Principal Financial Group, Inc.
DE ˙ DB ˙ US74251V1026
88,50 € ↑2,00 (2,31%)
2026-06-05
DEL PRIS
SecurityDE:PG4 / Principal Financial Group, Inc.
InstitutionJustInvest LLC
Latest Disclosed Ownership39,439 shares
Latest Disclosed Value $ 3,553,848
JustInvest LLC reports 3.80% increase in ownership of PG4 / Principal Financial Group, Inc.

On May 14, 2026 - JustInvest LLC filed a 13F-HR form disclosing ownership of 39,439 shares of Principal Financial Group, Inc. (DE:PG4) valued at $3,036,803 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 37,995 shares of Principal Financial Group, Inc.. This represents a change in shares of 3.80% during the quarter. The current value of the position is $3,490,352 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)
2026-05-14 2026-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 39,439 1,444 3.80 3,554 6.03 0.0349
2026-02-13 2025-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 37,995 2,350 6.59 3,352 13.17 0.0327
2025-10-31 2025-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 35,645 5,737 19.18 2,961 24.36 0.0303
2025-07-25 2025-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 29,908 2,390 8.69 2,381 2.59 0.0269
2025-05-14 2025-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 27,518 3,490 14.52 2,322 24.85 0.0342
2025-02-10 2024-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 24,028 -614 -2.49 1,860 -12.15 0.0281
2024-11-12 2024-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 24,642 1,492 6.44 2,117 17.82 0.0341
2024-08-12 2024-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 23,150 1,509 6.97 1,796 -3.80 0.0342
2024-05-09 2024-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 21,641 -4,929 -18.55 1,868 -10.67 0.0401
2024-02-08 2023-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 26,570 1,805 7.29 2,090 17.15 0.0542
2023-11-08 2023-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 24,765 865 3.62 1,785 -1.55 0.0534
2023-07-28 2023-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 23,900 -450 -1.85 1,813 0.17 0.0555
2023-05-10 2023-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 24,350 4,833 24.76 1,810 10.51 0.0629
2023-02-10 2022-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 19,517 -82 -0.42 1,638 15.77 0.0676
2022-11-14 2022-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 19,599 1,849 10.42 1,414 19.22 0.0639
2022-08-12 2022-06-30 13F/A-1 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 17,750 6,333 55.47 1,186 41.53 0.0549
2022-08-09 2022-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 17,750 6,333 1,186 0.0549
2022-05-16 2022-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 11,417 -3,164 -21.70 838 -20.57 0.0406
2022-02-23 2021-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 14,581 6,376 77.71 1,055 99.81 0.0622
2021-11-09 2021-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 8,205 -2,882 -25.99 528 -24.68 0.0474
2021-08-11 2021-06-30 13F/A-1 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 11,087 6,308 131.99 701 144.25 0.0734
2021-07-21 2021-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 4,779 0 287 0.0437
2021-04-28 2021-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 4,779 4,779 287 0.0434
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.