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PRINCIPAL FINANCIAL GROUP INC: PREF position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 14,836,586 PREF 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 14,836,586 shares
    Change vs previous 13F +13,310,601 shares

    0.13% of the 13F portfolio, value $282,581,762.

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

    • PRINCIPAL SECURITIES, INC.: 1,419,536 shares
    • PRINCIPAL FINANCIAL GROUP INC: 13,417,050 shares

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

  2. period ended2026-03-31
    13F 1,525,985 shares
    Change vs previous 13F +332,335 shares

    0.01% of the 13F portfolio, value $28,719,057.

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

    • PRINCIPAL SECURITIES, INC.: 1,212,564 shares
    • PRINCIPAL FINANCIAL GROUP INC: 313,421 shares

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

  3. period ended2025-12-31
    13F 1,193,650 shares
    Change vs previous 13F +249,570 shares

    0.01% of the 13F portfolio, value $22,762,899.

    13F-HR 0000012600-26-000001 filed by PRINCIPAL SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 927,395 shares
    • PRINCIPAL FINANCIAL GROUP INC: 266,255 shares

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

  4. period ended2025-09-30
    13F 944,080 shares
    Change vs previous 13F +230,698 shares

    0.01% of the 13F portfolio, value $18,067,994.

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

    • PRINCIPAL SECURITIES, INC.: 672,795 shares
    • PRINCIPAL FINANCIAL GROUP INC: 271,285 shares

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

  5. period ended2025-06-30
    13F 713,382 shares
    Change vs previous 13F +262,338 shares

    0.01% of the 13F portfolio, value $13,526,278.

    13F-HR 0000012600-25-000009 filed by PRINCIPAL SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 429,357 shares
    • PRINCIPAL FINANCIAL GROUP INC: 284,025 shares

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

  6. period ended2025-03-31
    13F 451,044 shares
    Change vs previous 13F +35,927 shares

    <0.01% of the 13F portfolio, value $8,411,753.

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

    • PRINCIPAL SECURITIES, INC.: 220,868 shares
    • PRINCIPAL FINANCIAL GROUP INC: 230,176 shares

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

  7. period ended2024-12-31
    13F 415,117 shares
    Change vs previous 13F +84,277 shares

    <0.01% of the 13F portfolio, value $7,725,365.

    13F-HR 0000012600-25-000001 filed by PRINCIPAL SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 219,082 shares
    • PRINCIPAL FINANCIAL GROUP INC: 196,035 shares

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

  8. period ended2024-09-30
    13F/A 330,840 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,223,074.

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

    • PRINCIPAL SECURITIES, INC.: 219,259 shares
    • PRINCIPAL FINANCIAL GROUP INC: 111,581 shares

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