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PRINCIPAL FINANCIAL GROUP INC: USIG position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 34,936 USIG 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 34,936 shares
    Change vs previous 13F +16,982 shares

    <0.01% of the 13F portfolio, value $1,791,761.

    13F-HR 0000012600-26-000012 filed by PRINCIPAL SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 18,268 shares
    • PRINCIPAL FINANCIAL GROUP INC: 16,668 shares

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

  2. period ended2026-03-31
    13F 17,954 shares
    Change vs previous 13F -722 shares

    0.01% of the 13F portfolio, value $919,783.

    13F-HR 0000012600-26-000009 filed by PRINCIPAL SECURITIES, 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 18,676 shares
    Change vs previous 13F -72,233 shares

    0.01% of the 13F portfolio, value $966,857.

    13F-HR 0000012600-26-000001 filed by PRINCIPAL SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 18,676 shares
    • PRINCIPAL FINANCIAL GROUP INC: 0 shares

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

  4. period ended2025-09-30
    13F 90,909 shares
    Change vs previous 13F +71,309 shares

    <0.01% of the 13F portfolio, value $4,747,300.

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

    • PRINCIPAL SECURITIES, INC.: 18,277 shares
    • PRINCIPAL FINANCIAL GROUP INC: 72,632 shares

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

  5. period ended2025-06-30
    13F 19,600 shares
    Change vs previous 13F -430 shares

    0.02% of the 13F portfolio, value $1,008,224.

    13F-HR 0000012600-25-000009 filed by PRINCIPAL SECURITIES, 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 20,030 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $1,007,108.

    13F-HR 0000012600-25-000006 filed by PRINCIPAL SECURITIES, 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 20,030 shares
    Change vs previous 13F +2,201 shares

    0.02% of the 13F portfolio, value $1,007,108.

    13F-HR 0000012600-25-000001 filed by PRINCIPAL SECURITIES, 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 17,829 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $937,449.

    13F-HR 0000012600-24-000011 filed by PRINCIPAL SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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