Principal Financial Group, Inc.
DE ˙ DB ˙ US74251V1026
88,50 € ↑2,00 (2,31%)
2026-06-05
DEL PRIS
SecurityDE:PG4 / Principal Financial Group, Inc.
InstitutionImpax Asset Management Group plc
Latest Disclosed Ownership22,113 shares
Latest Disclosed Value $ 1,992,602
Impax Asset Management Group plc reports 64.41% increase in ownership of PG4 / Principal Financial Group, Inc.

On May 12, 2026 - Impax Asset Management Group plc filed a 13F-HR form disclosing ownership of 22,113 shares of Principal Financial Group, Inc. (DE:PG4) valued at $1,702,701 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 13,450 shares of Principal Financial Group, Inc.. This represents a change in shares of 64.41% during the quarter. The current value of the position is $1,957,000 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)
2026-05-12 2026-03-31 13F Principal Financial Group Common Stock 74251V102 22,113 8,663 64.41 1,993 67.96 0.0139
2026-01-29 2025-12-31 13F Principal Financial Group Common Stock 74251V102 13,450 0 0.00 1,186 6.37 0.0074
2025-11-06 2025-09-30 13F Principal Financial Group Common Stock 74251V102 13,450 0 0.00 1,115 4.40 0.0065
2025-08-08 2025-06-30 13F Principal Financial Group Common Stock 74251V102 13,450 13,450 1,068 0.0061
2024-04-30 2024-03-31 13F Principal Financial Group Common Stock 74251V102 0 -6,867 -100.00 0 -100.00
2024-01-26 2023-12-31 13F Principal Financial Group Common Stock 74251V102 6,867 -11 -0.16 540 9.09 0.0022
2023-11-07 2023-09-30 13F/A-1 Principal Financial Group Common Stock 74251V102 6,878 -14 -0.20 496 -5.17 0.0022
2023-11-07 2023-09-30 13F Principal Financial Group Common Stock 74251V102 6,878 496
2023-08-07 2023-06-30 13F Principal Financial Group Common Stock 74251V102 6,892 54 0.79 523 2.76 0.0021
2023-05-10 2023-03-31 13F Principal Financial Group Common Stock 74251V102 6,838 -1,860 -21.38 508 -30.32 0.0021
2023-02-09 2022-12-31 13F Principal Financial Group Common Stock 74251V102 8,698 -6 -0.07 730 16.08 0.0033
2022-11-08 2022-09-30 13F Principal Financial Group Common Stock 74251V102 8,704 -191 -2.15 628 5.72 0.0032
2022-08-11 2022-06-30 13F/A-2 Principal Financial Group Common Stock 74251V102 8,895 -286 -3.12 594 -11.87 0.0029
2022-08-02 2022-06-30 13F Principal Financial Group Common Stock 74251V102 9,181 0 674 0.0028
2022-05-16 2022-03-31 13F Principal Financial Group Common Stock 74251V102 9,181 9 0.10 674 1.66 0.0028
2022-02-14 2021-12-31 13F Principal Financial Group Common Stock 74251V102 9,172 -296,564 -97.00 663 -96.63 0.0024
2021-11-12 2021-09-30 13F Principal Financial Group Common Stock 74251V102 305,736 1,273 0.42 19,689 2.34 0.0809
2021-08-05 2021-06-30 13F Principal Financial Group Common Stock 74251V102 304,463 6,951 2.34 19,239 7.85 0.0848
2021-05-14 2021-03-31 13F Principal Financial Group Common Stock 74251V102 297,512 -25,989 -8.03 17,839 11.15 0.0913
2021-02-16 2020-12-31 13F Principal Financial Group Common Stock 74251V102 323,501 57,010 21.39 16,049 49.54 0.1021
2020-11-12 2020-09-30 13F Principal Financial Group Common Stock 74251V102 266,491 278 0.10 10,732 -2.95 0.0939
2020-08-14 2020-06-30 13F Principal Financial Group Common Stock 74251V102 266,213 -5,494 -2.02 11,058 29.86 0.1135
2020-05-15 2020-03-31 13F Principal Financial Group Common Stock 74251V102 271,707 98,324 56.71 8,515 -10.71 0.1133
2020-02-13 2019-12-31 13F Principal Financial Group Common Stock 74251V102 173,383 26,001 17.64 9,536 13.24 0.1064
2019-11-14 2019-09-30 13F Principal Financial Group Common Stock 74251V102 147,382 17,648 13.60 8,421 12.07 0.1097
2019-08-13 2019-06-30 13F Principal Financial Group Common Stock 74251V102 129,734 4,549 3.63 7,514 19.59 0.0976
2019-05-13 2019-03-31 13F Principal Financial Group Common Stock 74251V102 125,185 19,042 17.94 6,283 34.02 0.0865
2019-02-14 2018-12-31 13F Principal Financial Group Common Stock 74251V102 106,143 11,972 12.71 4,688 -15.03 0.0764
2018-11-14 2018-09-30 13F Principal Financial Group Common Stock 74251V102 94,171 94,171 5,517 0.0792
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.