SCHEDULE: Principal Global Investors Discloses 6.9% Stake in Brookfield Infrastructure
Beneficial Ownership Report
Principal Global Investors and Principal Funds, Inc. have filed an amended Schedule 13G, reporting beneficial ownership of 6.9% and 6.0% respectively, in Brookfield Infrastructure Partners L.P. as of September 30, 2025.
Summary
- Principal Global Investors, LLC (PGI) beneficially owns 31,975,602 Limited Partnership Units of Brookfield Infrastructure Partners L.P., representing 6.9% of the class.
- Principal Funds, Inc. (PFI) beneficially owns 27,773,075 Limited Partnership Units, representing 6.0% of the class.
- PFI's ownership is held by the Principal MidCap Fund, a series of Principal Funds, Inc.
- Both PGI and PFI share voting and dispositive power over their respective holdings.
- The securities were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of the issuer.
Sentiment
Score: 5
Explanation: The filing is a routine disclosure of beneficial ownership by institutional investors, indicating a neutral sentiment regarding the issuer's operational performance. The presence of significant institutional holders can be seen as a stable factor.
Positives
- Significant institutional ownership by Principal Global Investors (6.9%) and Principal Funds, Inc. (6.0%) in Brookfield Infrastructure Partners L.P. indicates investor confidence.
- The holdings are stated to be in the ordinary course of business, suggesting a passive investment rather than an activist stance.
Future Outlook
NA
Management Comments
- To the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities.
Industry Context
NA
Stakeholder Impact
- Shareholders: The disclosure of significant institutional ownership by reputable investment firms may provide a sense of stability and confidence in the company's long-term prospects.
Key Dates
| Date | Description |
|---|---|
| 09/30/2025 | Date of event requiring the filing of this statement, representing the beneficial ownership snapshot. |
| 11/04/2025 | Signature date for Principal Global Investors, LLC. |
| 11/06/2025 | Signature date for Principal Funds, Inc. |
Keywords
Brookfield Infrastructure Partners, Limited Partnership Units, Principal Global Investors, Principal Funds Inc, Schedule 13G, Beneficial Ownership, Institutional Investor, Infrastructure, Investment Adviser, Investment Company
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