Filer Snapshot

PRINCIPAL GLOBAL INVESTORS

CIK 0000769734. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

84

Latest filing

05 Aug 2026

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13D/G stake for HEIA. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Largest parsed holding

—

Populates from the latest parsed 13F information table.

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13D/G large stake

HEIA

30 Jun 2026 · 8.6% ownership

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Insider / owner context

Principal Private Credit Fund I

16 Apr 2024

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Source: SEC Schedule 13D/G

SCHEDULE 13G filed on 05 Aug 2026 for CIK 0000769734.

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Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Parsed SEC ownership signals

Largest active 13G stakes

Passive or institutional large-stake positions disclosed in parsed Schedule 13G filings.

HEIA VMC BIP FWONK YUMC REG
+14 moreH AMH PRM FND KMX CCCS APPF BXDC SMA NHP COLL YSWY CAL SUJA
How to read these SEC ownership signals
  • Read each filing family separately: Form 13F, Schedules 13D/G, and Forms 3/4/5 answer different SEC disclosure questions and should not be blended into one ownership total.
  • Use 13F values for visible U.S.-listed equity portfolios, 13D/G rows for large beneficial-owner stakes, and Forms 3/4/5 rows for reporting-owner positions and transactions.
  • Open the linked research path when you need the filing, CIK, issuer, CUSIP, date, or source trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
711 High Street, Des Moines, IA, 50392-0300
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 1 profile field available
Former names on EDGAR
INVISTA CAPITAL MANAGEMENT LLC /IA/ (to 14 Nov 2002), INVISTA CAPITAL MANAGEMENT INC/IA/ (to 16 Feb 1999)

Filer intelligence

What SEC filings say about PRINCIPAL GLOBAL INVESTORS

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

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Quick read

  • 5 recent 13D/G stake rows found; top row is HEIA at 8.6% ownership.
  • Forms 3/4/5 show insider context for Principal Private Credit Fund I.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio No rows yet

Quarterly institutional portfolio holdings.

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13D/G stakes 5 rows

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 1 rows

Officer, director, and 10% owner holdings or transactions.

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13D/G large-stake context

HEIA

30 Jun 2026 · Class A Common Stock, $.01 par value per share

8.6%
Issuer page 13D/G history

YSWY

30 Jun 2026 · Class A Common Stock, $0.0001 par value per share

8.5%
Issuer page 13D/G history

PRM

30 Jun 2026 · Common Stock, par value $0.0001 per share

8.2%
Issuer page 13D/G history

BXDC

30 Jun 2026 · Common stock par value $0.01 per share

7.8%
Issuer page 13D/G history

Forms 3/4/5 insider context

Principal Private Credit Fund I

16 Apr 2024

Issuer page Owner page

Latest update

What changed recently for PRINCIPAL GLOBAL INVESTORS

New filing available

Latest Schedule 13D/G period: 30 Jun 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

05 Aug 2026

Page type

Filer profile

Latest period

30 Jun 2026

Schedule 13D/G context is visible from filings filed on 05 Aug 2026.

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Benchmark Context

Benchmark context for this company

PRINCIPAL GLOBAL INVESTORS has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest Schedule 13D/G period: 30 Jun 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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SEC filing record

CIK 0000769734 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
84
First seen
12 Feb 2014
Latest filing
05 Aug 2026
Entity
Company

Observed form types

13F-NT SCHEDULE 13G SCHEDULE 13G/A

CIK-linked evidence first

PRINCIPAL GLOBAL INVESTORS SEC filings PRINCIPAL GLOBAL INVESTORS 13F portfolio PRINCIPAL GLOBAL INVESTORS 13D/G history PRINCIPAL GLOBAL INVESTORS owner filings Open SEC filing index

Latest Filings

Showing the latest 12 of 84 SEC filings for PRINCIPAL GLOBAL INVESTORS.

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SCHEDULE 13G

SCHEDULE 13G filing

Filing date
05 Aug 2026
Reporting date
Not listed
SEC evidence
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SCHEDULE 13G

SCHEDULE 13G filing

Filing date
05 Aug 2026
Reporting date
Not listed
SEC evidence
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SCHEDULE 13G

SCHEDULE 13G filing

Filing date
05 Aug 2026
Reporting date
Not listed
SEC evidence
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
05 Aug 2026
Reporting date
Not listed
SEC evidence
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
05 Aug 2026
Reporting date
Not listed
SEC evidence
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
05 Aug 2026
Reporting date
Not listed
SEC evidence
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SCHEDULE 13G

SCHEDULE 13G filing

Filing date
05 Aug 2026
Reporting date
Not listed
SEC evidence
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
05 Aug 2026
Reporting date
Not listed
SEC evidence
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
05 Aug 2026
Reporting date
Not listed
SEC evidence
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SCHEDULE 13G

SCHEDULE 13G filing

Filing date
05 Aug 2026
Reporting date
Not listed
SEC evidence
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
05 Aug 2026
Reporting date
Not listed
SEC evidence
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13F-NT

13F-NT filing

Filing date
04 Aug 2026
Reporting date
30 Jun 2026
SEC evidence
Open document Open filing
Next action
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