Principal Financial Group
ARI

Principal Financial Group’s Apollo Commercial Real Estate ARI Stock Holding History

Principal Financial Group’s Portfolio ARI Stock Details ARI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-640,301
Closed -$6.76M – 2166
2026
Q1 		$6.76M Sell
640,301
-213,593
-25% -$2.22M ﹤0.01% 1516
2025
Q4 		$8.27M Buy
853,894
+79,740
+10% +$798K ﹤0.01% 1416
2025
Q3 		$7.84M Buy
774,154
+139,336
+22% +$1.42M ﹤0.01% 1410
2025
Q2 		$6.15M Sell
634,818
-2,167
-0.3% -$20.4K ﹤0.01% 1483
2025
Q1 		$6.1M Buy
636,985
+19,871
+3% +$189K ﹤0.01% 1491
2024
Q4 		$5.34M Buy
617,114
+16,040
+3% +$144K ﹤0.01% 1575
2024
Q3 		$5.52M Sell
601,074
-45,235
-7% -$461K ﹤0.01% 1538
2024
Q2 		$6.33M Sell
646,309
-33,663
-5% -$347K ﹤0.01% 1475
2024
Q1 		$7.57M Buy
679,972
+585
+0.1% +$6.56K ﹤0.01% 1430
2023
Q4 		$7.98M Sell
679,387
-24,294
-3% -$260K 0.01% 1398
2023
Q3 		$7.13M Sell
703,681
-37,334
-5% -$406K 0.01% 1390
2023
Q2 		$8.39M Sell
741,015
-45,817
-6% -$462K 0.01% 1334
2023
Q1 		$7.33M Sell
786,832
-3,679
-0.5% -$40.7K 0.01% 1397
2022
Q4 		$8.51M Sell
790,511
-7,735
-1% -$84.5K 0.01% 1325
2022
Q3 		$6.63M Sell
798,246
-18,366
-2% -$211K 0.01% 1387
2022
Q2 		$8.53M Sell
816,612
-67,091
-8% -$823K 0.01% 1343
2022
Q1 		$12.3M Sell
883,703
-5,051
-0.6% -$68K 0.01% 1258
2021
Q4 		$11.7M Sell
888,754
-20,442
-2% -$295K 0.01% 1303
2021
Q3 		$13.5M Buy
909,196
+2,761
+0.3% +$42.2K 0.01% 1242
2021
Q2 		$14.5M Buy
906,435
+7,738
+0.9% +$119K 0.01% 1218
2021
Q1 		$12.6M Buy
898,697
+10,779
+1% +$138K 0.01% 1268
2020
Q4 		$9.92M Sell
887,918
-94,911
-10% -$973K 0.01% 1233
2020
Q3 		$8.86M Sell
982,829
-103,273
-10% -$951K 0.01% 1146
2020
Q2 		$10.7M Sell
1,086,102
-156,272
-13% -$1.33M 0.01% 1026
2020
Q1 		$9.22M Sell
1,242,374
-23,545
-2% -$368K 0.01% 955
2019
Q4 		$23.2M Sell
1,265,919
-21,269
-2% -$393K 0.02% 692
2019
Q3 		$24.7M Buy
1,287,188
+45,203
+4% +$852K 0.02% 629
2019
Q2 		$22.8M Buy
1,241,985
+176,723
+17% +$3.29M 0.02% 680
2019
Q1 		$19.4M Sell
1,065,262
-10,300
-1% -$185K 0.02% 813
2018
Q4 		$17.9M Buy
1,075,562
+23,659
+2% +$437K 0.02% 777
2018
Q3 		$19.8M Buy
1,051,903
+33,564
+3% +$640K 0.02% 863
2018
Q2 		$18.6M Buy
1,018,339
+19,593
+2% +$359K 0.02% 867
2018
Q1 		$18M Buy
998,746
+130,432
+15% +$2.39M 0.02% 861
2017
Q4 		$16M Buy
868,314
+26,802
+3% +$494K 0.01% 975
2017
Q3 		$15.2M Buy
841,512
+5,710
+0.7% +$103K 0.01% 979
2017
Q2 		$15.5M Buy
835,802
+819,637
+5,070% +$15.3M 0.02% 943
2017
Q1 		$304K Buy
16,165
+80
+0.5% +$1.42K ﹤0.01% 2007
2016
Q4 		$267K Buy
16,085
+3,577
+29% +$60K ﹤0.01% 2034
2016
Q3 		$205K Sell
12,508
-581
-4% -$9.55K ﹤0.01% 2039
2016
Q2 		$210K Sell
13,089
-1,368
-9% -$22K ﹤0.01% 2013
2016
Q1 		$236K Buy
14,457
+299
+2% +$4.8K ﹤0.01% 1984
2015
Q4 		$244K Buy
+14,158
New +$241K ﹤0.01% 1999
2015
Q3 		– Sell
-10,934
Closed -$180K – 2186
2015
Q2 		$180K Buy
+10,934
New +$188K ﹤0.01% 2056
2014
Q4 		– Sell
-11,039
Closed -$173K – 2171
2014
Q3 		$173K Hold
11,039
– – ﹤0.01% 2055
2014
Q2 		$182K Buy
11,039
+287
+3% +$4.79K ﹤0.01% 2112
2014
Q1 		$179K Buy
+10,752
New +$179K ﹤0.01% 2156
2013
Q4 		– Sell
-11,629
Closed -$178K – 2277
2013
Q3 		$178K Sell
11,629
-745
-6% -$11.6K ﹤0.01% 2139
2013
Q2 		$196K Buy
+12,374
New +$213K ﹤0.01% 2091

Other funds holding ARI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
NSGL
No Street GP LP San Francisco, California $1.66B AUM 39.91% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return

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

Principal Financial Group sold out of Apollo Commercial Real Estate (ARI) in Q2 2026, closing a stake of 640,301 shares — an estimated $6.76M sold.

Principal Financial Group first reported a position in ARI in Q2 2013 and held it in 48 quarters. The position peaked at $24.7M in Q3 2019. 284 funds tracked by Wall St. Rank hold ARI as of Q2 2026.

  • Principal Financial Group reported no remaining Apollo Commercial Real Estate position as of Q2 2026 after selling out during the quarter.
  • Principal Financial Group sold 640,301 Apollo Commercial Real Estate shares in Q2 2026, an estimated $6.76M.
  • Principal Financial Group first reported a position in Apollo Commercial Real Estate in Q2 2013 and held it in 48 quarters.
  • Principal Financial Group's Apollo Commercial Real Estate position peaked at $24.7M in Q3 2019.
  • 284 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q2 2026.

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