Principal Financial Group, Inc.
DE ˙ DB ˙ US74251V1026
88,50 € ↑2,00 (2,31%)
2026-06-05
DEL PRIS
SecurityDE:PG4 / Principal Financial Group, Inc.
InstitutionAllianz Asset Management GmbH
Latest Disclosed Ownership144,425 shares
Latest Disclosed Value $ 13,014,137
Allianz Asset Management GmbH reports 4.40% increase in ownership of PG4 / Principal Financial Group, Inc.

On May 11, 2026 - Allianz Asset Management GmbH filed a 13F-HR form disclosing ownership of 144,425 shares of Principal Financial Group, Inc. (DE:PG4) valued at $11,120,725 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 138,344 shares of Principal Financial Group, Inc.. This represents a change in shares of 4.40% during the quarter. The current value of the position is $12,781,612 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)
2026-05-11 2026-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 144,425 6,081 4.40 13,014 6.65 0.0136
2026-02-11 2025-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 138,344 102,575 286.77 12,203 311.57 0.0123
2025-11-04 2025-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 35,769 -43,179 -54.69 2,966 -52.71 0.0033
2025-07-28 2025-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 78,948 -133,102 -62.77 6,271 -64.95 0.0075
2025-05-05 2025-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 212,050 18,481 9.55 17,891 19.39 0.0234
2025-02-03 2024-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 193,569 67,350 53.36 14,984 38.20 0.0200
2024-11-13 2024-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 126,219 2,889 2.34 10,842 12.06 0.0152
2024-08-13 2024-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 123,330 70,923 135.33 9,675 113.91 0.0143
2024-05-14 2024-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 52,407 -21,713 -29.29 4,523 -22.43 0.0070
2024-02-12 2023-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 74,120 -42,386 -36.38 5,831 -30.55 0.0095
2023-11-13 2023-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 116,506 -279,341 -70.57 8,397 -72.03 0.0142
2023-08-14 2023-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 395,847 -11,166 -2.74 30,021 -0.75 0.0537
2023-05-11 2023-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 407,013 318,521 359.94 30,249 307.34 0.0536
2023-02-13 2022-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 88,492 11,339 14.70 7,426 33.42 0.0144
2022-11-08 2022-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 77,153 6,373 9.00 5,566 17.75 0.0113
2022-08-12 2022-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 70,780 6,937 10.87 4,727 0.85 0.0045
2022-05-13 2022-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 63,843 -39,790 -38.40 4,687 -37.47 0.0035
2022-02-11 2021-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 103,633 -12,785 -10.98 7,496 -0.03 0.0052
2021-11-10 2021-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 116,418 41,466 55.32 7,498 58.32 0.0058
2021-08-16 2021-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 74,952 -24,269 -24.46 4,736 -20.39 0.0040
2021-05-13 2021-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 99,221 -82,251 -45.32 5,949 -33.91 0.0058
2021-02-16 2020-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 181,472 -8,728 -4.59 9,002 17.53 0.0089
2020-11-13 2020-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 190,200 -272,890 -58.93 7,659 -60.19 0.0089
2020-08-14 2020-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 463,090 55,882 13.72 19,237 50.74 0.0222
2020-05-14 2020-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 407,208 -265,334 -39.45 12,762 -65.50 0.0171
2020-02-13 2019-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 672,542 323,337 92.59 36,990 85.38 0.0338
2019-11-13 2019-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 349,205 66,642 23.58 19,954 21.92 0.0196
2019-08-08 2019-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 282,563 4,876 1.76 16,366 17.43 0.0152
2019-05-13 2019-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 277,687 -629,589 -69.39 13,937 -65.22 0.0138
2019-04-02 2018-12-31 13F/A-1 PRINCIPAL FINL GROUP COM 74251V102 907,276 -120,395 -11.72 40,074 -33.44 0.0439
2019-02-13 2018-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 907,276 -120,395 40,074
2019-04-09 2018-09-30 13F/A-1 PRINCIPAL FINL GROUP COM 74251V102 1,027,671 -151,899 -12.88 60,211 -3.60 0.0547
2018-11-13 2018-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 1,027,671 -151,899 60,211
2019-04-09 2018-06-30 13F/A-1 PRINCIPAL FINL GROUP COM 74251V102 1,179,570 -116,492 -8.99 62,458 -20.88 0.0608
2018-08-13 2018-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 1,179,570 -116,492 62,458
2019-04-09 2018-03-31 13F/A-2 PRINCIPAL FINL GROUP COM 74251V102 1,296,062 2,418 0.19 78,943 -13.52 0.0755
2018-05-23 2018-03-31 13F/A-1 PRINCIPAL FINL GROUP COM 74251V102 1,296,062 0 78,943 0.0754
2018-05-14 2018-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 1,296,062 2,418 78,943
2019-04-17 2017-12-31 13F/A-1 PRINCIPAL FINL GROUP COM 74251V102 1,293,644 -314,244 -19.54 91,280 -11.76 0.0722
2018-02-13 2017-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 1,293,644 -314,244 91,280
2019-04-17 2017-09-30 13F/A-1 PRINCIPAL FINL GROUP COM 74251V102 1,607,888 365,068 29.37 103,451 29.46 0.0898
2017-11-13 2017-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 1,607,888 365,068 103,451
2019-04-17 2017-06-30 13F/A-1 PRINCIPAL FINL GROUP COM 74251V102 1,242,820 489,011 64.87 79,909 67.97 0.0773
2017-08-14 2017-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 1,242,820 489,011 79,909
2019-04-17 2017-03-31 13F/A-1 PRINCIPAL FINL GROUP COM 74251V102 753,809 380,399 101.87 47,573 120.19 0.0467
2017-05-15 2017-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 753,809 380,399 47,573
2019-04-17 2016-12-31 13F/A-2 PRINCIPAL FINL GROUP COM 74251V102 373,410 26,870 7.75 21,605 21.26 0.0194
2017-03-14 2016-12-31 13F/A-1 PRINCIPAL FINL GROUP COM 74251V102 373,410 0 21,605 0.0194
2017-02-13 2016-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 373,410 21,605
2019-04-17 2016-09-30 13F/A-1 PRINCIPAL FINL GROUP COM 74251V102 346,540 140,525 68.21 17,817 110.38 0.0174
2016-11-14 2016-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 346,540 140,525 17,817
2017-01-24 2016-06-30 13F/A-1 PRINCIPAL FINL GROUP COM 74251V102 206,015 2,617 1.29 8,469 5.55 0.0091
2016-08-12 2016-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 206,015 8,469
2016-05-13 2016-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 203,398 -38,974 -16.08 8,024 -26.58 0.0092
2017-01-24 2015-12-31 13F/A-1 PRINCIPAL FINL GROUP COM 74251V102 242,372 -137,476 -36.19 10,929 -39.22 0.0124
2016-02-16 2015-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 242,372 10,929
2017-01-24 2015-09-30 13F/A-2 PRINCIPAL FINL GROUP COM 74251V102 379,848 11,027 2.99 17,982 -5.05 0.0214
2015-11-20 2015-09-30 13F/A-1 PRINCIPAL FINL GROUP COM 74251V102 379,848 0 17,982 0.0187
2015-11-13 2015-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 379,848 17,982
2015-09-22 2015-06-30 13F/A-1 PRINCIPAL FINL GROUP COM 74251V102 368,821 -11,604 -3.05 18,939 -3.09 0.0203
2015-08-14 2015-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 349,991 17,951
2017-01-24 2015-03-31 13F/A-1 PRINCIPAL FINL GROUP COM 74251V102 380,425 18,277 5.05 19,542 3.89 0.0223
2015-05-15 2015-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 380,425 19,542,433
2015-02-17 2014-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 362,148 16,815 4.87 18,810 3.81 0.0209
2014-11-14 2014-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 345,333 -97,332 -21.99 18,120 -18.91 0.0218
2014-08-13 2014-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 442,665 40,007 9.94 22,346 20.67 0.0281
2014-05-28 2014-03-31 13F/A-1 PRINCIPAL FINL GROUP COM 74251V102 402,658 1,319 0.33 18,519 -6.43 0.0223
2014-05-14 2014-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 402,658 18,519
2014-02-13 2013-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 401,339 182,280 83.21 19,791 110.97 0.0252
2013-11-14 2013-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 219,059 29,076 15.30 9,381 31.85 0.0124
2013-08-14 2013-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 189,983 189,983 7,115 0.0101
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.