Principal Financial Group, Inc.
DE ˙ DB ˙ US74251V1026
88,50 € ↑2,00 (2,31%)
2026-06-05
DEL PRIS
SecurityDE:PG4 / Principal Financial Group, Inc.
InstitutionGlobal Retirement Partners, LLC
Latest Disclosed Ownership3,775 shares
Latest Disclosed Value $ 332,987
Global Retirement Partners, LLC reports 129.90% increase in ownership of PG4 / Principal Financial Group, Inc.

On February 6, 2026 - Global Retirement Partners, LLC filed a 13F-HR form disclosing ownership of 3,775 shares of Principal Financial Group, Inc. (DE:PG4) valued at $283,125 USD as of December 31, 2025. The entity filed a previous 13F-HR on October 21, 2025 disclosing 1,642 shares of Principal Financial Group, Inc.. This represents a change in shares of 129.90% during the quarter. The current value of the position is $334,088 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)
2026-02-06 2025-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,775 2,133 129.90 333 144.12 0.0059
2025-10-21 2025-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 1,642 9 0.55 136 5.43 0.0030
2025-08-12 2025-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 1,633 403 32.76 130 35.79 0.0032
2025-01-31 2024-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 1,230 -312 -20.23 95 -28.03 0.0027
2024-10-16 2024-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 1,542 141 10.06 132 21.10 0.0040
2024-07-23 2024-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 1,401 107 8.27 110 -1.80 0.0034
2024-04-23 2024-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 1,294 201 18.39 112 30.59 0.0042
2024-01-18 2023-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 1,093 -112 -9.29 85 3.66 0.0036
2023-10-13 2023-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 1,205 191 18.84 82 7.89 0.0041
2023-07-20 2023-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 1,014 -11 -1.07 77 7.04 0.0038
2023-05-08 2023-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 1,025 826 415.08 72 343.75 0.0038
2023-02-13 2022-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 199 71 55.47 17 45.45 0.0011
2022-11-03 2022-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 128 -28,849 -99.56 11 -99.43 0.0008
2022-07-15 2022-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 28,977 -14 -0.05 1,935 -5.10 0.1554
2022-07-14 2022-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 28,991 28,991 2,039 0.1603
2022-01-21 2021-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 0 -28,818 -100.00 0 -100.00
2021-10-22 2021-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 28,818 66 0.23 1,856 2.15 0.1835
2021-07-15 2021-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 28,752 -160 -0.55 1,817 4.79 0.1861
2021-04-14 2021-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 28,912 1,010 3.62 1,734 25.29 0.2030
2021-01-13 2020-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 27,902 0 0.00 1,384 23.13 0.1734
2020-10-09 2020-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 27,902 0 0.00 1,124 -3.02 0.1645
2020-07-13 2020-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 27,902 -19 -0.07 1,159 32.46 0.1849
2020-04-28 2020-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 27,921 27,261 4,130.45 875 2,330.56 0.1655
2020-01-23 2019-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 660 0 0.00 36 -5.26 0.0055
2019-11-19 2019-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 660 0 0.00 38 0.00 0.0062
2019-11-19 2019-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 660 -25 -3.65 38 11.76 0.0073
2019-05-07 2019-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 685 0 0.00 34 13.33 0.0082
2019-02-22 2018-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 685 -275 -28.65 30 -46.43 0.0077
2018-10-17 2018-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 960 -345 -26.44 56 -18.84 0.0127
2018-08-13 2018-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 1,305 -270 -17.14 69 -28.12 0.0174
2018-08-10 2018-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 1,575 0 0.00 96 -13.51 0.0265
2018-08-13 2017-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 1,575 0 0.00 111 9.90 0.0305
2018-08-10 2017-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 1,575 0 0.00 101 0.00 0.0418
2018-08-10 2017-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 1,575 -930 -37.13 101 -36.08 0.0475
2018-08-10 2017-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 2,505 100 4.16 158 13.67 0.0883
2018-08-10 2016-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 2,405 2,405 139 0.0934
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.