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PRINCIPAL FINANCIAL GROUP INC: OTIS position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 607,298 OTIS 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 607,298 shares
    Change vs previous 13F +157,602 shares

    0.02% of the 13F portfolio, value $43,482,561.

    13F-HR 0001126328-26-000178 filed by PRINCIPAL FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 24,439 shares
    • PRINCIPAL FINANCIAL GROUP INC: 582,859 shares

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

  2. period ended2026-03-31
    13F 449,696 shares
    Change vs previous 13F -238 shares

    0.02% of the 13F portfolio, value $34,662,584.

    13F-HR 0001126328-26-000103 filed by PRINCIPAL FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 12,576 shares
    • PRINCIPAL FINANCIAL GROUP INC: 437,120 shares

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

  3. period ended2025-12-31
    13F 449,934 shares
    Change vs previous 13F +6,018 shares

    0.02% of the 13F portfolio, value $39,301,720.

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

    • PRINCIPAL SECURITIES, INC.: 12,735 shares
    • PRINCIPAL FINANCIAL GROUP INC: 437,199 shares

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

  4. period ended2025-09-30
    13F 443,916 shares
    Change vs previous 13F -4,077 shares

    0.02% of the 13F portfolio, value $40,587,209.

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

    • PRINCIPAL SECURITIES, INC.: 12,043 shares
    • PRINCIPAL FINANCIAL GROUP INC: 431,873 shares

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

  5. period ended2025-06-30
    13F 447,993 shares
    Change vs previous 13F -43,114 shares

    0.02% of the 13F portfolio, value $44,360,267.

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

    • PRINCIPAL SECURITIES, INC.: 9,347 shares
    • PRINCIPAL FINANCIAL GROUP INC: 438,646 shares

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

  6. period ended2025-03-31
    13F 491,107 shares
    Change vs previous 13F +14,414 shares

    0.03% of the 13F portfolio, value $50,532,437.

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

    • PRINCIPAL SECURITIES, INC.: 14,146 shares
    • PRINCIPAL FINANCIAL GROUP INC: 476,961 shares

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

  7. period ended2024-12-31
    13F 476,693 shares
    Change vs previous 13F -10,087 shares

    0.02% of the 13F portfolio, value $44,146,538.

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

    • PRINCIPAL SECURITIES, INC.: 14,145 shares
    • PRINCIPAL FINANCIAL GROUP INC: 462,548 shares

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

  8. period ended2024-09-30
    13F/A 486,780 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $50,595,920.

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

    • PRINCIPAL SECURITIES, INC.: 15,736 shares
    • PRINCIPAL FINANCIAL GROUP INC: 471,044 shares

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