Principal Financial Group, Inc.
DE ˙ DB ˙ US74251V1026
88,50 € ↑2,00 (2,31%)
2026-06-05
DEL PRIS
SecurityDE:PG4 / Principal Financial Group, Inc.
InstitutionGuggenheim Capital Llc
Latest Disclosed Ownership23,044 shares
Latest Disclosed Value $ 2,076,495
Guggenheim Capital Llc reports 252.09% increase in ownership of PG4 / Principal Financial Group, Inc.

On May 15, 2026 - Guggenheim Capital Llc filed a 13F-HR form disclosing ownership of 23,044 shares of Principal Financial Group, Inc. (DE:PG4) valued at $1,774,388 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 6,545 shares of Principal Financial Group, Inc.. This represents a change in shares of 252.09% during the quarter. The current value of the position is $2,039,394 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)
2026-05-15 2026-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 23,044 16,499 252.09 2,076 259.79 0.0080
2026-02-17 2025-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 6,545 -6,812 -51.00 577 -47.88 0.0041
2025-11-13 2025-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 13,357 6,387 91.64 1,107 100.18 0.0080
2025-08-13 2025-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 6,970 -262 -3.62 554 -9.34 0.0044
2025-05-14 2025-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 7,232 538 8.04 610 17.76 0.0056
2025-02-13 2024-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 6,694 271 4.22 518 -5.99 0.0042
2024-11-13 2024-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 6,423 -3,394 -34.57 552 -28.44 0.0039
2024-08-14 2024-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 9,817 -8,172 -45.43 770 -50.39 0.0055
2024-05-14 2024-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 17,989 -3,403 -15.91 1,553 -7.73 0.0109
2024-02-14 2023-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 21,392 2,424 12.78 1,683 23.04 0.0127
2023-11-14 2023-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 18,968 445 2.40 1,367 -2.64 0.0118
2023-08-11 2023-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 18,523 -34,707 -65.20 1,405 -64.51 0.0110
2023-05-11 2023-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 53,230 1,422 2.74 3,956 -8.99 0.0333
2023-02-14 2022-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 51,808 -9,045 -14.86 4,348 -0.98 0.0382
2022-11-14 2022-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 60,853 -3,445 -5.36 4,390 2.21 0.0402
2022-08-15 2022-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 64,298 -35,787 -35.76 4,295 -41.54 0.0339
2022-05-16 2022-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 100,085 -7,884 -7.30 7,347 -5.92 0.0442
2022-02-14 2021-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 107,969 -9,789 -8.31 7,809 2.98 0.0407
2021-11-15 2021-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 117,758 -55,432 -32.01 7,583 -30.71 0.0455
2021-08-13 2021-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 173,190 -26,740 -13.37 10,944 -8.71 0.0644
2021-05-13 2021-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 199,930 154 0.08 11,988 20.96 0.0787
2021-02-16 2020-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 199,776 25,827 14.85 9,911 41.48 0.0621
2020-11-13 2020-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 173,949 13,938 8.71 7,005 5.40 0.0507
2020-08-14 2020-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 160,011 -7,439 -4.44 6,646 26.64 0.0514
2020-06-02 2020-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 167,450 -8,762 -4.97 5,248 -45.85 0.0528
2020-02-20 2019-12-31 13F/A-1 PRINCIPAL FINL GROUP COM 74251V102 176,212 -76,760 -30.34 9,692 -32.95 0.0728
2020-02-14 2019-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 176,212 -76,760 9,692 57,442.5466
2020-02-20 2019-09-30 13F/A-1 PRINCIPAL FINL GROUP COM 74251V102 252,972 -19,434 -7.13 14,455 -8.39 0.1155
2019-11-14 2019-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 252,972 -19,434 14,455 105,930.4800
2019-08-14 2019-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 272,406 15,099 5.87 15,778 22.17 0.1284
2019-05-15 2019-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 257,307 46,648 22.14 12,915 38.80 0.1052
2019-02-14 2018-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 210,659 -57,224 -21.36 9,305 -40.72 0.0788
2018-11-14 2018-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 267,883 60,081 28.91 15,696 42.61 0.1023
2018-08-14 2018-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 207,802 -776,488 -78.89 11,006 -81.64 0.0735
2018-05-15 2018-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 984,290 161,119 19.57 59,954 3.22 0.1463
2018-02-14 2017-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 823,171 -171,363 -17.23 58,083 -9.23 0.1376
2017-11-14 2017-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 994,534 121,555 13.92 63,988 14.41 0.1503
2017-08-14 2017-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 872,979 -3,973 -0.45 55,928 1.05 0.1481
2017-05-15 2017-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 876,952 95,131 12.17 55,345 22.35 0.1500
2017-02-14 2016-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 781,821 -53,617 -6.42 45,236 5.12 0.1294
2016-11-14 2016-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 835,438 13,262 1.61 43,032 27.31 0.1339
2016-08-15 2016-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 822,176 -31,559 -3.70 33,800 0.35 0.1062
2016-05-16 2016-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 853,735 140,750 19.74 33,681 5.03 0.1063
2016-02-16 2015-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 712,985 111,392 18.52 32,069 12.61 0.0933
2015-11-16 2015-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 601,593 -222,901 -27.03 28,479 -32.66 0.0876
2015-08-14 2015-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 824,494 -10,420 -1.25 42,289 -1.40 0.1044
2015-05-18 2015-03-31 13F/A-1 PRINCIPAL FINL GROUP COM 74251V102 834,914 238,902 40.08 42,888 38.54 0.1015
2015-05-15 2015-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 834,914 42,888
2015-02-17 2014-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 596,012 151,229 34.00 30,957 32.65 0.0777
2014-11-14 2014-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 444,783 9,922 2.28 23,337 6.31 0.0563
2014-08-14 2014-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 434,861 56,749 15.01 21,952 26.24 0.0555
2014-05-16 2014-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 378,112 7,597 2.05 17,389 -4.83 0.0495
2014-02-14 2013-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 370,515 -106,710 -22.36 18,271 -10.59 0.0555
2013-11-14 2013-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 477,225 12,050 2.59 20,435 17.30 0.0734
2013-08-22 2013-06-30 13F/A-1 PRINCIPAL FINL GROUP COM 74251V102 465,175 465,175 17,421 0.0733
2013-08-14 2013-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 465,175 17,421 0.0735
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.