LCAP β€” PRINCIPAL EXCHANGE TRADED FD

Ownership history in PRINCIPAL FINANCIAL GROUP INC  Β·  4 quarters on record

AI Ownership Summary

PRINCIPAL FINANCIAL GROUP INC reported PRINCIPAL EXCHANGE TRADED FD (LCAP) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 0.05% in 2025 Q4. The latest visible filing shows LCAP at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LCAP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PRINCIPAL FINANCIAL GROUP INC's position in PRINCIPAL EXCHANGE TRADED FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

LCAP was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How PRINCIPAL FINANCIAL GROUP INC held LCAP β€” position size vs. price
% of Fund (quarterly)    LCAP price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 3,098,287 +2,700,040 +678.0% 0.05% $91.5M 2026-02-14 (Est.) $30.12
2025 Q3 UNCHANGED 398,247 β€” 0% 0.01% $11.6M 2025-11-04 $29.46
2025 Q2 UNCHANGED 398,247 β€” 0% 0.01% $10.7M 2025-08-08 $27.46
2025 Q1 INITIATED 398,247 β€” β€” 0.01% $9.8M 2025-04-28 $24.35

🏒 Other funds also holding LCAP

As of 2026 Q1 β€” sorted by position size

CoreCap Advisors, LLC 3Y 0.0%

FAQ About PRINCIPAL FINANCIAL GROUP INC and LCAP

These are the practical questions this page is built to answer before you even open the full history table.

How long has PRINCIPAL FINANCIAL GROUP INC reported owning LCAP?

PRINCIPAL FINANCIAL GROUP INC reported LCAP across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported LCAP position in PRINCIPAL FINANCIAL GROUP INC's portfolio?

The largest reported portfolio weight for LCAP was 0.05% in 2025 Q4.

What is the latest reported LCAP position on this page?

The most recent filing on this page is 2025 Q4, when PRINCIPAL FINANCIAL GROUP INC reported 3,098,287 shares, equal to 0.05% of portfolio, with an estimated market value of $91.5M.

What does the chart on this LCAP ownership page compare?

The chart compares PRINCIPAL FINANCIAL GROUP INC's quarterly LCAP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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