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PRINCIPAL FINANCIAL GROUP INC: PTGX position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 385,262 PTGX 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 385,262 shares
    Change vs previous 13F +17,440 shares

    0.02% of the 13F portfolio, value $47,225,415.

    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 367,822 shares
    Change vs previous 13F +19,890 shares

    0.02% of the 13F portfolio, value $38,768,440.

    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 347,932 shares
    Change vs previous 13F +21,812 shares

    0.02% of the 13F portfolio, value $30,388,381.

    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: 347,932 shares

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

  4. period ended2025-09-30
    13F 326,120 shares
    Change vs previous 13F -4,050 shares

    0.01% of the 13F portfolio, value $21,664,153.

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

    • PRINCIPAL SECURITIES, INC.: 32 shares
    • PRINCIPAL FINANCIAL GROUP INC: 326,088 shares

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

  5. period ended2025-06-30
    13F 330,170 shares
    Change vs previous 13F -16,937 shares

    0.01% of the 13F portfolio, value $18,248,497.

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

    • PRINCIPAL SECURITIES, INC.: 36 shares
    • PRINCIPAL FINANCIAL GROUP INC: 330,134 shares

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

  6. period ended2025-03-31
    13F 347,107 shares
    Change vs previous 13F +9,286 shares

    0.01% of the 13F portfolio, value $16,785,976.

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

    • PRINCIPAL SECURITIES, INC.: 12 shares
    • PRINCIPAL FINANCIAL GROUP INC: 347,095 shares

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

  7. period ended2024-12-31
    13F 337,821 shares
    Change vs previous 13F +16,974 shares

    0.01% of the 13F portfolio, value $13,039,890.

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

    • PRINCIPAL SECURITIES, INC.: 12 shares
    • PRINCIPAL FINANCIAL GROUP INC: 337,809 shares

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

  8. period ended2024-09-30
    13F/A 320,847 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $14,438,115.

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

    • PRINCIPAL SECURITIES, INC.: 15 shares
    • PRINCIPAL FINANCIAL GROUP INC: 320,832 shares

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