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PRINCIPAL FINANCIAL GROUP INC: DOCU position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 440,985 DOCU 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 440,985 shares
    Change vs previous 13F -8,743 shares

    0.01% of the 13F portfolio, value $19,588,553.

    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 449,728 shares
    Change vs previous 13F +6,559 shares

    0.01% of the 13F portfolio, value $21,321,605.

    13F-HR 0001126328-26-000103 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: 449,728 shares

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

  3. period ended2025-12-31
    13F 443,169 shares
    Change vs previous 13F -29,653 shares

    0.01% of the 13F portfolio, value $30,312,759.

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

    • PRINCIPAL SECURITIES, INC.: 11,694 shares
    • PRINCIPAL FINANCIAL GROUP INC: 431,475 shares

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

  4. period ended2025-09-30
    13F 472,822 shares
    Change vs previous 13F -11,327 shares

    0.02% of the 13F portfolio, value $34,085,736.

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

    • PRINCIPAL SECURITIES, INC.: 10,782 shares
    • PRINCIPAL FINANCIAL GROUP INC: 462,040 shares

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

  5. period ended2025-06-30
    13F 484,149 shares
    Change vs previous 13F -52,780 shares

    0.02% of the 13F portfolio, value $37,710,363.

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

    • PRINCIPAL SECURITIES, INC.: 9,309 shares
    • PRINCIPAL FINANCIAL GROUP INC: 474,840 shares

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

  6. period ended2025-03-31
    13F 536,929 shares
    Change vs previous 13F -18,273 shares

    0.02% of the 13F portfolio, value $43,777,806.

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

    • PRINCIPAL SECURITIES, INC.: 8,406 shares
    • PRINCIPAL FINANCIAL GROUP INC: 528,523 shares

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

  7. period ended2024-12-31
    13F 555,202 shares
    Change vs previous 13F +532,198 shares

    0.03% of the 13F portfolio, value $49,934,867.

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

    • PRINCIPAL SECURITIES, INC.: 8,406 shares
    • PRINCIPAL FINANCIAL GROUP INC: 546,796 shares

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

  8. period ended2024-09-30
    13F/A 23,004 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,428,317.

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

    • PRINCIPAL SECURITIES, INC.: 5,516 shares
    • PRINCIPAL FINANCIAL GROUP INC: 17,488 shares

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