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PRINCIPAL FINANCIAL GROUP INC: XLU position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 72,256 XLU 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 72,256 shares
    Change vs previous 13F -3,198 shares

    0.04% of the 13F portfolio, value $3,276,084.

    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 75,454 shares
    Change vs previous 13F -5,261 shares

    0.05% of the 13F portfolio, value $3,462,585.

    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 80,715 shares
    Change vs previous 13F +64,901 shares

    0.05% of the 13F portfolio, value $3,445,722.

    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 15,814 shares
    Change vs previous 13F -3,767 shares

    0.02% of the 13F portfolio, value $1,379,163.

    13F-HR 0000012600-25-000011 filed by PRINCIPAL SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 15,814 shares
    • PRINCIPAL FINANCIAL GROUP INC: 0 shares

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

  5. period ended2025-06-30
    13F 19,581 shares
    Change vs previous 13F +11,886 shares

    <0.01% of the 13F portfolio, value $1,598,963.

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

    • PRINCIPAL SECURITIES, INC.: 9,463 shares
    • PRINCIPAL FINANCIAL GROUP INC: 10,118 shares

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

  6. period ended2025-03-31
    13F 7,695 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $582,455.

    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 7,695 shares
    Change vs previous 13F -4,228 shares

    0.01% of the 13F portfolio, value $582,455.

    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 11,923 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $963,179.

    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).