Principal Financial Group
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Principal Financial Group’s Amerant Bancorp AMTB Stock Holding History

Principal Financial Group’s Portfolio AMTB Stock Details AMTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.21M Buy
+55,095
New +$1.18M ﹤0.01% 1899
2022
Q4 		– Sell
-10,152
Closed -$252K – 2445
2022
Q3 		$252K Sell
10,152
-11,133
-52% -$303K ﹤0.01% 2138
2022
Q2 		$598K Buy
+21,285
New +$604K ﹤0.01% 2014

Other funds holding AMTB

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PFPGI
Patriot Financial Partners GP II Radnor, Pennsylvania $388M AUM
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
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Principal Financial Group opened a new position in Amerant Bancorp (AMTB) in Q1 2026: 55,095 shares worth $1.21M. The stake represents ﹤0.01% of the portfolio and ranks #1899 among its holdings. This is a return to the name: Principal Financial Group previously reported a position in AMTB as recently as Q3 2022.

Principal Financial Group first reported a position in AMTB in Q2 2022 and has held it in 3 quarters since. 150 funds tracked by Wall St. Rank hold AMTB as of Q1 2026.

  • Principal Financial Group held 55,095 shares of Amerant Bancorp worth $1.21M as of Q1 2026.
  • Amerant Bancorp was a new Principal Financial Group position in Q1 2026.
  • Amerant Bancorp made up ﹤0.01% of Principal Financial Group's portfolio in Q1 2026, its #1899 holding.
  • Principal Financial Group first reported a position in Amerant Bancorp in Q2 2022 and has held it in 3 quarters since.
  • 150 funds tracked by Wall St. Rank held Amerant Bancorp as of Q1 2026.

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