PRINCIPAL FINANCIAL GROUP INC: PBR position timeline

PRINCIPAL FINANCIAL GROUP INC held 192,761 PBR 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 192,761 shares

   Change vs previous 13F -33,855 shares

   <0.01% of the 13F portfolio, value $3,115,017.

   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.: 41,733 shares
   • PRINCIPAL FINANCIAL GROUP INC: 151,028 shares

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

2. period ended2026-03-31

   13F 226,616 shares

   Change vs previous 13F +52,243 shares

   <0.01% of the 13F portfolio, value $4,702,282.

   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.: 43,889 shares
   • PRINCIPAL FINANCIAL GROUP INC: 182,727 shares

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

3. period ended2025-12-31

   13F 174,373 shares

   Change vs previous 13F +29,174 shares

   <0.01% of the 13F portfolio, value $2,066,320.

   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.: 36,379 shares
   • PRINCIPAL FINANCIAL GROUP INC: 137,994 shares

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

4. period ended2025-09-30

   13F 145,199 shares

   Change vs previous 13F +101,882 shares

   <0.01% of the 13F portfolio, value $1,838,219.

   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.: 28,469 shares
   • PRINCIPAL FINANCIAL GROUP INC: 116,730 shares

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

5. period ended2025-06-30

   13F 43,317 shares

   Change vs previous 13F -44,072 shares

   <0.01% of the 13F portfolio, value $541,896.

   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.: 9,689 shares
   • PRINCIPAL FINANCIAL GROUP INC: 33,628 shares

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

6. period ended2025-03-31

   13F 87,389 shares

   Change vs previous 13F +15,800 shares

   <0.01% of the 13F portfolio, value $1,211,565.

   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.: 28,103 shares
   • PRINCIPAL FINANCIAL GROUP INC: 59,286 shares

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

7. period ended2024-12-31

   13F 71,589 shares

   Change vs previous 13F -7,417 shares

   <0.01% of the 13F portfolio, value $920,632.

   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.: 28,103 shares
   • PRINCIPAL FINANCIAL GROUP INC: 43,486 shares

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

8. period ended2024-09-30

   13F/A 79,006 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $1,138,482.

   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.: 36,901 shares
   • PRINCIPAL FINANCIAL GROUP INC: 42,105 shares

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