Skip to content
Disclosery

PRINCIPAL FINANCIAL GROUP INC: SRE position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 1,556,643 SRE 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 1,556,643 shares
    Change vs previous 13F -88,325 shares

    0.07% of the 13F portfolio, value $144,316,476.

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

    • PRINCIPAL SECURITIES, INC.: 12,274 shares
    • PRINCIPAL FINANCIAL GROUP INC: 1,544,369 shares

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

  2. period ended2026-03-31
    13F 1,644,968 shares
    Change vs previous 13F -54,945 shares

    0.08% of the 13F portfolio, value $159,841,672.

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

    • PRINCIPAL SECURITIES, INC.: 12,285 shares
    • PRINCIPAL FINANCIAL GROUP INC: 1,632,683 shares

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

  3. period ended2025-12-31
    13F 1,699,913 shares
    Change vs previous 13F -120,310 shares

    0.07% of the 13F portfolio, value $150,085,433.

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

    • PRINCIPAL SECURITIES, INC.: 11,629 shares
    • PRINCIPAL FINANCIAL GROUP INC: 1,688,284 shares

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

  4. period ended2025-09-30
    13F 1,820,223 shares
    Change vs previous 13F -26,260 shares

    0.08% of the 13F portfolio, value $163,784,222.

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

    • PRINCIPAL SECURITIES, INC.: 11,934 shares
    • PRINCIPAL FINANCIAL GROUP INC: 1,808,289 shares

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

  5. period ended2025-06-30
    13F 1,846,483 shares
    Change vs previous 13F +159,286 shares

    0.07% of the 13F portfolio, value $139,908,095.

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

    • PRINCIPAL SECURITIES, INC.: 11,879 shares
    • PRINCIPAL FINANCIAL GROUP INC: 1,834,604 shares

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

  6. period ended2025-03-31
    13F 1,687,197 shares
    Change vs previous 13F +73,932 shares

    0.07% of the 13F portfolio, value $120,553,503.

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

    • PRINCIPAL SECURITIES, INC.: 9,479 shares
    • PRINCIPAL FINANCIAL GROUP INC: 1,677,718 shares

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

  7. period ended2024-12-31
    13F 1,613,265 shares
    Change vs previous 13F -32,459 shares

    0.08% of the 13F portfolio, value $141,515,613.

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

    • PRINCIPAL SECURITIES, INC.: 9,479 shares
    • PRINCIPAL FINANCIAL GROUP INC: 1,603,786 shares

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

  8. period ended2024-09-30
    13F/A 1,645,724 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $137,631,919.

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

    • PRINCIPAL SECURITIES, INC.: 8,489 shares
    • PRINCIPAL FINANCIAL GROUP INC: 1,637,235 shares

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