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
Q2 		$2M Buy
7,435
+3,818
+106% +$930K 0.02% 547
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Principal Securities's AIZ Position: Q2 2026 in Review

Principal Securities increased its Assurant (AIZ) stake by 106% in Q2 2026, buying an estimated $930K and bringing the position to 7,435 shares worth $2M. The position accounts for 0.02% of the portfolio, ranked #547.

Principal Securities first reported a position in AIZ in Q4 2023 and has held it in 11 quarters since. 612 funds tracked by Wall St. Rank hold AIZ as of Q2 2026.

  • Principal Securities held 7,435 shares of Assurant worth $2M as of Q2 2026.
  • Principal Securities bought 3,818 Assurant shares in Q2 2026, an estimated $930K.
  • Assurant made up 0.02% of Principal Securities's portfolio in Q2 2026, its #547 holding.
  • Principal Securities first reported a position in Assurant in Q4 2023 and has held it in 11 quarters since.
  • 612 funds tracked by Wall St. Rank held Assurant as of Q2 2026.

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