organization · Reporting owner
PRINCIPAL FINANCIAL SERVICES INC
Disclosed activity across 1 company
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Latest disclosed role at each company.
No relationships currently tracked through insider filings.
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Principal Real Asset Fund
Report date April 28, 2025 · Filed April 30, 2025
Section 16 reporting ended · disclosed 2025-04-30. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class Y Shares of beneficial interestSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2025-04-28 transaction · row 1
1 source rowRow 1 · 2025-04-28 · Sale · Disposed 9,082,230.32 · Balance 0 |
| Class A Shares of beneficial interestSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2025-04-28 transaction · row 2
1 source rowRow 2 · 2025-04-28 · Sale · Disposed 322,425.1 · Balance 0 |
| Institutional Class Shares of beneficial interestSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2025-04-28 transaction · row 3
1 source rowRow 3 · 2025-04-28 · Sale · Disposed 328,290.97 · Balance 0 |
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| April 28, 2025 Filed Apr 30, 2025 19:27 UTC | Principal Real Asset Fund N/A · Entity 9033 | SaleInstitutional Class Shares of beneficial interest | 328,290.97 | $26.09 | $8,565,111.41 |
DisclosureSEC source: 0001756404-25-000008 · wk-form4_1746041242.xml · nonDerivative · entry 3 PRINCIPAL FINANCIAL SERVICES INC · CIK 0001094589 · Affiliate of Advisor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
| April 28, 2025 Filed Apr 30, 2025 19:27 UTC | Principal Real Asset Fund N/A · Entity 9033 | SaleClass A Shares of beneficial interest | 322,425.1 | $25.92 | $8,357,258.59 |
DisclosureSEC source: 0001756404-25-000008 · wk-form4_1746041242.xml · nonDerivative · entry 2 PRINCIPAL FINANCIAL SERVICES INC · CIK 0001094589 · Affiliate of Advisor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
| April 28, 2025 Filed Apr 30, 2025 19:27 UTC | Principal Real Asset Fund N/A · Entity 9033 | SaleClass Y Shares of beneficial interest | 9,082,230.32 | $26.41 | $239,861,702.75 |
DisclosureSEC source: 0001756404-25-000008 · wk-form4_1746041242.xml · nonDerivative · entry 1 PRINCIPAL FINANCIAL SERVICES INC · CIK 0001094589 · Affiliate of Advisor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
| January 23, 2025 Filed Jan 27, 2025 16:09 UTC | Principal Real Asset Fund N/A · Entity 9033 | SaleClass Y Shares of beneficial interest | 343,511.45 | $26.20 | $8,999,999.99 |
DisclosureSEC source: 0001756404-25-000002 · wk-form4_1737994181.xml · nonDerivative · entry 1 PRINCIPAL FINANCIAL SERVICES INC · CIK 0001094589 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 368,915.872 Read SEC document |
| October 24, 2024 Filed Oct 25, 2024 21:22 UTC | Principal Real Asset Fund N/A · Entity 9033 | SaleClass Y Shares of beneficial interest | 265,755.505 | $26.34 | $7,000,000.00 |
DisclosureSEC source: 0001756404-24-000071 · wk-form4_1729891316.xml · nonDerivative · entry 1 PRINCIPAL FINANCIAL SERVICES INC · CIK 0001094589 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 704,330.768 Read SEC document |
| July 25, 2024 Filed Aug 9, 2024 21:00 UTC | Principal Real Asset Fund N/A · Entity 9033 | SaleClass Y Shares of beneficial interest | 271,844.66 | $25.75 | $7,000,000.00 |
DisclosureSEC source: 0001756404-24-000053 · wk-form4_1723237202.xml · nonDerivative · entry 1 PRINCIPAL FINANCIAL SERVICES INC · CIK 0001094589 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 945,345.545 Read SEC document |
| January 25, 2024 Filed Aug 9, 2024 20:59 UTC | Principal Real Asset Fund N/A · Entity 9033 | SaleClass Y Shares of beneficial interest | 277,337.559 | $25.24 | $6,999,999.99 |
DisclosureSEC source: 0001756404-24-000052 · wk-form4_1723237181.xml · nonDerivative · entry 1 PRINCIPAL FINANCIAL SERVICES INC · CIK 0001094589 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,229,084.162 Read SEC document |
| July 27, 2023 Filed Aug 9, 2024 20:59 UTC | Principal Real Asset Fund N/A · Entity 9033 | SaleClass Y Shares of beneficial interest | 312,012.48 | $25.54 | $7,968,798.74 |
DisclosureSEC source: 0001756404-24-000051 · wk-form4_1723237157.xml · nonDerivative · entry 1 PRINCIPAL FINANCIAL SERVICES INC · CIK 0001094589 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,490,817.7 Read SEC document |
| January 25, 2023 Filed Aug 9, 2024 20:59 UTC | Principal Real Asset Fund N/A · Entity 9033 | SaleClass Y Shares of beneficial interest | 309,957.381 | $25.81 | $8,000,000.00 |
DisclosureSEC source: 0001756404-24-000050 · wk-form4_1723237136.xml · nonDerivative · entry 1 PRINCIPAL FINANCIAL SERVICES INC · CIK 0001094589 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,784,330.053 Read SEC document |
| July 27, 2022 Filed Aug 9, 2024 20:52 UTC | Principal Real Asset Fund N/A · Entity 9033 | SaleClass Y Shares of beneficial interest | 295,967.444 | $27.03 | $8,000,000.01 |
DisclosureSEC source: 0001756404-24-000048 · wk-form4_1723236755.xml · nonDerivative · entry 1 PRINCIPAL FINANCIAL SERVICES INC · CIK 0001094589 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,969,985.885 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.