PS
AIZ icon

Principal Securities’s Assurant AIZ Stock Holding History

Principal Securities’s Portfolio AIZ Stock Details AIZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$788K Sell
3,617
-2,037
-36% -$464K 0.01% 806
2025
Q4 		$1.36M Buy
5,654
+661
+13% +$148K 0.02% 603
2025
Q3 		$1.08M Buy
4,993
+364
+8% +$73.9K 0.02% 644
2025
Q2 		$914K Sell
4,629
-1,090
-19% -$214K 0.02% 639
2025
Q1 		$1.22M Hold
5,719
– – 0.03% 484
2024
Q4 		$1.22M Buy
5,719
+528
+10% +$110K 0.03% 482
2024
Q3 		$1.03M Buy
5,191
+1,670
+47% +$304K 0.03% 516
2024
Q2 		$585K Buy
3,521
+1,371
+64% +$238K 0.02% 647
2024
Q1 		$405K Buy
2,150
+1,324
+160% +$231K 0.01% 755
2023
Q4 		$139K Buy
+826
New +$131K 0.01% 1071

Other funds holding AIZ

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return