Position in BN
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,344,892,705
-$238,036,568 QoQ
Shares Held
55,057,354
-13.7% QoQ
Ownership
2.47%
of shares outstanding
% of Portfolio
1.22%
of 13F equity value
Holder Rank
#8
of 931 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BN 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. BN ranks #1 (36.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
This page
|
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 BN
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,344,892,705 | 55,057,354 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $2,582,929,273 | 63,823,308 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $2,985,173,134 | 65,050,624 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $3,487,287,100 | 50,849,914 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $3,095,619,313 | 50,050,474 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $2,649,814,430 | 50,559,329 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $3,003,829,953 | 52,285,987 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $3,140,718,507 | 59,091,655 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $2,528,057,343 | 60,858,459 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $2,599,312,832 | 62,080,629 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $2,539,956,272 | 63,308,901 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $1,992,992,383 | 63,734,864 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $1,969,955,831 | 58,542,608 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $1,727,954,857 | 53,020,933 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $1,597,358,732 | 50,774,357 | Shares | Defined | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||