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PRINCIPAL FINANCIAL GROUP INC: URTH position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 33,119 URTH 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 33,119 shares
    Change vs previous 13F -138,443 shares

    <0.01% of the 13F portfolio, value $6,711,234.

    13F-HR 0001126328-26-000178 filed by PRINCIPAL FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 1,160 shares
    • PRINCIPAL FINANCIAL GROUP INC: 31,959 shares

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

  2. period ended2026-03-31
    13F 171,562 shares
    Change vs previous 13F +10,014 shares

    0.02% of the 13F portfolio, value $30,884,590.

    13F-HR 0001126328-26-000103 filed by PRINCIPAL FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 1,178 shares
    • PRINCIPAL FINANCIAL GROUP INC: 170,384 shares

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

  3. period ended2025-12-31
    13F 161,548 shares
    Change vs previous 13F -30,782 shares

    0.01% of the 13F portfolio, value $30,010,772.

    13F-HR 0001126328-26-000011 filed by PRINCIPAL FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 1,353 shares
    • PRINCIPAL FINANCIAL GROUP INC: 160,195 shares

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

  4. period ended2025-09-30
    13F 192,330 shares
    Change vs previous 13F -16,249 shares

    0.02% of the 13F portfolio, value $34,919,435.

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

    • PRINCIPAL SECURITIES, INC.: 1,127 shares
    • PRINCIPAL FINANCIAL GROUP INC: 191,203 shares

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

  5. period ended2025-06-30
    13F 208,579 shares
    Change vs previous 13F +13,528 shares

    0.02% of the 13F portfolio, value $35,329,111.

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

    • PRINCIPAL SECURITIES, INC.: 1,155 shares
    • PRINCIPAL FINANCIAL GROUP INC: 207,424 shares

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

  6. period ended2025-03-31
    13F 195,051 shares
    Change vs previous 13F -171,190 shares

    0.02% of the 13F portfolio, value $29,878,873.

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

    • PRINCIPAL SECURITIES, INC.: 414 shares
    • PRINCIPAL FINANCIAL GROUP INC: 194,637 shares

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

  7. period ended2024-12-31
    13F 366,241 shares
    Change vs previous 13F +256,305 shares

    0.03% of the 13F portfolio, value $56,950,476.

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

    • PRINCIPAL SECURITIES, INC.: 414 shares
    • PRINCIPAL FINANCIAL GROUP INC: 365,827 shares

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

  8. period ended2024-09-30
    13F/A 109,936 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $17,250,058.

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

    • PRINCIPAL SECURITIES, INC.: 339 shares
    • PRINCIPAL FINANCIAL GROUP INC: 109,597 shares

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