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PRINCIPAL FINANCIAL GROUP INC: SCHP position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 1,978,213 SCHP 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 1,978,213 shares
    Change vs previous 13F +29,143 shares

    0.63% of the 13F portfolio, value $52,422,647.

    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 1,949,070 shares
    Change vs previous 13F -129,705 shares

    0.76% of the 13F portfolio, value $51,864,745.

    13F-HR 0000012600-26-000009 filed by PRINCIPAL SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 1,949,070 shares
    • PRINCIPAL FINANCIAL GROUP INC: 0 shares

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

  3. period ended2025-12-31
    13F 2,078,775 shares
    Change vs previous 13F +118,130 shares

    0.03% of the 13F portfolio, value $55,066,747.

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

    • PRINCIPAL SECURITIES, INC.: 1,582,458 shares
    • PRINCIPAL FINANCIAL GROUP INC: 496,317 shares

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

  4. period ended2025-09-30
    13F 1,960,645 shares
    Change vs previous 13F -18,461 shares

    0.03% of the 13F portfolio, value $52,839,390.

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

    • PRINCIPAL SECURITIES, INC.: 1,501,036 shares
    • PRINCIPAL FINANCIAL GROUP INC: 459,609 shares

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

  5. period ended2025-06-30
    13F 1,979,106 shares
    Change vs previous 13F +173,228 shares

    0.03% of the 13F portfolio, value $52,802,550.

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

    • PRINCIPAL SECURITIES, INC.: 1,413,404 shares
    • PRINCIPAL FINANCIAL GROUP INC: 565,702 shares

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

  6. period ended2025-03-31
    13F 1,805,878 shares
    Change vs previous 13F -59,537 shares

    0.03% of the 13F portfolio, value $47,120,700.

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

    • PRINCIPAL SECURITIES, INC.: 1,357,885 shares
    • PRINCIPAL FINANCIAL GROUP INC: 447,993 shares

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

  7. period ended2024-12-31
    13F 1,865,415 shares
    Change vs previous 13F +1,652,024 shares

    0.03% of the 13F portfolio, value $48,183,657.

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

    • PRINCIPAL SECURITIES, INC.: 1,355,447 shares
    • PRINCIPAL FINANCIAL GROUP INC: 509,968 shares

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

  8. period ended2024-09-30
    13F/A 213,391 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $11,444,162.

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

    • PRINCIPAL SECURITIES, INC.: 39,741 shares
    • PRINCIPAL FINANCIAL GROUP INC: 173,650 shares

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