Principal Financial Group
AAT

Principal Financial Group’s American Assets Trust AAT Stock Holding History

Principal Financial Group’s Portfolio AAT Stock Details AAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.5M Buy
298,898
+1,753
+0.6% +$32.8K ﹤0.01% 1597
2025
Q4 		$5.62M Buy
297,145
+21,151
+8% +$408K ﹤0.01% 1575
2025
Q3 		$5.61M Buy
275,994
+4,316
+2% +$87K ﹤0.01% 1548
2025
Q2 		$5.37M Buy
271,678
+13,151
+5% +$256K ﹤0.01% 1549
2025
Q1 		$5.21M Buy
258,527
+5,229
+2% +$118K ﹤0.01% 1555
2024
Q4 		$6.65M Buy
253,298
+8,969
+4% +$245K ﹤0.01% 1487
2024
Q3 		$6.53M Sell
244,329
-20,603
-8% -$523K ﹤0.01% 1470
2024
Q2 		$5.93M Sell
264,932
-9,557
-3% -$206K ﹤0.01% 1500
2024
Q1 		$6.01M Sell
274,489
-16,711
-6% -$369K ﹤0.01% 1513
2023
Q4 		$6.55M Buy
291,200
+1,562
+0.5% +$30.9K ﹤0.01% 1468
2023
Q3 		$5.63M Sell
289,638
-23,636
-8% -$496K ﹤0.01% 1492
2023
Q2 		$6.01M Sell
313,274
-13,553
-4% -$254K ﹤0.01% 1465
2023
Q1 		$6.08M Sell
326,827
-5,690
-2% -$139K ﹤0.01% 1470
2022
Q4 		$8.81M Sell
332,517
-987,942
-75% -$26.7M 0.01% 1310
2022
Q3 		$34M Sell
1,320,459
-8,518
-0.6% -$244K 0.03% 511
2022
Q2 		$39.5M Sell
1,328,977
-26,255
-2% -$879K 0.03% 492
2022
Q1 		$51.4M Sell
1,355,232
-99,489
-7% -$3.65M 0.03% 438
2021
Q4 		$54.6M Sell
1,454,721
-1,126,720
-44% -$42.4M 0.03% 423
2021
Q3 		$96.6M Sell
2,581,441
-408,480
-14% -$15.5M 0.06% 263
2021
Q2 		$111M Buy
2,989,921
+125,285
+4% +$4.46M 0.07% 245
2021
Q1 		$92.9M Buy
2,864,636
+457,872
+19% +$14.2M 0.07% 268
2020
Q4 		$69.5M Buy
2,406,764
+265,380
+12% +$7.06M 0.05% 316
2020
Q3 		$51.6M Buy
2,141,384
+442,880
+26% +$11.5M 0.04% 338
2020
Q2 		$47.3M Buy
1,698,504
+1,334,111
+366% +$36.5M 0.04% 350
2020
Q1 		$9.11M Sell
364,393
-21,147
-5% -$855K 0.01% 961
2019
Q4 		$17.7M Sell
385,540
-1,658
-0.4% -$77.4K 0.01% 892
2019
Q3 		$18.1M Buy
387,198
+1,557
+0.4% +$73.1K 0.02% 841
2019
Q2 		$18.2M Buy
385,641
+81,397
+27% +$3.74M 0.02% 836
2019
Q1 		$14M Sell
304,244
-2,458
-0.8% -$106K 0.01% 1013
2018
Q4 		$12.3M Sell
306,702
-4,019
-1% -$157K 0.01% 1041
2018
Q3 		$11.6M Sell
310,721
-12,890
-4% -$495K 0.01% 1238
2018
Q2 		$12.4M Sell
323,611
-423
-0.1% -$15K 0.01% 1171
2018
Q1 		$10.8M Buy
324,034
+13,785
+4% +$468K 0.01% 1210
2017
Q4 		$11.9M Sell
310,249
-2,418
-0.8% -$95.1K 0.01% 1166
2017
Q3 		$12.4M Sell
312,667
-7,889
-2% -$317K 0.01% 1094
2017
Q2 		$12.6M Buy
320,556
+5,000
+2% +$205K 0.01% 1082
2017
Q1 		$13.2M Buy
315,556
+13,304
+4% +$570K 0.02% 1024
2016
Q4 		$13M Buy
302,252
+2,533
+0.8% +$103K 0.02% 1005
2016
Q3 		$13M Buy
299,719
+15,509
+5% +$687K 0.02% 942
2016
Q2 		$12.1M Buy
284,210
+3,105
+1% +$125K 0.02% 925
2016
Q1 		$11.2M Buy
281,105
+10,883
+4% +$406K 0.02% 923
2015
Q4 		$10.4M Buy
270,222
+14,176
+6% +$574K 0.02% 924
2015
Q3 		$10.5M Buy
256,046
+22,271
+10% +$896K 0.02% 900
2015
Q2 		$9.17M Sell
233,775
-3,560
-1% -$144K 0.01% 1055
2015
Q1 		$10.3M Buy
237,335
+5,079
+2% +$217K 0.02% 949
2014
Q4 		$9.25M Buy
232,256
+5,206
+2% +$197K 0.01% 1014
2014
Q3 		$7.49M Buy
227,050
+808
+0.4% +$28.1K 0.01% 1093
2014
Q2 		$7.82M Sell
226,242
-155,293
-41% -$5.29M 0.01% 1106
2014
Q1 		$12.9M Buy
381,535
+9,170
+2% +$300K 0.02% 750
2013
Q4 		$11.7M Buy
372,365
+202,726
+120% +$6.49M 0.02% 778
2013
Q3 		$5.17M Buy
169,639
+158,610
+1,438% +$5M 0.01% 1251
2013
Q2 		$340K Buy
+11,029
New +$364K ﹤0.01% 1908

Other funds holding AAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AAI
American Assets Inc San Diego, California $298M AUM 2.03% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
SM
Senvest Management New York $3.01B AUM 35.7% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AAIM
American Assets Investment Management San Diego, California $1.47B AUM 43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Principal Financial Group increased its American Assets Trust (AAT) stake by 0.59% in Q1 2026, buying an estimated $32.8K and bringing the position to 298,898 shares worth $5.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1597.

Principal Financial Group first reported a position in AAT in Q2 2013 and has held it in 52 quarters since. The position peaked at $111M in Q2 2021. 235 funds tracked by Wall St. Rank hold AAT as of Q1 2026.

  • Principal Financial Group held 298,898 shares of American Assets Trust worth $5.5M as of Q1 2026.
  • Principal Financial Group bought 1,753 American Assets Trust shares in Q1 2026, an estimated $32.8K.
  • American Assets Trust made up ﹤0.01% of Principal Financial Group's portfolio in Q1 2026, its #1597 holding.
  • Principal Financial Group first reported a position in American Assets Trust in Q2 2013 and has held it in 52 quarters since.
  • Principal Financial Group's American Assets Trust position peaked at $111M in Q2 2021.
  • 235 funds tracked by Wall St. Rank held American Assets Trust as of Q1 2026.

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