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Principal Global Investors 
 IA
  SEC # 769734


        
29  Related Registrants:   

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294  SEC Filings
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  from  2/14/97  to  2/13/24  (2 Months Ago)

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  Filer / Offerer   Owner / Insider   Issuer / Subject Company   Filing Agent   
 
Most-Recent Filing:    ‘SC 13G/A’ — Amendment to Statement of Acquisition of Beneficial Ownership by a “Passive” Investor — Schedule 13G — Filed as:  Offerer / Owner — Re:  Lulu's Fashion Lounge Holdings, Inc. 
 
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involving  Principal Global Investors 

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Forms
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, Documents
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& Exhibits
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 in  276 Filings
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 Filed as:  Filer / Offerer  or  Owner / Insider


        
Latest Filing  Type    Category    Description        Documents
     
2/13/24SC 13GOwnership:  Statements of Acquisitions of Beneficial Ownership by “Passive” Investors — Schedule 13G149
2/6/2413F-NTOwnership:  Quarterly Holdings Notices by Money Managers — Form 13F — Assets Under Management
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98
2/9/22 OLD40-APPRegistration:  Applications for Exemption Orders and Other Relief by Investment Companies  OLD 21
12/9/19 OLD3Ownership:  Initial Statement of Beneficial Ownership of Securities by an Insider — Form 3  OLD 1
7/11/19 OLDAPP WDRegistration:  Withdrawal of an Application for an Exemption Order or Other Relief  OLD 1
1/20/04 OLD13F-HROwnership:  Quarterly Holdings and Combination Reports by Money Managers — Form 13F  OLD  — Assets Under Management
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6

General Exhibits: 
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2/16/99 OLDEX-24Powers of Attorney  OLD 34

Additional Exhibits: 
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2/16/99 OLDEX-99Miscellaneous Exhibits, such as Press Releases  OLD 15

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2/9/22 OLDGRAPHICPhotos, Images and Graphs  OLD 27

History as a Money Manager:  Assets Under Management
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 ·  Related Money Managers


4 Related Managers who also Reported Holdings for this Manager

As Of
In descending order
  
 
Quarter
(Ended)
  Holdings
Form 13F
  Assets
(Millions)
  Reporting Manager
Manager with whom Investment Discretion is Shared
2/13/2412/31/23  14 of 511  $5,242  
 NJ
 
Personal Cfo Solutions, LLC
2/7/2412/31/23  4,344 of 4,741  $153,604,671  
 IA
 
Principal Financial Group Inc.
2/6/2412/31/23  35 of 452  $138  
 WA
 
Bellevue Asset Management, LLC
5/7/203/31/20  NA of 210  NA  
 NJ
 
Transcend Capital Advisors, LLC [ formerly Transcend Wealth Collective, LLC ]


No Forms
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 nor  Documents
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 Filed re:  Issuer / Subject Company


        

        

Filings History

Year    # of Filings
In descending order
2024 11
2023 16
2022 16
2021 18
2020 30
2019 24
2018 12
2017 5
2016 5
2015 4
2014 4
2013 4
2012 4
2011 4
2010 4
2009 5
2008 5
2007 5
2006 7
2005 6
2004 5
2003 6
2002 4
2001 12
2000 39
1999 22
1998 8
1997 9

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