PRINCIPAL FINANCIAL GROUP INC: IR position timeline

PRINCIPAL FINANCIAL GROUP INC held 396,308 IR 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 396,308 shares

   Change vs previous 13F -11,113 shares

   0.02% of the 13F portfolio, value $32,493,299.

   13F-HR 0001126328-26-000178 filed by PRINCIPAL FINANCIAL GROUP INC
   Filed 2026-08-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   • PRINCIPAL SECURITIES, INC.: 7,364 shares
   • PRINCIPAL FINANCIAL GROUP INC: 388,944 shares

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

2. period ended2026-03-31

   13F 407,421 shares

   Change vs previous 13F -208 shares

   0.02% of the 13F portfolio, value $32,642,562.

   13F-HR 0001126328-26-000103 filed by PRINCIPAL FINANCIAL GROUP INC
   Filed 2026-05-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   • PRINCIPAL SECURITIES, INC.: 7,092 shares
   • PRINCIPAL FINANCIAL GROUP INC: 400,329 shares

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

3. period ended2025-12-31

   13F 407,629 shares

   Change vs previous 13F +5,689 shares

   0.02% of the 13F portfolio, value $32,292,350.

   13F-HR 0001126328-26-000011 filed by PRINCIPAL FINANCIAL GROUP INC
   Filed 2026-02-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   • PRINCIPAL SECURITIES, INC.: 6,384 shares
   • PRINCIPAL FINANCIAL GROUP INC: 401,245 shares

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

4. period ended2025-09-30

   13F 401,940 shares

   Change vs previous 13F -56,027 shares

   0.02% of the 13F portfolio, value $33,208,251.

   13F-HR 0001126328-25-000057 filed by PRINCIPAL FINANCIAL GROUP INC
   Filed 2025-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   • PRINCIPAL SECURITIES, INC.: 7,538 shares
   • PRINCIPAL FINANCIAL GROUP INC: 394,402 shares

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

5. period ended2025-06-30

   13F 457,967 shares

   Change vs previous 13F -4,482 shares

   0.02% of the 13F portfolio, value $38,093,732.

   13F-HR 0001085146-25-004729 filed by PRINCIPAL FINANCIAL GROUP INC
   Filed 2025-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   • PRINCIPAL SECURITIES, INC.: 8,348 shares
   • PRINCIPAL FINANCIAL GROUP INC: 449,619 shares

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

6. period ended2025-03-31

   13F 462,449 shares

   Change vs previous 13F -2,826 shares

   0.02% of the 13F portfolio, value $37,066,877.

   13F-HR 0001085146-25-002396 filed by PRINCIPAL FINANCIAL GROUP INC
   Filed 2025-04-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   • PRINCIPAL SECURITIES, INC.: 5,476 shares
   • PRINCIPAL FINANCIAL GROUP INC: 456,973 shares

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

7. period ended2024-12-31

   13F 465,275 shares

   Change vs previous 13F -6,163 shares

   0.02% of the 13F portfolio, value $42,088,745.

   13F-HR 0001085146-25-000661 filed by PRINCIPAL FINANCIAL GROUP INC
   Filed 2025-01-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   • PRINCIPAL SECURITIES, INC.: 5,476 shares
   • PRINCIPAL FINANCIAL GROUP INC: 459,799 shares

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

8. period ended2024-09-30

   13F/A 471,438 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $46,276,309.

   13F-HR 0001085146-24-005276 filed by PRINCIPAL FINANCIAL GROUP INC
   Filed 2024-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   • PRINCIPAL SECURITIES, INC.: 3,999 shares
   • PRINCIPAL FINANCIAL GROUP INC: 467,439 shares

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