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PRINCIPAL FINANCIAL GROUP INC: CGMU position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 539,112 CGMU 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 539,112 shares
    Change vs previous 13F +40,527 shares

    0.18% of the 13F portfolio, value $14,809,395.

    13F-HR 0000012600-26-000012 filed by PRINCIPAL SECURITIES, 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 498,585 shares
    Change vs previous 13F +60,595 shares

    0.2% of the 13F portfolio, value $13,536,584.

    13F-HR 0000012600-26-000009 filed by PRINCIPAL SECURITIES, 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 437,990 shares
    Change vs previous 13F +135,912 shares

    0.19% of the 13F portfolio, value $11,992,178.

    13F-HR 0000012600-26-000001 filed by PRINCIPAL SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 302,078 shares
    Change vs previous 13F +59,603 shares

    0.14% of the 13F portfolio, value $8,243,696.

    13F-HR 0000012600-25-000011 filed by PRINCIPAL SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 242,475 shares
    Change vs previous 13F +76,819 shares

    0.12% of the 13F portfolio, value $6,471,668.

    13F-HR 0000012600-25-000009 filed by PRINCIPAL SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 165,656 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $4,459,464.

    13F-HR 0000012600-25-000006 filed by PRINCIPAL SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 165,656 shares
    Change vs previous 13F +22,832 shares

    0.1% of the 13F portfolio, value $4,459,464.

    13F-HR 0000012600-25-000001 filed by PRINCIPAL SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 142,824 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,921,936.

    13F-HR 0000012600-24-000011 filed by PRINCIPAL SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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