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PRINCIPAL FINANCIAL GROUP INC: USMV position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 105,628 USMV 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 105,628 shares
    Change vs previous 13F +2,145 shares

    0.12% of the 13F portfolio, value $10,188,858.

    13F-HR 0000012600-26-000012 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).

  2. period ended2026-03-31
    13F 103,483 shares
    Change vs previous 13F +15,241 shares

    0.14% of the 13F portfolio, value $9,596,940.

    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 88,242 shares
    Change vs previous 13F -1,449 shares

    0.13% of the 13F portfolio, value $8,308,889.

    13F-HR 0000012600-26-000001 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).

  4. period ended2025-09-30
    13F 89,691 shares
    Change vs previous 13F +1,510 shares

    0.14% of the 13F portfolio, value $8,533,180.

    13F-HR 0000012600-25-000011 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).

  5. period ended2025-06-30
    13F 88,181 shares
    Change vs previous 13F -5,138 shares

    0.16% of the 13F portfolio, value $8,277,549.

    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 93,319 shares
    Change vs previous 13F +2,237 shares

    0.19% of the 13F portfolio, value $8,285,756.

    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 91,082 shares
    Change vs previous 13F -4,738 shares

    0.18% of the 13F portfolio, value $8,087,132.

    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 95,820 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $8,749,330.

    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).