Principal Financial Group
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Principal Financial Group’s Amalgamated Financial AMAL Stock Holding History

Principal Financial Group’s Portfolio AMAL Stock Details AMAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.34M Sell
34,552
-7,671
-18% -$291K ﹤0.01% 1883
2025
Q4 		$1.35M Buy
42,223
+13,260
+46% +$386K ﹤0.01% 1906
2025
Q3 		$786K Sell
28,963
-14,782
-34% -$439K ﹤0.01% 1970
2025
Q2 		$1.36M Buy
43,745
+24,216
+124% +$709K ﹤0.01% 1848
2025
Q1 		$561K Buy
19,529
+537
+3% +$17.6K ﹤0.01% 1923
2024
Q4 		$636K Buy
18,992
+1,722
+10% +$59.2K ﹤0.01% 1930
2024
Q3 		$542K Sell
17,270
-368
-2% -$11.2K ﹤0.01% 1933
2024
Q2 		$483K Buy
17,638
+1,755
+11% +$42.8K ﹤0.01% 1965
2024
Q1 		$381K Buy
15,883
+1,265
+9% +$31.1K ﹤0.01% 2042
2023
Q4 		$394K Buy
14,618
+2,986
+26% +$61.4K ﹤0.01% 2004
2023
Q3 		$200K Buy
+11,632
New +$211K ﹤0.01% 2166
2023
Q2 		– Sell
-17,929
Closed -$317K – 2422
2023
Q1 		$317K Sell
17,929
-1,822
-9% -$40.1K ﹤0.01% 2071
2022
Q4 		$455K Buy
+19,751
New +$479K ﹤0.01% 2001
2020
Q4 		– Sell
-17,408
Closed -$184K – 2417
2020
Q3 		$184K Buy
+17,408
New +$203K ﹤0.01% 2221

Other funds holding AMAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Principal Financial Group reduced its Amalgamated Financial (AMAL) stake by 18% in Q1 2026, selling an estimated $291K and leaving 34,552 shares worth $1.34M. The position accounts for ﹤0.01% of the portfolio, ranked #1883.

Principal Financial Group first reported a position in AMAL in Q3 2020 and has held it in 14 quarters since. The position peaked at $1.36M in Q2 2025. 176 funds tracked by Wall St. Rank hold AMAL as of Q1 2026.

  • Principal Financial Group held 34,552 shares of Amalgamated Financial worth $1.34M as of Q1 2026.
  • Principal Financial Group sold 7,671 Amalgamated Financial shares in Q1 2026, an estimated $291K.
  • Amalgamated Financial made up ﹤0.01% of Principal Financial Group's portfolio in Q1 2026, its #1883 holding.
  • Principal Financial Group first reported a position in Amalgamated Financial in Q3 2020 and has held it in 14 quarters since.
  • Principal Financial Group's Amalgamated Financial position peaked at $1.36M in Q2 2025.
  • 176 funds tracked by Wall St. Rank held Amalgamated Financial as of Q1 2026.

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