022 Q1	$42.1M	Sell	939,269 -8,330	-0.9%	-$410K	0.03%	509
2021 Q4	$49.4M	Sell	947,599 -21,256	-2%	-$1.03M	0.03%	455
2021 Q3	$45.6M	Buy	968,855 +12,168	+1%	+$587K	0.03%	472
2021 Q2	$50.3M	Buy	956,687 +15,094	+2%	+$812K	0.03%	446
2021 Q1	$51.7M	Sell	941,593 -73,252	-7%	-$3.62M	0.04%	405
2020 Q4	$40.5M	Sell	1,014,845 -50,548	-5%	-$1.96M	0.03%	451
2020 Q3	$38.3M	Sell	1,065,393 -94,358	-8%	-$3.69M	0.03%	417
2020 Q2	$49.2M	Buy	1,159,751 +15,732	+1%	+$668K	0.04%	347
2020 Q1	$52.3M	Sell	1,144,019 -49,757	-4%	-$2.53M	0.06%	310
2019 Q4	$70.4M	Sell	1,193,776 -47,711	-4%	-$2.75M	0.06%	320
2019 Q3	$68.7M	Buy	1,241,487 +1,435	+0.1%	+$76.9K	0.06%	316
2019 Q2	$67.8M	Sell	1,240,052 -36,456	-3%	-$1.94M	0.06%	319
2019 Q1	$80.8M	Buy	1,276,508 +14,410	+1%	+$984K	0.08%	286
2018 Q4	$86.2M	Sell	1,262,098 -167,741	-12%	-$13M	0.09%	252
2018 Q3	$104M	Sell	1,429,839 -2,991	-0.2%	-$203K	0.09%	249
2018 Q2	$86M	Buy	1,432,830 +95,095	+7%	+$6.12M	0.08%	268
2018 Q1	$87.6M	Buy	1,337,735 +3,623	+0.3%	+$259K	0.08%	270
2017 Q4	$96.9M	Sell	1,334,112 -20,771	-2%	-$1.46M	0.09%	266
2017 Q3	$105M	Buy	1,354,883 +51,719	+4%	+$4.14M	0.1%	253
2017 Q2	$102M	Buy	1,303,164 +44,592	+4%	+$3.67M	0.1%	249
2017 Q1	$105M	Buy	1,258,572 +25,061	+2%	+$2.1M	0.13%	178
2016 Q4	$102M	Buy	1,233,511 +7,052	+0.6%	+$583K	0.13%	172
2016 Q3	$98.9M	Sell	1,226,459 -178,818	-13%	-$14.6M	0.13%	168
2016 Q2	$117M	Sell	1,405,277 -366,142	-21%	-$29.5M	0.16%	146
2016 Q1	$149M	Buy	1,771,419 +10,368	+0.6%	+$828K	0.22%	117
2015 Q4	$150M	Buy	1,761,051 +13,789	+0.8%	+$1.17M	0.22%	122
2015 Q3	$145M	Buy	1,747,262 +27,796	+2%	+$2.51M	0.23%	124
2015 Q2	$145M	Buy	1,719,466 +140,466	+9%	+$12.1M	0.22%	129
2015 Q1	$134M	Buy	1,579,000 +210,552	+15%	+$16.8M	0.2%	147
2014 Q4	$104M	Buy	1,368,448 +73,271	+6%	+$4.9M	0.16%	176
2014 Q3	$76.8M	Buy	1,295,177 +13,810	+1%	+$906K	0.13%	200
2014 Q2	$95M	Buy	1,281,367 +207,967	+19%	+$14.5M	0.16%	170
2014 Q1	$70.9M	Buy	1,073,400 +13,793	+1%	+$867K	0.13%	219
2013 Q4	$60.9M	Buy	1,059,607 +10,102	+1%	+$588K	0.11%	234
2013 Q3	$56.5M	Sell	1,049,505 -16,935	-2%	-$851K	0.12%	222
2013 Q2	$47.1M	Buy	+1,066,440	New	+$51.9M	0.1%	239

Other funds holding WBA

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

GCM

Greenland Capital Management New York $500M AUM 40.68% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

BCP

BSN Capital Partners London, United Kingdom $3.93B AUM 13.09% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

PayPay Securities Tokyo, Japan $2.89M AUM 12.57% 1-Year Est. Return