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
Q2 		$608M Buy
13,551,754
+816,207
+6% +$38.5M 0.3% 73
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 $77B AUM 10.33% 1-Year Est. Return
PVI
Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Principal Financial Group increased its Brookfield Asset Management (BAM) stake by 6.4% in Q2 2026, buying an estimated $38.5M and bringing the position to 13,551,754 shares worth $608M. The position accounts for 0.3% of the portfolio, ranked #73.

Principal Financial Group first reported a position in BAM in Q4 2022 and has held it in 15 quarters since. 620 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

  • Principal Financial Group held 13,551,754 shares of Brookfield Asset Management worth $608M as of Q2 2026.
  • Principal Financial Group bought 816,207 Brookfield Asset Management shares in Q2 2026, an estimated $38.5M.
  • Brookfield Asset Management made up 0.3% of Principal Financial Group's portfolio in Q2 2026, its #73 holding.
  • Principal Financial Group first reported a position in Brookfield Asset Management in Q4 2022 and has held it in 15 quarters since.
  • 620 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

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