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PRINCIPAL FINANCIAL GROUP INC: PM position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 1,839,378 PM 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 1,839,378 shares
    Change vs previous 13F +7,450 shares

    0.16% of the 13F portfolio, value $332,761,838.

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

    • PRINCIPAL SECURITIES, INC.: 88,956 shares
    • PRINCIPAL FINANCIAL GROUP INC: 1,750,422 shares

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

  2. period ended2026-03-31
    13F 1,831,928 shares
    Change vs previous 13F +15,169 shares

    0.16% of the 13F portfolio, value $302,890,927.

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

    • PRINCIPAL SECURITIES, INC.: 82,184 shares
    • PRINCIPAL FINANCIAL GROUP INC: 1,749,744 shares

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

  3. period ended2025-12-31
    13F 1,816,759 shares
    Change vs previous 13F +42,288 shares

    0.14% of the 13F portfolio, value $291,408,179.

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

    • PRINCIPAL SECURITIES, INC.: 76,062 shares
    • PRINCIPAL FINANCIAL GROUP INC: 1,740,697 shares

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

  4. period ended2025-09-30
    13F 1,774,471 shares
    Change vs previous 13F -422,103 shares

    0.14% of the 13F portfolio, value $287,819,187.

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

    • PRINCIPAL SECURITIES, INC.: 76,547 shares
    • PRINCIPAL FINANCIAL GROUP INC: 1,697,924 shares

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

  5. period ended2025-06-30
    13F 2,196,574 shares
    Change vs previous 13F +381,473 shares

    0.21% of the 13F portfolio, value $400,062,015.

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

    • PRINCIPAL SECURITIES, INC.: 74,127 shares
    • PRINCIPAL FINANCIAL GROUP INC: 2,122,447 shares

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

  6. period ended2025-03-31
    13F 1,815,101 shares
    Change vs previous 13F -10,170 shares

    0.16% of the 13F portfolio, value $285,702,555.

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

    • PRINCIPAL SECURITIES, INC.: 62,753 shares
    • PRINCIPAL FINANCIAL GROUP INC: 1,752,348 shares

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

  7. period ended2024-12-31
    13F 1,825,271 shares
    Change vs previous 13F -3,794 shares

    0.12% of the 13F portfolio, value $219,671,398.

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

    • PRINCIPAL SECURITIES, INC.: 62,753 shares
    • PRINCIPAL FINANCIAL GROUP INC: 1,762,518 shares

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

  8. period ended2024-09-30
    13F/A 1,829,065 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $222,048,461.

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

    • PRINCIPAL SECURITIES, INC.: 54,715 shares
    • PRINCIPAL FINANCIAL GROUP INC: 1,774,350 shares

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