PRINCIPAL FINANCIAL GROUP INC: SOFI position timeline

PRINCIPAL FINANCIAL GROUP INC held 32,325 SOFI 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 32,325 shares

   Change vs previous 13F -21,755 shares

   <0.01% of the 13F portfolio, value $579,587.

   13F-HR 0000012600-26-000012 filed by PRINCIPAL SECURITIES, INC.
   Filed 2026-08-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   • PRINCIPAL SECURITIES, INC.: 20,298 shares
   • PRINCIPAL FINANCIAL GROUP INC: 12,027 shares

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

2. period ended2026-03-31

   13F 54,080 shares

   Change vs previous 13F +5,085 shares

   <0.01% of the 13F portfolio, value $858,790.

   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

   • PRINCIPAL SECURITIES, INC.: 18,709 shares
   • PRINCIPAL FINANCIAL GROUP INC: 35,371 shares

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

3. period ended2025-12-31

   13F 48,995 shares

   Change vs previous 13F -196,239 shares

   <0.01% of the 13F portfolio, value $1,282,689.

   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

   • PRINCIPAL SECURITIES, INC.: 17,028 shares
   • PRINCIPAL FINANCIAL GROUP INC: 31,967 shares

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

4. period ended2025-09-30

   13F 245,234 shares

   Change vs previous 13F -31,124 shares

   <0.01% of the 13F portfolio, value $6,479,083.

   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

   • PRINCIPAL SECURITIES, INC.: 15,723 shares
   • PRINCIPAL FINANCIAL GROUP INC: 229,511 shares

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

5. period ended2025-06-30

   13F 276,358 shares

   Change vs previous 13F +212,400 shares

   <0.01% of the 13F portfolio, value $5,032,479.

   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.: 14,042 shares
   • PRINCIPAL FINANCIAL GROUP INC: 262,316 shares

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

6. period ended2025-03-31

   13F 63,958 shares

   Change vs previous 13F -5,410 shares

   <0.01% of the 13F portfolio, value $776,205.

   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.: 8,587 shares
   • PRINCIPAL FINANCIAL GROUP INC: 55,371 shares

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

7. period ended2024-12-31

   13F 69,368 shares

   Change vs previous 13F -8,914 shares

   <0.01% of the 13F portfolio, value $1,068,268.

   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.: 8,587 shares
   • PRINCIPAL FINANCIAL GROUP INC: 60,781 shares

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

8. period ended2024-09-30

   13F/A 78,282 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $615,297.

   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.: 8,187 shares
   • PRINCIPAL FINANCIAL GROUP INC: 70,095 shares

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