PRINCIPAL FINANCIAL GROUP INC
Position in AMG — Affiliated Managers Group, Inc.
CIK 1126328
DES MOINES, IA
Position in AMG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$20,286,740
+$2,913,854 QoQ
Shares Held
59,949
-4.5% QoQ
Ownership
0.232%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#60
of 562 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026PRINCIPAL FINANCIAL GROUP INC holds $6,431,474,735 across 34 Asset Management names. AMG ranks #19 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
|
55,057,354 | $2,344,892,705 | |
| 2 | KKR |
KKR & Co. Inc.
|
19,677,109 | $1,805,965,062 | |
| 3 | BAM |
Brookfield Asset Management Ltd.
|
13,551,754 | $607,796,165 | |
| 4 | ARES |
Ares Management Corp
|
4,040,482 | $449,746,049 | |
| 5 | BLK |
BlackRock, Inc.
|
307,521 | $295,699,892 | |
| 6 | AMP |
Ameriprise Financial Inc
|
246,083 | $112,893,036 | |
| 7 | BX |
Blackstone Inc.
|
883,125 | $103,917,318 | |
| 8 | EQH |
Equitable Holdings, Inc.
|
2,003,499 | $87,913,535 |
All Filings in AMG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,286,740 | 59,949 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $17,372,886 | 62,786 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $17,441,804 | 60,503 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $15,038,256 | 63,072 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $12,680,251 | 64,442 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $11,322,029 | 67,381 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $12,811,812 | 69,283 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $12,293,625 | 69,143 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $16,578,501 | 106,116 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $21,325,964 | 127,342 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $18,805,454 | 124,194 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $16,857,393 | 129,334 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $20,314,141 | 135,527 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $21,230,406 | 149,069 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $23,407,240 | 147,745 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $16,672,360 | 149,060 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $17,752,932 | 152,255 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $38,522,902 | 273,309 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $48,138,915 | 292,620 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $21,522,770 | 142,450 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $22,334,079 | 144,829 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $32,855,003 | 220,459 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $20,426,139 | 200,847 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $9,472,886 | 138,533 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $10,881,435 | 145,942 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $8,977,155 | 151,795 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||