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PRINCIPAL FINANCIAL GROUP INC: SMA position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 3,205,785 SMA 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 3,205,785 shares
    Change vs previous 13F +609,652 shares

    0.05% of the 13F portfolio, value $104,188,868.

    13F-HR 0001126328-26-000178 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).

  2. period ended2026-03-31
    13F 2,596,133 shares
    Change vs previous 13F +528,974 shares

    0.04% of the 13F portfolio, value $78,611,360.

    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).

  3. period ended2025-12-31
    13F 2,067,159 shares
    Change vs previous 13F +2,047,390 shares

    0.03% of the 13F portfolio, value $63,957,851.

    13F-HR 0001126328-26-000011 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: 2,067,159 shares

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

  4. period ended2025-09-30
    13F 19,769 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $744,105.

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

    • PRINCIPAL SECURITIES, INC.: 10 shares
    • PRINCIPAL FINANCIAL GROUP INC: 19,759 shares

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