Principal Financial Group, Inc.
DE ˙ DB ˙ US74251V1026
88,50 € ↑2,00 (2,31%)
2026-06-05
DEL PRIS
SecurityDE:PG4 / Principal Financial Group, Inc.
InstitutionAdvisors Asset Management, Inc.
Latest Disclosed Ownership39,983 shares
Latest Disclosed Value $ 3,602,868
Advisors Asset Management, Inc. reports 4.97% increase in ownership of PG4 / Principal Financial Group, Inc.

On May 15, 2026 - Advisors Asset Management, Inc. filed a 13F-HR form disclosing ownership of 39,983 shares of Principal Financial Group, Inc. (DE:PG4) valued at $3,078,691 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 38,091 shares of Principal Financial Group, Inc.. This represents a change in shares of 4.97% during the quarter. The current value of the position is $3,538,496 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 39,983 1,892 4.97 3,603 7.20 0.0599
2026-02-12 2025-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 38,091 1,702 4.68 3,360 11.37 0.0564
2025-11-06 2025-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 36,389 -641 -1.73 3,017 2.58 0.0512
2025-08-12 2025-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 37,030 2,148 6.16 2,941 -0.03 0.0527
2025-05-15 2025-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 34,882 2,623 8.13 2,943 17.82 0.0553
2025-02-10 2024-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 32,259 -1,480 -4.39 2,497 -13.84 0.0460
2024-11-08 2024-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 33,739 -2,351 -6.51 2,898 2.37 0.0532
2024-08-14 2024-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 36,090 -5,763 -13.77 2,831 -21.62 0.0552
2024-05-14 2024-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 41,853 -5,802 -12.18 3,612 -3.65 0.0694
2024-02-14 2023-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 47,655 -10,513 -18.07 3,749 -10.57 0.0765
2023-11-14 2023-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 58,168 -4,961 -7.86 4,192 -12.43 0.0904
2023-08-14 2023-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 63,129 516 0.82 4,788 2.88 0.0978
2023-05-12 2023-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 62,613 10,194 19.45 4,653 5.77 0.0947
2023-02-13 2022-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 52,419 14,661 38.83 4,399 61.49 0.0906
2022-11-08 2022-09-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 37,758 1,535 4.24 2,724 12.61 0.0573
2022-08-08 2022-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 36,223 2,394 7.08 2,419 -2.58 0.0459
2022-05-17 2022-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 33,829 -2,022 -5.64 2,483 -4.24 0.0382
2022-02-15 2021-12-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 35,851 -7,805 -17.88 2,593 -7.76 0.0370
2021-11-12 2021-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 43,656 -7,329 -14.37 2,811 -12.76 0.0427
2021-07-30 2021-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 50,985 -10,925 -17.65 3,222 -13.20 0.0475
2021-05-07 2021-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 61,910 -6,649 -9.70 3,712 9.14 0.0577
2021-02-12 2020-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 68,559 -7,708 -10.11 3,401 10.75 0.0562
2020-11-16 2020-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 76,267 -11,361 -12.97 3,071 -15.63 0.0568
2020-08-12 2020-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 87,628 -1,552 -1.74 3,640 30.23 0.0709
2020-05-15 2020-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 89,180 6,991 8.51 2,795 -38.16 0.0665
2020-05-20 2019-12-31 13F/A-1 PRINCIPAL FINL GROUP COM 74251V102 82,189 4,905 6.35 4,520 2.36 0.0793
2020-02-14 2019-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 82,189 4,905 4,520 40,006.2736
2019-11-14 2019-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 77,284 11,032 16.65 4,416 15.09 0.0813
2019-11-14 2019-06-30 13F/A-1 PRINCIPAL FINANCIAL GROUP COM 74251V102 66,252 18,037 37.41 3,837 58.55 0.0692
2019-08-14 2019-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 66,252 18,037 3,837
2019-05-15 2019-03-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 48,215 13,928 40.62 2,420 59.84 0.0431
2019-02-06 2018-12-31 13F/A-1 PRINCIPAL FINL GROUP COM 74251V102 34,287 7,200 26.58 1,514 -4.60 0.0305
2019-01-31 2018-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 34,287 7,200 1,514
2018-11-15 2018-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 27,087 -265 -0.97 1,587 9.60 0.0259
2018-08-22 2018-06-30 13F/A-1 PRINCIPAL FINL GROUP COM 74251V102 27,352 -12,787 -31.86 1,448 -42.13 0.0246
2018-08-15 2018-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 143,178 103,039 1,448
2018-05-15 2018-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 40,139 -15,408 -27.74 2,502 -36.16 0.0419
2018-02-13 2017-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 55,547 -21,508 -27.91 3,919 -20.96 0.0644
2017-11-07 2017-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 77,055 -5,077 -6.18 4,958 -5.78 0.0831
2017-08-02 2017-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 82,132 -6,500 -7.33 5,262 -5.93 0.0879
2017-05-02 2017-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 88,632 680 0.77 5,594 23.49 0.0937
2016-10-31 2016-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 87,952 17,850 25.46 4,530 57.18 0.0743
2016-08-08 2016-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 70,102 27,403 64.18 2,882 71.14 0.0467
2016-05-16 2016-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 42,699 21,923 105.52 1,684 80.11 0.0280
2016-02-10 2015-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 20,776 15,554 297.86 935 278.54 0.0148
2015-11-16 2015-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 5,222 -4,530 -46.45 247 -50.60 0.0039
2015-08-11 2015-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 9,752 -3,381 -25.74 500 -25.93 0.0069
2015-05-13 2015-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 13,133 -3,085 -19.02 675 -19.83 0.0090
2015-02-05 2014-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 16,218 -3,593 -18.14 842 -18.96 0.0113
2014-11-13 2014-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 19,811 496 2.57 1,039 6.56 0.0143
2014-08-14 2014-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 19,315 5,270 37.52 975 50.93 0.0135
2014-05-15 2014-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 14,045 3,640 34.98 646 25.93 0.0098
2014-02-03 2013-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 10,405 3,094 42.32 513 63.90 0.0083
2013-11-15 2013-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 7,311 2,137 41.30 313 61.34 0.0056
2013-08-14 2013-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 5,174 5,174 194 0.0037
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.