Principal Financial Group, Inc.
DE ˙ DB ˙ US74251V1026
88,50 € ↑2,00 (2,31%)
2026-06-05
DEL PRIS
SecurityDE:PG4 / Principal Financial Group, Inc.
InstitutionHighTower Advisors, LLC
Latest Disclosed Ownership24,446 shares
Latest Disclosed Value $ 2,202,856
HighTower Advisors, LLC reports 52.41% increase in ownership of PG4 / Principal Financial Group, Inc.

On May 5, 2026 - HighTower Advisors, LLC filed a 13F-HR form disclosing ownership of 24,446 shares of Principal Financial Group, Inc. (DE:PG4) valued at $1,882,342 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 16,040 shares of Principal Financial Group, Inc.. This represents a change in shares of 52.41% during the quarter. The current value of the position is $2,163,471 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)
2026-05-05 2026-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 24,446 8,406 52.41 2,203 55.73 0.0023
2026-02-06 2025-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 16,040 -1,373 -7.88 1,415 -2.01 0.0015
2025-11-07 2025-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 17,413 401 2.36 1,444 6.81 0.0016
2025-08-11 2025-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 17,012 543 3.30 1,351 -2.74 0.0017
2025-05-13 2025-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 16,469 2,018 13.96 1,389 24.24 0.0019
2025-02-07 2024-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 14,451 1,080 8.08 1,119 -2.36 0.0015
2024-11-14 2024-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 13,371 51 0.38 1,145 9.78 0.0016
2024-08-13 2024-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 13,320 -2,925 -18.01 1,043 -25.29 0.0016
2024-05-06 2024-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 16,245 -4,408 -21.34 1,396 -14.09 0.0023
2024-02-12 2023-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 20,653 583 2.90 1,625 11.68 0.0027
2023-11-08 2023-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 20,070 -232 -1.14 1,455 -5.34 0.0027
2023-08-14 2023-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 20,302 -17,956 -46.93 1,537 -45.90 0.0030
2023-05-12 2023-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 38,258 558 1.48 2,841 -10.21 0.0062
2023-02-09 2022-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 37,700 2,574 7.33 3,164 24.52 0.0072
2022-11-09 2022-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 35,126 -494 -1.39 2,541 7.12 0.0068
2022-08-10 2022-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 35,620 1,180 3.43 2,372 -5.91 0.0061
2022-05-12 2022-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 34,440 21,618 168.60 2,521 172.25 0.0056
2022-02-10 2021-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 12,822 1,257 10.87 926 23.63 0.0020
2021-11-12 2021-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 11,565 1,073 10.23 749 13.31 0.0020
2021-08-06 2021-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 10,492 319 3.14 661 8.18 0.0019
2021-05-10 2021-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 10,173 -1,084 -9.63 611 10.49 0.0019
2021-02-10 2020-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 11,257 2,284 25.45 553 54.04 0.0023
2020-11-13 2020-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 8,973 1,056 13.34 359 9.45 0.0017
2020-08-10 2020-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 7,917 -1,370 -14.75 328 13.49 0.0018
2020-05-21 2020-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 9,287 -459 -4.71 289 -45.88 0.0019
2020-02-14 2019-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 9,746 -655 -6.30 534 -9.80 0.0032
2019-11-12 2019-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 10,401 -19,765 -65.52 592 -66.02 0.0032
2019-08-13 2019-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 30,166 -44,668 -59.69 1,742 -53.72 0.0104
2019-05-15 2019-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 74,834 63,638 568.40 3,764 654.31 0.0251
2019-02-14 2018-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 11,196 -1,246 -10.01 499 -31.36 0.0038
2018-11-09 2018-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 12,442 -1,155 -8.49 727 2.68 0.0052
2018-08-14 2018-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 13,597 -33,262 -70.98 708 -75.18 0.0055
2018-05-15 2018-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 46,859 -6,392 -12.00 2,852 -24.09 0.0239
2018-02-14 2017-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 53,251 8,110 17.97 3,757 28.66 0.0308
2017-11-14 2017-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 45,141 -5,204 -10.34 2,920 -9.32 0.0249
2017-09-22 2017-06-30 13F/A-1 PRINCIPAL FINL GROUP COM 74251V102 50,345 18,928 60.25 3,220 62.63 0.0288
2017-08-14 2017-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 50,345 18,928 3,220
2017-05-15 2017-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 31,417 6,858 27.92 1,980 39.14 0.0189
2017-02-10 2016-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 24,559 13,696 126.08 1,423 155.48 0.0155
2016-11-14 2016-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 10,863 -245 -2.21 557 21.62 0.0065
2016-08-11 2016-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 11,108 2,668 31.61 458 36.72 0.0058
2016-05-16 2016-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 8,440 -4,257 -33.53 335 -41.33 0.0011
2016-05-18 2015-12-31 13F/A-1 PRINCIPAL FINL GROUP COM 74251V102 12,697 990 8.46 571 2.51 0.0068
2016-02-12 2015-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 12,697 571
2015-11-16 2015-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 11,707 660 5.97 557 -1.76 0.0074
2015-08-11 2015-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 11,047 238 2.20 567 2.16 0.0091
2015-05-15 2015-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 10,809 512 4.97 555 3.74 0.0083
2015-02-17 2014-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 10,297 1,278 14.17 535 13.11 0.0082
2014-11-14 2014-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 9,019 1,663 22.61 473 27.49 0.0080
2014-08-13 2014-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 7,356 2,564 53.51 371 68.64 0.0064
2014-05-15 2014-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 4,792 462 10.67 220 2.80 0.0043
2014-02-14 2013-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 4,330 4,330 214 0.0044
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.