Skip to content
Disclosery

PRINCIPAL FINANCIAL GROUP INC: UGI position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 486,772 UGI 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 486,772 shares
    Change vs previous 13F +7,667 shares

    0.01% of the 13F portfolio, value $16,813,105.

    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 479,105 shares
    Change vs previous 13F +16,763 shares

    0.01% of the 13F portfolio, value $17,449,003.

    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 462,342 shares
    Change vs previous 13F -15,985 shares

    0.01% of the 13F portfolio, value $17,305,462.

    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: 462,342 shares

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

  4. period ended2025-09-30
    13F 478,327 shares
    Change vs previous 13F -8,732 shares

    0.01% of the 13F portfolio, value $15,909,139.

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

    • PRINCIPAL SECURITIES, INC.: 948 shares
    • PRINCIPAL FINANCIAL GROUP INC: 477,379 shares

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

  5. period ended2025-06-30
    13F 487,059 shares
    Change vs previous 13F -8,032 shares

    0.01% of the 13F portfolio, value $17,738,671.

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

    • PRINCIPAL SECURITIES, INC.: 807 shares
    • PRINCIPAL FINANCIAL GROUP INC: 486,252 shares

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

  6. period ended2025-03-31
    13F 495,091 shares
    Change vs previous 13F +2,163 shares

    0.01% of the 13F portfolio, value $16,368,962.

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

    • PRINCIPAL SECURITIES, INC.: 764 shares
    • PRINCIPAL FINANCIAL GROUP INC: 494,327 shares

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

  7. period ended2024-12-31
    13F 492,928 shares
    Change vs previous 13F -5,763 shares

    0.01% of the 13F portfolio, value $13,915,358.

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

    • PRINCIPAL SECURITIES, INC.: 764 shares
    • PRINCIPAL FINANCIAL GROUP INC: 492,164 shares

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

  8. period ended2024-09-30
    13F/A 498,691 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $12,477,249.

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

    • PRINCIPAL SECURITIES, INC.: 1,497 shares
    • PRINCIPAL FINANCIAL GROUP INC: 497,194 shares

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