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Principal Securities’s Affiliated Managers Group AMG Stock Holding History

Principal Securities’s Portfolio AMG Stock Details AMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-315
Closed -$75K – 1431
2025
Q3 		$75K Buy
315
+213
+209% +$46.9K ﹤0.01% 1746
2025
Q2 		$20K Buy
102
+69
+209% +$12K ﹤0.01% 2319
2025
Q1 		$6.1K Hold
33
– – ﹤0.01% 2706
2024
Q4 		$6.1K Sell
33
-4
-11% -$746 ﹤0.01% 2702
2024
Q3 		$6.58K Buy
37
+31
+517% +$5.26K ﹤0.01% 2582
2024
Q2 		$937 Buy
+6
New +$955 ﹤0.01% 3085

Other funds holding AMG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Principal Securities's AMG Position: Q4 2025 in Review

Principal Securities sold out of Affiliated Managers Group (AMG) in Q4 2025, closing a stake of 315 shares — an estimated $75K sold.

Principal Securities first reported a position in AMG in Q2 2024 and held it in 6 quarters. The position peaked at $75K in Q3 2025. 509 funds tracked by Wall St. Rank hold AMG as of Q4 2025.

  • Principal Securities reported no remaining Affiliated Managers Group position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 315 Affiliated Managers Group shares in Q4 2025, an estimated $75K.
  • Principal Securities first reported a position in Affiliated Managers Group in Q2 2024 and held it in 6 quarters.
  • Principal Securities's Affiliated Managers Group position peaked at $75K in Q3 2025.
  • 509 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.