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PRINCIPAL FINANCIAL GROUP INC: YLD position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 8,061,697 YLD 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 8,061,697 shares
    Change vs previous 13F +1,599,768 shares

    0.07% of the 13F portfolio, value $153,626,257.

    13F-HR 0000012600-26-000012 filed by PRINCIPAL SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 4,807,872 shares
    • PRINCIPAL FINANCIAL GROUP INC: 3,253,825 shares

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

  2. period ended2026-03-31
    13F 6,461,929 shares
    Change vs previous 13F +596,790 shares

    0.06% of the 13F portfolio, value $122,176,200.

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

    • PRINCIPAL SECURITIES, INC.: 3,336,359 shares
    • PRINCIPAL FINANCIAL GROUP INC: 3,125,570 shares

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

  3. period ended2025-12-31
    13F 5,865,139 shares
    Change vs previous 13F +881,828 shares

    0.06% of the 13F portfolio, value $111,376,952.

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

    • PRINCIPAL SECURITIES, INC.: 2,872,059 shares
    • PRINCIPAL FINANCIAL GROUP INC: 2,993,080 shares

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

  4. period ended2025-09-30
    13F 4,983,311 shares
    Change vs previous 13F +778,108 shares

    0.05% of the 13F portfolio, value $96,660,600.

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

    • PRINCIPAL SECURITIES, INC.: 2,112,828 shares
    • PRINCIPAL FINANCIAL GROUP INC: 2,870,483 shares

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

  5. period ended2025-06-30
    13F 4,205,203 shares
    Change vs previous 13F +747,825 shares

    0.04% of the 13F portfolio, value $81,188,821.

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

    • PRINCIPAL SECURITIES, INC.: 1,442,664 shares
    • PRINCIPAL FINANCIAL GROUP INC: 2,762,539 shares

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

  6. period ended2025-03-31
    13F 3,457,378 shares
    Change vs previous 13F +78,574 shares

    0.06% of the 13F portfolio, value $109,778,256.

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

    • PRINCIPAL SECURITIES, INC.: 849,822 shares
    • PRINCIPAL FINANCIAL GROUP INC: 2,607,556 shares

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

  7. period ended2024-12-31
    13F 3,378,804 shares
    Change vs previous 13F +304,435 shares

    0.03% of the 13F portfolio, value $64,805,483.

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

    • PRINCIPAL SECURITIES, INC.: 849,222 shares
    • PRINCIPAL FINANCIAL GROUP INC: 2,529,582 shares

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

  8. period ended2024-09-30
    13F/A 3,074,369 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $60,042,411.

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

    • PRINCIPAL SECURITIES, INC.: 731,823 shares
    • PRINCIPAL FINANCIAL GROUP INC: 2,342,546 shares

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