Position in PUK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,197,775
-$174,849 QoQ
Shares Held
81,976
-1.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#48
of 282 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PUK Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026AMERIPRISE FINANCIAL INC holds $654,863,605 across 16 Insurance - Life names. PUK ranks #15 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
3,474,206 | $293,952,566 | |
| 2 | GL |
Globe Life Inc.
|
456,874 | $81,634,245 | |
| 3 | PRU |
Prudential Financial Inc
|
576,211 | $62,190,451 | |
| 4 | AFL |
Aflac Inc
|
462,395 | $54,215,813 | |
| 5 | FG |
F&G Annuities & Life, Inc.
|
1,157,776 | $30,785,263 | |
| 6 | UNM |
Unum Group
|
291,213 | $26,034,440 | |
| 7 | CNO |
CNO Financial Group, Inc.
|
461,229 | $23,513,454 | |
| 8 | LNC |
Lincoln National Corp
|
618,888 | $21,877,689 |
All Filings in PUK
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,197,775 | 81,976 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $2,372,624 | 83,455 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $3,003,296 | 96,507 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $3,298,956 | 117,862 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,925,688 | 116,934 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $3,207,111 | 149,168 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $268,570 | 14,660 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $203,702 | 10,571 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $399,115 | 17,778 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $323,056 | 14,738 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $502,509 | 17,744 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $534,194 | 19,539 | Shares | Defined | 2023-05-22 | |
| 2022-12-31 | $542,371 | 19,737 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $453,258 | 22,754 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $436,711 | 17,392 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $545,927 | 18,456 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $713,973 | 20,737 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $734,310 | 18,742 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $8,816,183 | 231,396 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $9,356,621 | 219,176 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $7,646,320 | 207,049 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $5,971,915 | 208,881 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $5,163,164 | 169,953 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $5,176,066 | 208,881 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||