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PRINCIPAL FINANCIAL GROUP INC: PGX position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 154,567 PGX 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 154,567 shares
    Change vs previous 13F -67,763 shares

    <0.01% of the 13F portfolio, value $1,675,505.

    13F-HR 0000012600-26-000012 filed by PRINCIPAL SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 122,366 shares
    • PRINCIPAL FINANCIAL GROUP INC: 32,201 shares

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

  2. period ended2026-03-31
    13F 222,330 shares
    Change vs previous 13F -474,482 shares

    <0.01% of the 13F portfolio, value $2,418,956.

    13F-HR 0000012600-26-000009 filed by PRINCIPAL SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 127,983 shares
    • PRINCIPAL FINANCIAL GROUP INC: 94,347 shares

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

  3. period ended2025-12-31
    13F 696,812 shares
    Change vs previous 13F +567,025 shares

    <0.01% of the 13F portfolio, value $7,832,165.

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

    • PRINCIPAL SECURITIES, INC.: 126,117 shares
    • PRINCIPAL FINANCIAL GROUP INC: 570,695 shares

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

  4. period ended2025-09-30
    13F 129,787 shares
    Change vs previous 13F -216,945 shares

    0.02% of the 13F portfolio, value $1,505,533.

    13F-HR 0000012600-25-000011 filed by PRINCIPAL SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 129,787 shares
    • PRINCIPAL FINANCIAL GROUP INC: 0 shares

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

  5. period ended2025-06-30
    13F 346,732 shares
    Change vs previous 13F +109,843 shares

    <0.01% of the 13F portfolio, value $3,859,128.

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

    • PRINCIPAL SECURITIES, INC.: 132,720 shares
    • PRINCIPAL FINANCIAL GROUP INC: 214,012 shares

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

  6. period ended2025-03-31
    13F 236,889 shares
    Change vs previous 13F -662,382 shares

    <0.01% of the 13F portfolio, value $2,715,423.

    13F-HR 0000012600-25-000006 filed by PRINCIPAL SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 185,563 shares
    • PRINCIPAL FINANCIAL GROUP INC: 51,326 shares

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

  7. period ended2024-12-31
    13F 899,271 shares
    Change vs previous 13F +604,499 shares

    0.01% of the 13F portfolio, value $10,368,598.

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

    • PRINCIPAL SECURITIES, INC.: 181,690 shares
    • PRINCIPAL FINANCIAL GROUP INC: 717,581 shares

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

  8. period ended2024-09-30
    13F/A 294,772 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,640,432.

    13F-HR 0000012600-24-000011 filed by PRINCIPAL SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 200,086 shares
    • PRINCIPAL FINANCIAL GROUP INC: 94,686 shares

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