Principal Financial Group, Inc.
DE ˙ DB ˙ US74251V1026
87,50 € 0,00 (0,00%)
2026-06-01
DEL PRIS
SecurityDE:PG4 / Principal Financial Group, Inc.
InstitutionBessemer Group Inc
Latest Disclosed Ownership9,504 shares
Latest Disclosed Value $ 857
Bessemer Group Inc reports 0.95% increase in ownership of PG4 / Principal Financial Group, Inc.

On May 6, 2026 - Bessemer Group Inc filed a 13F-HR form disclosing ownership of 9,504 shares of Principal Financial Group, Inc. (DE:PG4) valued at $731,808 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 9,415 shares of Principal Financial Group, Inc.. The current value of the position is $831,600 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)
2026-05-06 2026-03-31 13F PRINCIPAL FINL GROUP SC 74251V102 9,504 89 0.95 1 0.0013
2026-02-05 2025-12-31 13F PRINCIPAL FINL GROUP SC 74251V102 9,415 -520 -5.23 1 0.0013
2025-11-05 2025-09-30 13F PRINCIPAL FINL GROUP SC 74251V102 9,935 1,172 13.37 1 0.0013
2025-08-01 2025-06-30 13F PRINCIPAL FINL GROUP SC 74251V102 8,763 -8,232 -48.44 1 -100.00 0.0011
2025-04-23 2025-03-31 13F PRINCIPAL FINL GROUP SC 74251V102 16,995 -41,511 -70.95 1 -75.00 0.0026
2025-02-13 2024-12-31 13F PRINCIPAL FINL GROUP SC 74251V102 58,506 -189 -0.32 5 -20.00 0.0074
2024-11-12 2024-09-30 13F PRINCIPAL FINL GROUP SC 74251V102 58,695 39,396 204.13 5 400.00 0.0083
2024-08-13 2024-06-30 13F PRINCIPAL FINL GROUP SC 74251V102 19,299 -124 -0.64 2 0.00 0.0027
2024-08-13 2024-03-31 13F/A-1 PRINCIPAL FINL GROUP SC 74251V102 19,423 16,038 473.80 2 0.0030
2024-05-13 2024-03-31 13F PRINCIPAL FINL GROUP SC 74251V102 19,423 16,038 2 0.0030
2024-02-09 2023-12-31 13F PRINCIPAL FINL GROUP SC 74251V102 3,385 -2,101 -38.30 0 0.0005
2023-11-13 2023-09-30 13F PRINCIPAL FINL GROUP SC 74251V102 5,486 2,547 86.66 0 0.0009
2023-08-10 2023-06-30 13F PRINCIPAL FINL GROUP SC 74251V102 2,939 -258 -8.07 0 0.0005
2023-05-10 2023-03-31 13F PRINCIPAL FINL GROUP SC 74251V102 3,197 -457 -12.51 0 0.0006
2023-02-13 2022-12-31 13F PRINCIPAL FINL GROUP SC 74251V102 3,654 173 4.97 0 -100.00 0.0008
2022-11-09 2022-09-30 13F PRINCIPAL FINL GROUP SC 74251V102 3,481 80 2.35 252 10.53 0.0007
2022-08-10 2022-06-30 13F PRINCIPAL FINL GROUP SC 74251V102 3,401 679 24.94 228 14.00 0.0006
2022-05-12 2022-03-31 13F PRINCIPAL FINL GROUP SC 74251V102 2,722 45 1.68 200 3.63 0.0004
2022-01-27 2021-12-31 13F PRINCIPAL FINL GROUP SC 74251V102 2,677 -57 -2.08 193 9.66 0.0004
2021-11-12 2021-09-30 13F PRINCIPAL FINL GROUP SC 74251V102 2,734 1,154 73.04 176 76.00 0.0004
2021-08-06 2021-06-30 13F PRINCIPAL FINL GROUP SC 74251V102 1,580 -5,454 -77.54 100 -76.30 0.0002
2021-05-13 2021-03-31 13F PRINCIPAL FINL GROUP SC 74251V102 7,034 -14,440 -67.24 422 -60.38 0.0010
2021-02-09 2020-12-31 13F PRINCIPAL FINL GROUP SC 74251V102 21,474 2,520 13.30 1,065 39.58 0.0028
2020-11-12 2020-09-30 13F PRINCIPAL FINL GROUP SC 74251V102 18,954 1,015 5.66 763 2.42 0.0023
2020-08-05 2020-06-30 13F PRINCIPAL FINL GROUP SC 74251V102 17,939 -96 -0.53 745 31.63 0.0024
2020-04-30 2020-03-31 13F PRINCIPAL FINL GROUP SC 74251V102 18,035 -83,424 -82.22 566 -89.86 0.0023
2020-02-04 2019-12-31 13F PRINCIPAL FINL GROUP SC 74251V102 101,459 2,920 2.96 5,580 -0.89 0.0181
2019-11-07 2019-09-30 13F PRINCIPAL FINL GROUP SC 74251V102 98,539 -4,670 -4.52 5,630 -5.82 0.0201
2019-07-19 2019-06-30 13F PRINCIPAL FINL GROUP SC 74251V102 103,209 101,327 5,384.01 5,978 6,192.63 0.0201
2019-05-13 2019-03-31 13F PRINCIPAL FINL GROUP SC 74251V102 1,882 -2,755 -59.41 95 -53.66 0.0004
2019-05-21 2018-12-31 13F/A-1 PRINCIPAL FINL GROUP SC 74251V102 4,637 1,186 34.37 205 1.49 0.0009
2019-02-12 2018-12-31 13F PRINCIPAL FINL GROUP SC 74251V102 4,637 1,186 205 0.0009
2018-11-06 2018-09-30 13F PRINCIPAL FINL GROUP SC 74251V102 3,451 203 6.25 202 17.44 0.0008
2018-07-25 2018-06-30 13F PRINCIPAL FINL GROUP SC 74251V102 3,248 297 10.06 172 -3.91 0.0007
2018-05-10 2018-03-31 13F PRINCIPAL FINL GROUP SC 74251V102 2,951 745 33.77 179 15.48 0.0007
2018-01-30 2017-12-31 13F PRINCIPAL FINL GROUP SC 74251V102 2,206 -271 -10.94 155 -3.12 0.0006
2017-11-03 2017-09-30 13F PRINCIPAL FINL GROUP SC 74251V102 2,477 -48,600 -95.15 160 -95.11 0.0006
2017-07-27 2017-06-30 13F PRINCIPAL FINL GROUP SC 74251V102 51,077 -24,685 -32.58 3,273 -31.54 0.0132
2017-05-12 2017-03-31 13F PRINCIPAL FINL GROUP SC 74251V102 75,762 -146 -0.19 4,781 8.88 0.0199
2017-02-07 2016-12-31 13F PRINCIPAL FINL GROUP SC 74251V102 75,908 75,908 4,391 0.0202
2016-11-10 2016-09-30 13F PRINCIPAL FINL GROUP SC 74251V102 0 -300 -100.00 0 -100.00
2016-08-11 2016-06-30 13F PRINCIPAL FINL GROUP SC 74251V102 300 0 0.00 12 0.00 0.0001
2016-05-11 2016-03-31 13F PRINCIPAL FINL GROUP SC 74251V102 300 0 0.00 12 -7.69 0.0001
2016-02-12 2015-12-31 13F PRINCIPAL FINL GROUP SC 74251V102 300 -125 -29.41 13 -35.00 0.0001
2015-11-16 2015-09-30 13F PRINCIPAL FINL GROUP SC 74251V102 425 -750 -63.83 20 -66.67 0.0001
2015-08-14 2015-06-30 13F PRINCIPAL FINL GROUP SC 74251V102 1,175 -159 -11.92 60 -13.04 0.0003
2015-06-18 2015-03-31 13F/A-1 PRINCIPAL FINL GROUP SC 74251V102 1,334 159 13.53 69 13.11 0.0003
2015-05-14 2015-03-31 13F PRINCIPAL FINL GROUP SC 74251V102 1,334 69
2015-02-17 2014-12-31 13F PRINCIPAL FINL GROUP SC 74251V102 1,175 1,175 16.34 61 41.86 0.0003
2014-02-18 2013-12-31 13F PRINCIPAL FINL GROUP SC 74251V102 0 -1,010 -100.00 0 -100.00
2013-11-08 2013-09-30 13F PRINCIPAL FINL GROUP SC 74251V102 1,010 0 0.00 43 13.16 0.0003
2013-08-14 2013-06-30 13F PRINCIPAL FINL GROUP SC 74251V102 1,010 1,010 38 0.0003
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.