PRINCIPAL FINANCIAL GROUP INC
Position in APAM — Artisan Partners Asset Management Inc.
CIK 1126328
DES MOINES, IA
Position in APAM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$11,917,200
-$570,719 QoQ
Shares Held
345,126
+0.6% QoQ
Ownership
0.426%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#37
of 380 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in APAM 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. APAM ranks #26 (0.2% 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 APAM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,917,200 | 345,126 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $12,487,919 | 343,169 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $18,199,617 | 446,726 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $17,941,082 | 413,389 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $15,460,707 | 348,764 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $13,657,942 | 349,308 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $14,694,513 | 341,336 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $14,318,731 | 330,534 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $14,299,682 | 346,491 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $16,305,745 | 356,254 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $15,709,258 | 355,574 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $13,694,634 | 365,971 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $15,273,664 | 388,544 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $214,489 | 6,707 | Shares | Defined | 2023-05-09 | |
| 2022-09-30 | $211,777 | 7,864 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $255,321 | 7,178 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $418,290 | 10,630 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $474,256 | 9,955 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $600,835 | 12,282 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $475,675 | 9,360 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $435,462 | 8,347 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $393,759 | 7,822 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $231,522 | 5,938 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $239,102 | 7,357 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $818,683 | 38,096 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||