Principal Financial Group, Inc.
DE ˙ DB ˙ US74251V1026
88,50 € ↑2,00 (2,31%)
2026-06-05
DEL PRIS
SecurityDE:PG4 / Principal Financial Group, Inc.
InstitutionIndependent Advisor Alliance
Latest Disclosed Ownership3,956 shares
Latest Disclosed Value $ 356,474
Independent Advisor Alliance reports 2.86% increase in ownership of PG4 / Principal Financial Group, Inc.

On May 12, 2026 - Independent Advisor Alliance filed a 13F-HR form disclosing ownership of 3,956 shares of Principal Financial Group, Inc. (DE:PG4) valued at $304,612 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 3,846 shares of Principal Financial Group, Inc.. This represents a change in shares of 2.86% during the quarter. The current value of the position is $350,106 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 IN COM 74251V102 3,956 110 2.86 356 5.01 0.0022
2026-02-04 2025-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,846 -67 -1.71 339 4.63 0.0082
2025-11-04 2025-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,913 -1,105 -22.02 324 -18.59 0.0084
2025-08-11 2025-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 5,018 12 0.24 399 -5.69 0.0115
2025-05-12 2025-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 5,006 433 9.47 422 19.55 0.0139
2025-02-07 2024-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 4,573 742 19.37 354 7.29 0.0047
2024-11-13 2024-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 3,831 -5,194 -57.55 329 -53.53 0.0120
2024-08-12 2024-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 9,025 2,656 41.70 708 28.96 0.0242
2024-05-08 2024-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 6,369 1,239 24.15 550 36.23 0.0198
2024-02-08 2023-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 5,130 524 11.38 404 21.75 0.0145
2023-10-24 2023-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 4,606 -31 -0.67 332 -5.70 0.0150
2023-07-28 2023-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 4,637 83 1.82 352 3.85 0.0155
2023-05-12 2023-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 4,554 4,554 338 0.0163
2023-02-13 2022-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 0 -4,076 -100.00 0 -100.00
2022-11-04 2022-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 4,076 -346 -7.82 294 -0.34 0.0171
2022-08-04 2022-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 4,422 -1,099 -19.91 295 -27.16 0.0165
2022-05-06 2022-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 5,521 -4,868 -46.86 405 -46.07 0.0195
2022-02-11 2021-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 10,389 1,687 19.39 751 34.11 0.0370
2021-11-01 2021-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 8,702 459 5.57 560 7.49 0.0311
2021-08-12 2021-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 8,243 -113 -1.35 521 3.99 0.0285
2021-05-14 2021-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 8,356 232 2.86 501 24.32 0.0297
2021-02-11 2020-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 8,124 8,124 403 0.0273
2019-02-12 2018-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 0 -7,156 -100.00 0 -100.00
2018-11-13 2018-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 7,156 -714 -9.07 300 3.81 0.0540
2018-08-08 2018-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 7,870 1,671 26.96 289 -21.47 0.0601
2018-05-15 2018-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 6,199 89 1.46 368 -16.55 0.0820
2018-02-14 2017-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 6,110 52 0.86 441 9.43 0.0985
2017-11-15 2017-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 6,058 -446 -6.86 403 -5.18 0.1108
2017-08-14 2017-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 6,504 264 4.23 425 9.54 0.1354
2017-05-09 2017-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 6,240 82 1.33 388 8.08 0.0615
2017-05-19 2016-12-31 13F/A-1 PRINCIPAL FINL GROUP COM 74251V102 6,158 6,158 359 0.1539
2017-02-15 2016-12-31 13F PRINCIPAL FINANCIAL Common Stock 74251V102 6,158 359 0.1397
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.