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PRINCIPAL FINANCIAL GROUP INC: ROOT position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 0 ROOT shares at 2026-03-31 per its 13F-HR filed 2026-05-04.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -66,914 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 66,914 shares
    Change vs previous 13F +23,335 shares

    <0.01% of the 13F portfolio, value $4,833,198.

    13F-HR 0001126328-26-000011 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 ended2025-09-30
    13F 43,579 shares
    Change vs previous 13F +7,616 shares

    <0.01% of the 13F portfolio, value $3,900,756.

    13F-HR 0001126328-25-000057 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: 43,579 shares

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

  4. period ended2025-06-30
    13F 35,963 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,602,185.

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

    • PRINCIPAL SECURITIES, INC.: 7 shares
    • PRINCIPAL FINANCIAL GROUP INC: 35,956 shares

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