Principal Financial Group, Inc.
DE ˙ DB ˙ US74251V1026
88,50 € ↑2,00 (2,31%)
2026-06-05
DEL PRIS
SecurityDE:PG4 / Principal Financial Group, Inc.
InstitutionEnvestnet Asset Management Inc
Latest Disclosed Ownership328,095 shares
Latest Disclosed Value $ 29,564,652
Envestnet Asset Management Inc reports 434.23% increase in ownership of PG4 / Principal Financial Group, Inc.

On May 4, 2026 - Envestnet Asset Management Inc filed a 13F-HR form disclosing ownership of 328,095 shares of Principal Financial Group, Inc. (DE:PG4) valued at $25,263,315 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 61,414 shares of Principal Financial Group, Inc.. This represents a change in shares of 434.23% during the quarter. The current value of the position is $29,036,408 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)
2026-05-04 2026-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 328,095 266,681 434.23 29,565 445.76 0.0079
2026-02-10 2025-12-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 61,414 -139 -0.23 5,417 6.15 0.0016
2025-11-05 2025-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 61,553 -494 -0.80 5,103 3.55 0.0015
2025-08-01 2025-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 62,047 12,864 26.16 4,928 18.78 0.0014
2025-04-29 2025-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 49,183 5,457 12.48 4,150 22.61 0.0013
2025-02-13 2024-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 43,726 3,426 8.50 3,385 -2.22 0.0011
2024-11-07 2024-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 40,300 -1,883 -4.46 3,462 4.59 0.0011
2024-08-08 2024-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 42,183 -21,500 -33.76 3,309 -39.79 0.0012
2024-05-13 2024-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 63,683 424 0.67 5,496 10.45 0.0021
2024-02-13 2023-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 63,259 -136,860 -68.39 4,977 -65.50 0.0021
2023-11-13 2023-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 200,119 -239,104 -54.44 14,423 -56.70 0.0066
2023-08-04 2023-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 439,223 -3,685,735 -89.35 33,311 15.80 0.0148
2023-05-11 2023-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 4,124,958 3,725,293 932.10 28,765 -14.24 0.0138
2023-02-07 2022-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 399,665 118,684 42.24 33,540 65.44 0.0174
2022-11-10 2022-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 280,981 238,436 560.43 20,273 613.34 0.0116
2022-08-03 2022-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 42,545 319 0.76 2,842 -8.32 0.0016
2022-05-04 2022-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 42,226 -1,699 -3.87 3,100 -2.42 0.0016
2022-02-04 2021-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 43,925 6,970 18.86 3,177 33.49 0.0016
2021-10-07 2021-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 36,955 -3,339 -8.29 2,380 -6.52 0.0013
2021-08-04 2021-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 40,294 4,193 11.61 2,546 17.60 0.0014
2021-05-04 2021-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 36,101 2,337 6.92 2,165 29.25 0.0014
2021-02-02 2020-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 33,764 -79,194 -70.11 1,675 -63.18 0.0013
2020-10-09 2020-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 112,958 17,709 18.59 4,549 14.96 0.0040
2020-07-08 2020-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 95,249 -25,350 -21.02 3,957 4.68 0.0039
2020-04-23 2020-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 120,599 -14,354 -10.64 3,780 -49.07 0.0045
2020-02-11 2019-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 134,953 -9,754 -6.74 7,422 -10.24 0.0078
2019-10-17 2019-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 144,707 -11,327 -7.26 8,269 -8.50 0.0090
2019-08-02 2019-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 156,034 41,485 36.22 9,037 57.19 0.0114
2019-05-10 2019-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 114,549 -230,324 -66.79 5,749 -62.26 0.0079
2019-02-12 2018-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 344,873 344,873 15,233 0.0236
2018-11-14 2018-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 0 -2,969 -100.00 0 -100.00
2018-08-10 2018-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 2,969 -239 -7.45 157 -17.80 0.0004
2018-05-09 2018-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 3,208 -2,403 -42.83 191 -51.65 0.0005
2018-02-20 2017-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 5,611 -1,679 -23.03 395 -15.78 0.0009
2017-11-13 2017-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 7,290 -1,249 -14.63 469 -13.94 0.0011
2017-08-14 2017-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 8,539 24 0.28 545 1.87 0.0015
2017-05-09 2017-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 8,515 453 5.62 535 14.81 0.0017
2017-02-14 2016-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 8,062 -962 -10.66 466 0.22 0.0017
2016-11-14 2016-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 9,024 1,608 21.68 465 52.46 0.0018
2016-08-15 2016-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 7,416 3,815 105.94 305 114.79 0.0012
2016-05-16 2016-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 3,601 -22,426 -86.16 142 -87.87 0.0006
2016-02-16 2015-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 26,027 -13,407 -34.00 1,171 -37.28 0.0053
2015-11-13 2015-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 39,434 26,305 200.36 1,867 177.41 0.0093
2015-08-13 2015-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 13,129 -1,140 -7.99 673 -8.19 0.0032
2015-05-15 2015-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 14,269 11,512 417.56 733 412.59 0.0038
2015-02-12 2014-12-31 13F Principal Financial Group COM 74251V102 2,757 -868 -23.94 143 -24.74 0.0015
2014-11-13 2014-09-30 13F Principal Financial Group COM 74251V102 3,625 834 29.88 190 34.75 0.0019
2014-08-14 2014-06-30 13F * PRINCIPAL FINL GROUP COM 74251V102 2,791 640 29.75 141 42.42 0.0015
2014-05-12 2014-03-31 13F Principal Financial Group COM 74251V102 2,151 1,185 122.67 99 106.25 0.0011
2014-02-12 2013-12-31 13F Principal Financial Group COM 74251V102 966 517 115.14 48 152.63 0.0006
2013-11-12 2013-09-30 13F Principal Financial Group COM 74251V102 449 32 7.67 19 18.75 0.0002
2013-08-09 2013-06-30 13F PrInc.ipal Financial Group COM 74251V102 417 417 16 0.0002
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.