Principal Financial Group’s Affiliated Managers Group AMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $17.4M | Buy |
62,786
+2,283
| +4% | +$688K | 0.01% | 1008 |
|
|
2025
Q4 | $17.4M | Sell |
60,503
-2,569
| -4% | -$664K | 0.01% | 977 |
|
|
2025
Q3 | $15M | Sell |
63,072
-1,370
| -2% | -$302K | 0.01% | 1028 |
|
|
2025
Q2 | $12.7M | Sell |
64,442
-2,939
| -4% | -$510K | 0.01% | 1117 |
|
|
2025
Q1 | $11.3M | Sell |
67,381
-1,902
| -3% | -$332K | 0.01% | 1188 |
|
|
2024
Q4 | $12.8M | Buy |
69,283
+140
| +0.2% | +$26.1K | 0.01% | 1140 |
|
|
2024
Q3 | $12.3M | Sell |
69,143
-36,973
| -35% | -$6.28M | 0.01% | 1146 |
|
|
2024
Q2 | $16.6M | Sell |
106,116
-21,226
| -17% | -$3.38M | 0.01% | 978 |
|
|
2024
Q1 | $21.3M | Buy |
127,342
+3,148
| +3% | +$489K | 0.01% | 880 |
|
|
2023
Q4 | $18.8M | Sell |
124,194
-5,140
| -4% | -$691K | 0.01% | 911 |
|
|
2023
Q3 | $16.9M | Sell |
129,334
-6,193
| -5% | -$866K | 0.01% | 908 |
|
|
2023
Q2 | $20.3M | Sell |
135,527
-13,542
| -9% | -$1.94M | 0.01% | 835 |
|
|
2023
Q1 | $21.2M | Buy |
149,069
+1,324
| +0.9% | +$209K | 0.02% | 815 |
|
|
2022
Q4 | $23.4M | Sell |
147,745
-1,315
| -0.9% | -$186K | 0.02% | 719 |
|
|
2022
Q3 | $16.7M | Sell |
149,060
-3,195
| -2% | -$401K | 0.01% | 894 |
|
|
2022
Q2 | $17.8M | Sell |
152,255
-121,054
| -44% | -$15.6M | 0.01% | 915 |
|
|
2022
Q1 | $38.5M | Sell |
273,309
-19,311
| -7% | -$2.77M | 0.02% | 549 |
|
|
2021
Q4 | $48.1M | Buy |
292,620
+150,170
| +105% | +$25.2M | 0.03% | 474 |
|
|
2021
Q3 | $21.5M | Sell |
142,450
-2,379
| -2% | -$390K | 0.01% | 891 |
|
|
2021
Q2 | $22.3M | Sell |
144,829
-75,630
| -34% | -$12.1M | 0.01% | 887 |
|
|
2021
Q1 | $32.9M | Buy |
220,459
+19,612
| +10% | +$2.56M | 0.02% | 592 |
|
|
2020
Q4 | $20.4M | Buy |
200,847
+62,314
| +45% | +$5.38M | 0.02% | 757 |
|
|
2020
Q3 | $9.47M | Sell |
138,533
-7,409
| -5% | -$518K | 0.01% | 1111 |
|
|
2020
Q2 | $10.9M | Sell |
145,942
-5,853
| -4% | -$396K | 0.01% | 1016 |
|
|
2020
Q1 | $8.98M | Sell |
151,795
-66,618
| -31% | -$4.99M | 0.01% | 968 |
|
|
2019
Q4 | $18.5M | Buy |
218,413
+137,715
| +171% | +$11.3M | 0.02% | 860 |
|
|
2019
Q3 | $6.73M | Sell |
80,698
-1,322
| -2% | -$110K | 0.01% | 1402 |
|
|
2019
Q2 | $7.56M | Buy |
82,020
+3,675
| +5% | +$361K | 0.01% | 1373 |
|
|
2019
Q1 | $8.39M | Sell |
78,345
-571
| -0.7% | -$60.7K | 0.01% | 1337 |
|
|
2018
Q4 | $7.69M | Sell |
78,916
-1,356
| -2% | -$153K | 0.01% | 1311 |
|
|
2018
Q3 | $11M | Sell |
80,272
-410
| -0.5% | -$60.5K | 0.01% | 1272 |
|
|
2018
Q2 | $12M | Sell |
80,682
-1,262
| -2% | -$208K | 0.01% | 1194 |
|
|
2018
Q1 | $15.5M | Sell |
81,944
-2,385
| -3% | -$465K | 0.01% | 968 |
|
|
2017
Q4 | $17.3M | Buy |
84,329
+989
| +1% | +$192K | 0.02% | 921 |
|
|
2017
Q3 | $15.8M | Sell |
83,340
-1,555
| -2% | -$277K | 0.02% | 955 |
|
|
2017
Q2 | $14.1M | Sell |
84,895
-2,074
| -2% | -$331K | 0.01% | 1001 |
|
|
2017
Q1 | $14.3M | Buy |
86,969
+1,976
| +2% | +$313K | 0.02% | 960 |
|
|
2016
Q4 | $12.3M | Sell |
84,993
-414
| -0.5% | -$60.1K | 0.02% | 1043 |
|
|
2016
Q3 | $12.4M | Buy |
85,407
+1,349
| +2% | +$193K | 0.02% | 977 |
|
|
2016
Q2 | $11.8M | Buy |
84,058
+3,705
| +5% | +$606K | 0.02% | 937 |
|
|
2016
Q1 | $13.1M | Buy |
80,353
+2,134
| +3% | +$298K | 0.02% | 823 |
|
|
2015
Q4 | $12.5M | Buy |
78,219
+1,083
| +1% | +$186K | 0.02% | 819 |
|
|
2015
Q3 | $13.2M | Sell |
77,136
-3,708
| -5% | -$729K | 0.02% | 759 |
|
|
2015
Q2 | $17.7M | Buy |
80,844
+497
| +0.6% | +$111K | 0.03% | 640 |
|
|
2015
Q1 | $17.3M | Buy |
80,347
+2,154
| +3% | +$454K | 0.03% | 620 |
|
|
2014
Q4 | $16.6M | Buy |
78,193
+3,460
| +5% | +$687K | 0.03% | 624 |
|
|
2014
Q3 | $15M | Buy |
74,733
+3,025
| +4% | +$617K | 0.03% | 651 |
|
|
2014
Q2 | $14.7M | Sell |
71,708
-72,100
| -50% | -$13.9M | 0.02% | 696 |
|
|
2014
Q1 | $28.8M | Buy |
143,808
+6,249
| +5% | +$1.23M | 0.05% | 379 |
|
|
2013
Q4 | $29.8M | Buy |
137,559
+1,856
| +1% | +$370K | 0.06% | 362 |
|
|
2013
Q3 | $24.8M | Buy |
135,703
+2,741
| +2% | +$487K | 0.05% | 378 |
|
|
2013
Q2 | $21.8M | Buy |
+132,962
| New | +$21M | 0.05% | 406 |
|
Other funds holding AMG
VPM
VCM
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