PRINCIPAL FINANCIAL GROUP INC: SBH position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 597,875 SBH shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

period ended2026-06-30
13F 597,875 shares
Change vs previous 13F +453 shares
<0.01% of the 13F portfolio, value $8,453,952.
13F-HR 0001126328-26-000178 filed by PRINCIPAL FINANCIAL GROUP INC
Filed 2026-08-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 597,422 shares
Change vs previous 13F -17,572 shares
<0.01% of the 13F portfolio, value $8,274,295.
13F-HR 0001126328-26-000103 filed by PRINCIPAL FINANCIAL GROUP INC
Filed 2026-05-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 614,994 shares
Change vs previous 13F +44,163 shares
<0.01% of the 13F portfolio, value $8,769,814.
13F-HR 0001126328-26-000011 filed by PRINCIPAL FINANCIAL GROUP INC
Filed 2026-02-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 570,831 shares
Change vs previous 13F -29,616 shares
<0.01% of the 13F portfolio, value $9,293,129.
13F-HR 0001126328-25-000057 filed by PRINCIPAL FINANCIAL GROUP INC
Filed 2025-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 600,447 shares
Change vs previous 13F +39,926 shares
<0.01% of the 13F portfolio, value $5,560,139.
13F-HR 0001085146-25-004729 filed by PRINCIPAL FINANCIAL GROUP INC
Filed 2025-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- PRINCIPAL SECURITIES, INC.: 0 shares
- PRINCIPAL FINANCIAL GROUP INC: 600,447 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 560,521 shares
Change vs previous 13F +14,513 shares
<0.01% of the 13F portfolio, value $5,061,729.
13F-HR 0001085146-25-002396 filed by PRINCIPAL FINANCIAL GROUP INC
Filed 2025-04-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- PRINCIPAL SECURITIES, INC.: 158 shares
- PRINCIPAL FINANCIAL GROUP INC: 560,363 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 546,008 shares
Change vs previous 13F +15,998 shares
<0.01% of the 13F portfolio, value $5,705,784.
13F-HR 0001085146-25-000661 filed by PRINCIPAL FINANCIAL GROUP INC
Filed 2025-01-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- PRINCIPAL SECURITIES, INC.: 158 shares
- PRINCIPAL FINANCIAL GROUP INC: 545,850 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F/A 530,010 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $7,192,235.
13F-HR 0001085146-24-005276 filed by PRINCIPAL FINANCIAL GROUP INC
Filed 2024-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- PRINCIPAL SECURITIES, INC.: 158 shares
- PRINCIPAL FINANCIAL GROUP INC: 529,852 shares
Acceptance time not in the bulk data set (spec §4.2).