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PRINCIPAL FINANCIAL GROUP INC: UBSI position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 313,607 UBSI 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 313,607 shares
    Change vs previous 13F -24 shares

    0.01% of the 13F portfolio, value $14,372,609.

    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 313,631 shares
    Change vs previous 13F +10,188 shares

    0.01% of the 13F portfolio, value $12,990,596.

    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 303,443 shares
    Change vs previous 13F -17,722 shares

    0.01% of the 13F portfolio, value $11,652,211.

    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: 303,443 shares

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

  4. period ended2025-09-30
    13F 321,165 shares
    Change vs previous 13F -6,387 shares

    0.01% of the 13F portfolio, value $11,950,550.

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

    • PRINCIPAL SECURITIES, INC.: 2,641 shares
    • PRINCIPAL FINANCIAL GROUP INC: 318,524 shares

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

  5. period ended2025-06-30
    13F 327,552 shares
    Change vs previous 13F -5,786 shares

    0.01% of the 13F portfolio, value $11,932,720.

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

    • PRINCIPAL SECURITIES, INC.: 2,437 shares
    • PRINCIPAL FINANCIAL GROUP INC: 325,115 shares

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

  6. period ended2025-03-31
    13F 333,338 shares
    Change vs previous 13F +20,600 shares

    0.01% of the 13F portfolio, value $11,565,799.

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

    • PRINCIPAL SECURITIES, INC.: 3,115 shares
    • PRINCIPAL FINANCIAL GROUP INC: 330,223 shares

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

  7. period ended2024-12-31
    13F 312,738 shares
    Change vs previous 13F -2,973 shares

    0.01% of the 13F portfolio, value $11,743,312.

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

    • PRINCIPAL SECURITIES, INC.: 3,115 shares
    • PRINCIPAL FINANCIAL GROUP INC: 309,623 shares

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

  8. period ended2024-09-30
    13F/A 315,711 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $11,712,879.

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

    • PRINCIPAL SECURITIES, INC.: 2,830 shares
    • PRINCIPAL FINANCIAL GROUP INC: 312,881 shares

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