PRINCIPAL FINANCIAL GROUP INC SBRA — SABRA HEALTH CARE REIT INC COM

Ownership history in PRINCIPAL FINANCIAL GROUP INC  ·  57 quarters on record

AI Ownership Summary

PRINCIPAL FINANCIAL GROUP INC reported SABRA HEALTH CARE REIT INC COM (SBRA) in 57 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.26% in 2026 Q1. The latest visible filing shows SBRA at 0.26% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SBRA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PRINCIPAL FINANCIAL GROUP INC's position in SABRA HEALTH CARE REIT INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SBRA was reported at 0.26% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.26% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SBRA stock page PRINCIPAL FINANCIAL GROUP INC fund profile PRINCIPAL FINANCIAL GROUP INC full holdings
How PRINCIPAL FINANCIAL GROUP INC held SBRA — position size vs. price
% of Fund (quarterly)    SBRA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 25,052,121 +98,770 +0.4% 0.26% $481.8M 2026-05-04 $20.17
2025 Q4 ADDED — — — 24,953,351 +4,431,897 +21.6% 0.24% $472.6M 2026-02-02 $17.73
2025 Q3 REDUCED — — — 20,521,454 -474,618 -2.3% 0.19% $382.5M 2025-11-04 $17.18
2025 Q2 REDUCED — — — 20,996,072 -681,123 -3.1% 0.20% $387.2M 2025-08-08 $17.60
2025 Q1 REDUCED — — — 21,677,195 -432,488 -2.0% 0.21% $378.7M 2025-04-28 $16.17
2024 Q4 ADDED — — — 22,109,683 +536,247 +2.5% 0.21% $382.9M 2025-01-31 $15.17
2024 Q3 ADDED — — — 21,573,436 +167,069 +0.8% 0.22% $401.5M 2024-10-31 $17.32
2024 Q2 REDUCED — — — 21,406,367 -164,754 -0.8% 0.20% $329.7M 2024-07-29 $14.44
2024 Q1 ADDED — — — 21,571,121 +83,842 +0.4% 0.19% $318.6M 2024-04-29 $12.16
2023 Q4 ADDED — — — 21,487,279 +484,086 +2.3% 0.20% $306.6M 2024-02-07 $10.87
47 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SBRA

As of 2026 Q1 — sorted by position size

Leisure Capital Management 3Y 7Y 4.43% GSI Capital Advisors LLC 3Y 7Y 3.53% H/2 CREDIT MANAGER LP 3Y 3.46% LASALLE INVESTMENT MANAGEMENT SECURITIES LLC 3Y 7Y 2.91% RUSH ISLAND MANAGEMENT, LP 3Y 7Y 2.06% Gilman Hill Asset Management, LLC 3Y 7Y 1.75% Presima Securities ULC 3Y 7Y 1.47% Pensionfund Sabic 3Y 7Y 1.13% Pensionfund PDN 3Y 7Y 1.09% SYSTEMATIC FINANCIAL MANAGEMENT LP 3Y 7Y 0.95%

FAQ About PRINCIPAL FINANCIAL GROUP INC and SBRA

These are the practical questions this page is built to answer before you even open the full history table.

How long has PRINCIPAL FINANCIAL GROUP INC reported owning SBRA?

PRINCIPAL FINANCIAL GROUP INC reported SBRA across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SBRA position in PRINCIPAL FINANCIAL GROUP INC's portfolio?

The largest reported portfolio weight for SBRA was 0.26% in 2026 Q1.

What is the latest reported SBRA position on this page?

The most recent filing on this page is 2026 Q1, when PRINCIPAL FINANCIAL GROUP INC reported 25,052,121 shares, equal to 0.26% of portfolio, with an estimated market value of $481.8M.

What does the chart on this SBRA ownership page compare?

The chart compares PRINCIPAL FINANCIAL GROUP INC's quarterly SBRA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did PRINCIPAL FINANCIAL GROUP INC time their SBRA position?

Based on 13F filing dates vs. subsequent SBRA price moves, PRINCIPAL FINANCIAL GROUP INC correctly timed 28 out of 56 reported position changes (50%). The annualised alpha on SBRA relative to SPY over the holding period was -3.8%.

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