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PRINCIPAL FINANCIAL GROUP INC: VTR position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 13,978,916 VTR 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 13,978,916 shares
    Change vs previous 13F -1,361,821 shares

    0.59% of the 13F portfolio, value $1,241,339,308.

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

    • PRINCIPAL SECURITIES, INC.: 9,259 shares
    • PRINCIPAL FINANCIAL GROUP INC: 13,969,657 shares

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

  2. period ended2026-03-31
    13F 15,340,737 shares
    Change vs previous 13F -63,342 shares

    0.65% of the 13F portfolio, value $1,254,570,181.

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

    • PRINCIPAL SECURITIES, INC.: 5,657 shares
    • PRINCIPAL FINANCIAL GROUP INC: 15,335,080 shares

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

  3. period ended2025-12-31
    13F 15,404,079 shares
    Change vs previous 13F -23,618 shares

    0.59% of the 13F portfolio, value $1,191,967,888.

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

    • PRINCIPAL SECURITIES, INC.: 5,685 shares
    • PRINCIPAL FINANCIAL GROUP INC: 15,398,394 shares

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

  4. period ended2025-09-30
    13F 15,427,697 shares
    Change vs previous 13F -379,067 shares

    0.53% of the 13F portfolio, value $1,079,784,919.

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

    • PRINCIPAL SECURITIES, INC.: 5,823 shares
    • PRINCIPAL FINANCIAL GROUP INC: 15,421,874 shares

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

  5. period ended2025-06-30
    13F 15,806,764 shares
    Change vs previous 13F -661,618 shares

    0.51% of the 13F portfolio, value $998,197,542.

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

    • PRINCIPAL SECURITIES, INC.: 5,630 shares
    • PRINCIPAL FINANCIAL GROUP INC: 15,801,134 shares

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

  6. period ended2025-03-31
    13F 16,468,382 shares
    Change vs previous 13F -2,178,095 shares

    0.62% of the 13F portfolio, value $1,132,315,622.

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

    • PRINCIPAL SECURITIES, INC.: 5,102 shares
    • PRINCIPAL FINANCIAL GROUP INC: 16,463,280 shares

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

  7. period ended2024-12-31
    13F 18,646,477 shares
    Change vs previous 13F -233,068 shares

    0.58% of the 13F portfolio, value $1,098,101,390.

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

    • PRINCIPAL SECURITIES, INC.: 5,102 shares
    • PRINCIPAL FINANCIAL GROUP INC: 18,641,375 shares

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

  8. period ended2024-09-30
    13F/A 18,879,545 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $1,210,739,591.

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

    • PRINCIPAL SECURITIES, INC.: 4,540 shares
    • PRINCIPAL FINANCIAL GROUP INC: 18,875,005 shares

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