Principal Financial Group, Inc.
DE ˙ DB ˙ US74251V1026
88,50 € ↑2,00 (2,31%)
2026-06-05
DEL PRIS
SecurityDE:PG4 / Principal Financial Group, Inc.
InstitutionCapital Management Corp /va
Latest Disclosed Ownership151,939 shares
Latest Disclosed Value $ 13,691,266
Capital Management Corp /va reports 9.67% decrease in ownership of PG4 / Principal Financial Group, Inc.

On April 23, 2026 - Capital Management Corp /va filed a 13F-HR form disclosing ownership of 151,939 shares of Principal Financial Group, Inc. (DE:PG4) valued at $11,699,303 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 168,206 shares of Principal Financial Group, Inc.. This represents a change in shares of -9.67% during the quarter. The current value of the position is $13,446,602 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)
2026-04-23 2026-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 151,939 -16,267 -9.67 13,691 -7.72 2.3398
2026-02-02 2025-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 168,206 -4,530 -2.62 14,837 3.60 2.4321
2025-11-04 2025-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 172,736 27,857 19.23 14,322 24.45 2.2507
2025-07-28 2025-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 144,879 19,422 15.48 11,508 8.72 1.9601
2025-05-05 2025-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 125,457 9,843 8.51 10,585 18.27 1.8330
2025-02-07 2024-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 115,614 14,301 14.12 8,950 2.84 1.6047
2024-10-30 2024-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 101,313 -16,490 -14.00 8,703 -5.83 1.5458
2024-07-25 2024-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 117,803 19,047 19.29 9,242 8.42 1.8513
2024-05-10 2024-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 98,756 -4,598 -4.45 8,524 4.83 1.6231
2024-02-01 2023-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 103,354 -1,460 -1.39 8,131 7.64 1.5972
2023-10-30 2023-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 104,814 -14,770 -12.35 7,554 -16.72 1.7066
2023-07-27 2023-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 119,584 9,388 8.52 9,069 10.75 1.9402
2023-05-08 2023-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 110,196 -6,244 -5.36 8,190 -16.19 1.8807
2023-01-24 2022-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 116,440 -29,070 -19.98 9,772 -6.93 2.4029
2022-10-31 2022-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 145,510 -71,297 -32.89 10,499 -27.50 2.9641
2022-07-25 2022-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 216,807 -1,905 -0.87 14,481 -9.81 3.5798
2022-05-03 2022-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 218,712 -35,485 -13.96 16,056 -12.67 3.4329
2022-02-08 2021-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 254,197 -8,110 -3.09 18,386 8.84 3.8172
2021-10-25 2021-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 262,307 5,175 2.01 16,893 3.97 3.6880
2021-07-30 2021-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 257,132 -2,784 -1.07 16,248 4.25 3.4483
2021-04-26 2021-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 259,916 -34,866 -11.83 15,585 6.57 3.4837
2021-02-04 2020-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 294,782 -16,505 -5.30 14,624 16.66 3.9912
2020-10-27 2020-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 311,287 12,872 4.31 12,536 1.13 3.9412
2020-07-29 2020-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 298,415 36,955 14.13 12,396 51.28 4.1370
2020-05-05 2020-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 261,460 49,878 23.57 8,194 -29.59 2.9999
2020-02-03 2019-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 211,582 28,400 15.50 11,637 11.18 2.9674
2019-10-30 2019-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 183,182 -10,278 -5.31 10,467 -6.59 2.8664
2019-07-31 2019-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 193,460 -27,989 -12.64 11,205 0.81 3.0956
2019-04-25 2019-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 221,449 6,315 2.94 11,115 16.98 3.0537
2019-01-29 2018-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 215,134 -1,507 -0.70 9,502 -25.14 2.9481
2018-10-31 2018-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 216,641 -62,988 -22.53 12,693 -14.27 3.2427
2018-07-27 2018-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 279,629 31,019 12.48 14,806 -2.23 3.9822
2018-04-25 2018-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 248,610 10,964 4.61 15,143 -9.69 4.0765
2018-01-30 2017-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 237,646 303 0.13 16,768 9.80 4.5513
2017-11-01 2017-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 237,343 3,653 1.56 15,271 2.00 4.3614
2017-07-17 2017-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 233,690 -1,471 -0.63 14,972 0.88 4.4690
2017-04-26 2017-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 235,161 45,501 23.99 14,841 35.24 4.5990
2017-02-02 2016-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 189,660 -1,371 -0.72 10,974 11.52 3.6627
2016-10-24 2016-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 191,031 1,685 0.89 9,840 26.41 3.6344
2016-07-20 2016-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 189,346 -11,822 -5.88 7,784 -1.92 3.0168
2016-05-05 2016-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 201,168 -1,667 -0.82 7,936 -13.02 3.0683
2016-02-02 2015-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 202,835 -2,884 -1.40 9,124 -6.31 3.4610
2015-10-29 2015-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 205,719 -12,550 -5.75 9,739 -13.01 3.9097
2015-08-05 2015-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 218,269 -600 -0.27 11,195 -0.43 3.8891
2015-05-08 2015-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 218,869 -39,645 -15.34 11,243 -16.27 3.8014
2015-02-05 2014-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 258,514 5,710 2.26 13,427 1.22 4.1377
2014-11-06 2014-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 252,804 -3,165 -1.24 13,265 2.66 4.3894
2014-07-31 2014-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 255,969 1,758 0.69 12,921 10.52 4.1739
2014-05-12 2014-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 254,211 -50,543 -16.58 11,691 -22.20 3.9846
2014-02-07 2013-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 304,754 -8,215 -2.62 15,027 12.13 5.2176
2013-10-28 2013-09-30 13F Principal Financial Group COM 74251V102 312,969 50,665 19.32 13,401 36.42 5.1771
2013-07-31 2013-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 262,304 262,304 9,823 4.0820
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.