SEC 13F Intelligence

PRINCIPAL FDS INC

CUSIP 74256W584

Principal Fds Inc has 2 institutional holders in Filings Flow’s 13F database, together reporting 1.39M shares worth $53M as of Q1 2026. The largest reported holders are Fulton Bank, N.a., Garton & Associates Financial Advisors LLC, and Coston, Mcisaac & Partners.

Institutional Holders
2
Q1 2026
Reported Value
$53M
Ticker
unmapped
private placement or foreign
Quarters Tracked
5

Ownership Trend

Institutional holders
Q4 ’21: 1Q4 ’21Q4 ’22: 1Q4 ’22Q4 ’25: 3Q4 ’25Q1 ’26: 2Q1 ’26Q2 ’26: 1Q2 ’26filingsflow.com
Total reported value
Q4 ’21: $97,000Q4 ’21Q4 ’22: $63Q4 ’22Q4 ’25: $56MQ4 ’25Q1 ’26: $53MQ1 ’26Q2 ’26: $56MQ2 ’26filingsflow.com

Holders

Mixed quarters
Export to Excel
Manager% of PortfolioValueSharesQuarter
FULTON BANK, N.A.$3.3B AUM1.71%$56M1.38MQ2 2026
Garton & Associates Financial Advisors LLC$122M AUM0.00%$2,06448Q4 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.