PRINCIPAL FINANCIAL GROUP INC

Position in RKT — Rocket Companies, Inc.

CIK 1126328 DES MOINES, IA

Position in RKT

as of Mar 31, 2026 · filed May 4, 2026 Compact

Position Value

$4,233,660

-$4,002,838 QoQ

Shares Held

297,099

-30.2% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2021

16 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

PRINCIPAL FINANCIAL GROUP INC holds $11,579,570 across 2 Mortgage Finance names. RKT ranks #2 (36.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	WD	Walker & Dunlop, Inc.	165,523	$7,345,910
2	RKT	Rocket Companies, Inc. This page	297,099	$4,233,660

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,233,660	297,099	-30.2%	Shares	Defined	2026-05-04
2025-12-31	$8,236,498	425,439	-23.8%	Shares	Defined	2026-02-02
2025-09-30	$10,825,396	558,586	-52.9%	Shares	Defined	2025-11-04
2025-06-30	$16,825,533	1,186,568	+11429.0%	Shares	Defined	2025-08-08
2024-06-30	$141,000	10,292	-0.3%	Shares	Defined	2024-07-29
2024-03-31	$150,214	10,324	-46.7%	Shares	Defined	2024-04-29
2023-09-30	$158,389	19,363	+5.6%	Shares	Defined	2023-11-02
2023-06-30	$164,236	18,330	+0.5%	Shares	Defined	2023-08-07
2023-03-31	$165,289	18,244	-0.1%	Shares	Defined	2023-05-09
2022-12-31	$127,827	18,261	-0.6%	Shares	Defined	2023-02-09
2022-09-30	$116,129	18,375	-4.7%	Shares	Defined	2022-11-09
2022-06-30	$141,966	19,289	+40.3%	Shares	Defined	2022-08-10
2022-03-31	$152,922	13,752	-8.8%	Shares	Defined	2022-05-09
2021-12-31	$211,176	15,084	+3.8%	Shares	Defined	2022-02-09
2021-09-30	$233,029	14,528	-1.4%	Shares	Defined	2021-11-09
2021-06-30	$285,102	14,734	—	Shares	Defined	2021-08-10
No filing history on record for this holder in this stock.