Principal Financial Group, Inc.
DE ˙ DB ˙ US74251V1026
88,50 € ↑2,00 (2,31%)
2026-06-05
DEL PRIS
SecurityDE:PG4 / Principal Financial Group, Inc.
InstitutionGeneos Wealth Management Inc.
Latest Disclosed Ownership1,042 shares
Latest Disclosed Value $ 93,895
Geneos Wealth Management Inc. reports 9.68% increase in ownership of PG4 / Principal Financial Group, Inc.

On May 4, 2026 - Geneos Wealth Management Inc. filed a 13F-HR form disclosing ownership of 1,042 shares of Principal Financial Group, Inc. (DE:PG4) valued at $80,234 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 950 shares of Principal Financial Group, Inc.. This represents a change in shares of 9.68% during the quarter. The current value of the position is $92,217 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 1,042 92 9.68 94 12.05 0.0022
2026-01-28 2025-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 950 -11 -1.14 84 5.06 0.0020
2025-10-22 2025-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 961 -718 -42.76 80 -40.60 0.0020
2025-08-18 2025-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 1,679 -210 -11.12 133 -16.35 0.0033
2025-05-21 2025-03-31 13F/A-1 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 1,889 134 7.64 159 17.78 0.0053
2025-05-08 2025-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 2,866 1,111 242 0.0061
2025-01-21 2024-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 1,755 -41 -2.28 136 -12.34 0.0048
2024-11-14 2024-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 1,796 903 101.12 154 120.00 0.0059
2024-07-23 2024-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 893 0 0.00 70 -9.09 0.0031
2024-05-03 2024-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 893 -10 -1.11 77 8.45 0.0035
2024-01-26 2023-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 903 -400 -30.70 71 -23.66 0.0035
2023-10-11 2023-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 1,303 400 44.30 94 36.76 0.0048
2023-08-08 2023-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 903 100 12.45 68 15.25 0.0036
2023-04-25 2023-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 803 -245 -23.38 60 -32.18 0.0036
2023-01-31 2022-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 1,048 -4,100 -79.64 88 -76.55 0.0053
2022-11-14 2022-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 5,148 -412 -7.41 371 -1.33 0.0255
2022-07-22 2022-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 5,560 -20 -0.36 376 -8.07 0.0186
2022-05-16 2022-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 5,580 -456 -7.55 409 -6.19 0.0176
2022-02-09 2021-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 6,036 -1,834 -23.30 436 -15.50 0.0166
2021-11-09 2021-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 7,870 228 2.98 516 6.83 0.0198
2021-07-08 2021-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 7,642 -460 -5.68 483 -6.58 0.0188
2021-06-17 2021-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 8,102 -90 -1.10 517 10.94 0.0144
2021-05-19 2020-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 8,192 214 2.68 466 51.30 0.0187
2021-09-07 2020-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 7,978 31 0.39 308 -0.96 0.0160
2021-09-07 2020-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 7,947 125 1.60 311 21.96 0.0173
2021-09-07 2020-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 7,822 -863 -9.94 255 -46.32 0.0171
2021-09-07 2019-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 8,685 -1,122 -11.44 475 -15.48 0.0253
2021-09-07 2019-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 9,807 137 1.42 562 0.36 0.0336
2021-09-07 2019-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 9,670 233 2.47 560 18.39 0.0347
2021-09-07 2019-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 9,437 -2,625 -21.76 473 -9.90 0.0312
2021-09-07 2018-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 12,062 4,140 52.26 525 13.15 0.0388
2021-09-07 2018-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 7,922 1,531 23.96 464 37.28 0.0309
2021-09-07 2018-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 6,391 431 7.23 338 -6.89 0.0263
2021-09-07 2018-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 5,960 -33 -0.55 363 -13.98 0.0317
2021-09-07 2017-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 5,993 375 6.67 422 16.90 0.0377
2021-09-07 2017-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 5,618 -808 -12.57 361 -12.17 0.0359
2021-09-07 2017-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 6,426 -455 -6.61 411 -5.30 0.0422
2021-09-07 2017-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 6,881 40 0.58 434 9.87 0.0451
2021-09-07 2016-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 6,841 60 0.88 395 13.18 0.0521
2021-09-07 2016-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 6,781 250 3.83 349 30.22 0.0470
2021-09-07 2016-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 6,531 -30 -0.46 268 2.68 0.0389
2021-09-07 2016-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 6,561 6,561 261 0.0399
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.