Position in IVZ
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$15,343,013
-$4,685,233 QoQ
Shares Held
581,395
-29.5% QoQ
Ownership
0.132%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#69
of 663 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IVZ 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. IVZ ranks #23 (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 IVZ
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,343,013 | 581,395 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $20,028,246 | 824,547 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $20,522,780 | 781,225 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $21,134,713 | 921,304 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $23,163,385 | 1,468,826 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $21,213,181 | 1,398,364 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $8,814,447 | 504,259 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $8,988,085 | 511,850 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $7,410,839 | 495,377 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $8,404,758 | 506,616 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $8,945,992 | 501,457 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $7,379,092 | 508,202 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $9,093,873 | 540,980 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $9,323,121 | 568,483 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $10,290,963 | 572,038 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $8,444,145 | 616,361 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $9,066,414 | 562,084 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $9,727,445 | 421,832 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $9,653,298 | 419,344 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $10,511,983 | 436,001 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $13,146,989 | 491,844 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $12,146,783 | 481,633 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $9,478,903 | 543,827 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $6,091,125 | 533,841 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $6,573,176 | 610,890 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $4,961,357 | 546,405 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||