PRINCIPAL FINANCIAL GROUP INC: SSNC position timeline

PRINCIPAL FINANCIAL GROUP INC held 50,672 SSNC 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 50,672 shares

   Change vs previous 13F +37,481 shares

   <0.01% of the 13F portfolio, value $3,144,167.

   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

   • PRINCIPAL SECURITIES, INC.: 6,966 shares
   • PRINCIPAL FINANCIAL GROUP INC: 43,706 shares

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

2. period ended2026-03-31

   13F 13,191 shares

   Change vs previous 13F +353 shares

   <0.01% of the 13F portfolio, value $891,341.

   13F-HR 0000012600-26-000009 filed by PRINCIPAL SECURITIES, INC.
   Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   • PRINCIPAL SECURITIES, INC.: 7,602 shares
   • PRINCIPAL FINANCIAL GROUP INC: 5,589 shares

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

3. period ended2025-12-31

   13F 12,838 shares

   Change vs previous 13F -2,675 shares

   <0.01% of the 13F portfolio, value $1,122,327.

   13F-HR 0000012600-26-000001 filed by PRINCIPAL SECURITIES, INC.
   Filed 2026-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   • PRINCIPAL SECURITIES, INC.: 7,078 shares
   • PRINCIPAL FINANCIAL GROUP INC: 5,760 shares

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

4. period ended2025-09-30

   13F 15,513 shares

   Change vs previous 13F -534 shares

   <0.01% of the 13F portfolio, value $1,376,960.

   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.: 7,744 shares
   • PRINCIPAL FINANCIAL GROUP INC: 7,769 shares

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

5. period ended2025-06-30

   13F 16,047 shares

   Change vs previous 13F +2,488 shares

   <0.01% of the 13F portfolio, value $1,328,657.

   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.: 7,206 shares
   • PRINCIPAL FINANCIAL GROUP INC: 8,841 shares

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

6. period ended2025-03-31

   13F 13,559 shares

   Change vs previous 13F -464 shares

   <0.01% of the 13F portfolio, value $1,109,297.

   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.: 3,005 shares
   • PRINCIPAL FINANCIAL GROUP INC: 10,554 shares

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

7. period ended2024-12-31

   13F 14,023 shares

   Change vs previous 13F -1,070 shares

   <0.01% of the 13F portfolio, value $1,062,665.

   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.: 3,005 shares
   • PRINCIPAL FINANCIAL GROUP INC: 11,018 shares

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

8. period ended2024-09-30

   13F/A 15,093 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $1,120,052.

   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.: 1,141 shares
   • PRINCIPAL FINANCIAL GROUP INC: 13,952 shares

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