PRINCIPAL FINANCIAL GROUP INC: U position timeline

PRINCIPAL FINANCIAL GROUP INC held 0 U shares at 2026-03-31 per its 13F-HR filed 2026-05-04.

the latest 13F is the newest step

1. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -125,465 shares

   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).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-12-31

   13F 125,465 shares

   Change vs previous 13F -89,256 shares

   <0.01% of the 13F portfolio, value $5,541,788.

   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: 125,465 shares

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

3. period ended2025-09-30

   13F 214,721 shares

   Change vs previous 13F +67,988 shares

   <0.01% of the 13F portfolio, value $8,597,428.

   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.: 3,035 shares
   • PRINCIPAL FINANCIAL GROUP INC: 211,686 shares

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

4. period ended2025-06-30

   13F 146,733 shares

   Change vs previous 13F -151,664 shares

   <0.01% of the 13F portfolio, value $3,550,938.

   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.: 2,266 shares
   • PRINCIPAL FINANCIAL GROUP INC: 144,467 shares

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

5. period ended2025-03-31

   13F 298,397 shares

   Change vs previous 13F +276,081 shares

   <0.01% of the 13F portfolio, value $5,849,692.

   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.: 1,422 shares
   • PRINCIPAL FINANCIAL GROUP INC: 296,975 shares

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

6. period ended2024-12-31

   13F 22,316 shares

   Change vs previous 13F -335 shares

   <0.01% of the 13F portfolio, value $501,439.

   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.: 1,422 shares
   • PRINCIPAL FINANCIAL GROUP INC: 20,894 shares

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

7. period ended2024-09-30

   13F/A 22,651 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $512,366.

   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.: 945 shares
   • PRINCIPAL FINANCIAL GROUP INC: 21,706 shares

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