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PRINCIPAL FINANCIAL GROUP INC: UPBD position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 307,996 UPBD 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 307,996 shares
    Change vs previous 13F +4,078 shares

    <0.01% of the 13F portfolio, value $6,535,675.

    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 303,918 shares
    Change vs previous 13F +55,199 shares

    <0.01% of the 13F portfolio, value $5,485,720.

    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 248,719 shares
    Change vs previous 13F -2,995 shares

    <0.01% of the 13F portfolio, value $4,367,505.

    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 251,714 shares
    Change vs previous 13F -3,589 shares

    <0.01% of the 13F portfolio, value $5,948,002.

    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).

  5. period ended2025-06-30
    13F 255,303 shares
    Change vs previous 13F +59 shares

    <0.01% of the 13F portfolio, value $6,408,105.

    13F-HR 0001085146-25-004729 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).

  6. period ended2025-03-31
    13F 255,244 shares
    Change vs previous 13F +17,237 shares

    <0.01% of the 13F portfolio, value $6,115,646.

    13F-HR 0001085146-25-002396 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).

  7. period ended2024-12-31
    13F 238,007 shares
    Change vs previous 13F +6,954 shares

    <0.01% of the 13F portfolio, value $6,942,664.

    13F-HR 0001085146-25-000661 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).

  8. period ended2024-09-30
    13F/A 231,053 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,391,386.

    13F-HR 0001085146-24-005276 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).