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 World Markets Inc.
Latest Disclosed Ownership49,798 shares
Latest Disclosed Value $ 4,487,298
CIBC World Markets Inc. ownership in PG4 / Principal Financial Group, Inc.

On May 14, 2026 - CIBC World Markets Inc. filed a 13F-HR form disclosing ownership of 49,798 shares of Principal Financial Group, Inc. (DE:PG4) valued at $3,834,446 USD as of March 31, 2026. The entity filed a previous 13F-HR on August 7, 2024 disclosing 0 shares of Principal Financial Group, Inc.. The current value of the position is $4,407,123 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)
2026-05-14 2026-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 49,798 49,798 4,487 0.0073
2024-08-07 2024-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 0 -2,811 -100.00 0 0.0000
2024-05-13 2024-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 2,811 2,811 0 0.0006
2023-05-12 2023-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 0 -48,102 -100.00 0 -100.00
2023-02-13 2022-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 48,102 22,911 90.95 4 -99.78 0.0143
2022-11-10 2022-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 25,191 6,415 34.17 1,818 44.98 0.0070
2022-08-10 2022-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 18,776 451 2.46 1,254 -6.77 0.0044
2022-05-12 2022-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 18,325 18,325 1,345 0.0043
2020-02-13 2019-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 0 -4,221 -100.00 0 -100.00
2019-11-13 2019-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 4,221 -6,377 -60.17 241 -60.75 0.0011
2019-08-08 2019-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 10,598 -1,382 -11.54 614 2.16 0.0027
2019-05-09 2019-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 11,980 -1,562 -11.53 601 0.50 0.0028
2019-02-13 2018-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 13,542 2,639 24.20 598 -6.42 0.0031
2018-11-09 2018-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 10,903 5,767 112.29 639 134.93 0.0027
2018-08-08 2018-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 5,136 -5,243 -50.52 272 -56.96 0.0012
2018-05-18 2018-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 10,379 2,842 37.71 632 18.80 0.0026
2018-02-01 2017-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 7,537 523 7.46 532 17.96 0.0024
2017-11-13 2017-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 7,014 -91 -1.28 451 -0.88 0.0022
2017-08-10 2017-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 7,105 -23,139 -76.51 455 -76.17 0.0019
2017-05-08 2017-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 30,244 21,639 251.47 1,909 283.33 0.0062
2017-05-08 2016-12-31 13F/A-1 PRINCIPAL FINL GROUP COM 74251V102 8,605 -9,199 -51.67 498 -45.69 0.0019
2017-01-09 2016-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 8,605 -9,199 498 0.0021
2017-05-08 2016-09-30 13F/A-1 PRINCIPAL FINL GROUP COM 74251V102 17,804 -1,401 -7.29 917 16.08 0.0037
2016-11-03 2016-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 17,804 -1,401 917 0.0039
2016-07-21 2016-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 19,205 -1,972 -9.31 790 -5.39 0.0035
2016-05-04 2016-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 21,177 -1,129 -5.06 835 -16.75 0.0039
2016-01-14 2015-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 22,306 455 2.08 1,003 -3.00 0.0051
2015-10-26 2015-09-30 13F/A-1 PRINCIPAL FINL GROUP COM 74251V102 21,851 -365 -1.64 1,034 -9.22 0.0051
2015-10-22 2015-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 21,851 -365 1,034 0.0052
2015-07-22 2015-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 22,216 3,338 17.68 1,139 17.42 0.0049
2015-04-23 2015-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 18,878 18,878 110.43 970 152.60 0.0040
2014-02-07 2013-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 0 -8,971 -100.00 0 -100.00
2013-11-05 2013-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 8,971 1,371 18.04 384 34.74 0.0016
2013-08-07 2013-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 7,600 7,600 285 0.0013
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.