Principal Financial Group
AEL

Principal Financial Group’s American Equity Investment Life Holding Company AEL Stock Holding History

Principal Financial Group’s Portfolio AEL Stock Details AEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-372,138
Closed -$20.9M – 2509
2024
Q1 		$20.9M Sell
372,138
-4,293
-1% -$239K 0.01% 888
2023
Q4 		$21M Buy
376,431
+5,163
+1% +$281K 0.01% 837
2023
Q3 		$19.9M Sell
371,268
-11,954
-3% -$640K 0.01% 805
2023
Q2 		$20M Sell
383,222
-66,462
-15% -$2.67M 0.01% 847
2023
Q1 		$16.4M Sell
449,684
-10,739
-2% -$456K 0.01% 969
2022
Q4 		$21M Sell
460,423
-1,308
-0.3% -$52.7K 0.02% 796
2022
Q3 		$17.2M Sell
461,731
-81,048
-15% -$3.04M 0.01% 864
2022
Q2 		$19.8M Sell
542,779
-7,659
-1% -$292K 0.01% 818
2022
Q1 		$22M Sell
550,438
-4,861
-0.9% -$196K 0.01% 852
2021
Q4 		$21.6M Sell
555,299
-13,437
-2% -$469K 0.01% 899
2021
Q3 		$16.8M Sell
568,736
-35,477
-6% -$1.11M 0.01% 1075
2021
Q2 		$19.5M Buy
604,213
+4,629
+0.8% +$146K 0.01% 995
2021
Q1 		$18.9M Sell
599,584
-33,417
-5% -$995K 0.01% 960
2020
Q4 		$17.5M Sell
633,001
-26,247
-4% -$724K 0.01% 865
2020
Q3 		$14.5M Sell
659,248
-36,211
-5% -$865K 0.01% 848
2020
Q2 		$17.2M Sell
695,459
-7,218
-1% -$151K 0.02% 733
2020
Q1 		$13.2M Sell
702,677
-20,076
-3% -$512K 0.01% 746
2019
Q4 		$21.6M Buy
722,753
+948
+0.1% +$25.7K 0.02% 749
2019
Q3 		$17.5M Sell
721,805
-10,908
-1% -$264K 0.02% 861
2019
Q2 		$19.9M Sell
732,713
-75,988
-9% -$2.17M 0.02% 768
2019
Q1 		$21.9M Sell
808,701
-8,756
-1% -$265K 0.02% 706
2018
Q4 		$22.8M Buy
817,457
+31,259
+4% +$1M 0.02% 632
2018
Q3 		$27.8M Sell
786,198
-497,382
-39% -$18M 0.02% 652
2018
Q2 		$46.2M Buy
1,283,580
+124,956
+11% +$4.03M 0.04% 429
2018
Q1 		$34M Buy
1,158,624
+416,514
+56% +$13.3M 0.03% 519
2017
Q4 		$22.8M Buy
742,110
+55,146
+8% +$1.67M 0.02% 731
2017
Q3 		$20M Sell
686,964
-7,539
-1% -$208K 0.02% 784
2017
Q2 		$18.3M Buy
694,503
+5,690
+0.8% +$139K 0.02% 817
2017
Q1 		$16.3M Buy
688,813
+29,166
+4% +$724K 0.02% 863
2016
Q4 		$14.9M Buy
659,647
+7,217
+1% +$144K 0.02% 900
2016
Q3 		$11.6M Buy
652,430
+57,188
+10% +$944K 0.02% 1021
2016
Q2 		$8.48M Sell
595,242
-445,635
-43% -$6.73M 0.01% 1160
2016
Q1 		$17.5M Buy
1,040,877
+97,605
+10% +$1.58M 0.03% 647
2015
Q4 		$22.7M Sell
943,272
-220
-0% -$5.61K 0.03% 507
2015
Q3 		$22M Buy
943,492
+46,994
+5% +$1.21M 0.03% 507
2015
Q2 		$24.2M Buy
896,498
+406,280
+83% +$11.1M 0.04% 501
2015
Q1 		$14.3M Buy
490,218
+19,817
+4% +$556K 0.02% 721
2014
Q4 		$13.7M Sell
470,401
-27,097
-5% -$705K 0.02% 740
2014
Q3 		$11.4M Sell
497,498
-9,379
-2% -$221K 0.02% 812
2014
Q2 		$12.5M Sell
506,877
-107,312
-17% -$2.48M 0.02% 789
2014
Q1 		$14.5M Sell
614,189
-384,781
-39% -$8.87M 0.03% 681
2013
Q4 		$26.4M Sell
998,970
-217,382
-18% -$4.95M 0.05% 399
2013
Q3 		$25.8M Buy
1,216,352
+703,548
+137% +$13.4M 0.05% 368
2013
Q2 		$8.05M Buy
+512,804
New +$7.96M 0.02% 885

Other funds holding AEL

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
ECM
Everence Capital Management Goshen, Indiana $1.64B AUM 26.46% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Principal Financial Group's AEL Position: Q2 2024 in Review

Principal Financial Group sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 372,138 shares — an estimated $20.9M sold.

Principal Financial Group first reported a position in AEL in Q2 2013 and held it in 44 quarters. The position peaked at $46.2M in Q2 2018. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • Principal Financial Group reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • Principal Financial Group sold 372,138 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $20.9M.
  • Principal Financial Group first reported a position in American Equity Investment Life Holding Company in Q2 2013 and held it in 44 quarters.
  • Principal Financial Group's American Equity Investment Life Holding Company position peaked at $46.2M in Q2 2018.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on Principal Financial Group's 13F filing for Q2 2024, filed 29 Jul 2024.