Principal Financial Group
ARES icon

Principal Financial Group’s Ares Management ARES Stock Holding History

Principal Financial Group’s Portfolio ARES Stock Details ARES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$450M Buy
4,040,482
+31,191
+0.8% +$3.74M 0.22% 97
2026
Q1 		$437M Buy
4,009,291
+169,598
+4% +$22.5M 0.23% 85
2025
Q4 		$621M Buy
3,839,693
+304,920
+9% +$47.5M 0.32% 67
2025
Q3 		$565M Buy
3,534,773
+94,825
+3% +$17.1M 0.29% 73
2025
Q2 		$596M Buy
3,439,948
+85,916
+3% +$13.6M 0.31% 65
2025
Q1 		$492M Buy
3,354,032
+152,169
+5% +$26.3M 0.28% 81
2024
Q4 		$567M Buy
3,201,863
+352,126
+12% +$60.1M 0.31% 68
2024
Q3 		$444M Buy
2,849,737
+678,549
+31% +$98.5M 0.24% 89
2024
Q2 		$289M Buy
2,171,188
+603,676
+39% +$82.4M 0.17% 123
2024
Q1 		$208M Sell
1,567,512
-440
-0% -$56.2K 0.12% 153
2023
Q4 		$186M Sell
1,567,952
-16,398
-1% -$1.78M 0.12% 158
2023
Q3 		$163M Sell
1,584,350
-5,879
-0.4% -$595K 0.12% 167
2023
Q2 		$153M Sell
1,590,229
-48,126
-3% -$4.16M 0.1% 185
2023
Q1 		$137M Sell
1,638,355
-146,742
-8% -$11.7M 0.1% 198
2022
Q4 		$122M Sell
1,785,097
-46,314
-3% -$3.34M 0.09% 206
2022
Q3 		$113M Sell
1,831,411
-79,899
-4% -$5.59M 0.09% 209
2022
Q2 		$109M Sell
1,911,310
-195,664
-9% -$13.5M 0.08% 215
2022
Q1 		$171M Buy
2,106,974
+67,426
+3% +$5.18M 0.11% 196
2021
Q4 		$165M Sell
2,039,548
-18,136
-0.9% -$1.48M 0.1% 201
2021
Q3 		$152M Buy
2,057,684
+530,172
+35% +$38.2M 0.1% 202
2021
Q2 		$97.1M Buy
1,527,512
+1,516,441
+13,697% +$84.8M 0.06% 263
2021
Q1 		$620K Sell
11,071
-911
-8% -$45.8K ﹤0.01% 2100
2020
Q4 		$564K Sell
11,982
-451
-4% -$20.4K ﹤0.01% 2083
2020
Q3 		$503K Sell
12,433
-2,159
-15% -$86.2K ﹤0.01% 2025
2020
Q2 		$579K Buy
14,592
+7,613
+109% +$269K ﹤0.01% 1937
2020
Q1 		$216K Buy
6,979
+281
+4% +$9.83K ﹤0.01% 2047
2019
Q4 		$239K Sell
6,698
-748
-10% -$23.2K ﹤0.01% 2096
2019
Q3 		$200K Buy
+7,446
New +$213K ﹤0.01% 2144

Other funds holding ARES

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

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

Principal Financial Group increased its Ares Management (ARES) stake by 0.78% in Q2 2026, buying an estimated $3.74M and bringing the position to 4,040,482 shares worth $450M. The position accounts for 0.22% of the portfolio, ranked #97.

Principal Financial Group first reported a position in ARES in Q3 2019 and has held it in 28 quarters since. The position peaked at $621M in Q4 2025. 409 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

  • Principal Financial Group held 4,040,482 shares of Ares Management worth $450M as of Q2 2026.
  • Principal Financial Group bought 31,191 Ares Management shares in Q2 2026, an estimated $3.74M.
  • Ares Management made up 0.22% of Principal Financial Group's portfolio in Q2 2026, its #97 holding.
  • Principal Financial Group first reported a position in Ares Management in Q3 2019 and has held it in 28 quarters since.
  • Principal Financial Group's Ares Management position peaked at $621M in Q4 2025.
  • 409 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

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