Principal Financial Group, Inc.
DE ˙ DB ˙ US74251V1026
88,50 € ↑2,00 (2,31%)
2026-06-05
DEL PRIS
SecurityDE:PG4 / Principal Financial Group, Inc.
InstitutionJanney Montgomery Scott LLC
Latest Disclosed Ownership30,015 shares
Latest Disclosed Value $ 2,705
Janney Montgomery Scott LLC reports 46.30% increase in ownership of PG4 / Principal Financial Group, Inc.

On April 22, 2026 - Janney Montgomery Scott LLC filed a 13F-HR form disclosing ownership of 30,015 shares of Principal Financial Group, Inc. (DE:PG4) valued at $2,311,155 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 20,516 shares of Principal Financial Group, Inc.. This represents a change in shares of 46.30% during the quarter. The current value of the position is $2,656,328 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)
2026-04-22 2026-03-31 13F PRINCIPAL FINL GROUP Common Stock 74251V102 30,015 9,499 46.30 3 100.00 0.0067
2026-02-11 2025-12-31 13F PRINCIPAL FINL GROUP Common Stock 74251V102 20,516 -435 -2.08 2 0.00 0.0042
2025-10-27 2025-09-30 13F PRINCIPAL FINL GROUP Common Stock 74251V102 20,951 1,227 6.22 2 0.00 0.0041
2025-07-17 2025-06-30 13F PRINCIPAL FINL GROUP Common Stock 74251V102 19,724 -232 -1.16 2 0.00 0.0041
2025-04-17 2025-03-31 13F PRINCIPAL FINL GROUP Common Stock 74251V102 19,956 -268 -1.33 2 0.00 0.0048
2025-01-17 2024-12-31 13F PRINCIPAL FINL GROUP Common Stock 74251V102 20,224 -1,540 -7.08 2 0.00 0.0043
2024-10-29 2024-09-30 13F PRINCIPAL FINL GROUP Common Stock 74251V102 21,764 2,933 15.58 2 0.00 0.0052
2024-07-25 2024-06-30 13F PRINCIPAL FINL GROUP Common Stock 74251V102 18,831 504 2.75 1 0.00 0.0045
2024-05-01 2024-03-31 13F PRINCIPAL FINL GROUP Common Stock 74251V102 18,327 -444 -2.37 2 0.00 0.0047
2024-02-08 2023-12-31 13F PRINCIPAL FINL GROUP Common Stock 74251V102 18,771 579 3.18 1 0.00 0.0048
2023-11-08 2023-09-30 13F PRINCIPAL FINL GROUP Common Stock 74251V102 18,192 -3,806 -17.30 1 0.00 0.0049
2023-07-26 2023-06-30 13F PRINCIPAL FINL GROUP Common Stock 74251V102 21,998 -540 -2.40 2 0.00 0.0058
2023-04-28 2023-03-31 13F PRINCIPAL FINL GROUP Common Stock 74251V102 22,538 -2,232 -9.01 2 -50.00 0.0068
2023-02-01 2022-12-31 13F PRINCIPAL FINL GROUP Common Stock 74251V102 24,770 548 2.26 2 -99.89 0.0081
2022-10-25 2022-09-30 13F PRINCIPAL FINL GROUP Common Stock 74251V102 24,222 6,070 33.44 1,748 41.42 0.0075
2022-08-03 2022-06-30 13F PRINCIPAL FINL GROUP Common Stock 74251V102 18,152 848 4.90 1,236 -2.68 0.0056
2022-05-04 2022-03-31 13F PVH Common Stock 74251V102 17,304 -703 -3.90 1,270 -2.53 0.0054
2022-01-27 2021-12-31 13F PRINCIPAL FINL GROUP Common Stock 74251V102 18,007 319 1.80 1,303 14.40 0.0051
2021-10-29 2021-09-30 13F PRINCIPAL FINL GROUP Common Stock 74251V102 17,688 1,851 11.69 1,139 13.79 0.0049
2021-07-26 2021-06-30 13F PRINCIPAL FINL GROUP Common Stock 74251V102 15,837 74 0.47 1,001 5.93 0.0044
2021-04-27 2021-03-31 13F PRINCIPAL FINL GROUP Common Stock 74251V102 15,763 -516 -3.17 945 16.96 0.0046
2021-01-25 2020-12-31 13F PRINCIPAL FINL GROUP Common Stock 74251V102 16,279 -216 -1.31 808 21.69 0.0039
2020-11-06 2020-09-30 13F PRINCIPAL FINL GROUP Common Stock 74251V102 16,495 -4,466 -21.31 664 -23.77 0.0038
2020-07-23 2020-06-30 13F PRINCIPAL FINL GROUP Common Stock 74251V102 20,961 -1,462 -6.52 871 23.90 0.0055
2020-04-30 2020-03-31 13F PRINCIPAL FINL GROUP Common Stock 74251V102 22,423 -385 -1.69 703 -43.94 0.0056
2020-01-21 2019-12-31 13F PRINCIPAL FINL GROUP Common Stock 74251V102 22,808 -827 -3.50 1,254 -7.18 0.0082
2019-10-29 2019-09-30 13F PRINCIPAL FINL GROUP Common Stock 74251V102 23,635 3,522 17.51 1,351 15.97 0.0098
2019-07-29 2019-06-30 13F PRINCIPAL FINL GROUP Common Stock 74251V102 20,113 -5,411 -21.20 1,165 -9.06 0.0089
2019-04-30 2019-03-31 13F/A-1 PRINCIPAL FINL GROUP Common Stock 74251V102 25,524 -530 -2.03 1,281 11.29 0.0105
2019-04-30 2019-03-31 13F PRINCIPAL FINL GROUP Common Stock 74251V102 26,054 0 1,151
2019-02-01 2018-12-31 13F PRINCIPAL FINL GROUP Common Stock 74251V102 26,054 1,248 5.03 1,151 -20.78 0.0111
2018-11-05 2018-09-30 13F PRINCIPAL FINANCIAL GRP Common Stock 74251V102 24,806 1,095 4.62 1,453 15.68 0.0125
2018-07-24 2018-06-30 13F PRINCIPAL FINANCIAL GRP Common Stock 74251V102 23,711 -7,240 -23.39 1,256 -33.37 0.0121
2018-04-19 2018-03-31 13F PRINCIPAL FINANCIAL GRP Common Stock 74251V102 30,951 5,208 20.23 1,885 3.80 0.0190
2018-02-14 2017-12-31 13F PRINCIPAL FINANCIAL GRP Common Stock 74251V102 25,743 159 0.62 1,816 10.33 0.0189
2017-11-15 2017-09-30 13F PRINCIPAL FINANCIAL GRP Common Stock 74251V102 25,584 3,335 14.99 1,646 15.43 0.0188
2017-07-27 2017-06-30 13F PRINCIPAL FINANCIAL GRP Common Stock 74251V102 22,249 -5,741 -20.51 1,426 -19.25 0.0178
2017-04-26 2017-03-31 13F PRINCIPAL FINANCIAL GRP Common Stock 74251V102 27,990 8,489 43.53 1,766 56.56 0.0235
2017-02-13 2016-12-31 13F PRINCIPAL FINANCIAL GRP Common Stock 74251V102 19,501 -211 -1.07 1,128 11.13 0.0170
2016-11-14 2016-09-30 13F PRINCIPAL FINANCIAL GRP Common Stock 74251V102 19,712 -2,904 -12.84 1,015 -0.20 0.0179
2016-08-05 2016-06-30 13F PRINCIPAL FINANCIAL GRP Common Stock 74251V102 22,616 6,861 43.55 1,017 63.50 0.0161
2016-05-10 2016-03-31 13F PRINCIPAL FINANCIAL GRP Common Stock 74251V102 15,755 -6,861 -30.34 622 -38.84 0.0163
2016-02-19 2015-12-31 13F PRINCIPAL FINANCIAL GRP Common Stock 74251V102 22,616 1,111 5.17 1,017 -0.10 0.0263
2015-11-16 2015-09-30 13F PRINCIPAL FINANCIAL GRP Common Stock 74251V102 21,505 5,097 31.06 1,018 21.05 0.0287
2015-08-04 2015-06-30 13F PRINCIPAL FINANCIAL GRP Common Stock 74251V102 16,408 545 3.44 842 3.19 0.0176
2015-05-12 2015-03-31 13F/A-1 PRINCIPAL FINANCIAL GRP Common Stock 74251V102 15,863 9,276 140.82 815 138.30 0.0152
2015-04-30 2015-03-31 13F PRINCIPAL FINANCIAL GRP Common Stock 74251V102 15,863 815
2015-02-10 2014-12-31 13F PRINCIPAL FINANCIAL GRP Common Stock 74251V102 6,587 886 15.54 342 14.38 0.0068
2014-11-14 2014-09-30 13F PRINCIPAL FINANCIAL GRP Common Stock 74251V102 5,701 -1,100 -16.17 299 -12.83 0.0062
2014-08-13 2014-06-30 13F PRINCIPAL FINANCIAL GRP Common Stock 74251V102 6,801 1,600 30.76 343 43.51 0.0075
2014-05-14 2014-03-31 13F PRINCIPAL FINANCIAL GRP Common Stock 74251V102 5,201 835 19.13 239 11.16 0.0058
2014-02-19 2013-12-31 13F PRINCIPAL FINANCIAL GRP Common Stock 74251V102 4,366 -1,556 -26.27 215 -99.92 0.0057
2013-11-14 2013-09-30 13F PRINCIPAL FINANCIAL GRP Common Stock 74251V102 5,922 5,922 253,580 0.0076
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.