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PRINCIPAL FINANCIAL GROUP INC: PEP position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 1,781,622 PEP 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 1,781,622 shares
    Change vs previous 13F +20,761 shares

    0.11% of the 13F portfolio, value $241,231,646.

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

    • PRINCIPAL SECURITIES, INC.: 65,051 shares
    • PRINCIPAL FINANCIAL GROUP INC: 1,716,571 shares

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

  2. period ended2026-03-31
    13F 1,760,861 shares
    Change vs previous 13F +46,886 shares

    0.14% of the 13F portfolio, value $273,444,079.

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

    • PRINCIPAL SECURITIES, INC.: 31,934 shares
    • PRINCIPAL FINANCIAL GROUP INC: 1,728,927 shares

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

  3. period ended2025-12-31
    13F 1,713,975 shares
    Change vs previous 13F +58,804 shares

    0.12% of the 13F portfolio, value $245,989,668.

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

    • PRINCIPAL SECURITIES, INC.: 24,270 shares
    • PRINCIPAL FINANCIAL GROUP INC: 1,689,705 shares

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

  4. period ended2025-09-30
    13F 1,655,171 shares
    Change vs previous 13F -16,159 shares

    0.11% of the 13F portfolio, value $232,452,218.

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

    • PRINCIPAL SECURITIES, INC.: 22,595 shares
    • PRINCIPAL FINANCIAL GROUP INC: 1,632,576 shares

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

  5. period ended2025-06-30
    13F 1,671,330 shares
    Change vs previous 13F -168,737 shares

    0.11% of the 13F portfolio, value $220,682,448.

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

    • PRINCIPAL SECURITIES, INC.: 21,939 shares
    • PRINCIPAL FINANCIAL GROUP INC: 1,649,391 shares

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

  6. period ended2025-03-31
    13F 1,840,067 shares
    Change vs previous 13F +54,818 shares

    0.15% of the 13F portfolio, value $276,118,084.

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

    • PRINCIPAL SECURITIES, INC.: 103,004 shares
    • PRINCIPAL FINANCIAL GROUP INC: 1,737,063 shares

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

  7. period ended2024-12-31
    13F 1,785,249 shares
    Change vs previous 13F -14,970 shares

    0.14% of the 13F portfolio, value $271,465,034.

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

    • PRINCIPAL SECURITIES, INC.: 23,788 shares
    • PRINCIPAL FINANCIAL GROUP INC: 1,761,461 shares

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

  8. period ended2024-09-30
    13F/A 1,800,219 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $306,127,192.

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

    • PRINCIPAL SECURITIES, INC.: 25,715 shares
    • PRINCIPAL FINANCIAL GROUP INC: 1,774,504 shares

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