PRINCIPAL FINANCIAL GROUP INC: SOPH position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 2,364,256 SOPH shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

period ended2026-06-30
13F 2,364,256 shares
Change vs previous 13F +955,014 shares
0.01% of the 13F portfolio, value $13,641,756.
13F-HR 0001126328-26-000178 filed by PRINCIPAL FINANCIAL GROUP INC
Filed 2026-08-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 1,409,242 shares
Change vs previous 13F +9,800 shares
<0.01% of the 13F portfolio, value $6,975,748.
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
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 1,399,442 shares
Change vs previous 13F +7,836 shares
<0.01% of the 13F portfolio, value $6,535,394.
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.: 0 shares
- PRINCIPAL FINANCIAL GROUP INC: 1,399,442 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 1,391,606 shares
Change vs previous 13F -8,953 shares
<0.01% of the 13F portfolio, value $6,624,044.
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.: 394 shares
- PRINCIPAL FINANCIAL GROUP INC: 1,391,212 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 1,400,559 shares
Change vs previous 13F +15,065 shares
<0.01% of the 13F portfolio, value $4,341,733.
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.: 394 shares
- PRINCIPAL FINANCIAL GROUP INC: 1,400,165 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 1,385,494 shares
Change vs previous 13F -43,331 shares
<0.01% of the 13F portfolio, value $4,599,720.
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.: 481 shares
- PRINCIPAL FINANCIAL GROUP INC: 1,385,013 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 1,428,825 shares
Change vs previous 13F -26,798 shares
<0.01% of the 13F portfolio, value $4,457,804.
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.: 481 shares
- PRINCIPAL FINANCIAL GROUP INC: 1,428,344 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F/A 1,455,623 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $5,291,265.
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.: 481 shares
- PRINCIPAL FINANCIAL GROUP INC: 1,455,142 shares
Acceptance time not in the bulk data set (spec §4.2).