Principal Financial Group, Inc.
DE ˙ DB ˙ US74251V1026
88,50 € ↑2,00 (2,31%)
2026-06-05
DEL PRIS
SecurityDE:PG4 / Principal Financial Group, Inc.
InstitutionAmeriprise Financial Inc
Latest Disclosed Ownership210,924 shares
Latest Disclosed Value $ 19,006,329
Ameriprise Financial Inc reports 3.68% decrease in ownership of PG4 / Principal Financial Group, Inc.

On May 15, 2026 - Ameriprise Financial Inc filed a 13F-HR form disclosing ownership of 210,924 shares of Principal Financial Group, Inc. (DE:PG4) valued at $16,241,148 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 218,990 shares of Principal Financial Group, Inc.. This represents a change in shares of -3.68% during the quarter. The current value of the position is $18,666,774 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 COM 74251V102 210,924 -8,066 -3.68 19,006 -1.61 0.0008
2026-02-17 2025-12-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 218,990 -13,753 -5.91 19,317 0.11 0.0044
2025-11-14 2025-09-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 232,743 -11,645 -4.76 19,297 -0.59 0.0044
2025-08-14 2025-06-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 244,388 48,657 24.86 19,412 17.55 0.0048
2025-05-14 2025-03-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 195,731 45,929 30.66 16,514 42.40 0.0045
2025-02-14 2024-12-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 149,802 -20,493 -12.03 11,597 -20.73 0.0030
2024-11-14 2024-09-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 170,295 -7,406 -4.17 14,628 4.94 0.0038
2024-08-14 2024-06-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 177,701 664 0.38 13,941 -8.77 0.0038
2024-05-15 2024-03-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 177,037 -23,101 -11.54 15,280 -2.95 0.0042
2024-02-14 2023-12-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 200,138 12,569 6.70 15,745 16.47 0.0047
2023-11-14 2023-09-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 187,569 -1,772 -0.94 13,518 -5.84 0.0044
2023-08-14 2023-06-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 189,341 -40,682 -17.69 14,356 -16.02 0.0045
2023-05-22 2023-03-31 13F/A-1 PRINCIPAL FINANCIAL GROUP COM 74251V102 230,023 -747,197 -76.46 17,095 -79.15 0.0056
2023-05-15 2023-03-31 13F PRIMO WATER COM 74251V102 230,023 -747,197 17,095 0.0010
2023-02-14 2022-12-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 977,220 -637,511 -39.48 81,999 -31.49 0.0281
2022-11-14 2022-09-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 1,614,731 -259,533 -13.85 119,693 -1.48 0.0443
2022-08-15 2022-06-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 1,874,264 -95,924 -4.87 121,492 -8.45 0.0424
2022-05-16 2022-03-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 1,970,188 111,860 6.02 132,706 9.75 0.0392
2022-02-14 2021-12-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 1,858,328 1,295,264 230.04 120,919 233.47 0.0334
2021-11-15 2021-09-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 563,064 -4,874 -0.86 36,261 1.04 0.0116
2021-08-16 2021-06-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 567,938 -31,264 -5.22 35,888 -0.12 0.0111
2021-05-17 2021-03-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 599,202 -143,648 -19.34 35,931 -2.50 0.0119
2021-02-12 2020-12-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 742,850 -55,447 -6.95 36,851 14.64 0.0131
2020-11-16 2020-09-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 798,297 -221,759 -21.74 32,145 -24.14 0.0131
2020-08-14 2020-06-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 1,020,056 11,432 1.13 42,373 34.21 0.0182
2020-05-15 2020-03-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 1,008,624 -2,111,204 -67.67 31,572 -81.60 0.0166
2020-02-14 2019-12-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 3,119,828 323,195 11.56 171,589 7.38 0.0713
2019-11-14 2019-09-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 2,796,633 86,881 3.21 159,801 1.81 0.0716
2019-08-14 2019-06-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 2,709,752 222,056 8.93 156,953 25.71 0.0703
2019-05-15 2019-03-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 2,487,696 -438,523 -14.99 124,858 -3.40 0.0574
2019-02-14 2018-12-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 2,926,219 88,152 3.11 129,254 -22.27 0.0646
2018-11-14 2018-09-30 13F PRINCIPAL FINANCIAL COM 74251V102 2,838,067 1,541,913 118.96 166,282 142.29 0.0581
2018-08-14 2018-06-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 1,296,154 927,075 251.19 68,630 205.29 0.0304
2018-05-14 2018-03-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 369,079 193,022 109.64 22,480 80.94 0.0102
2018-02-12 2017-12-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 176,057 -18,783 -9.64 12,424 -0.90 0.0057
2017-11-07 2017-09-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 194,840 -9,867 -4.82 12,537 -4.63 0.0060
2017-08-10 2017-06-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 204,707 -1,144,334 -84.83 13,145 -84.56 0.0066
2017-05-05 2017-03-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 1,349,041 -172,953 -11.36 85,139 -3.32 0.0441
2017-02-03 2016-12-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 1,521,994 -16,931 -1.10 88,064 11.09 0.0481
2016-11-08 2016-09-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 1,538,925 60,061 4.06 79,272 30.39 0.0444
2016-08-08 2016-06-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 1,478,864 1,218,768 468.58 60,795 492.49 0.0356
2016-05-12 2016-03-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 260,096 22,791 9.60 10,261 -3.87 0.0061
2016-02-11 2015-12-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 237,305 -1,270,275 -84.26 10,674 -85.03 0.0063
2015-11-12 2015-09-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 1,507,580 119,194 8.59 71,305 0.13 0.0442
2015-08-13 2015-06-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 1,388,386 -172,957 -11.08 71,210 -11.22 0.0405
2015-05-14 2015-03-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 1,561,343 17,294 1.12 80,205 0.01 0.0460
2015-02-13 2014-12-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 1,544,049 1,542,959 141,555.87 80,199 286,325.00 0.0467
2014-11-14 2014-09-30 13F PFG 6.518 PRF 74251V300 1,090 0 0.00 28 0.00 0.0000
2014-11-14 2014-09-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 1,553,606 -10,033 81,518 0.0490
2014-08-13 2014-06-30 13F PFG 6.518 PRF 74251V300 1,090 0 0.00 28 3.70 0.0000
2014-08-13 2014-06-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 1,563,639 -277,663 78,964 0.0466
2014-05-14 2014-03-31 13F PFG 6.518 PRF 74251V300 1,090 600 122.45 27 125.00 0.0000
2014-05-14 2014-03-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 1,841,302 -202,511 84,681 0.0509
2014-02-14 2013-12-31 13F PFG 6.518 PRF 74251V300 490 -2,171,188 -99.98 12 -99.99 0.0000
2014-02-14 2013-12-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 2,043,813 -127,865 100,782 0.0610
2013-11-14 2013-09-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 2,171,678 -387,189 -15.13 92,990 -2.96 0.0610
2013-08-14 2013-06-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 2,558,867 2,558,867 95,830 0.0664
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.