Principal Financial Group, Inc.
DE ˙ DB ˙ US74251V1026
88,50 € ↑2,00 (2,31%)
2026-06-05
DEL PRIS
SecurityDE:PG4 / Principal Financial Group, Inc.
InstitutionEnsign Peak Advisors, Inc
Latest Disclosed Ownership26,572 shares
Latest Disclosed Value $ 2,394,403
Ensign Peak Advisors, Inc reports 10.00% decrease in ownership of PG4 / Principal Financial Group, Inc.

On May 13, 2026 - Ensign Peak Advisors, Inc filed a 13F-HR form disclosing ownership of 26,572 shares of Principal Financial Group, Inc. (DE:PG4) valued at $2,046,044 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 29,526 shares of Principal Financial Group, Inc.. This represents a change in shares of -10.00% during the quarter. The current value of the position is $2,351,622 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)
2026-05-13 2026-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 26,572 -2,954 -10.00 2,394 -8.06 0.0045
2026-02-12 2025-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 29,526 -15,981 -35.12 2,604 -30.97 0.0046
2025-11-13 2025-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 45,507 -21,215 -31.80 3,773 -28.82 0.0062
2025-08-12 2025-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 66,722 -25,284 -27.48 5,300 -31.73 0.0091
2025-05-14 2025-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 92,006 2,185 2.43 7,763 11.64 0.0148
2025-02-14 2024-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 89,821 134 0.15 6,953 -9.75 0.0124
2024-11-14 2024-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 89,687 -5,640 -5.92 7,704 3.02 0.0135
2024-08-13 2024-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 95,327 6,360 7.15 7,478 -2.60 0.0137
2024-05-14 2024-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 88,967 -23,758 -21.08 7,679 -13.42 0.0140
2024-02-14 2023-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 112,725 -3,125 -2.70 8,868 6.22 0.0176
2023-11-13 2023-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 115,850 -40,370 -25.84 8,349 -29.53 0.0178
2023-08-14 2023-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 156,220 -77,725 -33.22 11,848 -31.86 0.0240
2023-05-15 2023-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 233,945 6,592 2.90 17,387 -8.87 0.0376
2023-02-13 2022-12-31 13F Principal Financial Group COM 74251V102 227,353 64,338 39.47 19,079 62.22 0.0430
2022-11-14 2022-09-30 13F Principal Financial Group COM 74251V102 163,015 74,660 84.50 11,761 99.31 0.0292
2022-08-12 2022-06-30 13F Principal Financial Group COM 74251V102 88,355 -21,845 -19.82 5,901 -27.06 0.0140
2022-05-16 2022-03-31 13F Principal Financial Group COM 74251V102 110,200 -12,410 -10.12 8,090 -8.78 0.0164
2022-02-11 2021-12-31 13F Principal Financial Group COM 74251V102 122,610 3,768 3.17 8,869 15.87 0.0170
2021-11-12 2021-09-30 13F Principal Financial Group COM 74251V102 118,842 -37,489 -23.98 7,654 -22.52 0.0160
2021-08-13 2021-06-30 13F Principal Financial Group COM 74251V102 156,331 -29,800 -16.01 9,879 -11.48 0.0199
2021-05-12 2021-03-31 13F Principal Financial Group COM 74251V102 186,131 -64 -0.03 11,160 20.82 0.0240
2021-02-12 2020-12-31 13F Principal Financial Group COM 74251V102 186,195 -187,936 -50.23 9,237 -38.69 0.0210
2020-11-12 2020-09-30 13F Principal Financial Group COM 74251V102 374,131 -230,810 -38.15 15,066 -40.05 0.0381
2020-08-12 2020-06-30 13F Principal Financial Group COM 74251V102 604,941 -46,800 -7.18 25,129 23.02 0.0683
2020-05-11 2020-03-31 13F Principal Financial Group COM 74251V102 651,741 98,694 17.85 20,426 -32.85 0.0684
2020-02-14 2019-12-31 13F Principal Financial Group COM 74251V102 553,047 553,047 30,417 0.0803
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.