AFFILIATED MANAGERS GROUP

Ticker: AMG CUSIP: 008252108 Class: COM

PRINCIPAL FINANCIAL GROUP INC's Holding History (CIK: 0001126328)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025

Shares 60,503 Value ($000) $17,442 Avg Close $258.45 Range $230.09 - $299.69

Q3 2025

Shares 63,072 Value ($000) $15,038 Avg Close $220.39 Range $194.74 - $250.14

Q2 2025

Shares 64,442 Value ($000) $12,680 Avg Close $173.47 Range $139.20 - $199.47

Q1 2025

Shares 67,381 Value ($000) $11,322 Avg Close $174.30 Range $151.61 - $191.09

Q4 2024

Shares 69,283 Value ($000) $12,812 Avg Close $186.57 Range $173.54 - $199.47

Q3 2024

Shares 69,143 Value ($000) $12,294 Avg Close $169.81 Range $152.32 - $189.75

Q2 2024

Shares 106,116 Value ($000) $16,579 Avg Close $159.16 Range $147.08 - $169.59

Q1 2024

Shares 127,342 Value ($000) $21,326 Avg Close $155.40 Range $145.30 - $167.84

Q4 2023

Shares 124,194 Value ($000) $18,805 Avg Close $134.30 Range $120.16 - $156.31

Q3 2023

Shares 129,334 Value ($000) $16,857 Avg Close $139.81 Range $129.01 - $163.83

Q2 2023

Shares 135,527 Value ($000) $20,314 Avg Close $143.06 Range $135.39 - $151.92

Q1 2023

Shares 149,069 Value ($000) $21,230 Avg Close $157.88 Range $132.31 - $180.50

Q4 2022

Shares 147,745 Value ($000) $23,407 Avg Close $141.36 Range $108.04 - $163.24

Q3 2022

Shares 149,060 Value ($000) $16,672 Avg Close $125.39 Range $109.48 - $141.92

Q2 2022

Shares 152,255 Value ($000) $17,753 Avg Close $128.58 Range $112.28 - $146.71

Q1 2022

Shares 273,309 Value ($000) $38,524 Avg Close $143.53 Range $121.29 - $171.22

Q4 2021

Shares 292,620 Value ($000) $48,139 Avg Close $167.52 Range $146.96 - $191.42

Q3 2021

Shares 142,450 Value ($000) $21,523 Avg Close $163.56 Range $146.02 - $180.77

Q2 2021

Shares 144,829 Value ($000) $22,334 Avg Close $159.33 Range $147.97 - $176.63

Q1 2021

Shares 220,459 Value ($000) $32,855 Avg Close $130.58 Range $98.76 - $153.37

Q4 2020

Shares 200,847 Value ($000) $20,426 Avg Close $86.25 Range $66.34 - $103.21

Q3 2020

Shares 138,533 Value ($000) $9,473 Avg Close $69.80 Range $62.10 - $75.77

Q2 2020

Shares 145,942 Value ($000) $10,881 Avg Close $67.48 Range $53.23 - $82.32

Q1 2020

Shares 151,795 Value ($000) $8,977 Avg Close $74.64 Range $44.30 - $88.80

Q4 2019

Shares 218,413 Value ($000) $18,508 Avg Close $81.44 Range $70.43 - $87.94

Q3 2019

Shares 80,698 Value ($000) $6,726 Avg Close $82.65 Range $73.22 - $92.84

Q2 2019

Shares 82,020 Value ($000) $7,558 Avg Close $96.65 Range $82.01 - $113.84

Q1 2019

Shares 78,345 Value ($000) $8,391 Avg Close $104.33 Range $93.26 - $110.96

Q4 2018

Shares 78,916 Value ($000) $7,690 Avg Close $110.59 Range $86.74 - $136.36

Q3 2018

Shares 80,272 Value ($000) $10,975 Avg Close $144.30 Range $133.37 - $159.64

Q2 2018

Shares 80,682 Value ($000) $11,995 Avg Close $160.74 Range $145.08 - $182.71

Q1 2018

Shares 81,944 Value ($000) $15,535 Avg Close $189.64 Range $169.45 - $211.08

Q4 2017

Shares 84,329 Value ($000) $17,309 Avg Close $188.42 Range $173.99 - $202.01

Q3 2017

Shares 83,340 Value ($000) $15,820 Avg Close $172.79 Range $161.15 - $186.54

Q2 2017

Shares 84,895 Value ($000) $14,081 Avg Close $154.87 Range $144.44 - $164.19

Q1 2017

Shares 86,969 Value ($000) $14,258 Avg Close $153.31 Range $135.07 - $166.39

Q4 2016

Shares 84,993 Value ($000) $12,350 Avg Close $140.58 Range $126.32 - $157.66

Q3 2016

Shares 85,407 Value ($000) $12,359 Avg Close $138.59 Range $126.84 - $143.96

Q2 2016

Shares 84,058 Value ($000) $11,833 Avg Close $158.47 Range $126.98 - $174.12

Q1 2016

Shares 80,353 Value ($000) $13,050 Avg Close $135.06 Range $112.27 - $159.84

Q4 2015

Shares 78,219 Value ($000) $12,496 Avg Close $166.43 Range $137.16 - $184.66

Q3 2015

Shares 77,136 Value ($000) $13,189 Avg Close $190.37 Range $159.30 - $214.73

Q2 2015

Shares 80,844 Value ($000) $17,672 Avg Close $215.27 Range $205.22 - $223.28

Q1 2015

Shares 80,347 Value ($000) $17,257 Avg Close $204.27 Range $185.26 - $214.40

Q4 2014

Shares 78,193 Value ($000) $16,596 Avg Close $192.32 Range $168.87 - $209.59

Q3 2014

Shares 74,733 Value ($000) $14,973 Avg Close $197.54 Range $186.21 - $207.58

Q2 2014

Shares 71,708 Value ($000) $14,729 Avg Close $187.17 Range $171.21 - $199.62

Q1 2014

Shares 143,808 Value ($000) $28,769 Avg Close $190.16 Range $175.09 - $212.40

Q4 2013

Shares 137,559 Value ($000) $29,834 Avg Close $193.15 Range $175.92 - $210.55

Q3 2013

Shares 135,703 Value ($000) $24,785 Avg Close $171.93 Range $151.62 - $183.39

Q2 2013

Shares 132,962 Value ($000) $21,797 Avg Close $153.14 Range $138.12 - $166.12

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	60,503	$17,442	$258.45	$230.09 - $299.69
Q3 2025	63,072	$15,038	$220.39	$194.74 - $250.14
Q2 2025	64,442	$12,680	$173.47	$139.20 - $199.47
Q1 2025	67,381	$11,322	$174.30	$151.61 - $191.09
Q4 2024	69,283	$12,812	$186.57	$173.54 - $199.47
Q3 2024	69,143	$12,294	$169.81	$152.32 - $189.75
Q2 2024	106,116	$16,579	$159.16	$147.08 - $169.59
Q1 2024	127,342	$21,326	$155.40	$145.30 - $167.84
Q4 2023	124,194	$18,805	$134.30	$120.16 - $156.31
Q3 2023	129,334	$16,857	$139.81	$129.01 - $163.83
Q2 2023	135,527	$20,314	$143.06	$135.39 - $151.92
Q1 2023	149,069	$21,230	$157.88	$132.31 - $180.50
Q4 2022	147,745	$23,407	$141.36	$108.04 - $163.24
Q3 2022	149,060	$16,672	$125.39	$109.48 - $141.92
Q2 2022	152,255	$17,753	$128.58	$112.28 - $146.71
Q1 2022	273,309	$38,524	$143.53	$121.29 - $171.22
Q4 2021	292,620	$48,139	$167.52	$146.96 - $191.42
Q3 2021	142,450	$21,523	$163.56	$146.02 - $180.77
Q2 2021	144,829	$22,334	$159.33	$147.97 - $176.63
Q1 2021	220,459	$32,855	$130.58	$98.76 - $153.37
Q4 2020	200,847	$20,426	$86.25	$66.34 - $103.21
Q3 2020	138,533	$9,473	$69.80	$62.10 - $75.77
Q2 2020	145,942	$10,881	$67.48	$53.23 - $82.32
Q1 2020	151,795	$8,977	$74.64	$44.30 - $88.80
Q4 2019	218,413	$18,508	$81.44	$70.43 - $87.94
Q3 2019	80,698	$6,726	$82.65	$73.22 - $92.84
Q2 2019	82,020	$7,558	$96.65	$82.01 - $113.84
Q1 2019	78,345	$8,391	$104.33	$93.26 - $110.96
Q4 2018	78,916	$7,690	$110.59	$86.74 - $136.36
Q3 2018	80,272	$10,975	$144.30	$133.37 - $159.64
Q2 2018	80,682	$11,995	$160.74	$145.08 - $182.71
Q1 2018	81,944	$15,535	$189.64	$169.45 - $211.08
Q4 2017	84,329	$17,309	$188.42	$173.99 - $202.01
Q3 2017	83,340	$15,820	$172.79	$161.15 - $186.54
Q2 2017	84,895	$14,081	$154.87	$144.44 - $164.19
Q1 2017	86,969	$14,258	$153.31	$135.07 - $166.39
Q4 2016	84,993	$12,350	$140.58	$126.32 - $157.66
Q3 2016	85,407	$12,359	$138.59	$126.84 - $143.96
Q2 2016	84,058	$11,833	$158.47	$126.98 - $174.12
Q1 2016	80,353	$13,050	$135.06	$112.27 - $159.84
Q4 2015	78,219	$12,496	$166.43	$137.16 - $184.66
Q3 2015	77,136	$13,189	$190.37	$159.30 - $214.73
Q2 2015	80,844	$17,672	$215.27	$205.22 - $223.28
Q1 2015	80,347	$17,257	$204.27	$185.26 - $214.40
Q4 2014	78,193	$16,596	$192.32	$168.87 - $209.59
Q3 2014	74,733	$14,973	$197.54	$186.21 - $207.58
Q2 2014	71,708	$14,729	$187.17	$171.21 - $199.62
Q1 2014	143,808	$28,769	$190.16	$175.09 - $212.40
Q4 2013	137,559	$29,834	$193.15	$175.92 - $210.55
Q3 2013	135,703	$24,785	$171.93	$151.62 - $183.39
Q2 2013	132,962	$21,797	$153.14	$138.12 - $166.12