Principal Financial Group, Inc.
DE ˙ DB ˙ US74251V1026
88,50 € ↑2,00 (2,31%)
2026-06-05
DEL PRIS
SecurityDE:PG4 / Principal Financial Group, Inc.
InstitutionAdvisor Group Holdings, Inc.
Latest Disclosed Ownership44,974 shares
Latest Disclosed Value $ 4,055,279
Advisor Group Holdings, Inc. reports 0.76% decrease in ownership of PG4 / Principal Financial Group, Inc.

On May 15, 2026 - Advisor Group Holdings, Inc. filed a 13F-HR form disclosing ownership of 44,974 shares of Principal Financial Group, Inc. (DE:PG4) valued at $3,462,998 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 45,320 shares of Principal Financial Group, Inc.. This represents a change in shares of -0.76% during the quarter. The current value of the position is $3,980,199 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 44,974 -346 -0.76 4,055 1.38 0.0035
2026-02-17 2025-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 45,320 -4,710 -9.41 4,001 -2.03 0.0058
2025-11-14 2025-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 50,030 -7,040 -12.34 4,083 -11.49 0.0057
2025-09-04 2025-06-30 13F/A-1 RINCIPAL FINANCIAL GROUP IN COM 74251V102 57,070 18,296 47.19 4,614 40.94 0.0082
2025-08-13 2025-06-30 13F RINCIPAL FINANCIAL GROUP IN COM 74251V102 52,378 13,604 4,171 0.0048
2025-05-12 2025-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 38,774 -11,328 -22.61 3,274 -11.83 0.0073
2025-06-06 2024-12-31 13F/A-1 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 50,102 854 1.73 3,712 -12.27 0.0083
2025-02-07 2024-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 49,508 260 3,950 0.0101
2024-11-13 2024-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 49,248 -3,553 -6.73 4,232 2.12 0.0095
2024-08-13 2024-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 52,801 -7,776 -12.84 4,144 -20.77 0.0098
2024-05-10 2024-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 60,577 -36,048 -37.31 5,229 -31.22 0.0117
2024-02-12 2023-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 96,625 -154,249 -61.48 7,603 -57.96 0.0133
2023-11-13 2023-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 250,874 116,506 86.71 18,084 77.33 0.0267
2023-08-21 2023-06-30 13F/A-1 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 134,368 3,280 2.50 10,199 4.68 0.0183
2023-08-10 2023-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 792,436 661,348 9,541 0.0026
2023-05-12 2023-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 131,088 -6,425 -4.67 9,743 -15.58 0.0183
2023-02-10 2022-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 137,513 38,349 38.67 11,541 61.31 0.0234
2022-11-14 2022-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 99,164 27,319 38.02 7,154 48.92 0.0164
2022-08-10 2022-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 71,845 15,677 27.91 4,804 30.44 0.0106
2022-05-04 2022-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 56,168 10,481 22.94 3,683 11.37 0.0071
2022-02-03 2021-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 45,687 -571 -1.23 3,307 10.82 0.0063
2021-11-05 2021-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 46,258 -1,156 -2.44 2,984 -0.47 0.0062
2021-08-02 2021-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 47,414 -2,363 -4.75 2,998 0.33 0.0065
2021-05-13 2021-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 49,777 -30 -0.06 2,988 20.92 0.0072
2021-02-10 2020-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 49,807 -33,286 -40.06 2,471 -26.30 0.0066
2020-11-12 2020-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 83,093 -6,345 -7.09 3,353 -9.84 0.0100
2020-08-14 2020-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 89,438 -9,441 -9.55 3,719 38.61 0.0125
2020-05-18 2020-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 98,879 98,879 2,683 0.0110
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.