Principal Financial Group, Inc.
DE ˙ DB ˙ US74251V1026
88,50 € ↑2,00 (2,31%)
2026-06-05
DEL PRIS
SecurityDE:PG4 / Principal Financial Group, Inc.
InstitutionEmpirical Finance, LLC
Latest Disclosed Ownership7,825 shares
Latest Disclosed Value $ 705,111
Empirical Finance, LLC reports 0.28% decrease in ownership of PG4 / Principal Financial Group, Inc.

On May 14, 2026 - Empirical Finance, LLC filed a 13F-HR/A form disclosing ownership of 7,825 shares of Principal Financial Group, Inc. (DE:PG4) valued at $602,525 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 7,847 shares of Principal Financial Group, Inc.. This represents a change in shares of -0.28% during the quarter. The current value of the position is $692,512 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/A-1 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 7,825 -22 -0.28 705 1.88 0.0331
2026-05-14 2026-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 7,825 -22 705 0.0331
2026-02-12 2025-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 7,847 -338 -4.13 692 2.06 0.0330
2025-11-13 2025-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 8,185 64 0.79 679 5.12 0.0323
2025-08-11 2025-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 8,121 51 0.63 645 -5.15 0.0338
2025-05-07 2025-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 8,070 297 3.82 681 13.14 0.0411
2025-01-28 2024-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 7,773 -102 -1.30 602 -11.09 0.0348
2024-11-06 2024-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 7,875 142 1.84 676 11.55 0.0394
2024-07-30 2024-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 7,733 -753 -8.87 607 -17.21 0.0379
2024-05-06 2024-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 8,486 265 3.22 732 13.31 0.0450
2024-02-14 2023-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 8,221 13 0.16 647 9.31 0.0451
2023-11-02 2023-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 8,208 691 9.19 592 3.68 0.0435
2023-07-27 2023-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 7,517 761 11.26 570 13.55 0.0442
2023-04-05 2023-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 6,756 255 3.92 502 -7.89 0.0470
2023-02-21 2022-12-31 13F/A-1 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 6,501 457 7.56 546 25.00 0.0565
2023-01-24 2022-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 6,501 457 1 0.0565
2022-11-04 2022-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 6,044 922 18.00 436 27.49 0.0517
2022-08-01 2022-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 5,122 260 5.35 342 -4.20 0.0436
2022-04-21 2022-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 4,862 504 11.56 357 13.33 0.0400
2022-02-04 2021-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 4,358 1,130 35.01 315 51.44 0.0372
2021-11-12 2021-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,228 3,228 208 0.0314
2017-05-11 2017-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 0 -130 -100.00 0 -100.00
2017-02-13 2016-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 130 130 8 0.0054
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.