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PRINCIPAL FINANCIAL GROUP INC: UNIT position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 886,512 UNIT 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 886,512 shares
    Change vs previous 13F +15,621 shares

    <0.01% of the 13F portfolio, value $10,168,293.

    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 870,891 shares
    Change vs previous 13F +16,971 shares

    <0.01% of the 13F portfolio, value $8,168,958.

    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 853,920 shares
    Change vs previous 13F -7,518 shares

    <0.01% of the 13F portfolio, value $5,985,979.

    13F-HR 0001126328-26-000011 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).

  4. period ended2025-09-30
    13F 861,438 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,272,001.

    13F-HR 0001126328-25-000057 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).