PRINCIPAL FINANCIAL GROUP INC: XP position timeline

PRINCIPAL FINANCIAL GROUP INC held 35,412 XP 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 35,412 shares

   Change vs previous 13F -30,903 shares

   0.01% of the 13F portfolio, value $575,795.

   13F-HR 0000012600-26-000012 filed by PRINCIPAL SECURITIES, INC.
   Filed 2026-08-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   • PRINCIPAL SECURITIES, INC.: 35,412 shares
   • PRINCIPAL FINANCIAL GROUP INC: 0 shares

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

2. period ended2026-03-31

   13F 66,315 shares

   Change vs previous 13F +34,153 shares

   <0.01% of the 13F portfolio, value $1,262,629.

   13F-HR 0000012600-26-000009 filed by PRINCIPAL SECURITIES, INC.
   Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   • PRINCIPAL SECURITIES, INC.: 54,504 shares
   • PRINCIPAL FINANCIAL GROUP INC: 11,811 shares

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

3. period ended2025-12-31

   13F 32,162 shares

   Change vs previous 13F +2,496 shares

   <0.01% of the 13F portfolio, value $526,493.

   13F-HR 0000012600-26-000001 filed by PRINCIPAL SECURITIES, INC.
   Filed 2026-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   • PRINCIPAL SECURITIES, INC.: 20,746 shares
   • PRINCIPAL FINANCIAL GROUP INC: 11,416 shares

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

4. period ended2025-09-30

   13F 29,666 shares

   Change vs previous 13F +444 shares

   <0.01% of the 13F portfolio, value $557,425.

   13F-HR 0001126328-25-000057 filed by PRINCIPAL FINANCIAL GROUP INC
   Filed 2025-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   • PRINCIPAL SECURITIES, INC.: 14,773 shares
   • PRINCIPAL FINANCIAL GROUP INC: 14,893 shares

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

5. period ended2025-06-30

   13F 29,222 shares

   Change vs previous 13F +1,143 shares

   <0.01% of the 13F portfolio, value $590,284.

   13F-HR 0001085146-25-004729 filed by PRINCIPAL FINANCIAL GROUP INC
   Filed 2025-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   • PRINCIPAL SECURITIES, INC.: 11,608 shares
   • PRINCIPAL FINANCIAL GROUP INC: 17,614 shares

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

6. period ended2025-03-31

   13F 28,079 shares

   Change vs previous 13F -948 shares

   <0.01% of the 13F portfolio, value $373,511.

   13F-HR 0001085146-25-002396 filed by PRINCIPAL FINANCIAL GROUP INC
   Filed 2025-04-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   • PRINCIPAL SECURITIES, INC.: 6,619 shares
   • PRINCIPAL FINANCIAL GROUP INC: 21,460 shares

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

7. period ended2024-12-31

   13F 29,027 shares

   Change vs previous 13F -1,861 shares

   <0.01% of the 13F portfolio, value $343,971.

   13F-HR 0001085146-25-000661 filed by PRINCIPAL FINANCIAL GROUP INC
   Filed 2025-01-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   • PRINCIPAL SECURITIES, INC.: 6,619 shares
   • PRINCIPAL FINANCIAL GROUP INC: 22,408 shares

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

8. period ended2024-09-30

   13F/A 30,888 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $554,130.

   13F-HR 0001085146-24-005276 filed by PRINCIPAL FINANCIAL GROUP INC
   Filed 2024-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   • PRINCIPAL SECURITIES, INC.: 3,747 shares
   • PRINCIPAL FINANCIAL GROUP INC: 27,141 shares

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