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PRINCIPAL FINANCIAL GROUP INC: APAM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PRINCIPAL FINANCIAL GROUP INC on APAM, newest first. How the timeline and the estimate are built.

PRINCIPAL FINANCIAL GROUP INC held 345,126 APAM shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 345,126 shares
    Change vs previous 13F +1,957 shares

    0.01% of the 13F portfolio, value $11,917,201.

    13F-HR 0001126328-26-000178 filed by PRINCIPAL FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 343,169 shares
    Change vs previous 13F -103,557 shares

    0.01% of the 13F portfolio, value $12,487,921.

    13F-HR 0001126328-26-000103 filed by PRINCIPAL FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 446,726 shares
    Change vs previous 13F +31,343 shares

    0.01% of the 13F portfolio, value $18,199,617.

    13F-HR 0001126328-26-000011 filed by PRINCIPAL FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 0 shares
    • PRINCIPAL FINANCIAL GROUP INC: 446,726 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 415,383 shares
    Change vs previous 13F +64,639 shares

    0.01% of the 13F portfolio, value $18,027,623.

    13F-HR 0001126328-25-000057 filed by PRINCIPAL FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 1,994 shares
    • PRINCIPAL FINANCIAL GROUP INC: 413,389 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 350,744 shares
    Change vs previous 13F +76 shares

    0.01% of the 13F portfolio, value $15,548,482.

    13F-HR 0001085146-25-004729 filed by PRINCIPAL FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 1,980 shares
    • PRINCIPAL FINANCIAL GROUP INC: 348,764 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 350,668 shares
    Change vs previous 13F +7,972 shares

    0.01% of the 13F portfolio, value $13,716,491.

    13F-HR 0001085146-25-002396 filed by PRINCIPAL FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 1,360 shares
    • PRINCIPAL FINANCIAL GROUP INC: 349,308 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 342,696 shares
    Change vs previous 13F +10,921 shares

    0.01% of the 13F portfolio, value $14,753,063.

    13F-HR 0001085146-25-000661 filed by PRINCIPAL FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 1,360 shares
    • PRINCIPAL FINANCIAL GROUP INC: 341,336 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 331,775 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $14,372,493.

    13F-HR 0001085146-24-005276 filed by PRINCIPAL FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 1,241 shares
    • PRINCIPAL FINANCIAL GROUP INC: 330,534 shares

    Acceptance time not in the bulk data set (spec §4.2).