PRINCIPAL FINANCIAL GROUP INC
Position in BAM — Brookfield Asset Management Ltd.
CIK 1126328
DES MOINES, IA
Position in BAM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$607,796,165
+$41,701,102 QoQ
Shares Held
13,551,754
+6.4% QoQ
Ownership
0.848%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#4
of 618 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAM 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. BAM ranks #3 (9.5% 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.
This page
|
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 BAM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $607,796,165 | 13,551,754 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $566,095,063 | 12,735,547 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $411,966,510 | 7,863,457 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $417,359,835 | 7,329,818 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $426,012,278 | 7,706,445 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $379,091,839 | 7,824,393 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $483,936,532 | 8,930,366 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $419,342,087 | 8,867,458 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $336,478,013 | 8,843,049 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $463,110,823 | 11,021,200 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $453,091,770 | 11,279,357 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $391,553,261 | 11,744,249 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $387,749,794 | 11,883,230 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $405,705,815 | 12,399,322 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $357,086,398 | 12,455,054 | Shares | Defined | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||