Principal Financial Group, Inc.
DE ˙ DB ˙ US74251V1026
87,50 € 0,00 (0,00%)
2026-06-01
DEL PRIS
SecurityDE:PG4 / Principal Financial Group, Inc.
InstitutionJohnson Financial Group, Inc.
Latest Disclosed Ownership930 shares
Latest Disclosed Value $ 83,803
Johnson Financial Group, Inc. reports 94.56% increase in ownership of PG4 / Principal Financial Group, Inc.

On May 7, 2026 - Johnson Financial Group, Inc. filed a 13F-HR form disclosing ownership of 930 shares of Principal Financial Group, Inc. (DE:PG4) valued at $71,610 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 478 shares of Principal Financial Group, Inc.. This represents a change in shares of 94.56% during the quarter. The current value of the position is $81,375 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-07 2026-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 930 452 94.56 84 97.62 0.0030
2026-02-12 2025-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 478 0 0.00 42 7.69 0.0016
2025-11-13 2025-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 478 0 0.00 40 5.41 0.0015
2025-08-13 2025-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 478 0 0.00 38 -7.50 0.0017
2025-05-15 2025-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 478 0 0.00 40 2.56 0.0020
2025-02-14 2024-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 478 -565 -54.17 39 -56.18 0.0019
2024-11-13 2024-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 1,043 239 29.73 90 41.27 0.0041
2024-08-14 2024-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 804 0 0.00 63 -8.70 0.0031
2024-05-14 2024-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 804 0 0.00 69 9.52 0.0037
2024-02-09 2023-12-31 13F/A-1 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 804 0 0.00 63 10.53 0.0035
2024-02-09 2023-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 804 0 63 0.0021
2023-11-14 2023-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 804 0 0.00 58 -5.00 0.0040
2023-08-14 2023-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 804 0 0.00 61 1.69 0.0042
2023-05-12 2023-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 804 239 42.30 60 25.53 0.0043
2023-02-13 2022-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 565 -100 -15.04 47 -20.34 0.0038
2022-11-14 2022-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 665 -239 -26.44 59 -1.67 0.0054
2022-08-15 2022-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 904 0 0.00 60 -9.09 0.0043
2022-05-16 2022-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 904 565 166.67 66 164.00 0.0047
2022-02-14 2021-12-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 339 0 0.00 25 13.64 0.0016
2021-11-12 2021-09-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 339 0 0.00 22 4.76 0.0015
2021-08-13 2021-06-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 339 0 0.00 21 5.00 0.0014
2021-05-14 2021-03-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 339 0 0.00 20 17.65 0.0013
2021-02-12 2020-12-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 339 0 0.00 17 21.43 0.0015
2020-11-12 2020-09-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 339 0 0.00 14 0.00 0.0014
2020-08-11 2020-06-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 339 -4,518 -93.02 14 -90.79 0.0015
2020-05-14 2020-03-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 4,857 -10,650 -68.68 152 -82.18 0.0182
2020-02-14 2019-12-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 15,507 -6,180 -28.50 853 -31.15 0.0770
2019-11-12 2019-09-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 21,687 -872 -3.87 1,239 -5.20 0.1136
2019-08-09 2019-06-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 22,559 13,240 142.08 1,307 179.27 0.1163
2019-05-13 2019-03-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 9,319 3,221 52.82 468 73.98 0.0415
2019-02-11 2018-12-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 6,098 -5,312 -46.56 269 -59.79 0.0277
2018-11-09 2018-09-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 11,410 10,962 2,446.88 669 2,687.50 0.0682
2018-08-07 2018-06-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 448 0 0.00 24 -11.11 0.0026
2018-05-07 2018-03-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 448 0 0.00 27 -15.62 0.0032
2018-02-12 2017-12-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 448 0 0.00 32 10.34 0.0039
2017-11-09 2017-09-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 448 -220 -32.93 29 -32.56 0.0038
2017-08-10 2017-06-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 668 -572 -46.13 43 -44.87 0.0062
2017-05-12 2017-03-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 1,240 0 0.00 78 8.33 0.0098
2017-02-07 2016-12-31 13F/A-1 PRINCIPAL FINANCIAL GROUP COM 74251V102 1,240 0 0.00 72 12.50 0.0099
2017-02-02 2016-12-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 1,240 72
2016-11-14 2016-09-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 1,240 -308 -19.90 64 0.00 0.0085
2016-08-12 2016-06-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 1,548 0 0.00 64 4.92 0.0089
2016-05-09 2016-03-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 1,548 169 12.26 61 -1.61 0.0122
2016-02-08 2015-12-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 1,379 -160 -10.40 62 -15.07 0.0129
2015-11-02 2015-09-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 1,539 -220 -12.51 73 -18.89 0.0160
2015-08-11 2015-06-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 1,759 440 33.36 90 32.35 0.0187
2015-05-12 2015-03-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 1,319 -181 -12.07 68 -12.82 0.0146
2015-02-10 2014-12-31 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 1,500 181 13.72 78 11.43 0.0181
2014-11-14 2014-09-30 13F PRINCIPAL FINANCIAL GROUP COM 74251V102 1,319 0 0.00 70 4.48 0.0183
2014-08-06 2014-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 1,319 95 7.76 67 19.64 0.0177
2014-05-14 2014-03-31 13F PRINCIPAL FINL GROUP COM 74251V102 1,224 0 0.00 56 -6.67 0.0164
2014-02-11 2013-12-31 13F PRINCIPAL FINL GROUP COM 74251V102 1,224 270 28.30 60 46.34 0.0174
2013-11-14 2013-09-30 13F PRINCIPAL FINL GROUP COM 74251V102 954 -285 -23.00 41 -10.87 0.0124
2013-08-14 2013-06-30 13F PRINCIPAL FINL GROUP COM 74251V102 1,239 1,239 46 0.0128
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.