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PRINCIPAL FINANCIAL GROUP INC: UFCS position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 134,217 UFCS 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 134,217 shares
    Change vs previous 13F +2,171 shares

    <0.01% of the 13F portfolio, value $7,038,340.

    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 132,046 shares
    Change vs previous 13F +3,264 shares

    <0.01% of the 13F portfolio, value $4,893,625.

    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 128,782 shares
    Change vs previous 13F +6,382 shares

    <0.01% of the 13F portfolio, value $4,681,226.

    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: 128,782 shares

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

  4. period ended2025-09-30
    13F 122,400 shares
    Change vs previous 13F -1,768 shares

    <0.01% of the 13F portfolio, value $3,723,408.

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

    • PRINCIPAL SECURITIES, INC.: 430 shares
    • PRINCIPAL FINANCIAL GROUP INC: 121,970 shares

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

  5. period ended2025-06-30
    13F 124,168 shares
    Change vs previous 13F +17,755 shares

    <0.01% of the 13F portfolio, value $3,563,621.

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

    • PRINCIPAL SECURITIES, INC.: 430 shares
    • PRINCIPAL FINANCIAL GROUP INC: 123,738 shares

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

  6. period ended2025-03-31
    13F 106,413 shares
    Change vs previous 13F +2,777 shares

    <0.01% of the 13F portfolio, value $3,134,497.

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

    • PRINCIPAL SECURITIES, INC.: 426 shares
    • PRINCIPAL FINANCIAL GROUP INC: 105,987 shares

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

  7. period ended2024-12-31
    13F 103,636 shares
    Change vs previous 13F +2,992 shares

    <0.01% of the 13F portfolio, value $2,948,444.

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

    • PRINCIPAL SECURITIES, INC.: 426 shares
    • PRINCIPAL FINANCIAL GROUP INC: 103,210 shares

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

  8. period ended2024-09-30
    13F/A 100,644 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,106,479.

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

    • PRINCIPAL SECURITIES, INC.: 374 shares
    • PRINCIPAL FINANCIAL GROUP INC: 100,270 shares

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