Principal Financial Group, Inc.
DE ˙ DB ˙ US74251V1026
88,50 € ↑2,00 (2,31%)
2026-06-05
DEL PRIS
SecurityDE:PG4 / Principal Financial Group, Inc.
InstitutionCIBC Asset Management Inc
Latest Disclosed Ownership68,408 shares
Latest Disclosed Value $ 6,164,245
CIBC Asset Management Inc reports 28.77% increase in ownership of PG4 / Principal Financial Group, Inc.

On May 12, 2026 - CIBC Asset Management Inc filed a 13F-HR form disclosing ownership of 68,408 shares of Principal Financial Group, Inc. (DE:PG4) valued at $5,267,416 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 53,126 shares of Principal Financial Group, Inc.. This represents a change in shares of 28.77% during the quarter. The current value of the position is $6,054,108 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)
2026-05-12 2026-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 68,408 15,282 28.77 6,164 31.54 0.0151
2026-02-10 2025-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 53,126 17,814 50.45 4,686 60.10 0.0113
2025-10-31 2025-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 35,312 22 0.06 2,928 4.42 0.0085
2025-08-14 2025-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 35,290 -2,749 -7.23 2,803 -12.65 0.0087
2025-05-13 2025-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 38,039 -256 -0.67 3,209 8.27 0.0107
2025-01-31 2024-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 38,295 566 1.50 2,964 -8.52 0.0097
2024-11-06 2024-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 37,729 2,081 5.84 3,241 15.88 0.0105
2024-08-01 2024-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 35,648 -2,496 -6.54 2,797 -15.07 0.0100
2024-05-09 2024-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 38,144 702 1.87 3,292 11.78 0.0114
2024-02-13 2023-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 37,442 -2,243 -5.65 2,946 2.97 0.0110
2023-10-30 2023-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 39,685 -2,343 -5.57 2,860 -10.26 0.0119
2023-08-14 2023-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 42,028 -1,047 -2.43 3,187 -0.44 0.0122
2023-05-12 2023-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 43,075 622 1.47 3,201 -10.13 0.0127
2023-02-13 2022-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 42,453 -1,800 -4.07 3,563 11.56 0.0150
2022-11-03 2022-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 44,253 12,670 40.12 3,193 51.40 0.0140
2022-08-09 2022-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 31,583 6,358 25.21 2,109 13.88 0.0085
2022-05-06 2022-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 25,225 155 0.62 1,852 2.15 0.0065
2022-02-08 2021-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 25,070 910 3.77 1,813 16.52 0.0066
2021-11-09 2021-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 24,160 540 2.29 1,556 4.22 0.0063
2021-08-16 2021-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 23,620 -1 -0.00 1,493 5.44 0.0060
2021-05-14 2021-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 23,621 82 0.35 1,416 21.23 0.0060
2021-02-03 2020-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 23,539 -53 -0.22 1,168 22.95 0.0055
2020-11-05 2020-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 23,592 515 2.23 950 -0.94 0.0048
2020-07-28 2020-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 23,077 323 1.42 959 34.50 0.0056
2020-04-30 2020-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 22,754 -796 -3.38 713 -44.94 0.0050
2020-02-14 2019-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 23,550 -286 -1.20 1,295 -4.92 0.0073
2019-10-30 2019-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 23,836 -324 -1.34 1,362 -2.64 0.0080
2019-08-05 2019-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 24,160 -378 -1.54 1,399 13.56 0.0084
2019-05-06 2019-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 24,538 -10 -0.04 1,232 13.65 0.0076
2019-02-12 2018-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 24,548 -402 -1.61 1,084 -25.85 0.0080
2018-11-02 2018-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 24,950 -139 -0.55 1,462 10.09 0.0090
2018-08-09 2018-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 25,089 887 3.66 1,328 -9.91 0.0083
2018-04-30 2018-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 24,202 -1,145 -4.52 1,474 -17.56 0.0096
2018-02-02 2017-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 25,347 -415 -1.61 1,788 7.84 0.0109
2017-11-06 2017-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 25,762 267 1.05 1,658 1.53 0.0104
2017-07-27 2017-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 25,495 93 0.37 1,633 1.87 0.0113
2017-05-12 2017-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 25,402 -48 -0.19 1,603 8.83 0.0110
2017-02-08 2016-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 25,450 253 1.00 1,473 13.48 0.0106
2016-10-19 2016-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 25,197 -2,177 -7.95 1,298 15.38 0.0096
2016-08-02 2016-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 27,374 584 2.18 1,125 6.43 0.0085
2016-05-09 2016-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 26,790 412 1.56 1,057 -10.88 0.0079
2016-02-02 2015-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 26,378 -1,195 -4.33 1,186 -9.12 0.0098
2015-11-03 2015-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 27,573 317 1.16 1,305 -6.65 0.0104
2015-08-06 2015-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 27,256 1,873 7.38 1,398 7.21 0.0097
2015-05-08 2015-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 25,383 -309 -1.20 1,304 -2.25 0.0093
2015-02-10 2014-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 25,692 -6,824 -20.99 1,334 -21.81 0.0089
2014-11-05 2014-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 32,516 40 0.12 1,706 4.09 0.0102
2014-08-01 2014-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 32,476 -1,097 -3.27 1,639 6.15 0.0093
2014-05-09 2014-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 33,573 838 2.56 1,544 -4.34 0.0091
2014-02-04 2013-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 32,735 -2,208 -6.32 1,614 7.89 0.0099
2013-10-29 2013-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 34,943 394 1.14 1,496 15.61 0.0096
2013-10-02 2013-06-30 13F/A-1 PRINCIPAL FINL GROUP COM 74251V102 34,549 34,549 1,294 0.0088
2013-08-09 2013-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 34,549 1,294 0.0088
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.