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PRINCIPAL FINANCIAL GROUP INC: EFG position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 42,367 EFG 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 42,367 shares
    Change vs previous 13F +15,883 shares

    0.06% of the 13F portfolio, value $5,271,331.

    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 26,484 shares
    Change vs previous 13F +10,727 shares

    0.04% of the 13F portfolio, value $2,949,564.

    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 15,757 shares
    Change vs previous 13F -974 shares

    0.03% of the 13F portfolio, value $1,795,049.

    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 16,731 shares
    Change vs previous 13F -10,808 shares

    0.03% of the 13F portfolio, value $1,905,359.

    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 27,539 shares
    Change vs previous 13F -45,921 shares

    0.06% of the 13F portfolio, value $3,084,399.

    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 73,460 shares
    Change vs previous 13F -11 shares

    0.16% of the 13F portfolio, value $7,113,125.

    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 73,471 shares
    Change vs previous 13F +38,238 shares

    0.16% of the 13F portfolio, value $7,114,190.

    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 35,233 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,792,866.

    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).