Position in STEP
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$14,751,539
-$2,439,733 QoQ
Shares Held
356,662
-1.0% QoQ
Ownership
0.296%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#37
of 273 holders
Holding Since
Sep 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in STEP 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. STEP ranks #24 (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 STEP
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,751,539 | 356,662 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $17,191,272 | 360,253 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $22,326,346 | 347,925 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $31,836,077 | 487,461 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $18,156,436 | 327,143 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $17,211,873 | 329,540 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $25,358,963 | 438,130 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $23,746,130 | 417,845 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $13,378,311 | 291,530 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $954,936 | 26,719 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $950,633 | 29,866 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $693,938 | 21,974 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $418,916 | 16,885 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $593,158 | 24,440 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $738,856 | 29,343 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $452,331 | 18,455 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $985,391 | 37,856 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $1,841,243 | 55,694 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $3,114,465 | 74,921 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $361,843 | 8,486 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $205,333 | 5,969 | Shares | Defined | 2021-08-10 | |
| 2020-09-30 | $1,357,988 | 51,033 | Shares | Defined | 2020-11-06 | |
| No filing history on record for this holder in this stock. | ||||||