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PRINCIPAL FINANCIAL GROUP INC: XLV position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 9,200 XLV 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 9,200 shares
    Change vs previous 13F -1,280 shares

    0.02% of the 13F portfolio, value $1,459,737.

    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 10,480 shares
    Change vs previous 13F -25,959 shares

    0.02% of the 13F portfolio, value $1,536,503.

    13F-HR 0000012600-26-000009 filed by PRINCIPAL SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 10,480 shares
    • PRINCIPAL FINANCIAL GROUP INC: 0 shares

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

  3. period ended2025-12-31
    13F 36,439 shares
    Change vs previous 13F +15,508 shares

    <0.01% of the 13F portfolio, value $5,640,766.

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

    • PRINCIPAL SECURITIES, INC.: 10,391 shares
    • PRINCIPAL FINANCIAL GROUP INC: 26,048 shares

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

  4. period ended2025-09-30
    13F 20,931 shares
    Change vs previous 13F -3,272 shares

    <0.01% of the 13F portfolio, value $2,912,953.

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

    • PRINCIPAL SECURITIES, INC.: 6,863 shares
    • PRINCIPAL FINANCIAL GROUP INC: 14,068 shares

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

  5. period ended2025-06-30
    13F 24,203 shares
    Change vs previous 13F +1,937 shares

    0.06% of the 13F portfolio, value $3,262,274.

    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 22,266 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $3,063,099.

    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 22,266 shares
    Change vs previous 13F -1,091 shares

    0.07% of the 13F portfolio, value $3,063,099.

    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 23,357 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,597,450.

    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).