Principal Financial Group
AAMI

Principal Financial Group’s Acadian Asset Management AAMI Stock Holding History

Principal Financial Group’s Portfolio AAMI Stock Details AAMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.1M Buy
204,527
+24,885
+14% +$1.31M 0.01% 1268
2025
Q4 		$8.44M Buy
179,642
+26,180
+17% +$1.21M ﹤0.01% 1402
2025
Q3 		$7.39M Buy
153,462
+20,210
+15% +$901K ﹤0.01% 1440
2025
Q2 		$4.7M Sell
133,252
-6,432
-5% -$187K ﹤0.01% 1597
2025
Q1 		$3.61M Buy
139,684
+3,195
+2% +$80.3K ﹤0.01% 1648
2024
Q4 		$3.6M Buy
136,489
+4,804
+4% +$135K ﹤0.01% 1682
2024
Q3 		$3.34M Sell
131,685
-14,459
-10% -$347K ﹤0.01% 1679
2024
Q2 		$3.24M Sell
146,144
-22,226
-13% -$502K ﹤0.01% 1679
2024
Q1 		$3.85M Sell
168,370
-407
-0.2% -$8.77K ﹤0.01% 1650
2023
Q4 		$3.23M Sell
168,777
-5,582
-3% -$98.6K ﹤0.01% 1688
2023
Q3 		$3.38M Sell
174,359
-9,953
-5% -$206K ﹤0.01% 1651
2023
Q2 		$3.86M Sell
184,312
-11,140
-6% -$248K ﹤0.01% 1624
2023
Q1 		$4.61M Sell
195,452
-3,868
-2% -$91K ﹤0.01% 1556
2022
Q4 		$4.1M Sell
199,320
-1,453
-0.7% -$27.4K ﹤0.01% 1595
2022
Q3 		$2.99M Sell
200,773
-1,984
-1% -$35.6K ﹤0.01% 1647
2022
Q2 		$3.65M Sell
202,757
-162,857
-45% -$3.34M ﹤0.01% 1661
2022
Q1 		$8.87M Sell
365,614
-84,059
-19% -$2M 0.01% 1441
2021
Q4 		$11.5M Sell
449,673
-74,384
-14% -$2.09M 0.01% 1314
2021
Q3 		$13.7M Buy
524,057
+2,440
+0.5% +$62.8K 0.01% 1229
2021
Q2 		$12.2M Sell
521,617
-24,454
-4% -$557K 0.01% 1325
2021
Q1 		$11.1M Buy
546,071
+3,837
+0.7% +$75.6K 0.01% 1341
2020
Q4 		$10.5M Buy
542,234
+50,125
+10% +$843K 0.01% 1200
2020
Q3 		$6.35M Sell
492,109
-16,647
-3% -$219K 0.01% 1342
2020
Q2 		$6.34M Buy
+508,756
New +$4.16M 0.01% 1322
2019
Q1 		– Sell
-17,214
Closed -$184K – 2247
2018
Q4 		$184K Sell
17,214
-2,051
-11% -$24.7K ﹤0.01% 2147
2018
Q3 		$239K Buy
19,265
+6,908
+56% +$90.7K ﹤0.01% 2132
2018
Q2 		$176K Buy
+12,357
New +$189K ﹤0.01% 2179
2018
Q1 		– Sell
-15,657
Closed -$262K – 2248
2017
Q4 		$262K Buy
+15,657
New +$248K ﹤0.01% 2075
2017
Q3 		– Sell
-10,513
Closed -$156K – 2247
2017
Q2 		$156K Buy
+10,513
New +$156K ﹤0.01% 2152
2015
Q2 		– Sell
-225,000
Closed -$4.19M – 2220
2015
Q1 		$4.19M Sell
225,000
-411,500
-65% -$6.9M 0.01% 1451
2014
Q4 		$10.3M Buy
+636,500
New +$9.77M 0.02% 932

Other funds holding AAMI

PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group's AAMI Position: Q1 2026 in Review

Principal Financial Group increased its Acadian Asset Management (AAMI) stake by 14% in Q1 2026, buying an estimated $1.31M and bringing the position to 204,527 shares worth $11.1M. The position accounts for 0.01% of the portfolio, ranked #1268.

Principal Financial Group first reported a position in AAMI in Q4 2014 and has held it in 31 quarters since. The position peaked at $13.7M in Q3 2021. 257 funds tracked by Wall St. Rank hold AAMI as of Q1 2026.

  • Principal Financial Group held 204,527 shares of Acadian Asset Management worth $11.1M as of Q1 2026.
  • Principal Financial Group bought 24,885 Acadian Asset Management shares in Q1 2026, an estimated $1.31M.
  • Acadian Asset Management made up 0.01% of Principal Financial Group's portfolio in Q1 2026, its #1268 holding.
  • Principal Financial Group first reported a position in Acadian Asset Management in Q4 2014 and has held it in 31 quarters since.
  • Principal Financial Group's Acadian Asset Management position peaked at $13.7M in Q3 2021.
  • 257 funds tracked by Wall St. Rank held Acadian Asset Management as of Q1 2026.

Based on Principal Financial Group's 13F filing for Q1 2026, filed 4 May 2026.