Principal Financial Group, Inc.
DE ˙ DB ˙ US74251V1026
88,50 € ↑2,00 (2,31%)
2026-06-05
DEL PRIS
SecurityDE:PG4 / Principal Financial Group, Inc.
InstitutionKestra Advisory Services, LLC
Latest Disclosed Ownership17,649 shares
Latest Disclosed Value $ 1,590,326
Kestra Advisory Services, LLC reports 29.02% increase in ownership of PG4 / Principal Financial Group, Inc.

On April 30, 2026 - Kestra Advisory Services, LLC filed a 13F-HR form disclosing ownership of 17,649 shares of Principal Financial Group, Inc. (DE:PG4) valued at $1,358,973 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 13,679 shares of Principal Financial Group, Inc.. This represents a change in shares of 29.02% during the quarter. The current value of the position is $1,561,936 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)
2026-04-30 2026-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 17,649 3,970 29.02 1,590 31.84 0.0060
2026-02-13 2025-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 13,679 592 4.52 1,207 11.15 0.0050
2025-11-14 2025-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 13,087 -396 -2.94 1,085 1.40 0.0050
2025-08-15 2025-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 13,483 1,762 15.03 1,071 8.30 0.0052
2025-05-14 2025-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 11,721 -1,784 -13.21 989 -5.45 0.0048
2025-02-10 2024-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 13,505 858 6.78 1,045 -3.78 0.0057
2024-11-13 2024-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 12,647 -5,476 -30.22 1,086 -23.57 0.0060
2024-08-14 2024-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 18,123 532 3.02 1,422 -6.39 0.0079
2024-05-15 2024-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 17,591 5,521 45.74 1,518 59.96 0.0102
2024-02-14 2023-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 12,070 -2,214 -15.50 950 -7.77 0.0077
2023-11-13 2023-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 14,284 259 1.85 1,029 -3.20 0.0101
2023-08-11 2023-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 14,025 1,018 7.83 1,064 10.04 0.0106
2023-05-12 2023-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 13,007 -23,381 -64.25 967 -68.36 0.0105
2023-01-31 2022-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 36,388 6,142 20.31 3,054 152,550.00 0.0271
2022-11-01 2022-09-30 13F/A-1 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 30,246 5,841 23.93 2 100.00 0.0234
2022-11-01 2022-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 30,246 5,841 2,182 0.0234
2022-08-12 2022-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 24,405 10,574 76.45 2 0.00 0.0168
2022-07-20 2022-03-31 13F/A-1 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 13,831 1,057 8.27 1 -99.89 0.0106
2022-04-26 2022-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 13,831 1,057 1,015 0.0105
2022-07-25 2021-12-31 13F/A-1 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 12,774 874 7.34 1 -100.00 0.0094
2022-01-20 2021-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 12,774 874 924 0.0094
2022-07-25 2021-09-30 13F/A-1 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 11,900 2,977 33.36 1 -100.00 0.0077
2021-10-19 2021-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 11,900 2,977 766 0.0077
2022-07-26 2021-06-30 13F/A-1 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 8,923 -3,275 -26.85 1 -100.00 0.0064
2021-07-28 2021-06-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 8,923 -3,275 564 0.0064
2022-07-27 2021-03-31 13F/A-1 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 12,198 760 6.64 1 -100.00 0.0093
2021-05-10 2021-03-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 12,198 760 731 0.0093
2022-07-28 2020-12-31 13F/A-1 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 11,438 11,336 11,113.73 1 -100.00 0.0065
2021-01-20 2020-12-31 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 11,438 11,336 558 0.0065
2022-07-29 2020-09-30 13F/A-1 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 102 102 280,000 0.0052
2020-11-12 2020-09-30 13F PRINCIPAL FINANCIAL GROUP IN COM 74251V102 102 102 280 0.0052
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.