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PRINCIPAL FINANCIAL GROUP INC: SCHG position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 1,417,627 SCHG 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 1,417,627 shares
    Change vs previous 13F -57,053 shares

    0.58% of the 13F portfolio, value $47,972,509.

    13F-HR 0000012600-26-000012 filed by PRINCIPAL SECURITIES, 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 1,474,680 shares
    Change vs previous 13F +115,579 shares

    0.63% of the 13F portfolio, value $42,957,429.

    13F-HR 0000012600-26-000009 filed by PRINCIPAL SECURITIES, 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 1,359,101 shares
    Change vs previous 13F +79,137 shares

    0.68% of the 13F portfolio, value $44,333,880.

    13F-HR 0000012600-26-000001 filed by PRINCIPAL SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 1,279,964 shares
    Change vs previous 13F -44,581 shares

    0.67% of the 13F portfolio, value $40,843,646.

    13F-HR 0000012600-25-000011 filed by PRINCIPAL SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 1,324,545 shares
    Change vs previous 13F +530,942 shares

    0.73% of the 13F portfolio, value $38,689,965.

    13F-HR 0000012600-25-000009 filed by PRINCIPAL SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 793,603 shares
    Change vs previous 13F +40 shares

    0.49% of the 13F portfolio, value $22,117,717.

    13F-HR 0000012600-25-000006 filed by PRINCIPAL SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 793,563 shares
    Change vs previous 13F +603,386 shares

    0.5% of the 13F portfolio, value $22,116,603.

    13F-HR 0000012600-25-000001 filed by PRINCIPAL SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 190,177 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $19,812,604.

    13F-HR 0000012600-24-000011 filed by PRINCIPAL SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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