Principal Financial Group, Inc.
DE ˙ DB ˙ US74251V1026
88,50 € ↑2,00 (2,31%)
2026-06-05
DEL PRIS
SecurityDE:PG4 / Principal Financial Group, Inc.
InstitutionCandriam Luxembourg S.C.A.
Latest Disclosed Ownership14,177 shares
Latest Disclosed Value $ 1,277,489
Candriam Luxembourg S.C.A. reports 83.13% decrease in ownership of PG4 / Principal Financial Group, Inc.

On April 30, 2026 - Candriam Luxembourg S.C.A. filed a 13F-HR form disclosing ownership of 14,177 shares of Principal Financial Group, Inc. (DE:PG4) valued at $1,091,629 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on April 30, 2026 disclosing 84,039 shares of Principal Financial Group, Inc.. This represents a change in shares of -83.13% during the quarter. The current value of the position is $1,254,664 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)
2026-04-30 2026-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 14,177 -69,862 -83.13 1,277 -82.77 0.0066
2026-04-30 2025-12-31 13F/A-1 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 84,039 67,258 400.80 7,413 432.93 0.0370
2026-02-13 2025-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 84,039 67,258 7,413 0.0369
2025-11-06 2025-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 16,781 -2,247 -11.81 1,391 -7.94 0.0073
2025-08-08 2025-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 19,028 2,270 13.55 1,511 6.94 0.0087
2025-05-14 2025-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 16,758 -6,666 -28.46 1,414 -22.06 0.0089
2025-02-07 2024-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 23,424 -1,744 -6.93 1,813 -16.10 0.0104
2024-11-13 2024-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 25,168 1,142 4.75 2,162 14.70 0.0124
2024-08-05 2024-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 24,026 5,223 27.78 1,885 16.15 0.0114
2024-05-06 2024-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 18,803 3,094 19.70 1,623 31.34 0.0104
2024-02-14 2023-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 15,709 1 0.01 1,236 9.10 0.0085
2023-11-13 2023-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 15,708 1,724 12.33 1,132 6.79 0.0080
2023-08-08 2023-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 13,984 -13,809 -49.69 1,061 -44.24 0.0077
2023-05-12 2023-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 27,793 -6,069 -17.92 1,901 -33.09 0.0132
2023-02-13 2022-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 33,862 -3,179 -8.58 2,842 6.29 0.0192
2022-11-10 2022-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 37,041 20,793 127.97 2,673 146.36 0.0188
2022-08-03 2022-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 16,248 -5,578 -25.56 1,085 -32.27 0.0089
2022-05-13 2022-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 21,826 -430 -1.93 1,602 -0.50 0.0109
2022-02-10 2021-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 22,256 -4,439 -16.63 1,610 -6.34 0.0103
2021-11-09 2021-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 26,695 -1,788 -6.28 1,719 -4.50 0.0117
2021-07-20 2021-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 28,483 2,163 8.22 1,800 43.54 0.0123
2021-04-29 2021-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 26,320 0 0.00 1,254 -3.98 0.0104
2021-01-22 2020-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 26,320 -173,464 -86.83 1,306 -83.77 0.0103
2020-10-19 2020-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 199,784 33,419 20.09 8,045 16.41 0.0756
2020-07-23 2020-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 166,365 93,041 126.89 6,911 75.32 0.0729
2020-05-26 2020-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 73,324 0 0.00 3,942 -2.26 0.0437
2020-02-05 2019-12-31 13F/A-1 PRINCIPAL FINL GROUP COM 74251V102 73,324 -25,814 -26.04 4,033 -28.81 0.0432
2020-01-21 2019-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 73,324 -25,814 4 42,900.0429
2020-02-05 2019-09-30 13F/A-1 PRINCIPAL FINL GROUP COM 74251V102 99,138 56,129 130.51 5,665 128.43 0.0751
2019-10-21 2019-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 99,138 56,129 6 75,405.3035
2019-08-01 2019-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 43,009 6,406 17.50 2,480 35.00 0.0309
2019-05-02 2019-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 36,603 -8,218 -18.34 1,837 -7.22 0.0235
2019-02-14 2018-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 44,821 -3,939 -8.08 1,980 -30.70 0.0304
2018-11-07 2018-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 48,760 -15,671 -24.32 2,857 -16.27 0.0380
2018-08-14 2018-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 64,431 13,723 27.06 3,412 10.46 0.0540
2018-05-09 2018-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 50,708 6,844 15.60 3,089 -0.19 0.0527
2018-02-07 2017-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 43,864 2,371 5.71 3,095 15.92 0.0535
2017-11-03 2017-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 41,493 1,423 3.55 2,670 4.01 0.0466
2017-07-31 2017-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 40,070 4,465 12.54 2,567 14.24 0.0482
2017-04-21 2017-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 35,605 5,289 17.45 2,247 28.11 0.0435
2017-02-01 2016-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 30,316 -86,431 -74.03 1,754 -70.83 0.0402
2016-11-15 2016-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 116,747 98,679 546.15 6,014 709.42 0.1446
2016-07-26 2016-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 18,068 4,095 29.31 743 35.58 0.0193
2016-04-27 2016-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 13,973 1,278 10.07 548 -4.03 0.0137
2016-01-25 2015-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 12,695 1,929 17.92 571 11.96 0.0153
2015-10-19 2015-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 10,766 2,865 36.26 510 25.93 0.0125
2015-07-29 2015-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 7,901 0 0.00 405 -0.25 0.0084
2015-05-28 2015-03-31 13F/A-1 PRINCIPAL FINL GROUP COM 74251V102 7,901 -2,122 -21.17 406 -22.07 0.0082
2015-04-27 2015-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 7,901 406
2015-05-28 2014-12-31 13F/A-1 PRINCIPAL FINL GROUP COM 74251V102 10,023 10,023 521 0.0109
2015-03-26 2014-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 10,023 10,023 521 0.0105
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.