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PRINCIPAL FINANCIAL GROUP INC: WSO position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 246,130 WSO 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 246,130 shares
    Change vs previous 13F +71,579 shares

    0.05% of the 13F portfolio, value $102,573,018.

    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 174,551 shares
    Change vs previous 13F +96,156 shares

    0.03% of the 13F portfolio, value $63,504,575.

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

    • PRINCIPAL SECURITIES, INC.: 0 shares
    • PRINCIPAL FINANCIAL GROUP INC: 174,551 shares

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

  3. period ended2025-12-31
    13F 78,395 shares
    Change vs previous 13F -2,944 shares

    0.01% of the 13F portfolio, value $26,415,196.

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

    • PRINCIPAL SECURITIES, INC.: 632 shares
    • PRINCIPAL FINANCIAL GROUP INC: 77,763 shares

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

  4. period ended2025-09-30
    13F 81,339 shares
    Change vs previous 13F -1,564 shares

    0.02% of the 13F portfolio, value $32,885,358.

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

    • PRINCIPAL SECURITIES, INC.: 533 shares
    • PRINCIPAL FINANCIAL GROUP INC: 80,806 shares

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

  5. period ended2025-06-30
    13F 82,903 shares
    Change vs previous 13F -3,434 shares

    0.02% of the 13F portfolio, value $36,611,624.

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

    • PRINCIPAL SECURITIES, INC.: 386 shares
    • PRINCIPAL FINANCIAL GROUP INC: 82,517 shares

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

  6. period ended2025-03-31
    13F 86,337 shares
    Change vs previous 13F +1,199 shares

    0.02% of the 13F portfolio, value $43,872,263.

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

    • PRINCIPAL SECURITIES, INC.: 373 shares
    • PRINCIPAL FINANCIAL GROUP INC: 85,964 shares

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

  7. period ended2024-12-31
    13F 85,138 shares
    Change vs previous 13F -3,031 shares

    0.02% of the 13F portfolio, value $40,346,046.

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

    • PRINCIPAL SECURITIES, INC.: 373 shares
    • PRINCIPAL FINANCIAL GROUP INC: 84,765 shares

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

  8. period ended2024-09-30
    13F/A 88,169 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $43,368,568.

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

    • PRINCIPAL SECURITIES, INC.: 349 shares
    • PRINCIPAL FINANCIAL GROUP INC: 87,820 shares

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