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PRINCIPAL FINANCIAL GROUP INC: IVZ position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 581,395 IVZ 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 581,395 shares
    Change vs previous 13F -243,152 shares

    0.01% of the 13F portfolio, value $15,343,014.

    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 824,547 shares
    Change vs previous 13F +43,322 shares

    0.01% of the 13F portfolio, value $20,028,246.

    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 781,225 shares
    Change vs previous 13F -146,531 shares

    0.01% of the 13F portfolio, value $20,522,782.

    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: 781,225 shares

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

  4. period ended2025-09-30
    13F 927,756 shares
    Change vs previous 13F -545,684 shares

    0.01% of the 13F portfolio, value $21,282,725.

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

    • PRINCIPAL SECURITIES, INC.: 6,452 shares
    • PRINCIPAL FINANCIAL GROUP INC: 921,304 shares

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

  5. period ended2025-06-30
    13F 1,473,440 shares
    Change vs previous 13F +72,593 shares

    0.01% of the 13F portfolio, value $23,236,150.

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

    • PRINCIPAL SECURITIES, INC.: 4,614 shares
    • PRINCIPAL FINANCIAL GROUP INC: 1,468,826 shares

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

  6. period ended2025-03-31
    13F 1,400,847 shares
    Change vs previous 13F +894,105 shares

    0.01% of the 13F portfolio, value $21,256,587.

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

    • PRINCIPAL SECURITIES, INC.: 2,483 shares
    • PRINCIPAL FINANCIAL GROUP INC: 1,398,364 shares

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

  7. period ended2024-12-31
    13F 506,742 shares
    Change vs previous 13F -7,699 shares

    <0.01% of the 13F portfolio, value $8,857,850.

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

    • PRINCIPAL SECURITIES, INC.: 2,483 shares
    • PRINCIPAL FINANCIAL GROUP INC: 504,259 shares

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

  8. period ended2024-09-30
    13F/A 514,441 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $9,033,584.

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

    • PRINCIPAL SECURITIES, INC.: 2,591 shares
    • PRINCIPAL FINANCIAL GROUP INC: 511,850 shares

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