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PRINCIPAL FINANCIAL GROUP INC → BAM
PRINCIPAL FINANCIAL GROUP INC BAM Position History
Brookfield Asset Management Ltd. • Financial Services
Quarters held
20
Latest value
$499.5M
Q3 2026
Peak value
$575.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $20.2M |
| Q3 2025 | $454K |
| Q3 2025 | $12K |
| Q3 2025 | $396.7M |
| Q4 2025 | $11K |
| Q4 2025 | $21.3M |
| Q4 2025 | $321K |
| Q4 2025 | $390.4M |
| Q1 2026 | $540.3M |
| Q1 2026 | $15K |
| Q1 2026 | $365K |
| Q1 2026 | $25.4M |
| Q2 2026 | $575.6M |
| Q2 2026 | $31.6M |
| Q2 2026 | $570K |
| Q2 2026 | $22K |
| Q3 2026 | $22K |
| Q3 2026 | $333K |
| Q3 2026 | $28.3M |
| Q3 2026 | $499.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $499.5M | 11.20M | — | — |
| Q3 2026 | $28.3M | 634.1K | — | — |
| Q3 2026 | $333K | 7.5K | — | — |
| Q3 2026 | $22K | 484 | — | — |
| Q2 2026 | $22K | 484 | — | — |
| Q2 2026 | $570K | 12.7K | — | — |
| Q2 2026 | $31.6M | 703.7K | — | — |
| Q2 2026 | $575.6M | 12.83M | — | — |
| Q1 2026 | $25.4M | 571.1K | — | — |
| Q1 2026 | $365K | 8.2K | — | — |
| Q1 2026 | $15K | 343 | — | — |
| Q1 2026 | $540.3M | 12.16M | — | — |
| Q4 2025 | $390.4M | 7.45M | — | — |
| Q4 2025 | $321K | 6.1K | — | — |
| Q4 2025 | $21.3M | 405.6K | — | — |
| Q4 2025 | $11K | 215 | — | — |
| Q3 2025 | $396.7M | 6.97M | — | — |
| Q3 2025 | $12K | 201 | — | — |
| Q3 2025 | $454K | 8.0K | — | — |
| Q3 2025 | $20.2M | 353.9K | — | — |
Other funds holding BAM
$64.2B
$62.4B
$59.1B
$57.8B
$50.6B
$50.1B
$5.8B
$5.8B