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PRINCIPAL FINANCIAL GROUP INC: TUA position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 135,797 TUA 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 135,797 shares
    Change vs previous 13F -16,614 shares

    0.03% of the 13F portfolio, value $2,773,654.

    13F-HR 0000012600-26-000012 filed by PRINCIPAL SECURITIES, 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 152,411 shares
    Change vs previous 13F +22,756 shares

    0.05% of the 13F portfolio, value $3,215,872.

    13F-HR 0000012600-26-000009 filed by PRINCIPAL SECURITIES, 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 129,655 shares
    Change vs previous 13F +26,033 shares

    0.04% of the 13F portfolio, value $2,839,833.

    13F-HR 0000012600-26-000001 filed by PRINCIPAL SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 103,622 shares
    Change vs previous 13F +18,688 shares

    0.04% of the 13F portfolio, value $2,266,213.

    13F-HR 0000012600-25-000011 filed by PRINCIPAL SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 84,934 shares
    Change vs previous 13F +57,799 shares

    0.04% of the 13F portfolio, value $1,871,096.

    13F-HR 0000012600-25-000009 filed by PRINCIPAL SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 27,135 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $575,805.

    13F-HR 0000012600-25-000006 filed by PRINCIPAL SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 27,135 shares
    Change vs previous 13F -51,345 shares

    0.01% of the 13F portfolio, value $575,805.

    13F-HR 0000012600-25-000001 filed by PRINCIPAL SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 78,480 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,804,255.

    13F-HR 0000012600-24-000011 filed by PRINCIPAL SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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