Principal Financial Group, Inc.
DE ˙ DB ˙ US74251V1026
88,50 € ↑2,00 (2,31%)
2026-06-05
DEL PRIS
SecurityDE:PG4 / Principal Financial Group, Inc.
InstitutionJfs Wealth Advisors, Llc
Latest Disclosed Ownership1,284 shares
Latest Disclosed Value $ 115,702
Jfs Wealth Advisors, Llc reports 0.47% increase in ownership of PG4 / Principal Financial Group, Inc.

On April 20, 2026 - Jfs Wealth Advisors, Llc filed a 13F-HR form disclosing ownership of 1,284 shares of Principal Financial Group, Inc. (DE:PG4) valued at $98,868 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 1,278 shares of Principal Financial Group, Inc.. This represents a change in shares of 0.47% during the quarter. The current value of the position is $113,634 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)
2026-04-20 2026-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 1,284 6 0.47 116 2.68 0.0065
2026-01-14 2025-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 1,278 51 4.16 113 10.89 0.0064
2025-11-10 2025-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 1,227 -1 -0.08 102 4.12 0.0060
2025-07-24 2025-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 1,228 -116 -8.63 98 -14.16 0.0062
2025-04-22 2025-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 1,344 6 0.45 113 9.71 0.0077
2025-01-31 2024-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 1,338 -26 -1.91 104 -11.97 0.0071
2024-10-25 2024-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 1,364 4 0.29 117 10.38 0.0078
2024-07-15 2024-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 1,360 24 1.80 107 -7.83 0.0084
2024-04-30 2024-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 1,336 -12 -0.89 115 8.49 0.0092
2024-02-07 2023-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 1,348 -11 -0.81 106 9.28 0.0090
2023-11-02 2023-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 1,359 43 3.27 98 -2.02 0.0092
2023-08-07 2023-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 1,316 7 0.53 100 2.06 0.0090
2023-04-19 2023-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 1,309 -43 -3.18 97 -14.16 0.0092
2023-02-13 2022-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 1,352 7 0.52 113 16.49 0.0111
2022-10-21 2022-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 1,345 44 3.38 97 11.49 0.0106
2022-08-02 2022-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 1,301 -8 -0.61 87 -9.37 0.0092
2022-05-02 2022-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 1,309 66 5.31 96 6.67 0.0091
2022-02-03 2021-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 1,243 1,143 1,143.00 90 1,400.00 0.0085
2021-11-09 2021-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 100 0 0.00 6 0.00 0.0006
2021-08-04 2021-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 100 0 0.00 6 0.00 0.0009
2021-04-28 2021-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 100 0 0.00 6 20.00 0.0012
2021-02-01 2020-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 100 0 0.00 5 25.00 0.0010
2020-10-28 2020-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 100 0 0.00 4 0.00 0.0010
2020-08-05 2020-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 100 0 0.00 4 33.33 0.0010
2020-04-29 2020-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 100 0 0.00 3 -50.00 0.0009
2020-02-03 2019-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 100 0 0.00 6 0.00 0.0015
2019-10-30 2019-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 100 0 0.00 6 0.00 0.0015
2019-08-06 2019-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 100 0 0.00 6 20.00 0.0015
2019-04-23 2019-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 100 -40 -28.57 5 -16.67 0.0013
2019-01-26 2018-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 140 -140 -50.00 6 -62.50 0.0016
2018-11-09 2018-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 280 -42 -13.04 16 -5.88 0.0041
2018-07-25 2018-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 322 0 0.00 17 -15.00 0.0045
2018-04-26 2018-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 322 -81 -20.10 20 -28.57 0.0053
2018-01-30 2017-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 403 0 0.00 28 7.69 0.0069
2017-10-20 2017-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 403 0 0.00 26 0.00 0.0067
2017-07-28 2017-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 403 0 0.00 26 13.04 0.0071
2017-04-24 2017-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 403 0 0.00 23 0.00 0.0062
2017-01-30 2016-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 403 0 0.00 23 9.52 0.0062
2016-10-26 2016-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 403 0 0.00 21 31.25 0.0060
2016-04-25 2016-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 403 0 0.00 16 -11.11 0.0047
2016-02-03 2015-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 403 0 0.00 18 -5.26 0.0052
2015-10-27 2015-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 403 0 0.00 19 -9.52 0.0084
2015-07-31 2015-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 403 0 0.00 21 0.00 0.0108
2015-04-28 2015-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 403 0 0.00 21 0.00 0.0098
2015-01-23 2014-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 403 282 233.06 21 250.00 0.0033
2014-10-29 2014-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 121 0 0.00 6 0.00 0.0010
2014-07-29 2014-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 121 121 6 0.0011
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.