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PRINCIPAL FINANCIAL GROUP INC: SWX position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 985,861 SWX 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 985,861 shares
    Change vs previous 13F -85,932 shares

    0.04% of the 13F portfolio, value $87,426,153.

    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 1,071,793 shares
    Change vs previous 13F -11,873 shares

    0.05% of the 13F portfolio, value $93,138,812.

    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 1,083,666 shares
    Change vs previous 13F -36,038 shares

    0.04% of the 13F portfolio, value $86,714,954.

    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: 1,083,666 shares

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

  4. period ended2025-09-30
    13F 1,119,704 shares
    Change vs previous 13F -59,623 shares

    0.04% of the 13F portfolio, value $87,717,612.

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

    • PRINCIPAL SECURITIES, INC.: 70 shares
    • PRINCIPAL FINANCIAL GROUP INC: 1,119,634 shares

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

  5. period ended2025-06-30
    13F 1,179,327 shares
    Change vs previous 13F +136,880 shares

    0.05% of the 13F portfolio, value $87,730,134.

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

    • PRINCIPAL SECURITIES, INC.: 70 shares
    • PRINCIPAL FINANCIAL GROUP INC: 1,179,257 shares

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

  6. period ended2025-03-31
    13F 1,042,447 shares
    Change vs previous 13F -37,342 shares

    0.04% of the 13F portfolio, value $74,847,617.

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

    • PRINCIPAL SECURITIES, INC.: 72 shares
    • PRINCIPAL FINANCIAL GROUP INC: 1,042,375 shares

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

  7. period ended2024-12-31
    13F 1,079,789 shares
    Change vs previous 13F -66,716 shares

    0.04% of the 13F portfolio, value $76,352,388.

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

    • PRINCIPAL SECURITIES, INC.: 72 shares
    • PRINCIPAL FINANCIAL GROUP INC: 1,079,717 shares

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

  8. period ended2024-09-30
    13F/A 1,146,505 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $84,566,212.

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

    • PRINCIPAL SECURITIES, INC.: 31 shares
    • PRINCIPAL FINANCIAL GROUP INC: 1,146,474 shares

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