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PRINCIPAL FINANCIAL GROUP INC: SCHW position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 2,877,374 SCHW 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 2,877,374 shares
    Change vs previous 13F -111,488 shares

    0.13% of the 13F portfolio, value $265,496,549.

    13F-HR 0001126328-26-000178 filed by PRINCIPAL FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 135,377 shares
    • PRINCIPAL FINANCIAL GROUP INC: 2,741,997 shares

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

  2. period ended2026-03-31
    13F 2,988,862 shares
    Change vs previous 13F -331,630 shares

    0.14% of the 13F portfolio, value $280,894,698.

    13F-HR 0001126328-26-000103 filed by PRINCIPAL FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 137,142 shares
    • PRINCIPAL FINANCIAL GROUP INC: 2,851,720 shares

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

  3. period ended2025-12-31
    13F 3,320,492 shares
    Change vs previous 13F -1,259,909 shares

    0.16% of the 13F portfolio, value $331,751,933.

    13F-HR 0001126328-26-000011 filed by PRINCIPAL FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 135,839 shares
    • PRINCIPAL FINANCIAL GROUP INC: 3,184,653 shares

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

  4. period ended2025-09-30
    13F 4,580,401 shares
    Change vs previous 13F -1,878,349 shares

    0.21% of the 13F portfolio, value $437,292,233.

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

    • PRINCIPAL SECURITIES, INC.: 152,070 shares
    • PRINCIPAL FINANCIAL GROUP INC: 4,428,331 shares

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

  5. period ended2025-06-30
    13F 6,458,750 shares
    Change vs previous 13F -225,637 shares

    0.3% of the 13F portfolio, value $589,297,851.

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

    • PRINCIPAL SECURITIES, INC.: 143,926 shares
    • PRINCIPAL FINANCIAL GROUP INC: 6,314,824 shares

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

  6. period ended2025-03-31
    13F 6,684,387 shares
    Change vs previous 13F +180,099 shares

    0.29% of the 13F portfolio, value $522,682,384.

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

    • PRINCIPAL SECURITIES, INC.: 133,843 shares
    • PRINCIPAL FINANCIAL GROUP INC: 6,550,544 shares

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

  7. period ended2024-12-31
    13F 6,504,288 shares
    Change vs previous 13F -297,793 shares

    0.26% of the 13F portfolio, value $481,382,464.

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

    • PRINCIPAL SECURITIES, INC.: 133,843 shares
    • PRINCIPAL FINANCIAL GROUP INC: 6,370,445 shares

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

  8. period ended2024-09-30
    13F/A 6,802,081 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $440,842,890.

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

    • PRINCIPAL SECURITIES, INC.: 128,180 shares
    • PRINCIPAL FINANCIAL GROUP INC: 6,673,901 shares

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