PRINCIPAL FINANCIAL GROUP INC
Position in VRTS — Virtus Investment Partners, Inc.
CIK 1126328
DES MOINES, IA
Position in VRTS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$4,356,660
+$211,023 QoQ
Shares Held
30,360
-1.6% QoQ
Ownership
0.458%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#30
of 234 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VRTS 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. VRTS ranks #30 (0.1% 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 VRTS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,356,660 | 30,360 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $4,145,637 | 30,857 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $4,937,081 | 30,261 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $5,823,278 | 30,644 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $5,844,345 | 32,218 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $6,830,454 | 39,629 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $8,456,815 | 38,339 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $7,741,690 | 36,962 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $8,553,165 | 37,871 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $9,637,246 | 38,863 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $9,838,906 | 40,697 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $8,232,910 | 40,759 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $8,190,857 | 41,479 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $7,822,743 | 41,088 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $7,964,286 | 41,602 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $7,057,961 | 44,245 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $8,411,104 | 49,182 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $13,398,160 | 55,828 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $17,719,340 | 59,641 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $19,708,422 | 63,510 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $17,613,117 | 63,409 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $13,725,411 | 58,282 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $12,545,638 | 57,814 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $9,007,813 | 64,968 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $7,119,390 | 61,221 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $4,228,062 | 55,552 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||