Principal Financial Group
APAM icon

Principal Financial Group’s Artisan Partners APAM Stock Holding History

Principal Financial Group’s Portfolio APAM Stock Details APAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.9M Buy
345,126
+1,957
+0.6% +$72K 0.01% 1313
2026
Q1 		$12.5M Sell
343,169
-103,557
-23% -$4.23M 0.01% 1209
2025
Q4 		$18.2M Buy
446,726
+33,337
+8% +$1.42M 0.01% 955
2025
Q3 		$17.9M Buy
413,389
+64,625
+19% +$2.98M 0.01% 931
2025
Q2 		$15.5M Sell
348,764
-544
-0.2% -$21.7K 0.01% 1003
2025
Q1 		$13.7M Buy
349,308
+7,972
+2% +$338K 0.01% 1082
2024
Q4 		$14.7M Buy
341,336
+10,802
+3% +$493K 0.01% 1059
2024
Q3 		$14.3M Sell
330,534
-15,957
-5% -$659K 0.01% 1059
2024
Q2 		$14.3M Sell
346,491
-9,763
-3% -$421K 0.01% 1066
2024
Q1 		$16.3M Buy
356,254
+680
+0.2% +$29.2K 0.01% 1053
2023
Q4 		$15.7M Sell
355,574
-10,397
-3% -$392K 0.01% 1046
2023
Q3 		$13.7M Sell
365,971
-22,573
-6% -$875K 0.01% 1044
2023
Q2 		$15.3M Buy
388,544
+381,837
+5,693% +$13.2M 0.01% 1014
2023
Q1 		$214K Buy
+6,707
New +$225K ﹤0.01% 2167
2022
Q4 		– Sell
-7,864
Closed -$212K – 2446
2022
Q3 		$212K Buy
7,864
+686
+10% +$24.1K ﹤0.01% 2190
2022
Q2 		$255K Sell
7,178
-3,452
-32% -$126K ﹤0.01% 2229
2022
Q1 		$418K Buy
10,630
+675
+7% +$27.4K ﹤0.01% 2160
2021
Q4 		$474K Sell
9,955
-2,327
-19% -$112K ﹤0.01% 2137
2021
Q3 		$601K Buy
12,282
+2,922
+31% +$147K ﹤0.01% 2124
2021
Q2 		$476K Buy
9,360
+1,013
+12% +$53.2K ﹤0.01% 2228
2021
Q1 		$435K Buy
8,347
+525
+7% +$26.8K ﹤0.01% 2193
2020
Q4 		$394K Buy
7,822
+1,884
+32% +$85.6K ﹤0.01% 2178
2020
Q3 		$232K Sell
5,938
-1,419
-19% -$52K ﹤0.01% 2169
2020
Q2 		$239K Sell
7,357
-30,739
-81% -$852K ﹤0.01% 2140
2020
Q1 		$819K Sell
38,096
-5,538
-13% -$166K ﹤0.01% 1770
2019
Q4 		$1.41M Sell
43,634
-15,788
-27% -$456K ﹤0.01% 1780
2019
Q3 		$1.68M Buy
59,422
+13,301
+29% +$372K ﹤0.01% 1750
2019
Q2 		$1.27M Buy
+46,121
New +$1.23M ﹤0.01% 1808
2018
Q4 		– Sell
-43,019
Closed -$1.39M – 2242
2018
Q3 		$1.39M Buy
43,019
+3,531
+9% +$115K ﹤0.01% 1798
2018
Q2 		$1.19M Sell
39,488
-16,782
-30% -$545K ﹤0.01% 1820
2018
Q1 		$1.87M Sell
56,270
-309,716
-85% -$11.2M ﹤0.01% 1745
2017
Q4 		$14.5M Buy
365,986
+357,245
+4,087% +$13.2M 0.01% 1032
2017
Q3 		$285K Sell
8,741
-975
-10% -$30.3K ﹤0.01% 2036
2017
Q2 		$298K Sell
9,716
-33,946
-78% -$975K ﹤0.01% 2048
2017
Q1 		$1.21M Sell
43,662
-6,682
-13% -$192K ﹤0.01% 1792
2016
Q4 		$1.5M Buy
50,344
+41,070
+443% +$1.17M ﹤0.01% 1753
2016
Q3 		$252K Sell
9,274
-625
-6% -$17.1K ﹤0.01% 1987
2016
Q2 		$274K Buy
9,899
+2,453
+33% +$77.3K ﹤0.01% 1958
2016
Q1 		$230K Buy
7,446
+479
+7% +$14K ﹤0.01% 1989
2015
Q4 		$251K Buy
6,967
+203
+3% +$7.5K ﹤0.01% 1992
2015
Q3 		$238K Buy
+6,764
New +$292K ﹤0.01% 1990

Other funds holding APAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

Principal Financial Group's APAM Position: Q2 2026 in Review

Principal Financial Group increased its Artisan Partners (APAM) stake by 0.57% in Q2 2026, buying an estimated $72K and bringing the position to 345,126 shares worth $11.9M. The position accounts for 0.01% of the portfolio, ranked #1313.

Principal Financial Group first reported a position in APAM in Q3 2015 and has held it in 41 quarters since. The position peaked at $18.2M in Q4 2025. 157 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

  • Principal Financial Group held 345,126 shares of Artisan Partners worth $11.9M as of Q2 2026.
  • Principal Financial Group bought 1,957 Artisan Partners shares in Q2 2026, an estimated $72K.
  • Artisan Partners made up 0.01% of Principal Financial Group's portfolio in Q2 2026, its #1313 holding.
  • Principal Financial Group first reported a position in Artisan Partners in Q3 2015 and has held it in 41 quarters since.
  • Principal Financial Group's Artisan Partners position peaked at $18.2M in Q4 2025.
  • 157 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.