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PRINCIPAL FINANCIAL GROUP INC: ROIV position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 1,024,140 ROIV 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 1,024,140 shares
    Change vs previous 13F +18,607 shares

    0.02% of the 13F portfolio, value $36,244,315.

    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 1,005,533 shares
    Change vs previous 13F +64,311 shares

    0.01% of the 13F portfolio, value $27,853,264.

    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 941,222 shares
    Change vs previous 13F -12,914 shares

    0.01% of the 13F portfolio, value $20,424,518.

    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: 941,222 shares

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

  4. period ended2025-09-30
    13F 954,136 shares
    Change vs previous 13F -18,402 shares

    0.01% of the 13F portfolio, value $14,436,076.

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

    • PRINCIPAL SECURITIES, INC.: 203 shares
    • PRINCIPAL FINANCIAL GROUP INC: 953,933 shares

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

  5. period ended2025-06-30
    13F 972,538 shares
    Change vs previous 13F +3,674 shares

    0.01% of the 13F portfolio, value $10,960,503.

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

    • PRINCIPAL SECURITIES, INC.: 203 shares
    • PRINCIPAL FINANCIAL GROUP INC: 972,335 shares

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

  6. period ended2025-03-31
    13F 968,864 shares
    Change vs previous 13F -15,880 shares

    0.01% of the 13F portfolio, value $9,776,230.

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

    • PRINCIPAL SECURITIES, INC.: 225 shares
    • PRINCIPAL FINANCIAL GROUP INC: 968,639 shares

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

  7. period ended2024-12-31
    13F 984,744 shares
    Change vs previous 13F -25,198 shares

    0.01% of the 13F portfolio, value $11,649,522.

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

    • PRINCIPAL SECURITIES, INC.: 225 shares
    • PRINCIPAL FINANCIAL GROUP INC: 984,519 shares

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

  8. period ended2024-09-30
    13F/A 1,009,942 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $11,654,731.

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

    • PRINCIPAL SECURITIES, INC.: 184 shares
    • PRINCIPAL FINANCIAL GROUP INC: 1,009,758 shares

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