PRINCIPAL FINANCIAL GROUP INC: PFSI position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 0 PFSI shares at 2026-03-31 per its 13F-HR filed 2026-05-04.

the latest 13F is the newest step

period ended2026-03-31
13F 0 shares
Change vs previous 13F -10,595 shares
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
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2025-12-31
13F 10,595 shares
Change vs previous 13F -18,040 shares
<0.01% of the 13F portfolio, value $1,396,845.
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.: 0 shares
- PRINCIPAL FINANCIAL GROUP INC: 10,595 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 28,635 shares
Change vs previous 13F +3,500 shares
<0.01% of the 13F portfolio, value $3,547,302.
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.: 38 shares
- PRINCIPAL FINANCIAL GROUP INC: 28,597 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 25,135 shares
Change vs previous 13F -72,497 shares
<0.01% of the 13F portfolio, value $2,504,452.
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.: 38 shares
- PRINCIPAL FINANCIAL GROUP INC: 25,097 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 97,632 shares
Change vs previous 13F -16,973 shares
0.01% of the 13F portfolio, value $9,774,088.
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.: 73 shares
- PRINCIPAL FINANCIAL GROUP INC: 97,559 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 114,605 shares
Change vs previous 13F -22,097 shares
0.01% of the 13F portfolio, value $11,705,754.
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.: 73 shares
- PRINCIPAL FINANCIAL GROUP INC: 114,532 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F/A 136,702 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $15,579,927.
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.: 124 shares
- PRINCIPAL FINANCIAL GROUP INC: 136,578 shares
Acceptance time not in the bulk data set (spec §4.2).