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PRINCIPAL FINANCIAL GROUP INC: BDC position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 118,496 BDC 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 118,496 shares
    Change vs previous 13F +3,701 shares

    0.01% of the 13F portfolio, value $14,208,856.

    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 114,795 shares
    Change vs previous 13F +29,045 shares

    0.01% of the 13F portfolio, value $13,181,909.

    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 85,750 shares
    Change vs previous 13F -4,775 shares

    0.01% of the 13F portfolio, value $9,994,163.

    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: 85,750 shares

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

  4. period ended2025-09-30
    13F 90,525 shares
    Change vs previous 13F -1,182 shares

    0.01% of the 13F portfolio, value $10,887,441.

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

    • PRINCIPAL SECURITIES, INC.: 957 shares
    • PRINCIPAL FINANCIAL GROUP INC: 89,568 shares

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

  5. period ended2025-06-30
    13F 91,707 shares
    Change vs previous 13F -18,110 shares

    0.01% of the 13F portfolio, value $10,619,670.

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

    • PRINCIPAL SECURITIES, INC.: 983 shares
    • PRINCIPAL FINANCIAL GROUP INC: 90,724 shares

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

  6. period ended2025-03-31
    13F 109,817 shares
    Change vs previous 13F +648 shares

    0.01% of the 13F portfolio, value $11,024,011.

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

    • PRINCIPAL SECURITIES, INC.: 1,202 shares
    • PRINCIPAL FINANCIAL GROUP INC: 108,615 shares

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

  7. period ended2024-12-31
    13F 109,169 shares
    Change vs previous 13F +412 shares

    0.01% of the 13F portfolio, value $12,293,521.

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

    • PRINCIPAL SECURITIES, INC.: 1,202 shares
    • PRINCIPAL FINANCIAL GROUP INC: 107,967 shares

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

  8. period ended2024-09-30
    13F/A 108,757 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $12,738,707.

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

    • PRINCIPAL SECURITIES, INC.: 1,097 shares
    • PRINCIPAL FINANCIAL GROUP INC: 107,660 shares

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