Principal Financial Group’s GCM Grosvenor GCMG Stock Holding History

Principal Financial Group’s Portfolio GCMG Stock Details GCMG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-67,248	Closed	-$777K	–	2286
2025 Q2	$777K	Buy	+67,248	New	+$832K	﹤0.01%	1930

Other funds holding GCMG

Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Principal Financial Group's GCMG Position: Q3 2025 in Review

Principal Financial Group sold out of GCM Grosvenor (GCMG) in Q3 2025, closing a stake of 67,248 shares — an estimated $777K sold.

Principal Financial Group first reported a position in GCMG in Q2 2025 and held it in 1 quarter. The position peaked at $777K in Q2 2025. 167 funds tracked by Wall St. Rank hold GCMG as of Q3 2025.

Principal Financial Group reported no remaining GCM Grosvenor position as of Q3 2025 after selling out during the quarter.
Principal Financial Group sold 67,248 GCM Grosvenor shares in Q3 2025, an estimated $777K.
Principal Financial Group first reported a position in GCM Grosvenor in Q2 2025 and held it in 1 quarter.
Principal Financial Group's GCM Grosvenor position peaked at $777K in Q2 2025.
167 funds tracked by Wall St. Rank held GCM Grosvenor as of Q3 2025.

Based on Principal Financial Group's 13F filing for Q3 2025, filed 4 Nov 2025.