Principal Financial Group
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Principal Financial Group’s Brookfield Asset Management BAM Stock Holding History

Principal Financial Group’s Portfolio BAM Stock Details BAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$566M Buy
12,735,547
+4,872,090
+62% +$238M 0.3% 66
2025
Q4 		$412M Buy
7,863,457
+533,639
+7% +$28.7M 0.21% 93
2025
Q3 		$417M Sell
7,329,818
-376,627
-5% -$22.4M 0.21% 95
2025
Q2 		$426M Sell
7,706,445
-117,948
-2% -$6.33M 0.23% 96
2025
Q1 		$379M Sell
7,824,393
-1,105,973
-12% -$60.3M 0.21% 106
2024
Q4 		$484M Buy
8,930,366
+62,908
+0.7% +$3.4M 0.26% 78
2024
Q3 		$419M Buy
8,867,458
+24,409
+0.3% +$1.02M 0.23% 97
2024
Q2 		$336M Sell
8,843,049
-2,178,151
-20% -$85.6M 0.2% 108
2024
Q1 		$463M Sell
11,021,200
-258,157
-2% -$10.4M 0.27% 81
2023
Q4 		$453M Sell
11,279,357
-464,892
-4% -$15.7M 0.29% 80
2023
Q3 		$392M Sell
11,744,249
-138,981
-1% -$4.69M 0.28% 84
2023
Q2 		$388M Sell
11,883,230
-516,092
-4% -$16.6M 0.27% 91
2023
Q1 		$406M Sell
12,399,322
-55,732
-0.4% -$1.81M 0.29% 87
2022
Q4 		$357M Buy
+12,455,054
New +$375M 0.27% 96

Other funds holding BAM

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
PVI
Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Principal Financial Group increased its Brookfield Asset Management (BAM) stake by 62% in Q1 2026, buying an estimated $238M and bringing the position to 12,735,547 shares worth $566M. The position accounts for 0.3% of the portfolio, ranked #66.

Principal Financial Group first reported a position in BAM in Q4 2022 and has held it in 14 quarters since. 625 funds tracked by Wall St. Rank hold BAM as of Q1 2026.

  • Principal Financial Group held 12,735,547 shares of Brookfield Asset Management worth $566M as of Q1 2026.
  • Principal Financial Group bought 4,872,090 Brookfield Asset Management shares in Q1 2026, an estimated $238M.
  • Brookfield Asset Management made up 0.3% of Principal Financial Group's portfolio in Q1 2026, its #66 holding.
  • Principal Financial Group first reported a position in Brookfield Asset Management in Q4 2022 and has held it in 14 quarters since.
  • 625 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q1 2026.

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