Principal Financial Group, Inc.
DE ˙ DB ˙ US74251V1026
88,50 € ↑2,00 (2,31%)
2026-06-05
DEL PRIS
SecurityDE:PG4 / Principal Financial Group, Inc.
InstitutionDanske Bank A/s
Latest Disclosed Ownership119,807 shares
Latest Disclosed Value $ 10,795,809
Danske Bank A/s reports 0.58% decrease in ownership of PG4 / Principal Financial Group, Inc.

On May 12, 2026 - Danske Bank A/s filed a 13F-HR form disclosing ownership of 119,807 shares of Principal Financial Group, Inc. (DE:PG4) valued at $9,225,139 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 120,507 shares of Principal Financial Group, Inc.. This represents a change in shares of -0.58% during the quarter. The current value of the position is $10,602,920 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 COM 74251V102 119,807 -700 -0.58 10,796 1.56 0.0122
2026-02-02 2025-12-31 13F Principal Financial Group COM 74251V102 120,507 13,100 12.20 10,630 19.36 0.0247
2025-11-19 2025-09-30 13F/A-1 Principal Financial Group COM 74251V102 107,407 5,600 5.50 8,905 10.13 0.0221
2025-12-18 2025-06-30 13F Principal Financial Group COM 74251V102 101,807 2,304 2.32 8,087 -3.68 0.0201
2025-12-18 2025-03-31 13F Principal Financial Group COM 74251V102 99,503 -29,941 -23.13 8,395 -16.22 0.0256
2026-03-18 2024-12-31 13F Principal Financial Group COM 74251V102 129,444 42,841 49.47 10,020 34.70 0.0300
2026-03-18 2024-09-30 13F Principal Financial Group COM 74251V102 86,603 -300 -0.35 7,439 9.12 0.0248
2026-03-18 2024-06-30 13F Principal Financial Group COM 74251V102 86,903 -8,600 -9.00 6,818 -17.29 0.0252
2026-03-18 2024-03-31 13F Principal Financial Group COM 74251V102 95,503 95,503 8,243 0.0259
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.