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PRINCIPAL FINANCIAL GROUP INC: PTEN position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 9,021,589 PTEN 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 9,021,589 shares
    Change vs previous 13F -428,758 shares

    0.04% of the 13F portfolio, value $82,818,187.

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

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

  2. period ended2026-03-31
    13F 9,450,347 shares
    Change vs previous 13F +934,766 shares

    0.05% of the 13F portfolio, value $102,347,259.

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

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

  3. period ended2025-12-31
    13F 8,515,581 shares
    Change vs previous 13F +4,092,395 shares

    0.03% of the 13F portfolio, value $52,030,199.

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

    • PRINCIPAL SECURITIES, INC.: 0 shares
    • PRINCIPAL FINANCIAL GROUP INC: 8,515,581 shares

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

  4. period ended2025-09-30
    13F 4,423,186 shares
    Change vs previous 13F -129,003 shares

    0.01% of the 13F portfolio, value $22,912,103.

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

    • PRINCIPAL SECURITIES, INC.: 1,241 shares
    • PRINCIPAL FINANCIAL GROUP INC: 4,421,945 shares

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

  5. period ended2025-06-30
    13F 4,552,189 shares
    Change vs previous 13F -182,198 shares

    0.01% of the 13F portfolio, value $26,994,481.

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

    • PRINCIPAL SECURITIES, INC.: 1,252 shares
    • PRINCIPAL FINANCIAL GROUP INC: 4,550,937 shares

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

  6. period ended2025-03-31
    13F 4,734,387 shares
    Change vs previous 13F -111,527 shares

    0.02% of the 13F portfolio, value $38,916,724.

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

    • PRINCIPAL SECURITIES, INC.: 1,567 shares
    • PRINCIPAL FINANCIAL GROUP INC: 4,732,820 shares

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

  7. period ended2024-12-31
    13F 4,845,914 shares
    Change vs previous 13F -323,417 shares

    0.02% of the 13F portfolio, value $40,027,315.

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

    • PRINCIPAL SECURITIES, INC.: 1,567 shares
    • PRINCIPAL FINANCIAL GROUP INC: 4,844,347 shares

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

  8. period ended2024-09-30
    13F/A 5,169,331 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $39,545,682.

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

    • PRINCIPAL SECURITIES, INC.: 1,460 shares
    • PRINCIPAL FINANCIAL GROUP INC: 5,167,871 shares

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