Principal Financial Group, Inc.
DE ˙ DB ˙ US74251V1026
88,50 € ↑2,00 (2,31%)
2026-06-05
DEL PRIS
SecurityDE:PG4 / Principal Financial Group, Inc.
InstitutionAndra AP-fonden
Latest Disclosed Ownership900 shares
Latest Disclosed Value $ 81,099
Andra AP-fonden ownership in PG4 / Principal Financial Group, Inc.

On May 8, 2026 - Andra AP-fonden filed a 13F-HR form disclosing ownership of 900 shares of Principal Financial Group, Inc. (DE:PG4) valued at $69,300 USD as of March 31, 2026. The entity filed a previous 13F-HR on November 12, 2025 disclosing 0 shares of Principal Financial Group, Inc.. The current value of the position is $79,650 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)
2026-05-08 2026-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 900 900 81 0.0010
2025-11-12 2025-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 0 -21,200 -100.00 0 -100.00
2025-08-06 2025-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 21,200 4,700 28.48 1,684 20.91 0.0234
2025-05-13 2025-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 16,500 16,500 1,392 0.0228
2025-02-07 2024-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 0 -53,400 -100.00 0 -100.00
2024-11-12 2024-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 53,400 52,300 4,754.55 4,587 5,233.72 0.0676
2024-08-07 2024-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 1,100 -19,600 -94.69 86 -95.18 0.0014
2024-05-13 2024-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 20,700 -55,300 -72.76 1,787 -70.12 0.0317
2024-02-15 2023-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 76,000 7,500 10.95 5,979 21.11 0.3166
2023-11-09 2023-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 68,500 0 0.00 4,937 -4.99 0.2910
2023-08-09 2023-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 68,500 10,700 18.51 5,195 20.95 0.1314
2023-05-12 2023-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 57,800 18,500 47.07 4,296 143,066.67 0.1117
2023-02-13 2022-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 39,300 10,000 34.13 3 -99.86 0.1000
2022-11-14 2022-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 29,300 -32,700 -52.74 2,114 -48.95 0.0693
2022-08-15 2022-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 62,000 -46,100 -42.65 4,141 -47.04 0.1186
2022-02-15 2021-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 108,100 -2,100 -1.91 7,819 10.17 0.1592
2021-11-12 2021-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 110,200 -22,600 -17.02 7,097 -15.43 0.1461
2021-08-16 2021-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 132,800 -14,700 -9.97 8,392 -5.11 0.1714
2021-05-17 2021-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 147,500 -2,100 -1.40 8,844 19.16 0.1950
2021-02-12 2020-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 149,600 -2,400 -1.58 7,422 21.25 0.1638
2020-11-12 2020-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 152,000 17,300 12.84 6,121 9.40 0.1660
2020-08-06 2020-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 134,700 3,100 2.36 5,595 35.67 0.1628
2020-05-13 2020-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 131,600 -6,100 -4.43 4,124 -45.55 0.1500
2020-02-10 2019-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 137,700 16,200 13.33 7,574 9.09 0.2167
2019-11-19 2019-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 121,500 2,200 1.84 6,943 0.48 0.2063
2019-08-15 2019-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 119,300 -1,700 -1.40 6,910 13.78 0.1989
2019-05-14 2019-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 121,000 -19,400 -13.82 6,073 -26.17 0.1768
2018-10-16 2018-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 140,400 -11,500 -7.57 8,226 2.28 0.2121
2018-08-17 2018-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 151,900 19,700 14.90 8,043 -0.11 0.2174
2018-04-10 2018-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 132,200 57,900 77.93 8,052 53.58 0.2087
2018-02-14 2017-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 74,300 -9,200 -11.02 5,243 -2.40 0.1190
2017-10-31 2017-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 83,500 6,500 8.44 5,372 8.90 0.1258
2017-08-08 2017-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 77,000 -7,200 -8.55 4,933 -7.17 0.1221
2017-05-15 2017-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 84,200 -12,700 -13.11 5,314 -5.23 0.1247
2017-02-13 2016-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 96,900 18,900 24.23 5,607 39.55 0.1534
2016-11-14 2016-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 78,000 4,500 6.12 4,018 32.96 0.1076
2016-08-12 2016-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 73,500 -700 -0.94 3,022 3.25 0.0772
2016-05-04 2016-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 74,200 -800 -1.07 2,927 -13.25 0.0766
2016-02-10 2015-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 75,000 4,000 5.63 3,374 0.39 0.0964
2015-11-12 2015-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 71,000 8,000 12.70 3,361 4.02 0.0985
2015-08-13 2015-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 63,000 15,400 32.35 3,231 32.15 0.0933
2015-05-14 2015-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 47,600 -3,200 -6.30 2,445 -7.35 0.0692
2015-02-13 2014-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 50,800 21,000 70.47 2,639 68.73 0.0611
2014-11-12 2014-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 29,800 -48,000 -61.70 1,564 -60.17 0.0367
2014-07-09 2014-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 77,800 -52,600 -40.34 3,927 -34.52 0.0861
2014-05-13 2014-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 130,400 51,700 65.69 5,997 54.52 0.1383
2014-02-05 2013-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 78,700 -8,000 -9.23 3,881 4.55 0.0916
2013-11-07 2013-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 86,700 25,800 42.36 3,712 62.74 0.0946
2013-07-18 2013-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 60,900 60,900 2,281 0.0593
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.