Principal Financial Group, Inc.
DE ˙ DB ˙ US74251V1026
88,50 € ↑2,00 (2,31%)
2026-06-05
DEL PRIS
SecurityDE:PG4 / Principal Financial Group, Inc.
InstitutionBridgewater Associates, LP
ManagerRay Dalio, Bob Prince
Latest Disclosed Ownership220,922 shares
Latest Disclosed Value $ 19,907,281
Bridgewater Associates, LP reports 53.54% decrease in ownership of PG4 / Principal Financial Group, Inc.

On May 15, 2026 - Bridgewater Associates, LP filed a 13F-HR form disclosing ownership of 220,922 shares of Principal Financial Group, Inc. (DE:PG4) valued at $17,010,994 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 475,487 shares of Principal Financial Group, Inc.. This represents a change in shares of -53.54% during the quarter. The current value of the position is $19,551,597 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 220,922 -254,565 -53.54 19,907 -52.54 0.0889
2026-02-13 2025-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 475,487 -16,046 -3.26 41,943 2.92 0.1530
2025-11-13 2025-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 491,533 39,985 8.86 40,753 13.63 0.1596
2025-08-13 2025-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 451,548 -2,888 -0.64 35,866 -6.45 0.1447
2025-05-14 2025-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 454,436 200,684 79.09 38,341 95.19 0.1779
2025-02-13 2024-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 253,752 69,669 37.85 19,643 24.22 0.0901
2024-11-13 2024-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 184,083 85,575 86.87 15,813 104.63 0.0895
2024-08-14 2024-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 98,508 1,632 1.68 7,728 -7.58 0.0403
2024-05-14 2024-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 96,876 91,229 1,615.53 8,361 1,783.11 0.0423
2024-02-14 2023-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 5,647 -15,983 -73.89 444 -71.50 0.0025
2023-11-13 2023-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 21,630 8,015 58.87 1,559 50.97 0.0094
2023-08-11 2023-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 13,615 13,615 1,033 0.0064
2023-05-12 2023-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 0 -58,518 -100.00 0 -100.00
2023-02-13 2022-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 58,518 21,970 60.11 4,911 86.20 0.0268
2022-11-10 2022-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 36,548 16,506 82.36 2,637 96.94 0.0133
2022-08-11 2022-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 20,042 -8,218 -29.08 1,339 -35.47 0.0057
2022-05-13 2022-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 28,260 -18,917 -40.10 2,075 -39.19 0.0084
2022-02-14 2021-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 47,177 -60,088 -56.02 3,412 -50.61 0.0198
2021-11-12 2021-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 107,265 13,754 14.71 6,908 16.91 0.0378
2021-08-13 2021-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 93,511 7,815 9.12 5,909 15.01 0.0379
2021-05-14 2021-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 85,696 40,713 90.51 5,138 130.20 0.0453
2021-02-12 2020-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 44,983 44,983 2,232 0.0193
2020-05-14 2020-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 0 -57,469 -100.00 0 -100.00
2020-02-13 2019-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 57,469 57,469 3,161 0.0323
2018-08-13 2018-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 0 -16,622 -100.00 0 -100.00
2018-05-15 2018-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 16,622 16,622 1,012 0.0097
2016-11-09 2016-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 0 -26,900 -100.00 0 -100.00
2016-08-10 2016-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 26,900 18,600 224.10 1,106 238.23 0.0139
2016-05-13 2016-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 8,300 8,300 0.00 327 0.0041
2016-02-11 2015-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 0 -6,600 -100.00 0 -100.00
2013-08-13 2013-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 6,600 6,600 247 0.0022
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.