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Assetmark Financial Hldg shares owned by Principal Financial Group

Quarter-by-quarter ownership of Assetmark Financial Hldg (AMK) shares owned by Principal Financial Group from 13F filings

Historical chart of Principal Financial Group investment in Assetmark Financial Hldg

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All positions including Assetmark Financial Hldg held by Principal Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Assetmark Financial Hldg by Principal Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $448k 13k 35.41
2023-12-31 $260k 8.7k 29.95